Q4 2026 Divi's Laboratories Ltd Earnings Call Transcript
Key Points
- Divi's Laboratories Ltd (BOM:532488) reported a consolidated total income of INR11,067 crores for FY 2025-'26, showing growth from INR9,712 crores in the previous year.
- The company recorded a profit after tax of INR2,568 crores for the financial year, up from INR2,191 crores in the previous year.
- Exports contributed nearly 89% of the total sales revenue, with Europe and the United States accounting for approximately 74% of the export revenue.
- The nutraceuticals business saw revenue growth, reaching INR946 crores compared to INR781 crores in the previous financial year.
- Divi's Laboratories Ltd (BOM:532488) has maintained strong customer engagement in its Custom Synthesis segment, with a diversified product offering and active project pipeline.
- The company faced challenges due to geopolitical tensions in West Asia, leading to disruptions in global trade routes and increased freight rates.
- There was a noted pricing pressure in the generic business, affecting overall margins.
- Raw material availability issues, particularly with methanol and other solvents, posed challenges, although production stoppages were avoided.
- Freight-related cost pressures are expected to continue in the near term, impacting operational costs.
- Despite significant CapEx investments, the constant currency growth for the year was only 6.82%, indicating slower-than-expected revenue growth.
Ladies and gentlemen, good day, and welcome to the earnings conference call of Divi's Laboratories Limited for Q4 FY25-'26. (Operator Instructions)
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 of the company for the quarter and year ended March 31, 2026.
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; and Mr. Venkatesa Perumallu Pasumarthy, Chief Financial Officer. During the day, our Board has approved audited financial results for the quarter and year ended March 31, 2026, and we have released the same to the stock exchanges as well as updated the same in our website.
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