Divi's Laboratories Ltd (NSE:DIVISLAB)
₹ 6,778.5 -56.5 (-0.83%) Market Cap: 1.80 Tn Enterprise Value: 1.76 Tn PE Ratio: 82.13 PB Ratio: 12.02 GF Score: 95/100
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Q2 2025 Divi's Laboratories Ltd Earnings Call Transcript

Nov 9, 2024 / 09:30 AM GMT

Key Points

Positve
  • Divi's Laboratories Ltd (BOM:532488) reported significant revenue growth in Q2 FY 2025, driven by expanding market opportunities.
  • The company's strategy to diversify across portfolios is yielding favorable results, with a robust pipeline of generic products advancing towards regulatory approvals.
  • The contrast media segment is showing noticeable progress, with strong engagement from key customers and significant growth potential.
  • Successful USFDA inspection at the unit two facility reaffirms Divi's Laboratories Ltd (BOM:532488)'s commitment to quality and regulatory compliance.
  • The company is making investments to expand technical capabilities in response to the demand for new peptide drugs, particularly those targeting GLP-1.
Negative
  • Divi's Laboratories Ltd (BOM:532488) is facing pricing pressure across its generic business, impacting sales despite volume growth.
  • Logistical challenges, including extended transit times and increased logistics costs due to global shipping disruptions, are affecting operations.
  • The company is cautious about raw material price stability, as market sensitivity to Middle East developments and crude oil price fluctuations could impact costs.
  • There is uncertainty regarding the timeline for pricing stabilization in the generic segment, with hopes for normalization in the next six months to a year.
  • The ongoing investments in expanding peptide synthesis facilities make it difficult to quantify the financial impact at this stage.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DIVI.NS - Divi's Laboratories Ltd
Q2 2025 Divi's Laboratories Ltd Earnings Call
Nov 09, 2024 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the earnings conference call of the Laboratories Limited for Q2 FY 2025.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr M Satish Chaudhry. Thank you and over to you, sir.

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Unidentified_2 [2]
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