CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Erez Israeli

Chief Executive Officer, Dr. Reddy's Laboratories Ltd.

Search every verified Erez Israeli interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Erez Israeli, Chief Executive Officer of Dr. Reddy’s Laboratories, discussed the company’s second-quarter fiscal 2027 earnings in an October 2026 interview with ET Now. He attributed a 36% year-on-year decline in net profit to the absence of a prior-year generic version of Revlimid (lenalidomide), noting that excluding that product, the company grew well. Israeli said the company’s EBIT margin of 20.6% beat street estimates, and he described the underlying business as healthier, with sales growth achieved without proportional cost increases. Israeli also addressed North American performance, stating that excluding lenalidomide, the region grew at a double-digit rate and was expected to do so again in the current year. He said regulatory observations received in North America were addressable and that responses had been submitted within stipulated timelines, adding he saw no immediate concern related to those observations. Regarding the company’s active pharmaceutical ingredient (API) business, he described it as profitable and strategic, with a growing contract development and manufacturing organization (CDMO) component that supplies finished products to customers.

Recent appearances

Other executives at Dr. Reddy's Laboratories Ltd.

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →