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Company Analysis

Dr. Reddy's Laboratories Ltd RDY

A comprehensive view of key metrics, scores, and financial health for Dr. Reddy's Laboratories Ltd

Overview of Dr. Reddy's Laboratories Limited

RDY NYQ
Healthcare Drug Manufacturers - Specialty & Generic Framework: Pharma / Mature Biotech Large Cap
Dr. Reddy's Laboratories Limited (RDY), is a Large Cap company, in the Drug Manufacturers - Specialty & Generic industry, last closed at $14.13, about 34.4% overvalued vs fair value, +4.9% 1Y return, ranked 571/1145 in sector.
Metrics P/E 25.4× Rev Growth 3.2% ROE 12.1% Gross Margin 52.8% Div Yield 0.61%
USD 14.13
-0.28%
(Delayed)
• Vol 90d: 30.7%
52-Week Range
Market Cap
$11.79B
Enterprise Value
$12.45B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Good
Completeness: 100%
Confidence: 98%
Updated: Oct 31
Top Beats
No strong beats yet

Quick Facts

Website https://www.drreddys.com
HQ Hyderabad
Employees 27,811
Fiscal year Mar 31

Next Events

Earnings Jan 21 Estimated

Fair Value Snapshot

Bear Base Bull
$8
$9
$10
Current: $14.13 -34% vs base

Engine Room Money Flow™

Large Cap

Pharmaceutical / Mature Biotech - Where revenue goes and how value is created

Flow Steps
Total Revenue
INR 335.9B
3.2%%
Gross Profit
INR 177.3B
-6.9%%
R&D Expense
INR 24.1B
-12.1%%
Operating Income (EBIT)
INR 58.6B
-26.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Pharmaceutical / Mature Biotech

Quality & Reliability Indicators

Cash Conversion
96.9%
Good

Good cash conversion

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

INR 6.7B
36.3% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
1/3
Improving
1
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Dr. Reddy's Laboratories Ltd's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
67
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • ROIC Sustainably Above Peers ROIC at 82.9th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.93), demonstrating pricing resilience across cycles.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.01), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
76
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing RDY's balance between Growth (26.7%), Profitability (38.8%), and Safety (34.5%). Growth 27% Safety 34% Profitability 39%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

46th percentile vs peers
46
Key Signals
Revenue CAGR 3Y 11.0% 68p Rev Growth YoY 3.2% 47p EPS CAGR 3Y -1.7% 38p TSR 5.6% 49p EPS Growth YoY -24.1% 21p
Strengths
  • Interest Coverage Ratio in top 20% of peers (15.66, 88th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Cash Flow to Debt Ratio in top 20% of peers (2.21, 83th percentile)
  • Consistently strong margins across 5 metrics
Risks

No significant risks identified for this axis.

Profitability

67th percentile vs peers
67
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
60
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Dr. Reddy's Laboratories Ltd.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$9.27
- - -
-34.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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