ResultsIQ

ResultsIQ › Latest results › Divi's Laboratories Limited

Divi's Laboratories Limited Q3 FY26 earnings call summary

NSE: DIVISLAB · BSE: 532488

Earnings call of 11 Feb 2026, summarised by AI from the filing.

Divi's Q3 FY26 total income ₹2,692 cr; 3 dedicated CS projects to commercialize in Q3-Q4 calendar 2027.

Key takeaways

  1. Guidance Raw material pricing and availability expected broadly stable over next 6 months; capex for FY26 at approximately historical rate excluding declared CS project.
  2. Driver Custom synthesis projects progressing; 3 dedicated projects to commercialize in Q3-Q4 calendar 2027, subject to regulatory approvals.
  3. Risk China's withdrawal of export tax rebates on certain products may result in selective pricing pressures over time.

Original filing on BSE

Divi's Laboratories Limited Q1 FY27 results

As filed: Revenue ₹3,080 cr (+28% year on year), EBITDA ₹1,255 cr (+72% year on year), PAT ₹902 cr (+66% year on year), EBITDA margin 40.8% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹2,831 cr (+10% year on year), EBITDA ₹934 cr (+5% year on year), PAT ₹751 cr (+13% year on year), EBITDA margin 33.0% (−128 bps). Score 31 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 128 bps year on year. Revenue rose ₹246 cr on a year ago, against ₹282 cr the year before. Share price after the results: −1.4% in 30 days (Nifty 500: +2.7%).
  • Q3 FY26: Revenue ₹2,604 cr (+12% year on year), EBITDA ₹890 cr (+20% year on year), PAT ₹583 cr (−1% year on year), EBITDA margin 34.2% (+214 bps). Score 28 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin rose 214 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹285 cr on a year ago, against ₹464 cr the year before. Share price after the results: −1.7% in 30 days (Nifty 500: −9.9%).
  • Q2 FY26: Revenue ₹2,715 cr (+16% year on year), EBITDA ₹888 cr (+24% year on year), PAT ₹689 cr (+35% year on year), EBITDA margin 32.7% (+208 bps). Score 44 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 208 bps year on year. Profit rose ₹179 cr on a year ago, more than the ₹162 cr it added the year before. Share price after the results: −2.7% in 28 days (Nifty 500: +1.3%).
  • Q1 FY26: Revenue ₹2,410 cr (+14% year on year), EBITDA ₹729 cr (+17% year on year), PAT ₹545 cr (+27% year on year), EBITDA margin 30.3% (+88 bps). Score 48 of 100, In line with trend. Revenue and profit growth were below the company's own trend; EBITDA growth was well below it. EBITDA margin rose 88 bps year on year. Revenue fell 7% from last quarter. Revenue rose ₹292 cr on a year ago, against ₹340 cr the year before. Share price after the results: −6.2% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹2,585 cr (+12% year on year), EBITDA ₹886 cr (+21% year on year), PAT ₹662 cr (+23% year on year), EBITDA margin 34.3% (+253 bps). Score 35 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 253 bps year on year. Revenue rose ₹282 cr on a year ago, against ₹352 cr the year before. Share price after the results: +6.5% in 30 days (Nifty 500: +1.0%).
  • Q3 FY25: Revenue ₹2,319 cr (+25% year on year), EBITDA ₹743 cr (+52% year on year), PAT ₹589 cr (+65% year on year), EBITDA margin 32.0% (+568 bps). Score 82 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 568 bps year on year. Profit rose ₹231 cr on a year ago, more than the ₹51.0 cr it added the year before.
  • Q2 FY25: Revenue ₹2,338 cr (+22% year on year), EBITDA ₹716 cr (+49% year on year), PAT ₹510 cr (+47% year on year), EBITDA margin 30.6% (+553 bps). Score 86 of 100, Above trend. EBITDA margin rose 553 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Divi's Laboratories Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.