Dr. Reddy's Laboratories Limited (RDY) Q2 2025 Earnings Call Transcript Summary
Dr. Reddy's Laboratories Limited (RDY) Q2 2025 Earnings Call Transcript Summary
EBITDA for the quarter was $272 million, up 5% year-over-year, with a margin of 28.4%, excluding one-time costs related to the NRT acquisition.The following is a summary of the Dr. Reddy's Laboratories Limited (RDY) Q2 2025 Earnings Call Transcript:
以下是印度雷迪實驗室有限公司（RDY）2025年第二季度業績會交流摘要：
Financial Performance:
財務表現:
Dr. Reddy's reported Q2 FY 2025 consolidated revenues of $957 million, a 17% year-over-year increase.
Gross profit margin stood at 59.6%, a slight increase over the previous year mainly due to improved product mix offset by price erosion.
EBITDA for the quarter was $272 million, up 5% year-over-year, with a margin of 28.4%, excluding one-time costs related to the NRT acquisition.
Profit after tax was $150 million, translating to an EPS of INR 15.04.
雷迪博士報告2025財年第二季度的綜合收入爲95700萬美元，同比增長17%。
毛利潤率爲59.6%，較去年略有增加，主要是由於產品組合改善抵消了價格侵蝕。
本季度的EBITDA爲27200萬美元，同比增長5%，毛利率爲28.4%，不包括與NRt收購相關的一次性費用。
稅後利潤爲15000萬美元，換算成印度盧比每股收益爲15.04。
Business Progress:
業務進展:
Recently completed the acquisition of the Nicotinell brand, with plans to integrate and scale up the business.
Entered into a voluntary licensing agreement with Gilead Science for manufacturing and commercialization of Lenacapavir in over 120 countries.
Received EMA approval for a rituximab biosimilar, planning launches in Europe starting February 2025.
Investing in expanding facilities for injectables, biosimilars, and APIs, particularly in peptides for the GLP-1 segment.
最近完成對尼古泰爾品牌的收購，計劃整合和擴展業務。
與吉利德科學公司達成自願許可協議，用於在120多個國家制造和商業化Lenacapavir。
已獲得EMA批准生產利妥昔單抗生物類似藥物，並計劃從2025年2月開始在歐洲推出。
投資擴建注射劑、生物類似藥和API設施，特別是在肽類藥物中的GLP-1領域。
Opportunities:
機會：
Expansion into nutraceuticals in partnership with Nestle and growth in the nicotine replacement therapy market post-acquisition of Nicotinell.
Launching new generic and biosimilar products in global markets including the U.S and Europe.
Leveraging manufacturing capabilities in India to meet global demand, particularly for GLP-1 related products.
與雀巢合作拓展保健食品業務，並在收購Nicotinell後擴大尼古丁替代療法市場。
在全球市場推出包括美國和歐洲在內的新一代仿製藥和生物類似藥品。
利用印度的製造能力滿足全球需求，尤其是GLP-1相關產品。
Risks:
風險：
Marginal price erosion in the generics market observed, alongside the typical risks involved with integration of new acquisitions such as Nicotinell.
Regulatory risks as highlighted by the need to address observations from the US FDA for certain manufacturing facilities.
在仿製藥市場觀察到邊際價格侵蝕，以及與新收購整合相關的典型風險，如Nicotinell。
監管風險，因爲需要解決美國FDA針對特定製造設施的觀察所指出的問題。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
