Q4 2025 Divi's Laboratories Ltd Earnings Call Transcript
Key Points
- Divi's Laboratories Ltd (BOM:532488) reported a strong financial performance with a consolidated total income of INR 2,671 crores for the current quarter, up from INR 2,382 crores in the same quarter last year.
- The company maintained stable volumes in its core generic products despite pricing pressures, showcasing resilience in a competitive market.
- Divi's Laboratories Ltd (BOM:532488) signed a long-term manufacturing and supply agreement for an advanced intermediate with a leading global pharmaceutical company, enhancing its presence in the custom synthesis space.
- The peptide business is gaining significant traction, with strategic investments in both solid phase and liquid phase synthesis capabilities to meet the rising demand for novel peptide-based therapies.
- The company is committed to corporate social responsibility, positively impacting over 1.3 million lives through initiatives in education, healthcare, and rural empowerment.
- Divi's Laboratories Ltd (BOM:532488) faces persistent global supply chain constraints and geopolitical uncertainties, impacting transit times and increasing freight costs.
- The generic segment continues to experience pricing pressures due to heightened competition, affecting overall margins.
- Global transit times have been notably impacted by disruptions in maritime routes, leading to extended lead times for shipments and affecting planning and production costs.
- The company anticipates that the benefits from the Kakinada facility's backward integration will take time to reflect in gross margins, indicating a delay in cost savings.
- Despite a strong financial performance, the company refrained from providing specific revenue or EBITDA guidance for FY 2026, indicating uncertainty in future projections.
Ladies and gentlemen, good day and welcome to the earnings conference call of TV's Laboratories Limited for Q4F5 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 0 on your touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Mr. M. Satish Chaudry.
Thank you and over.
To so.
'-
Good afternoon to all of you. I am Sati Chowdhury, company secretary and Chief Investor relations officer of the Laboratories Limited.
I welcome you all to the earnings call of the company for the quarter and year ended 31st March 2025.
From Devi's labs we have with us today Doctor Kiran S Devi, whole-time director and Chief Executive Officer, Ms. Nilma
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