Sector Alpha Week of 2026-09-11
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-11

Divis Laboratories Ltd

DIVISLAB
Pharma - API & CRAMS

Divis Laboratories Ltd's price has outrun its earnings. +54.7% in a year against EPS +17.2% — the market is paying now for delivery later.

The sharpest disagreement: the price moved +54.7% in a year while annual EPS moved +17.2% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is in a confirmed uptrend (17 weeks in) while the P/E sits at the 96th percentile of its own 11-year range. Underneath, the last four quarters read improving — profit +65.5% year on year, and 89% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.

Stage
Consistent
fundamental trajectory, 12 quarters
Price
₹9,322
+54.7% 1Y
P/E
83.1×
96th pctile
of its own 11-year range
Revenue (Jun 26)
₹3,080 Cr
+27.8% YoY
Profit (Jun 26)
₹902 Cr
+65.5% YoY
Operating margin
41.0%
+11.0 pp YoY
ROCE
22%
FY26
ROIC
19.7%
vs WACC 12.0% → +7.7 pp
Cash conversion
89%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Divis Laboratories Ltd trades at ₹9,322, in a confirmed uptrend and 17 weeks into that stage. That is +30.4% against its own 200-day average. It sits at 100% of a 52-week range of ₹5,857 to ₹9,322. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 9 straight weeks.

Today the stock is in a confirmed uptrend — week 17 of stage 2, confirmed. At ₹9,322 it trades +30.4% versus its 200-day average and sits at 100% of its 52-week range (₹5,857–₹9,322).

Sep 26: ₹9,322 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+30.4% versus the 200-day line, week 17 of stage 2
Price50-day avg200-day avg
S2S2S2S2₹9,800₹8,068₹6,336₹4,605₹2,873₹9,322₹7,149Sep 23Jun 24Mar 25Jan 26Sep 26
S2S2S2S2₹9,800₹8,068₹6,336₹4,605₹2,873₹9,322₹7,149Sep 23Mar 25Sep 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (555 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Sep 26

Against the market, two honest reads. Cumulative: over the last 10.5 years the stock moved +828% while the NIFTY 500 moved +267% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 9 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Story check

Story check

Divis Laboratories Ltd's story is not scored yet against the markers our research file set on 22 August 2026. Where it sits in its own cycle: FULLY_EXPANDED. Our fortnightly research layers last read it on 22 August 2026.

NOT YET CHECKED

Our read, 22 August 2026. Divi's is executing a multi-year pivot from generic APIs to custom synthesis and peptide CDMO; while Q1 FY27 inflected strongly with 60% CS mix and 41% OPM, valuation at 73.4x PE (86th percentile) embeds high forward expectations amid customer regulatory timeline dependencies.

What is proven. Divi's is executing a multi-year pivot from generic APIs to custom synthesis and peptide CDMO; while Q1 FY27 inflected strongly with 60% CS mix and 41% OPM, valuation at 73.4x PE (86th percentile) embeds high forward expectations amid customer regulatory timeline dependencies.

What is not proven yet. A further delay in the commercial volume timeline for the three dedicated custom synthesis projects beyond Q4 CY2027, or two consecutive quarters of custom synthesis revenue mix declining below 50% alongside OPM falling below 30%.

🚨 What would change our mind. A further delay in the commercial volume timeline for the three dedicated custom synthesis projects beyond Q4 CY2027, or two consecutive quarters of custom synthesis revenue mix declining below 50% alongside OPM falling below 30%.

Layer 1 read, 22 August 2026 — KEEP. A real margin inflection you are asked to pay 76.6x for, from a team that has moved the delivery date three times. Divi’s is genuinely shifting from making generic drug ingredients to doing custom chemistry for innovator drug companies — that work reached 60% of sales last quarter and pushed the operating margin to 41%, the best in three years. The profit is real, not accounting: in Dec 2025 the company earned Rs 583 Cr with only Rs 14 Cr of non-operating income. The problem is price and timing — the shares trade near the dearest they have ever been against profits, and adjusting for margins does not make them cheaper; meanwhile the date for the big new plants to actually start selling has been pushed back three times and now sits in late calendar 2027.

What would change Layer 1’s mind. A fourth slip — any FY27 call pushing commercial volumes from the three dedicated custom-synthesis projects past Q4 CY2027 into CY2028 or FY29 — would flip this to a DROP candidate, because at 76.6x there is nothing else holding the price up. Short of that, two consecutive quarters with custom synthesis back below 50% of the mix and operating margin under 30% would break the thesis outright.

🚨 Layer 2 read, 22 August 2026 — DROP. The business is improving, but another delivery-date walk-back is too costly at this valuation. Custom synthesis reached 60% of revenue and Q1 operating profit was Rs 1,255 Cr, so the operating shift is real. But the sector's HIGH risk finding specifically names a Divi's commercialisation walk-back, on top of project dates that already moved across calls, while normalized PE remains at the 87th percentile.

What would change Layer 2’s mind. Verified commercial supply from the three dedicated projects within the Q3-Q4 CY2027 window, with no further date change, would be the single observation that reopens an ADVANCE case.

The test written in advance. A further delay in the commercial volume timeline for the three dedicated custom synthesis projects beyond Q4 CY2027, or two consecutive quarters of custom synthesis revenue mix declining below 50% alongside OPM falling below 30%. — the thesis as written as stated by the next result.

the numbers
FULLY_EXPANDED
the price
stage 2, above the 200-day line
the why
STRONG_OPPORTUNITY
FY26-Q2FY27-Q1

🚨 What the surface reading misses. The surface reading is: Jun 2026 posted Rs 3080 crore revenue, Rs 902 crore net profit, Rs 1255 crore operating profit, 41% OPM and Rs 33.98 EPS. The research reads it further: The quarter combines higher revenue with a 41% operating margin, indicating that profitability expanded faster than the top line in the reported period.

🚨 What the surface reading misses. The surface reading is: At 73.4x, PE is 1.53x the 10-year median and sits at the 86th percentile. The research reads it further: The valuation is elevated against its own history, leaving less room for multiple expansion to drive returns.

Sources: our stock research file (22 August 2026) · quarterly results through Jun 26 · the company’s own earnings calls. The story check is re-scored every results season; the record below never changes.

03 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Divis Laboratories Ltd reported ₹3,080 Cr of revenue in the Jun 26 quarter, +27.8% year on year. That is the 12th straight quarter of year-on-year growth. Over 10 years it has compounded at 10.8% a year. The last full year, FY26, came in at ₹10,560 Cr. The last four reported quarters add to ₹11,230 Cr.

FY26 revenue came in at ₹10,560 Cr (+12.8% on the year), capping 10 years at 10.8% compound. The latest quarter (Jun 26) printed ₹3,080 Cr, +27.8% year on year — the 12th consecutive quarter of year-over-year growth.

FY26 revenue ₹10,560 Cr (+12.8% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
10.8% a year over 10 years
RevenueYoY growth
11.4k33%8.6k20%5.7k8.0%2.9k−4.4%0−17%₹ Cr%₹10,56012.8%FY16FY21FY26
11.4k33%8.6k20%5.7k8.0%2.9k−4.4%0−17%₹ Cr%₹10,56012.8%FY16FY21FY26
Jun 26: ₹3,080 Cr (+27.8% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
12th straight quarter of growth
Revenue (quarterly)YoY growth
3.3k30%2.5k23%1.7k15%8328.1%00.9%₹ Cr%₹3,08027.8%Sep 23Dec 24Jun 26
3.3k30%2.5k23%1.7k15%8328.1%00.9%₹ Cr%₹3,08027.8%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +16.4% growth against the decade's 10.8% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +16.3% over the last 4 quarters against +17.1%/yr over the last 8 — stabilising; TTM profit +26.8% vs +32.2%/yr — rolling over.

04 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Divis Laboratories Ltd's operating margin is 41.0% in the Jun 26 quarter, +11.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 28.0% to 43.0%. The current quarter sits inside that band.

Why this happened. Custom synthesis mix expanded from 45% in FY25 to 56% in Q2 FY26 and 60.0% in Q1 FY27 (see C010). Because custom synthesis carries structurally higher gross margins and lower raw material consumption (31.2% in Q1 FY27 per C014), the product mix shift drives continuous EBITDA margin expansion.

The latest quarter's operating margin is 41.0%, +11.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 28.0%–43.0%.

Why the margin moved: operating margin went +10.5 pp year on year while gross margin went +7.7 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 33.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 28.0–43.0% band over 13 years
operating marginYoY change (pp)
44%8.5%40%3.0%36%−2.5%31%−8.0%27%−14%%%33%1%FY14FY20FY26
44%8.5%40%3.0%36%−2.5%31%−8.0%27%−14%%%33%1%FY14FY20FY26
Jun 26: 41.0% operating margin (+11.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
42%12%38%8.5%33%5.0%28%1.5%24%−2.0%%%41%11%Sep 23Dec 24Jun 26
42%12%38%8.5%33%5.0%28%1.5%24%−2.0%%%41%11%Sep 23Dec 24Jun 26
05 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Divis Laboratories Ltd earned ₹902 Cr of net profit in the Jun 26 quarter, +65.5% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹2,568 Cr. The 10-year compound rate is 8.6%. That is 29.3% of the quarter's revenue. The same quarter a year earlier earned ₹545 Cr.

Jun 26 profit was ₹902 Cr, +65.5% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹2,568 Cr (+17.2%), and the 10-year compound rate is 8.6%.

FY26 profit ₹2,568 Cr (+17.2% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
8.6% a year over 10 years
Net profitYoY growth
3.2k62%2.4k35%1.6k8.0%799−19%0−46%₹ Cr%₹2,56817.2%FY16FY21FY26
3.2k62%2.4k35%1.6k8.0%799−19%0−46%₹ Cr%₹2,56817.2%FY16FY21FY26
Jun 26: ₹902 Cr (+65.5% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
97475%73147%48719%244−9.2%0−37%₹ Cr%₹90265.5%Sep 23Dec 24Jun 26
97475%73147%48719%244−9.2%0−37%₹ Cr%₹90265.5%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +27.8% and the margin +11.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +28.3% vs revenue +16.4%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

06 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 89% of Divis Laboratories Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹2,738 Cr of operating cash against ₹2,568 Cr of profit. After ₹2,640 Cr of capital spending, ₹98.0 Cr was left as free cash.

FY26: operating cash of ₹2,738 Cr against reported profit of ₹2,568 Cr, leaving free cash of ₹98.0 Cr after ₹2,640 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 89% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹2,738 Cr vs profit ₹2,568 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
89% of 3-year profit arrived as cash
Operating cashNet profitFree cash
3.2k2.3k1.4k549−336₹ Cr₹2,738₹2,568₹98FY16FY21FY26
3.2k2.3k1.4k549−336₹ Cr₹2,738₹2,568₹98FY16FY21FY26
FY26: CFO = 107% of profit (three-year rate 89%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
141%120%100%80%59%%107%FY16FY21FY26
141%120%100%80%59%%107%FY16FY21FY26

Why conversion sits at 89%: the cash cycle stretched 43 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 4.0× depreciation over three years, so the next section's job is to check what that build-out is buying.

07 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Divis Laboratories Ltd's cash conversion cycle runs 343 days in FY26, up from 300 days in FY21. Capital spending ran ₹4,949 Cr over the last 3 years. At FY26 sales of ₹10,560 Cr each day of that cycle holds about ₹28.9 Cr, so roughly ₹9,924 Cr sits inside the business at any moment.

Why this happened. Three dedicated capex projects representing ~Rs 2,000 Cr outlay are nearing completion with ~70% capitalized (see C012). Physical facilities and SPPS setups are completed, with commercial shipments guided for Q3-Q4 CY2027 pending customer regulatory filings (see C018).

FY26: debtors at 103 days, inventory at 346 days — roughly 11.4 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 343 days, looser than FY21's 300.

The full loop: cash goes out to suppliers and production on day 0; stock waits 346 days to sell; customers pay about 103 days after that; and suppliers themselves are paid at 106 days — netting out to the 343-day cycle.

In money terms: at FY26 sales of ₹10,560 Cr, each day of the cycle holds about ₹28.9 Cr — so the 343-day loop keeps roughly ₹9,924 Cr sitting inside the business at any moment.

FY26: a 343-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+43 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
44534023613227days343d346d103d106dFY14FY17FY20FY23FY26
44534023613227days343d346d103d106dFY14FY20FY26

On the investment side: capital spending of ₹4,949 Cr over the last 3 fiscal years against ₹1,243 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹2,113 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹2,640 Cr, work-in-progress ₹2,113 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
2.9k2.1k1.4k7130₹ Cr₹2,640₹2,113FY16FY18FY21FY23FY26
2.9k2.1k1.4k7130₹ Cr₹2,640₹2,113FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

08 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Divis Laboratories Ltd earns a ROCE of 22% in FY26. That is up from a trough of 16% in FY24. Return on invested capital clears the cost of that capital by +7.7 percentage points, so growth here adds value rather than only size. The wiring behind it is 24.3% net margin on 0.53× asset turns.

FY26 ROCE is 22%, recovered from a FY24 trough of 16% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 24.3% net margin × 0.53× asset turns × 1.19× balance-sheet leverage ≈ 15.3% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 19.7% − 12.0% = a +7.7 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. A spread this wide means every rupee reinvested creates more than a rupee of value — the engine compounds.

FY26: ROCE 22% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY24's 16%
ROCEROIC (annual)WACC
38%31%24%17%10%%22%18.1%FY14FY20FY26
38%31%24%17%10%%22%18.1%FY14FY20FY26
Q4 FY26: ROCE 16.6% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
20%18%16%13%11%%16.6%18.5%Q2 FY24Q3 FY25Q1 FY27
20%18%16%13%11%%16.6%18.5%Q2 FY24Q3 FY25Q1 FY27
09 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Divis Laboratories Ltd carries total debt of ₹7.0 Cr against shareholder equity of ₹16,761 Cr as of Jun 26, a debt-to-equity of 0.00 — effectively unlevered. On the annual view that ratio went from 0.00 in FY22 to 0.00 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Jun 26: total debt of ₹7.0 Cr against shareholder equity of ₹16,761 Cr — a debt-to-equity of 0.00. On the annual view, debt-to-equity went from 0.00 (FY22) to 0.00 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹7.0 Cr at 0.00× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
81.2×60.6×40.0×2−0.6×0−1.2×₹ Cr×₹70.00×FY22FY24FY26
81.2×60.6×40.0×2−0.6×0−1.2×₹ Cr×₹70.00×FY22FY24FY26
Jun 26: debt ₹7.0 Cr, debt-to-equity 0.00 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
970.011×730.008×490.005×240.002×0−0.001×₹ Cr×₹70.00×Sep 23Dec 24Jun 26
970.011×730.008×490.005×240.002×0−0.001×₹ Cr×₹70.00×Sep 23Dec 24Jun 26
10 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Foreign institutions added 4.0 points of Divis Laboratories Ltd over 8 quarters, the biggest move on the register. That takes foreign institutions to 20.2% of the company. Domestic institutions moved −2.4 points over the same window, to 19.3%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Foreign institutions: +4.0 points over 8 quarters to 20.2%; Domestic institutions: −2.4 points over 8 quarters to 19.3%; Promoters: +0.0 points over 8 quarters to 51.9%.

Why the register moved: rotation — foreign institutions +4.0 points against domestic institutions −2.4 points over 8 quarters, with promoters holding steady — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters +0.0 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
55%43%30%18%5.1%%51.9%20.3%19.1%8.6%Mar 24Mar 25Mar 26
55%43%30%18%5.1%%51.9%20.3%19.1%8.6%Mar 24Mar 25Mar 26
Foreign institutions added 4.0 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
55%43%30%18%5.1%%51.9%20.2%19.3%8.5%Jun 23Dec 24Jun 26
55%43%30%18%5.1%%51.9%20.2%19.3%8.5%Jun 23Dec 24Jun 26
11 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Divis Laboratories Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

12 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Divis Laboratories Ltd trades at 83.1× P/E, at the pricey end of its own range (96th percentile). Its long-run median P/E is 48.5×, measured across 10.5 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 83.1× is at the pricey end of its own range (96th percentile), against a long-run median of 48.5× measured over 10.5 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 83.1× vs a 48.5× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.5-year window; loss-period spikes above 86× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (96th percentile)
P/EMedianEPS (TTM) (quarterly)
92.3×₹12670.9×₹94.749.6×₹63.128.3×₹31.66.9×₹0.0×83.10×₹112Mar 16Nov 18Jun 21Feb 24Sep 26
92.3×₹12670.9×₹94.749.6×₹63.128.3×₹31.66.9×₹0.0×83.10×₹112Mar 16Jun 21Sep 26
PEG 2.95 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 21 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
5.4×4.2×3.0×1.8×0.7××2.95×Q1 FY22Q2 FY23Q3 FY24Q4 FY25Q1 FY27
5.4×4.2×3.0×1.8×0.7××2.95×Q1 FY22Q3 FY24Q1 FY27
P/E
83.1×
96th percentile of 11y
PEG
3.50
as reported

🚨 Why the multiple sits where it does: over the past year annual EPS moved +17.2% against a +54.7% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +13.0%/yr price move, ~+7.8%/yr came from earnings growth and ~+5.2 pp from the multiple (expanding); over 10y, of the +21.6%/yr price move, ~+10.2%/yr came from earnings growth and ~+11.4 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full against its own past, so the story rests on the earnings line underneath it, not the multiple.

13 · Stage: Consistent

Stage: Consistent Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Divis Laboratories Ltd reads as consistent on its fundamental arc. Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 23.1% and holding. The read is built from 12 quarters across 4 curves, on full evidence.

Growth, year by year: revenue +12.8% in FY26, profit +17.2% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
33%62%20%35%8.0%8.0%−4.4%−19%−17%−46%%%12.8%17.2%FY16FY21FY26
33%62%20%35%8.0%8.0%−4.4%−19%−17%−46%%%12.8%17.2%FY16FY21FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue stabilising, profit rolling over
RevenueProfitEPS
24%58%13%27%0.8%−3.0%−11%−33%−23%−64%%%16.3%26.8%26.8%Sep 23Dec 24Jun 26
24%58%13%27%0.8%−3.0%−11%−33%−23%−64%%%16.3%26.8%26.8%Sep 23Dec 24Jun 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
24%21%19%16%14%%23.1%Sep 23Mar 24Dec 24Sep 25Jun 26
24%21%19%16%14%%23.1%Sep 23Dec 24Jun 26
Revenue growth
Steady high
latest +16.3% · span −19.5% to +21.2%
Profit growth
Steady high
latest +26.8% · span −55.5% to +49.5%
EPS growth
Steady high
latest +26.8% · span −55.4% to +49.5%
ROCE
Steady high
latest 23.1% · span 14.4%–23.1%

Why it matters: steady curves with healthy returns are the compounding setup — the risk is the price, not the business.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+12.8%+10.8%+8.7%+10.8%
Profit+17.2%+12.1%+5.3%+8.6%
EPS+17.2%+12.1%+5.3%+8.6%
Share price+54.7%+36.1%+13.0%+21.6%
Revenue YoY (Jun 26)
+27.8%
latest quarter vs a year ago
Profit YoY (Jun 26)
+65.5%
latest quarter vs a year ago
Revenue 10y
10.8%
long-run compound pace
14 · 4-Factor Sector Score

4-Factor Sector Score

65.4/100 — rank 6 of 24 in Pharma - API & CRAMS · 100% evidence confidence

Divis Laboratories Ltd scores 65.4 out of 100 against the 24 companies it is compared with in Pharma - API & CRAMS, ranking 6. Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

The four contributions add to the total exactly: 26.5 + 19.1 + 3.5 + 16.3 = 65.4. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

15 · Said versus delivered

Said versus delivered

What Divis Laboratories Ltd's management promised, set against what actually arrived — 4 tracked promises on the record. Read straight from the company’s own earnings calls. A promise that slipped stays on this page after it is met.

Iodine Contrast Media Commercialization Status · 1 August 2026. In May 2026, management said iodine-based contrast media was already commercialized and being supplied to customers, with some customers increasing volumes. In August 2026, management said commercialization had started for only one of two customers and that the second would begin in the next few months, without clarifying whether these were new programs or the same projects, creating an apparent reversal in commercialization status.

Constant Currency Growth Outlook Shift · 23 May 2026. In the Nov 2025 call, management projected constant currency revenue growth to remain around 10.79% for the full year. However, in the May 2026 call, after constant currency growth arrived at 6.82% for the year, management shifted their stance, declaring they would look at regular revenue growth instead because constant currency does not show the real picture of the business due to currency fluctuations.

Kakinada Phase 2 Capex Expansion Shift · 23 May 2026. In the Feb 2026 call, management stated they were actively considering and evaluating a Phase 2 expansion plan at Kakinada containing four production blocks. However, in the May 2026 call, management pivoted to a passive capital expenditure stance, stating that unless a major custom synthesis project materializes, expenditures will remain constant with no active expansion plans mentioned.

Capex Guidance Reversal · 11 February 2026. In the November 2025 call, management explicitly confirmed that FY26 capital expenditure would exceed ₹2,000 crores due to new project investments. However, in the February 2026 call, management contradicted this by claiming they had intimated a lower guidance of ₹1,900 crores, despite previously affirming the higher spend run-rate. Earlier call (Nov 2025): “Yes, it would be higher in FY26... It would be higher than 2,000 crores.” Later call (Feb 2026): “We intimated a capex of 1,900 crores and we are going through designs for Unit 1 and Unit 3 expansion.”

Every quote above is taken word for word from the company’s own earnings calls.

16 · Related companies · Pharma - API & CRAMS
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Neuland Laboratories LtdNEULANDLAB 81.2/100Sector-leading setup100% evidence LEADER 33.6/35 Revenue 78.3% · PAT 100% · OPM change 23 pp 100% evidence 19.9/25 ROCE 26.5% · OPM 35% 100% evidence 12.0/20 P/E 60.7× · PEG 1.05 100% evidence 15.7/20 RS sector 7.5% · RS bench 44.6% · 1Y 62.8%12 of 12 weeks ahead 100% evidence
Exact sum: 33.6 + 19.9 + 12 + 15.7 = 81.2 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2Acutaas Chemicals LtdACUTAAS 77.3/100Favorable setup76% evidence 31.9/35 Revenue 41% · PAT 100% · OPM change 9 pp 95% evidence 20.1/25 ROCE 31.6% · OPM 34% 76% evidence 9.3/20 P/E 71.7× · PEG — 50% evidence 16.0/20 RS sector 86.5% · RS bench 43.7% · 1Y 129.5%5 of 8 weeks ahead 70% evidence
Exact sum: 31.9 + 20.1 + 9.3 + 16 = 77.3 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
3IOL Chemicals & Pharmaceuticals LtdIOLCP 73.0/100Favorable setup100% evidence LEADER 28.5/35 Revenue 18.5% · PAT 60% · OPM change 3 pp 100% evidence 12.5/25 ROCE 11.3% · OPM 14% 100% evidence 13.8/20 P/E 32.3× · PEG 0.66 100% evidence 18.2/20 RS sector 37.2% · RS bench 81.2% · 1Y 100.5%12 of 12 weeks ahead 100% evidence
Exact sum: 28.5 + 12.5 + 13.8 + 18.2 = 73 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Laurus Labs LtdLAURUSLABS 71.2/100Favorable setup93% evidence LEADER 32.2/35 Revenue 22.6% · PAT 100% · OPM change 8 pp 100% evidence 18.2/25 ROCE 17.8% · OPM 32% 100% evidence 5.3/20 P/E 97.3× · PEG 3.33 65% evidence 15.5/20 RS sector 22.2% · RS bench 63.4% · 1Y 123.6%12 of 12 weeks ahead 100% evidence
Exact sum: 32.2 + 18.2 + 5.3 + 15.5 = 71.2 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
5Gland Pharma LtdGLAND 69.7/100Favorable setup100% evidence LEADER 26.4/35 Revenue 17.6% · PAT 46.4% · OPM change 3 pp 100% evidence 13.9/25 ROCE 15.1% · OPM 27% 100% evidence 14.2/20 P/E 42.1× · PEG 1.45 100% evidence 15.2/20 RS sector 8.2% · RS bench 45.5% · 1Y 54.4%12 of 12 weeks ahead 100% evidence
Exact sum: 26.4 + 13.9 + 14.2 + 15.2 = 69.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Divis Laboratories Ltdthis pageDIVISLAB 65.4/100Favorable setup100% evidence LEADER 26.5/35 Revenue 16.4% · PAT 26.8% · OPM change 11 pp 100% evidence 19.1/25 ROCE 22% · OPM 41% 100% evidence 3.5/20 P/E 83.1× · PEG 3.45 100% evidence 16.3/20 RS sector 3.2% · RS bench 39.9% · 1Y 55.1%11 of 12 weeks ahead 100% evidence
Exact sum: 26.5 + 19.1 + 3.5 + 16.3 = 65.4 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
7Shilpa Medicare LtdSHILPAMED 63.1/100Mixed-positive evidence100% evidence LEADER 27.6/35 Revenue 28% · PAT 100% · OPM change 1 pp 100% evidence 10.3/25 ROCE 10.9% · OPM 29% 100% evidence 5.6/20 P/E 66.1× · PEG 6.86 100% evidence 19.6/20 RS sector 60.8% · RS bench 111.5% · 1Y 127.6%12 of 12 weeks ahead 100% evidence
Exact sum: 27.6 + 10.3 + 5.6 + 19.6 = 63.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Sai Life Sciences LtdSAILIFE 62.9/100Mixed-positive evidence93% evidence LEADER 27.2/35 Revenue 17.6% · PAT 48% · OPM change 3 pp 100% evidence 16.6/25 ROCE 19.6% · OPM 27% 100% evidence 4.9/20 P/E 91.6× · PEG 3.46 65% evidence 14.2/20 RS sector 12.7% · RS bench 51.7% · 1Y 84.2%12 of 12 weeks ahead 100% evidence
Exact sum: 27.2 + 16.6 + 4.9 + 14.2 = 62.9 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
9Granules India LtdGRANULES 62.4/100Mixed-positive evidence100% evidence LEADER 26.4/35 Revenue 24.8% · PAT 38.1% · OPM change 3 pp 100% evidence 15.8/25 ROCE 15.5% · OPM 23% 100% evidence 10.4/20 P/E 34.7× · PEG 1.27 100% evidence 9.8/20 RS sector 1.7% · RS bench 37.1% · 1Y 77.8%11 of 12 weeks ahead 100% evidence
Exact sum: 26.4 + 15.8 + 10.4 + 9.8 = 62.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10Windlas Biotech LtdWINDLAS 53.5/100Mixed-positive evidence77% evidence BREAKING OUT 16.7/35 Revenue 18.8% · PAT 9.8% · OPM change -2 pp 83% evidence 14.5/25 ROCE 15.9% · OPM 11% 95% evidence 11.5/20 P/E 35.1× · PEG — 50% evidence 10.8/20 RS sector -1.8% · RS bench 34.7% · 1Y 13.7%5 of 10 weeks ahead 70% evidence
Exact sum: 16.7 + 14.5 + 11.5 + 10.8 = 53.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Anthem Biosciences LtdANTHEM 53.0/100Mixed-positive evidence77% evidence BREAKING OUT 12.7/35 Revenue -2.1% · PAT 14.1% · OPM change 1 pp 100% evidence 22.0/25 ROCE 30.4% · OPM 36% 100% evidence 9.2/20 P/E 89.3× · PEG — 15% evidence 9.1/20 RS sector -4.6% · RS bench 29.4% · 1Y 13.4%7 of 12 weeks ahead 70% evidence
Exact sum: 12.7 + 22 + 9.2 + 9.1 = 53 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12SMS Pharmaceuticals LtdSMSPHARMA 48.7/100Mixed-negative evidence100% evidence TURNING 19.1/35 Revenue 10.2% · PAT 41.7% · OPM change 0 pp 100% evidence 11.3/25 ROCE 13.3% · OPM 20% 100% evidence 10.3/20 P/E 42.4× · PEG 1.53 100% evidence 8.0/20 RS sector -2.8% · RS bench 32.7% · 1Y 96.2%2 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 11.3 + 10.3 + 8 = 48.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Morepen Laboratories LtdMOREPENLAB 48.5/100Mixed-negative evidence94% evidence BREAKING OUT 20.3/35 Revenue 9.5% · PAT 51.6% · OPM change 8 pp 100% evidence 8.5/25 ROCE 8.1% · OPM 14% 100% evidence 9.7/20 P/E 54× · PEG 1.68 100% evidence 10.0/20 RS sector -16.2% · RS bench 130.1% · 1Y 134.8%10 of 10 weeks ahead 70% evidence
Exact sum: 20.3 + 8.5 + 9.7 + 10 = 48.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Blue Jet Healthcare LtdBLUEJET 46.5/100Mixed-negative evidence94% evidence BREAKING OUT 5.8/35 Revenue -27.5% · PAT -34.6% · OPM change -1 pp 100% evidence 21.0/25 ROCE 26.1% · OPM 33% 100% evidence 13.8/20 P/E 45.8× · PEG 1.39 100% evidence 5.9/20 RS sector -39.2% · RS bench 12% · 1Y -23.6%10 of 10 weeks ahead 70% evidence
Exact sum: 5.8 + 21 + 13.8 + 5.9 = 46.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
15Supriya Lifescience LtdSUPRIYA 45.3/100Mixed-negative evidence100% evidence FADING 16.1/35 Revenue 28.2% · PAT 11.2% · OPM change -11 pp 100% evidence 17.1/25 ROCE 25.2% · OPM 25% 100% evidence 6.9/20 P/E 36.5× · PEG 3.11 100% evidence 5.2/20 RS sector -11.2% · RS bench 20.4% · 1Y 38.4%8 of 12 weeks ahead 100% evidence
Exact sum: 16.1 + 17.1 + 6.9 + 5.2 = 45.3 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
16Concord Biotech LtdCONCORDBIO 37.8/100Mixed-negative evidence94% evidence BREAKING OUT 9.2/35 Revenue -6.7% · PAT -23.3% · OPM change 2 pp 100% evidence 14.9/25 ROCE 17.1% · OPM 32% 100% evidence 6.7/20 P/E 56.7× · PEG 5.67 100% evidence 7.0/20 RS sector -23.6% · RS bench 16.4% · 1Y -9.2%10 of 10 weeks ahead 70% evidence
Exact sum: 9.2 + 14.9 + 6.7 + 7 = 37.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
17Jubilant Pharmova LtdJUBLPHARMA 37.6/100Mixed-negative evidence93% evidence TURNING 11.8/35 Revenue 16.3% · PAT -23% · OPM change -4 pp 100% evidence 6.8/25 ROCE 9% · OPM 11% 100% evidence 13.9/20 P/E 42.1× · PEG 1.17 65% evidence 5.1/20 RS sector -23% · RS bench 5.6% · 1Y -4.2%4 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 6.8 + 13.9 + 5.1 = 37.6 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
18Piramal Pharma LtdPPLPHARMA 35.2/100Mixed-negative evidence71% evidence LEADER 13.0/35 Revenue 0.8% · PAT -80% · OPM change 3 pp 74% evidence 1.4/25 ROCE 2.5% · OPM 9% 100% evidence 10.0/20 P/E — · PEG — 0% evidence 10.8/20 RS sector -10.9% · RS bench 21.1% · 1Y 5.3%12 of 12 weeks ahead 100% evidence
Exact sum: 13 + 1.4 + 10 + 10.8 = 35.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
19Solara Active Pharma Sciences LtdSOLARA 34.7/100Adverse evidence83% evidence TURNING 7.9/35 Revenue 15.6% · PAT -80% · OPM change -2 pp 100% evidence 3.8/25 ROCE 4.9% · OPM 16% 100% evidence 8.5/20 P/E 843× · PEG — 15% evidence 14.5/20 RS sector 1.9% · RS bench 38.7% · 1Y 12.7%8 of 12 weeks ahead 100% evidence
Exact sum: 7.9 + 3.8 + 8.5 + 14.5 = 34.7 · Decision use: Price leads the evidence: RS versus the benchmark is 38.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
20Hikal LtdHIKAL 33.0/100Adverse evidence81% evidence BREAKING OUT 11.6/35 Revenue -5.4% · PAT -80% · OPM change 2.6 pp 74% evidence 4.3/25 ROCE 3.5% · OPM 9.2% 100% evidence 7.4/20 P/E 65.4× · PEG — 50% evidence 9.7/20 RS sector -21.7% · RS bench 6.9% · 1Y -14.2%8 of 12 weeks ahead 100% evidence
Exact sum: 11.6 + 4.3 + 7.4 + 9.7 = 33 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
21OneSource Specialty Pharma LtdONESOURCE 27.5/100Adverse evidence71% evidence BASING 11.3/35 Revenue 4.3% · PAT -80% · OPM change 0 pp 74% evidence 3.3/25 ROCE 0.6% · OPM 27% 100% evidence 10.0/20 P/E — · PEG — 0% evidence 2.9/20 RS sector -27.3% · RS bench -0.8% · 1Y -15%3 of 12 weeks ahead 100% evidence
Exact sum: 11.3 + 3.3 + 10 + 2.9 = 27.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
22Syngene International LtdSYNGENE 23.6/100Adverse evidence100% evidence BASING 6.7/35 Revenue -3.4% · PAT -56.4% · OPM change -11.3 pp 100% evidence 8.6/25 ROCE 10% · OPM 12.3% 100% evidence 8.1/20 P/E 52.2× · PEG 7.87 100% evidence 0.2/20 RS sector -44.2% · RS bench -22.8% · 1Y -41%1 of 12 weeks ahead 100% evidence
Exact sum: 6.7 + 8.6 + 8.1 + 0.2 = 23.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
23Dishman Carbogen Amcis LtdDCAL 22.1/100Adverse evidence87% evidence ASLEEP 7.0/35 Revenue 0.2% · PAT -80% · OPM change -11 pp 100% evidence 4.8/25 ROCE 3.1% · OPM 9% 100% evidence 6.4/20 P/E 145× · PEG 2.65 65% evidence 3.9/20 RS sector -31% · RS bench -18.6% · 1Y -39.5%3 of 10 weeks ahead 70% evidence
Exact sum: 7 + 4.8 + 6.4 + 3.9 = 22.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
24Cohance Lifesciences LtdCOHANCE 20.6/100Adverse evidence82% evidence BREAKING OUT 3.0/35 Revenue -19.8% · PAT -80% · OPM change -19.7 pp 95% evidence 6.8/25 ROCE 5.8% · OPM 0.3% 76% evidence 5.5/20 P/E 156× · PEG — 50% evidence 5.3/20 RS sector -33.4% · RS bench -9.2% · 1Y -52.3%6 of 12 weeks ahead 100% evidence
Exact sum: 3 + 6.8 + 5.5 + 5.3 = 20.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

17 · Frequently asked questions

Frequently asked questions

What is Divis Laboratories Ltd's share price today?

Divis Laboratories Ltd trades at ₹9,322, +54.7% over the past year. The company is valued at ₹2,47,470 Cr. The stock sits at the very top of its 52-week range (₹5,857–₹9,322), +30.4% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 17 weeks in. — as of 11 September 2026.

What were Divis Laboratories Ltd's latest quarterly results?

Divis Laboratories Ltd reported revenue of ₹3,080 Cr and net profit of ₹902 Cr for the Jun 26 quarter. Revenue rose 27.8% and profit rose 65.5% year on year. Earnings per share were ₹33.98. The operating margin was 41.0%, 11.0 pp higher than a year earlier. — as of 11 September 2026.

What is Divis Laboratories Ltd's revenue?

Divis Laboratories Ltd reported revenue of ₹3,080 Cr in the Jun 26 quarter, +27.8% year on year. For the full FY26 fiscal year, revenue was ₹10,560 Cr (+12.8%). Over the last 10 years revenue compounded at 10.8% a year. — as of 11 September 2026.

What is Divis Laboratories Ltd's profit?

Divis Laboratories Ltd earned ₹902 Cr of net profit in the Jun 26 quarter, +65.5% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹2,568 Cr. The operating margin ran 41.0% in the latest quarter. — as of 11 September 2026.

What is Divis Laboratories Ltd's market cap?

Divis Laboratories Ltd's market capitalisation is ₹2,47,470 Cr at a share price of ₹9,322. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 11 September 2026.

What is Divis Laboratories Ltd's P/E ratio?

Divis Laboratories Ltd trades at a P/E of 83.1×, at the 96th percentile of its own 11-year range, against a long-run median of 48.5×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does Divis Laboratories Ltd pay a dividend?

Yes — Divis Laboratories Ltd's dividend payout was 31% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 11 September 2026.

Is Divis Laboratories Ltd overvalued?

On its own history, Divis Laboratories Ltd looks expensive: its P/E of 83.1× sits at the 96th percentile of its 11-year range (long-run median 48.5×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 11 September 2026.

Is Divis Laboratories Ltd growing?

Yes — Divis Laboratories Ltd is growing: latest-quarter revenue +27.8% year on year, profit +65.5%, and the margin +11.0 pp at 41.0%. The 10-year compound rates are 10.8% (revenue) and 8.6% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is Divis Laboratories Ltd performing?

Divis Laboratories Ltd is in a confirmed uptrend, 17 weeks in. Its latest quarter's revenue rose 27.8% and profit rose 65.5% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 9 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

What stage is Divis Laboratories Ltd in?

Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 23.1% and holding. The read comes from the last 12 quarters of growth (revenue growth +16.3% latest, profit growth +26.8% latest, eps growth +26.8% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 11 September 2026.

Is Divis Laboratories Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 17 of stage 2), trading +30.4% versus its 200-day average and at the very top of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 11 September 2026.

Is Divis Laboratories Ltd beating the market?

On recent form, yes — Divis Laboratories Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 9 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.5 years the stock moved +828% against the NIFTY 500's +267% — ahead of the index over the full window. — as of 11 September 2026.

Will Divis Laboratories Ltd's share price go up?

This page publishes no price forecast for Divis Laboratories Ltd. What it measures instead: the share price is ₹9,322, the price is in a confirmed uptrend 17 weeks in. Its P/E of 83.1× sits at the 96th percentile of its own 11-year range. — as of 11 September 2026.

Who owns Divis Laboratories Ltd?

Promoters hold 51.9% of Divis Laboratories Ltd, foreign institutions 20.2%, domestic institutions 19.3% and the public 8.5% (latest quarter). The biggest move on the register over the last two years: Foreign institutions added 4.0 points over 8 quarters. — as of 11 September 2026.

Does Divis Laboratories Ltd have too much debt?

No — Divis Laboratories Ltd's debt-to-equity is 0.00, and operating profit covers the interest bill north of 100×. FY26 borrowings were ₹7.0 Cr against equity of ₹16,761 Cr. The returns on this page are earned, not borrowed — as of 11 September 2026.

What is Divis Laboratories Ltd's capex?

Divis Laboratories Ltd spent ₹4,949 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹2,640 Cr, with ₹2,113 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is Divis Laboratories Ltd's cash flow?

Divis Laboratories Ltd generated ₹2,738 Cr of operating cash flow in FY26 and ₹98.0 Cr of free cash flow after ₹2,640 Cr of capital spending. Reported profit that year was ₹2,568 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is Divis Laboratories Ltd's profit real cash?

Yes — over the last 3 fiscal years, 89% of Divis Laboratories Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹2,738 Cr against reported profit of ₹2,568 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 11 September 2026.

Where is Divis Laboratories Ltd in its business cycle?

Divis Laboratories Ltd's FY26 operating margin was 33.0%, against a 13-year band of 28.0%–43.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 41.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 11 September 2026.

What could break the Divis Laboratories Ltd story?

The sharpest disagreement: the price moved +54.7% in a year while annual EPS moved +17.2% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 11 September 2026.

Is Divis Laboratories Ltd a stock worth studying right now?

This is not investment advice. The machine read: Divis Laboratories Ltd's price has outrun its earnings. +54.7% in a year against EPS +17.2% — the market is paying now for delivery later. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 11 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-11. Every chart on this page is drawn by deterministic code from the raw series — no forecasts, no price opinions, and nothing here is investment advice.

Not SEBI Registered !! Not Investment advice !!

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