Divis Laboratories Ltd — earnings calls

Divi's Laboratories reported consolidated total income of ₹3,144 crores for Q1 FY27 compared to ₹2,529 crores a year earlier, with profit after tax at ₹902 crores versus ₹545 crores in the same period last year. Management said standalone revenue grew 10% on a constant currency basis, with Custom Synthesis contributing 60% of revenue and Generics 40%. Management also discussed elevated solvent costs, a three-month rolling inventory strategy to secure supply, and progress on validation batches across peptide, generic and custom synthesis projects.

Divi's Laboratories reported consolidated total income of Rs 2,986 crore for Q4 FY26 and Rs 11,067 crore for the full year, with profit after tax of Rs 751 crore for the quarter and Rs 2,568 crore for the year. Management described disruption to raw material and logistics supply chains from geopolitical tensions in West Asia, including force majeure invocations by suppliers and rising freight rates, though it said this had not caused production stoppages or revenue loss. Management said generic volumes remained steady while pricing stayed under pressure, and that capital work in progress stood at Rs 2,113 crore at year end.