Divi's Laboratories Ltd Strategic Pipeline And Outlook

GLP-1, contrast media (Iohexol, Iopromide capacity), custom synthesis maturing; revenue/EBITDA could triple/quadruple FY25-30. Pharma stocks dipped on Trump tariff threats (25% on India), potential generics impact. Incremental capex focuses on oligonucleotides, continuous flow chemistry, biocatalysis; Q4 FY26 expected strong growth with new project validations. Overall utilization supports FY26 revenue guidance amid GLP-1, contrast media launches.