Abdul Kader Puranwala's questions to Dr Reddy's Laboratories Ltd (RDY) leadership • Q1 2026
Question
Abdul Kader Puranwala of ICICI Securities inquired about the potential pricing strategy for semaglutide and whether the planned 500-600 bps of cost savings would come from investments in the NRT and nutraceuticals businesses.
Answer
CEO Erez Israeli stated that semaglutide pricing will be set as high as the market allows, depending heavily on competition and reimbursement. He clarified that the potential cost savings are from discretionary areas like travel and consultants, not from cutting investments that support growth drivers like the recently acquired NRT business. The priority remains growing the company.