Divi's Laboratories Limited — Q2FY27 earnings call summary

Filed 13 November 2026 · Official transcript

Capex ₹1,223 Cr in H1 FY27; CWIP ₹1,638 Cr as of Sep 30, 2026
FY27 capex guidance ~₹2,000 Cr ±20%; investments across all units and technologies
Double-digit revenue growth guidance for H2 FY27; EBITDA margin guidance unchanged
Q2 FY27 consolidated total income ₹3,770 Cr +32% y-y; PAT ₹1,127 Cr +64% y-y
First half FY27 total income ₹6,907 Cr +28% y-y; PAT ₹2,029 Cr +64% y-y
Custom synthesis 62% and generics 38% of sales in H1 FY27
Three major dedicated CS projects near commercialization; ramp-up expected in next few quarters
Peptide capacity expansion ongoing with multiple 3,000 litre SPPS lines; focus on integrated manufacturing