Dr Reddy's semaglutide supply delay

Dr Reddy's Q3 FY2024-25 revenue guidance will be reduced by 3-5% specifically attributable to semaglutide supply constraints, impacting overall pharmaceutical segment growth forecasts.

Dr Reddy's will announce a formal supply recovery plan and revised semaglutide delivery timeline within 60 days, resulting in stock price recovery of 5-7% from the initial decline low point.

Dr Reddy's Laboratories (DRREDDY) stock price will decline by 8-12% within 30 days following the semaglutide supply delay announcement due to revenue guidance concerns and investor risk-off positioning in the pharmaceutical sector.