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Earnings Call

Aurobindo Pharma Earnings Call: Key Takeaways

Aurobindo Pharma reported Q4FY26 revenue of ₹8,853 Cr (+5.6% YoY) and PAT of ₹921 Cr (+2.0% YoY). The firm focuses on biosimilars expansion via CuraTeQ and biologics CDMO through TheraNym.

Why this was an Alfa AlertNot a filter event. Results were steady; no explicit mention of beating prior management guidance by >5%.
Highlights
Revenue growth5.6% YoY for Q4FY26; 6.1% for full year FY26.
MarginsEBITDA margin at 20.3% in Q4FY26 vs 21.4% in Q4FY25.
Demand visibilityStrong Europe performance; stable US base business despite seasonality.

Growth

FY26 revenue grew 6.1% YoY to ₹33,653 Cr; Europe grew 23.4% and Growth Markets 10% in FY26.

Outlook

Targets 7-8 marketed biosimilars in EU/UK/Canada by 2030; USD 150-175 Mn CAPEX for TheraNym Unit 2.

Risks

USA revenue declined 13% YoY in Q4 due to seasonality and lower transient product sales.

Source

Earnings Call filed with NSE, NSE: AUROPHARMA. Summary written with AI assistance from the document.

Read the document ↗

Aurobindo Pharma Ltd: key numbers

Share price
₹1,712.00
Market cap
₹99,433 Cr
Revenue (annual)
₹33,653 Cr
Net profit (annual)
₹3,505 Cr
P/E (TTM)
25.2×Sector 50.4×
Promoter holding
51.88%+0.06% QoQ
FII holding
16.38%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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