Dr. Reddy’s Laboratories Q3 Results FY2024:

Revenue Rises 16%, PAT Up 2% YoY

Dr. Reddy’s Laboratories has announced its financial results for the third quarter of FY2024, reporting a 2% year-on-year (YoY) growth in consolidated profit after tax (PAT) to ₹1,413.3 crore. This is an increase from ₹1,378.9 crore in the same quarter last year. The company’s performance was bolstered by robust operational improvements and strong growth in its nicotine replacement therapy (NRT) portfolio, India, and emerging markets.

Key Financial Highlights – Q3 FY2024

  1. Revenue Growth:
    • Net Income: ₹8,358.6 crore, a 16% YoY increase compared to ₹7,214.8 crore in Q3 FY2023.
    • Global Segment Revenue: Up 17% YoY.
    • Pharmaceuticals & API Revenue: Grew 5% YoY.
  2. EBITDA Performance:
    • EBITDA: ₹2,298.2 crore, up from ₹2,110.7 crore in Q3 FY2023.
    • Quarter-on-quarter, EBITDA rose slightly from ₹2,280.3 crore.
  3. Profit Margins:
    • Gross Margin: 58.7%, slightly higher than 58.5% in Q2 FY2024 but down from 59.6% in the same quarter last year.
  4. R&D Investments:
    • Dr. Reddy’s invested ₹6.7 billion in research and development, accounting for 8% of total revenue.
    • Focused areas include vaccines, biosimilars, peptides, and novel oncology therapies.

Management Insights

GV Prasad, Joint Chairman and Managing Director of Dr. Reddy’s Laboratories, highlighted the company’s achievements, saying:
“We have achieved double-digit growth driven by the newly acquired NRT business, successful product launches, and robust operational improvements. Our focus remains on advancing healthcare solutions through innovation and creativity to meet patient needs.”

Nine-Month Performance FY2024

For the first nine months of FY2024, the company reported strong growth:

  • Revenue: ₹24,047.5 crore, a 15% YoY increase.
  • EBITDA: ₹6,738.4 crore, compared to ₹6,429.3 crore in the same period of FY2023.
    However, full-year revenue declined 5% YoY to ₹40,600 crore.

Stock Market Update

Shares of Dr. Reddy’s Laboratories closed at ₹1,289.35, down 0.54% on the Bombay Stock Exchange (BSE) following the earnings announcement.

Conclusion

Dr. Reddy’s Laboratories delivered a strong performance in Q3 FY2024, with double-digit revenue growth driven by strategic acquisitions and innovation in key therapeutic areas. The company’s investments in R&D and its focus on emerging markets position it well for sustained growth in the pharmaceutical sector.

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