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Semaglutide supply delay disclosed by Dr. Reddy’s Laboratories (NYSE: RDY)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Dr. Reddy’s Laboratories reported that certain batches of its semaglutide product were found to be out of specification due to an issue linked to the active pharmaceutical ingredient used. The company is investigating the root cause and implementing measures to protect product quality.

As a result, commercial supplies of semaglutide will be delayed for a period of time. The company stated there is no impact on patient safety or on the product’s existing global regulatory filings and emphasized its commitment to reliable global supply of this metabolic therapy. Management will host a conference call on July 9, 2026, to discuss the situation.

Positive

  • None.

Negative

  • Certain semaglutide batches out of specification due to an issue with the active pharmaceutical ingredient, leading to a delay in commercial supplies of this important metabolic therapy.

Insights

Quality issue delays semaglutide supply but no safety impact disclosed.

Dr. Reddy’s Laboratories found certain semaglutide batches out of specification due to an issue associated with the active pharmaceutical ingredient. This has triggered an internal investigation and corrective actions focused on maintaining product quality and compliance.

The company states that patient safety and existing global regulatory filings for the product are unaffected, which limits direct regulatory or recall implications in the disclosed information. However, delayed commercial supplies of an important metabolic therapy can temporarily constrain revenue contribution from this product line.

Management plans a conference call on July 9, 2026 to address questions. Investors may pay particular attention to how long the supply delay is expected to last and whether remediation requires changes at API suppliers or manufacturing processes, as that would influence the operational impact.

Disclosure regulation Regulation 30 SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Conference call date July 9, 2026 Management call to discuss semaglutide quality issue
Conference call time IST 16:30 – 17:00 IST Time window for semaglutide discussion
Conference call time (other) 07:00 – 07:30 Alternate time zone slot provided in disclosure
out of specification technical
"certain batches of semaglutide were found to be out of specification due to an issue"
active pharmaceutical ingredient (API) medical
"due to an issue associated with the active pharmaceutical ingredient (API) used in the product"
The active pharmaceutical ingredient (API) is the chemical compound in a medicine that produces the intended therapeutic effect, like the engine in a car that makes it move. For investors, APIs matter because they determine a drug’s value, manufacturing complexity, regulatory approval, and supply-chain risk; shortages, patent rights, or production issues with an API can directly affect a drug’s sales and a company’s financial outlook.
Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 regulatory
"Ref: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015"
global regulatory filings regulatory
"There is no impact on patient safety or on the product's existing global regulatory filings"
metabolic therapy medical
"We remain committed to ensuring reliable global supplies of this important metabolic therapy"
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FAQ

What issue did Dr. Reddy’s Laboratories (RDY) report with semaglutide?
Dr. Reddy’s reported that certain batches of semaglutide were found to be out of specification due to an issue associated with the active pharmaceutical ingredient. The company is investigating the root cause and taking measures to ensure ongoing product quality.

Will Dr. Reddy’s semaglutide supply be affected by this quality issue?
Yes. Dr. Reddy’s stated that commercial supplies of its semaglutide product will be delayed for a period of time while the API-related quality issue is resolved. The company is working on corrective measures to restore reliable supply of the therapy.

Did Dr. Reddy’s report any impact on patient safety from the semaglutide issue?
No. Dr. Reddy’s explicitly stated there is no impact on patient safety from the semaglutide batches found out of specification. The company also noted there is no impact on the product’s existing global regulatory filings, according to its disclosure.

How does the semaglutide issue affect Dr. Reddy’s global regulatory filings?
The company reported that there is no impact on the product’s existing global regulatory filings despite certain batches being out of specification. This suggests current approvals and submitted dossiers for semaglutide remain valid based on the disclosed information.

Is Dr. Reddy’s holding a call to discuss the semaglutide supply delay?
Yes. Management will host a conference call on July 9, 2026, from 16:30 to 17:00 IST to discuss the semaglutide quality issue and resulting supply delay. An audio link and transcript will later be posted on the company’s website.

What regulatory framework did Dr. Reddy’s use for this semaglutide disclosure?
The disclosure was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. It was simultaneously communicated to Indian exchanges and to the New York Stock Exchange via a Form 6-K submission.
 


SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

Form 6-K

 

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13A-16 OR 15D-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

 

July, 2026


Commission File Number 1-15182

 

DR. REDDY’S LABORATORIES LIMITED


(Translation of registrant’s name into English)

 

8-2-337, Road No. 3, Banjara Hills

Hyderabad, Telangana 500 034, India

+91-40-49002900

 

(Address of principal executive office)

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 

Form 20-F  x                             Form 40-F   ¨

 

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):  ______


Note:  Regulation S-T Rule 101(b)(1) only permits the submission in paper of a Form 6-K if submitted solely to provide an attached annual report to security holders.

 

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):  ______

 

Note:  Regulation S-T Rule 101(b)(7) only permits the submission in paper of a Form 6-K if submitted to furnish a report or other document that the registrant foreign private issuer must furnish and make public under the laws of the jurisdiction in which the registrant is incorporated, domiciled or legally organized (the registrant’s “home country”), or under the rules of the home country exchange on which the registrant’s securities are traded, as long as the report or other document is not a press release, is not required to be and has not been distributed to the registrant’s security holders, and, if discussing a material event, has already been the subject of a Form 6-K submission or other Commission filing on EDGAR.

 

Indicate by check mark whether by furnishing the information contained in this Form, the registrant is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.

 

Yes  ¨                             No   x

 

If “Yes” is marked, indicate below the file number assigned to registrant in connection with Rule 12g3-2(b): 82-________.

 

 

 


EXHIBITS

 

Exhibit
Number

 

Description of Exhibits

 

 

 

99.1


Intimation dated July 9, 2026

 


2

 


SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

DR. REDDY’S LABORATORIES LIMITED
(Registrant)

 

 

Date: July 9, 2026

By:

/s/ K Randhir Singh

Name:

K Randhir Singh

 

 

Title:

Company Secretary

 


3

Exhibit 99.1 


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

Web:   www.drreddys.com

 

July 9, 2026

 

National Stock Exchange of India Ltd. (Scrip Code: DRREDDY)

BSE Limited (Scrip Code: 500124)

New York Stock Exchange Inc. (Stock Code: RDY)

NSE IFSC Ltd. (Stock Code: DRREDDY)

 

Dear Sir/Madam,

 

Ref: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015

 

This is to inform that certain batches of semaglutide were found to be out of specification due to an issue associated with the active pharmaceutical ingredient (API) used in the product. We are investigating the root cause and taking appropriate measures to ensure product quality. Until the issue is resolved, commercial supplies of the product will be delayed for a certain period of time. There is no impact on patient safety or on the product's existing global regulatory filings. We remain committed to ensuring reliable global supplies of this important metabolic therapy.

 

The management of the Company will host a conference call to discuss the topic and answer any questions from the participants. Details are as follows:

 

Date: Thursday, July 9, 2026

 

Time: 16:30 – 17:00 IST | 07:00 – 07:30 ET

 

Pre-register with the below link to join:

https://drreddys.zoom.us/webinar/register/WN_48dgDpglTjy7yDxzjxO_yQ

 

Audio link and Transcript of the conference call will be available on the Company’s website: www.drreddys.com 

 

This is for your information and records.

 

Yours faithfully,

For Dr. Reddy’s Laboratories Limited

K Randhir Singh

Company Secretary, Compliance Officer & Head-CSR



Source: View Original Filing on SEC EDGAR

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