RDYDr. Reddy's Laboratories Limited

$12.22

Is the business good?

How good a business is RDY?

Dr. Reddy's Laboratories Limited earns 15% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

15%

Return on invested capital · cost of capital 9.0% · 6.5 points above what the capital costs: growth creates value

Operating margin
22%

Operating margin · Drug Manufacturers - Specialty & Generic median 12% · fiscal year to FY2025

Cash conversion
0.34×

Cash conversion · 0.52× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
+0.08%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY20209.2%
FY202113%
FY202214%
FY202323%
FY202424%
FY202522%
Details
Gross marginfiscal year to FY2025
59%
Operating marginfiscal year to FY2025
22%
Net marginfiscal year to FY2025
17%
Free cash flow margin
5.8%
R&D as % of revenue
8.4%
Revenue, trailing twelve months
$325.5B
Free cash flow, trailing twelve months
$18.9B
Net income, trailing twelve months
$56.5B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
15%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.