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    Shyam Srinivasan

    Research Analyst at Goldman Sachs

    Shyam Srinivasan is an Equity Research Analyst at Goldman Sachs (India) Securities Pvt Ltd, specializing in coverage of major Indian consumer companies such as Titan as part of the firm's India Consumer research team. Known for his in-depth analysis and sector expertise, he provides clients with actionable investment recommendations and financial modeling; recent research includes projections and financial metrics for listed companies benefiting from growth in India's affluent demographics. Srinivasan has built his career within Goldman Sachs India, contributing to high-level investment research and client advisory since joining the firm, but details on previous employers or an extended career timeline are not publicly documented. He holds professional credentials appropriate for research analysts in India, though specific FINRA registrations or securities licenses are not explicitly available from public sources.

    Shyam Srinivasan's questions to DR REDDYS LABORATORIES (RDY) leadership

    Shyam Srinivasan's questions to DR REDDYS LABORATORIES (RDY) leadership • Q1 2026

    Question

    Shyam Srinivasan of Goldman Sachs inquired about the full-year CapEx outlook, plans for deploying the company's cash surplus, and the strategy for sustaining growth in the India business.

    Answer

    CFO M V Narasimham guided for full-year CapEx of ₹2,100-2,700 crores, similar to last year, with investments focused on peptides and biosimilars. CEO Erez Israeli added that the company has $2-2.5 billion in financial capacity (including debt) for business development and is actively pursuing opportunities. For the India business, he stated growth will be driven by launching innovative products through in-licensing, rather than focusing on branded generics, to consistently outpace the market and achieve double-digit growth.

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    Shyam Srinivasan's questions to DR REDDYS LABORATORIES (RDY) leadership • Q1 2025

    Question

    Shyam Srinivasan of Goldman Sachs asked about the company's capital allocation strategy given its significant cash balance and strong cash flow, specifically focusing on investment priorities and its M&A philosophy for the Indian market amid high valuations.

    Answer

    CEO Erez Israeli stated the company has about $2.5 billion in inorganic investment capacity and will focus on collaborations and licensing across its four key areas: B2B generics, innovation, consumer care, and biologics. Regarding India, he affirmed it remains a priority market but emphasized that the company will not pursue deals where the cost of capital exceeds the potential return, avoiding overpaying for EBITDA in the current high-interest environment.

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