DRREDDY

Dr Reddy’s Laboratories share price has declined 19.5% YTD, with the stock also losing 17% in the past six months. Over the past year, Dr Reddy’s shares have dropped 10%, but its two-year return remains positive at 18%, and over five years, the pharma stock has gained 75%. The company’s US sales growth is projected at just 3% YoY in Q4FY25, mainly due to a muted offtake in Lenalidomide. However, its domestic formulations (DF) sales are expected to grow 21% YoY, supported by the integration of the Sanofi portfolio, which could drive long-term gains.