Q3 2025 Divi's Laboratories Ltd Earnings Call Transcript
Key Points
- Divi's Laboratories Ltd (BOM:532488) reported a significant increase in consolidated total income for Q3 FY25, reaching INR2,401 crores compared to INR1,915 crores in the same quarter of the previous year.
- The company successfully commenced commercial operations at its Phase I greenfield project at Unit 3 in Kakinada, enhancing backward integration and manufacturing capabilities.
- Divi's Laboratories Ltd (BOM:532488) maintained stability in its generic business despite ongoing industry price pressures, with expectations for easing pressures and future growth driven by patent expirations.
- The nutraceutical division continues to gain market share, with efforts in production efficiencies and new product introductions aligning with long-term growth strategies.
- The company has a strong cash position with INR3,659 crores on books, supporting its strategic investments and operational efficiency initiatives.
- Divi's Laboratories Ltd (BOM:532488) faces ongoing price pressures in the generic segment, impacting overall revenue growth despite volume increases.
- Logistical challenges, including disruptions in the Red Sea and port congestion, led to increased costs and delays, although the company managed to mitigate impacts through strategic actions.
- The company is experiencing a gradual easing of supply chain pressures, but geopolitical and shipping conditions continue to pose risks.
- Despite a strong pipeline, the timing of contributions from new projects in the custom synthesis segment is uncertain due to dependency on regulatory approvals.
- The nutraceutical business has seen stagnated momentum due to capacity constraints, although future growth is anticipated with the Kakinada expansion.
Ladies and gentlemen, good day, and welcome to the conference call of Divi's Laboratories Limited for Q3 FY25. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. M. Satish Choudhury. Thank you, and over to you, sir.
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Good afternoon to all of you. I am M. Satish Choudhury, Company Secretary and Chief Investor Relations Officer of Divi's Laboratories Limited.
I welcome you all to the earnings call for the company for the quarter and nine months ended December 31, 2024. From Divi's Labs, we have with us today, Dr. Kiran S. Divi, Whole-Time Director and Chief Executive Officer; Ms. Nilima Prasad Divi, Whole-Time Director, Commercial; Mr. L. Kishore Babu, Chief Financial Officer; and Mr. Venkatesa Perumallu, General Manager, Finance and Accounts.
During the day, our Board has approved unaudited financial results for the quarter and nine months ended
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