NSE:DRREDDY management interview: Dr. Reddy’s Q4 Miss: CEO Erez Israeli Reveals Pipeline Replacement & Recovery Strategy | ET Now
ET Now, 2026-05-12. Video: https://www.youtube.com/watch?v=J1ZHRItBV9c
- US growth pipeline: The company plans to launch 27 products in the United States next year, expecting North American sales to expand via new product volumes and market share gains despite single-digit price erosion.
- Semaglutide expansion: After securing approval in Canada's 12-million-pen annual market, the company plans to leverage the license for other international markets and launch oral Semaglutide in India within coming days.
- Long-term financial targets: Management is targeting EBITDA margins between 20% and 25%, supported by gross margins of 50% to 55%, SG&A expenses around 30% to 32%, and R&D spending at approximately 7%.
- Biosimilar Abatacept timeline: The USFDA has accepted the filing for biosimilar Abatacept, setting up an anticipated launch in early 2027 pending FDA review and site inspections in Bachupally, Hyderabad.