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    Shashank Krishnakumar • Emkay Global

    Shashank Krishnakumar's questions to Dr Reddy's Laboratories Ltd (RDY) leadership

    Shashank Krishnakumar's questions to Dr Reddy's Laboratories Ltd (RDY) leadership • Q1 2026

    Question

    Shashank Krishnakumar of Emkay Global Financial Services Ltd asked for the value of the out-licensing income booked in the quarter and questioned how the company could maintain its pace of complex generic launches while moderating R&D spend.

    Answer

    CFO M V Narasimham quantified the out-licensing income at ₹120 crores, noting it's a recurring part of the business. CEO Erez Israeli explained that current R&D spending impacts products 10-12 years in the future, so moderating it now does not affect the launch pipeline for the immediate term, as those products are already developed or filed.

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    Shashank Krishnakumar's questions to Dr Reddy's Laboratories Ltd (RDY) leadership • Q4 2025

    Question

    Shashank Krishnakumar asked if Dr. Reddy's anticipates any meaningful benefit from the import alert issued to a competitor's facility for Revlimid, given the volume restrictions in place.

    Answer

    CEO Erez Israeli stated concisely that he does not believe the competitor's import alert will have any impact on Dr. Reddy's.

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