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Dr. Reddy's Laboratories Limited (DRREDDY.NS)

National Stock Exchange of India Healthcare Drug Manufacturers - Specialty & GenericView data quality →
59.4Fair

ValueMarkers Composite Index

Top 75%#11,147 of 44,707
Undervalued

26% below intrinsic value ($20)

UndervaluedFair ValueOvervalued
Piotroski
3/9
Weak
Beneish
-2.69
Low Risk
Altman
6.28
Safe
DCF Value
$20
Undervalued
ROIC
11.2%
Adequate
P/E
18.2
Fair
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Dr. Reddy's Laboratories Limited (DRREDDY.NS) — VMCI valuation read

Headline read on DRREDDY.NS: VMCI of 59/100 versus a Healthcare sector median of 50. The 9-point above-median position is what makes Dr. Reddy's Laboratories Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on DRREDDY.NS: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on DRREDDY.NS: value (DRREDDY.NS trades at 27.0x earnings, 50% above the Healthcare median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Healthcare median (10.0%)), and risk (net debt to EBITDA of -1.6x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Healthcare 12.0x baseline.

DRREDDY.NS rose 3.0% over the trailing 7 days, with a -20.0% read on a 30-day basis.

Dr. Reddy's Laboratories Limited, together with its subsidiaries, operates as an integrated pharmaceutical company worldwide. It operates through Global Generics, Pharmaceutical Services and Active Ingredients (PSAI), Proprietary Products, and Others segments. The company's Global Generics segment manufactures and markets prescription and over-the-counter finished pharmaceutical products that are marketed under a brand name or as a generic finished dosages with therapeutic equivalence to branded formulations. This segment also engages in the biologics business. The PSAI segment manufactures and markets active pharmaceutical ingredients and intermediates, which are principal ingredients for finished pharmaceutical products. This segment also provides contract research services; and manufactures and sells active pharmaceutical ingredients and steroids in accordance with the specific customer requirements. Its Proprietary Products segment focuses on the research and development of differentiated formulations. The Others segment engages in developing therapies in the fields of oncology and inflammation. The therapeutic categories primarily include gastro-intestinal, cardiovascular, anti-diabetic, dermatology, oncology, respiratory, stomatology, urology, and nephrology. The company has a collaboration, license, and option agreement with Curis, Inc. to discover, develop, and commercialize small molecule antagonists for immuno-oncology and precision oncology targets. Dr. Reddy's Laboratories Limited was incorporated in 1984 and is headquartered in Hyderabad, India.

CEO: Erez Israeli27,048 employeesINwww.drreddys.com

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