Q2 FY27 presentation: revenue ₹ 8,671 Cr, EBITDA ₹ 1,783 Cr at 20.6% margin, PAT ₹ 925 Cr
Q2 FY27 investor presentation: revenue ₹ 8,671 Cr, down 1.5% YoY; EBITDA ₹ 1,783 Cr at a 20.6% margin and PAT ₹ 925 Cr, up 36% YoY.
By ScoutQuest · · 2 min read
- Revenue
- ₹ 8,671 Cr, down 1.5% YoY
- EBITDA
- ₹ 1,783 Cr at a 20.6% margin
- PAT
- ₹ 925 Cr, up 36% YoY
Quarter at a glance
The Q2 FY27 results presentation reports revenue of ₹ 8,671 Cr, down 1.5% year-on-year and up 7% quarter-on-quarter. EBITDA was ₹ 1,783 Cr, a 20.6% margin, up 24% YoY and 77% QoQ.
Profit
- PBT was ₹ 1,228 Cr at a 14.2% margin, up 33% YoY and 122% QoQ
- PAT attributable to equity shareholders was ₹ 925 Cr at a 10.7% margin, up 36% YoY and 109% QoQ
- Net cash surplus stood at ₹ 2,502 Cr
Why revenue and profit moved differently
The company says the underlying base business, excluding lenalidomide in North America, grew in double digits. The 1.5% decline in reported revenue is attributed to lower lenalidomide sales. Profit growth came in much stronger than revenue growth.
Prior-quarter provision
The presentation notes that Q1 FY27 was impacted by a provision of ₹ 240 Cr towards inventory and other costs related to a semaglutide API issue. That is the comparison base behind the sharp quarter-on-quarter jumps.
Business highlights
- Partnered with Takeda for QDENGA, described as India's first CDSCO-approved dengue vaccine, to launch in private markets in H1 2027
- Expanded collaboration with Gilead Sciences for investigational once-yearly lenacapavir for HIV prevention in 120 countries
- Secured Thai FDA approval for zoliflodacin for uncomplicated urogenital gonorrhoea treatment, in association with GARDP Foundation
- Secured USFDA approval for a rituximab biosimilar and launched a nivolumab biosimilar in India
- Generic semaglutide approved in 10 countries across Latin America, Africa and the Middle East, as well as Canada and India
- CDMO business under Aurigene Pharmaceutical Services surpassed $100+ million in the 12 months ended Sep'26
How to read this
- The figures are consolidated under IFRS for the quarter and half year ended September 30, 2026, and are unaudited
- The presentation carries a forward-looking statement section listing risks such as currency movements, interest rates, regulation and competition; items like the H1 2027 dengue vaccine launch are stated plans
Also from Dr Reddys Laboratories
Dr Reddy's files audio and video recordings of October 23, 2026 earnings call on Q2/H1 FY27 results
24 Oct 2026
Auditor's limited review reports with UDIN on Q2 and H1 results
23 Oct 2026
Board approves appointment of Akhil Ravi as Head API and Services and Senior Management Personnel
23 Oct 2026
More numbers
- Reported Revenues₹ 8,671 Cr
- EBITDA₹ 1,783 Cr
- EBITDA margin20.6%
- PBT₹ 1,228 Cr
- PAT attributable to equity shareholders₹ 925 Cr
- Net cash surplus₹ 2,502 Cr
- Q1FY27 provision for semaglutide API issue₹ 240 Cr
- CDMO business (Aurigene Pharmaceutical Services) revenue milestone$100+ million
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