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Dr. Reddy's Laboratories Limited

Dr. Reddy's Laboratories Limited

NYSE•RDY
CEO: Mr. Gunupati Venkateswara Prasad B.E.
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 2001-04-11
Dr. Reddy's Laboratories Limited, together with its subsidiaries, operates as an integrated pharmaceutical company worldwide. It operates through Global Generics, Pharmaceutical Services and Active Ingredients (PSAI), and Others segments. The company's Global Generics segment manufactures and markets prescription and over-the-counter finished pharmaceutical products that are marketed under a brand name or as a generic finished dosages with therapeutic equivalence to branded formulations, as well as engages in the biologics business. The PSAI segment manufactures and markets active pharmaceutical ingredients and intermediates, which are principal ingredients for finished pharmaceutical products. This segment also provides contract research services; and manufactures and sells active pharmaceutical ingredients and steroids in accordance with the specific customer requirements. The Others segment engages in developing therapies in the fields of oncology and inflammation; research and development of differentiated formulations; and provides digital healthcare and information technology enabled business support services. The company offers its products for various therapeutic categories primarily include gastro-intestinal, cardiovascular, anti-diabetic, dermatology, oncology, respiratory, stomatology, urology, and nephrology. Dr. Reddy's Laboratories Limited was incorporated in 1984 and is headquartered in Hyderabad, India.
連絡先情報
8-2-337, Road No. 3, Banjara Hills, Hyderabad, 500034, India
91-40-4900-2900
www.drreddys.com
時価総額
$11.99B
PER (TTM)
18.9
54.9
配当利回り
0.6%
52週高値
$16.17
52週安値
$12.26
52週レンジ
55%
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$980.03M+4.41%
直近4四半期の推移

EPS

$0.16-14.33%
直近4四半期の推移

フリーCF

$40.29M-263.17%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Total revenues reached Rs. 325,535 M, marking a 16.6% increase over the prior year period, driven by volume.
Generics Segment Leads Global Generics revenue grew 18% to Rs. 289,552 M, supported by strong performance across North America and Europe.
Strategic Acquisitions Complete Completed Haleon NRT acquisition for up to Rs. 56,121 M and Nestlé India deal, strengthening OTC portfolio reach.
Operating Cash Flow Up Cash flow from operating activities increased to Rs. 46,428 M, supported by lower working capital requirements during the year.

リスク要因

Margin Compression Intensifies Net profit margin fell to 17.6% from 19.9% due to 22% rise in SG&A expenses and increased R&D spending.
Significant Asset Impairment Recorded impairment charge of Rs. 1,693 M on non-current assets, a substantial increase from Rs. 3 M recorded previously.
Regulatory and Litigation Exposure Facing ongoing US antitrust MDL 2724 and Canadian competition act class actions, requiring vigorous defense against uncertain liabilities.
Geopolitical Supply Chain Risk Ongoing conflicts in Russia/Ukraine and Middle East create uncertainty for supply chains, logistics costs, and operational stability.

見通し

Future Growth Strategy Pillars Future growth strategy centers on three pillars: market leadership, operational excellence, and patient-focused innovation across segments.
Capital Expansion Planned Committed Rs. 14,567 M for capital expenditures, primarily enhancing injectable facility capacity and infrastructure in India.
NRT Integration Timeline Integration of acquired Haleon NRT business operations is phased, expected to complete gradually through February 2026 across all markets.
ESG Commitment Underpins Strategy is underpinned by sustainability goals, focusing on environmental stewardship, product accessibility, and enhancing stakeholder trust.

同業比較

売上高 (TTM)

Viatris Inc.VTRS
$14.12B
-6.1%
Baxter International Inc.BAX
$11.24B
+5.7%
Encompass Health CorporationEHC
$5.94B
+10.5%

粗利益率 (最新四半期)

Neurocrine Biosciences, Inc.NBIX
97.8%
-0.5pp
Exelixis, Inc.EXEL
95.6%
+0.1pp
BioMarin Pharmaceutical Inc.BMRN
81.2%
+7.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EXAS$19.62B-94.3-8.5%43.0%
RVMD$19.45B-19.8-49.2%7.0%
VTRS$18.13B-5.0-22.7%38.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.0%
横ばい
4四半期純利益CAGR
-9.6%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月7日
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EPS:-
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売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 20-F - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年6月6日|
    売上高: $3.85B+16.6%
    |
    EPS: $0.80+1.6%
    予想を上回る
  • Form 20-F - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年6月12日|
    売上高: $3.37B+13.5%
    |
    EPS: $0.81+23.0%
    予想を上回る
  • Form 20-F - FY 2023

    会計期末: 2023年3月31日|提出日: 2023年6月13日|
    売上高: $3.37B+14.7%
    |
    EPS: $0.81+91.0%
    予想を上回る
  • Form 20-F - FY 2022

    会計期末: 2022年3月31日|提出日: 2022年6月27日|
    売上高: $3.37B+8288.8%
    |
    EPS: $0.81+36.7%
    予想を下回る
  • Form 20-F - FY 2021

    会計期末: 2021年3月31日|提出日: 2021年6月30日|
    売上高: $3.37B-98.5%
    |
    EPS: $0.81-82.3%
    予想を下回る