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Earnings Call

Aurobindo Pharma Earnings Call: Key Takeaways

Aurobindo delivered record performance in FY26 with revenues at ₹33,653cr and 20.4% EBITDA margins. Strategy focuses on specialty injectables, biosimilars expansion, and backward integration via Pen-G/6-APA projects.

Why this was an Alfa AlertNot a filter event. Results were in line with guided revenue and EBITDA trajectories; no 10%+ guidance beat stated.
Highlights
Revenue growthFY26 +6% YoY; Q4 ex-gRevlimid +15.3% YoY.
MarginsEBITDA margin at 20.4%; guided >21% for FY27.
Demand visibilitySustained momentum in regulated markets; stable volumes.
Management confidenceBullish on US $2bn target and Europe €1bn base.

Growth

FY26 revenue grew 6% YoY (9.5% ex-gRevlimid); Q4 FY26 revenue reached ₹8,853cr with Net Profit up 2% to ₹921cr.

Outlook

FY27 EBITDA margin guided north of 21%. US business aiming for $2bn revenue milestone near-term via Lannett acquisition.

Risks

Higher operating costs from power/fuel; seasonality in US sales; geopolitical issues; pricing pressures in biosimilars.

Source

Earnings Call filed with BSE, 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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