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RDY Positive Sentiment Score: 80/100

Dr. Reddy's Laboratories Ltd. 8-2-337, Road No. 3, Banjara Hills, Hyderabad - 500 034, Telangana, India. CIN : L85195TG1984PLC004507 Tel : +91 40 4900 2900 Fax : +91 40 4900 2999 Email : mail@drreddys.com www.drreddys.co

Key Takeaway: Dr. Reddy's Laboratories has announced a distribution agreement with Novartis Pharma, whereby its subsidiary, DRL LLC, will sell and distribute Galvus and Galvus Met products in Russia. These products, which are notable among Dipeptidyl Peptidase-4 (DPP4) molecules, collectively generated approximately INR 2530 million in sales as of March 2024. No upfront payments are involved in this arrangement, which aims to leverage retail market opportunities and potentially enhance collaboration in the cardio space in the future.

Market Sentiment Analysis

POSITIVE FACTORS

  • Dr. Reddy's Laboratories has secured a distribution agreement with Novartis Pharma for significant anti-diabetes products.
  • The deal opens opportunities in the cardio and diabetes space, potentially enhancing DRL LLC's portfolio.
  • The combined sales of Galvus and Galvus Met products indicate a robust market presence in the Russian retail market.

Full Press Release Details

National Stock Exchange of India Ltd. (Scrip Code:
BSE Limited (Scrip Code: 500124)
New York Stock Exchange Inc. (Stock Code: RDY)
NSE IFSC Ltd. (Stock Code: DRREDDY)
under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
This is to inform that Dr. Reddy's Laboratories
LLC, Russia ("DRL LLC"), a step down wholly owned subsidiary of the Company has entered into a distribution agreement with
Novartis Pharma LLC ("Novartis Pharma") to sale and distribute the anti-diabetes products - Galvus and Galvus Met - leading
brands among Dipeptidyl Peptidase-4 (DPP4) molecules having combined sales of approx. INR 2530 million (approx. USD 30 million) as per
IQVIA Moving Annual Total (MAT) March 2024, retail market, in Russia. The details as required under Regulation 30 of the SEBI (Listing
Obligations and Disclosure Requirements) Regulations, 2015 are as hereunder:
1 Name of the entity (ies) with whom agreement / JV is signed : Novartis Pharma LLC
2 Area of agreement / JV : Distribution
3 Domestic/ international : International - Russia
4 Share exchange ratio/ JV ratio : Not applicable
5 Scope of business operation of agreement / JV : DRL LLC shall distribute the products in retail market and work with health care professionals using the own sales force team and pharmacy chains management. The Galvus and Galvus Met products saw combined sales of approx. INR 2530 million (approx. USD 30 million) during the Moving Annual Total (MAT) March 2024, Retail market, in Russia.
6 Details of consideration paid/ received in agreement / JV : It is a distribution deal with no license fee. There is no upfront or down-payment involved in this arrangement. Under this arrangement, Novartis Pharma LLC shall supply the products to DRL LLC at the agreed price and pay bonus to DRL LLC based on the KPIs achievements.
7 Significant terms and conditions of agreement / JV in brief : DRL LLC shall place purchase orders as per rolling forecast and achieve certain volume KPIs for each reporting period (calendar year). DRL LLC and Novartis Pharma LLC shall sign the Service agreement defining the scope of work for the above distribution arrangement.
8 Whether the acquisition would fall within related party transactions and whether the promoter/ promoter group/ group companies have any interest in the entity being acquired? If yes, nature of interest and details thereof and whether the same is done at "arm's length : The distribution deal with Novartis Pharma LLC do not fall with in related party transactions. Novartis Pharma LLC is not a related party to the Company or DRL LLC or its promoter/ promoter group/ group companies.
9 Size of the entity (ies) : Not applicable
10 Rationale and benefit expected : DRL LLC is planning to enter into cardio and diabetes space. The Galvus and Galvus Met products will be the anchor products and will give synergy in cardio and diabetes DRL LLC portfolio. DRL LLC can potentially develop cooperation with Novartis Pharma LLC in future for cardio space.
This is for your information and records.
For Dr. Reddy's Laboratories Limited
Company Secretary, Compliance Officer &

Frequently Asked Questions

What is the purpose of the distribution agreement?

The agreement allows DRL LLC to distribute Novartis Pharma's anti-diabetes products in Russia.

Which products are included in the distribution deal?

The deal includes Galvus and Galvus Met, both leading DPP4 anti-diabetes products.

Is there any upfront payment in the agreement?

No, the deal does not require an upfront payment or license fee.

Will this agreement involve related parties?

No, Novartis Pharma LLC is not considered a related party to DRL LLC.

What future plans does DRL LLC have with Novartis Pharma?

DRL LLC plans to expand into the cardio space, potentially cooperating with Novartis.

Last updated: May 24, 2024