ALFA Finder| Revenue growth | 16.3% YoY |
|---|---|
| Margins | EBITDA margin improved 60 bps YoY to 21.0%. |
| Demand visibility | Strong volume gains in US and 25% growth in Growth Markets. |
| Management confidence | High regarding biosimilar pipeline and CDMO expansion. |
Growth
Revenue grew 16.3% YoY; EBITDA increased 20% YoY to ₹1,924 Cr with a 21% margin; PAT grew 25.2% YoY.
Outlook
Net Capex of US$ 78 million; TheraNym Unit 2 ready for 2030 qualification; AuroVaccines merger targeted for March 2027.
Risks
Sequential softness in antibiotics portfolio; ARV business down 6.9% YoY; pricing and regulatory pressures in global markets.
Last quarter's promises, checked
Delivered
- Guided 21% EBITDA margin for FY27 → delivered 21.0% in Q1FY27 (= BEAT)
- Guided €1Bn annual Europe revenue milestone → delivered achieved in FY26 (= BEAT)
- Guided Pen-G production >10,000 MT → delivered 11,300 MT capacity in March (= BEAT)
Partly delivered
- Guided Lannett deal closure by early Q2FY27 → delivered $247Mn acquisition in Q1FY27 (= PARTIAL)
Missed
- Guided US revenue $400Mn base → delivered $387Mn in Q4FY26 (= MISS)
Investor Presentation filed with BSE, NSE: AUROPHARMA. Summary written with AI assistance from the document.
Aurobindo Pharma Ltd: key numbers
- Share price
- ₹1,827.50
- Market cap
- ₹1,06,141 Cr
- Revenue (annual)
- ₹33,653 Cr
- Net profit (annual)
- ₹3,505 Cr
- P/E (TTM)
- 25.2×Sector 43.8×
- Promoter holding
- 51.88%+0.00% QoQ
- FII holding
- 17.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aurobindo Pharma Ltd
All →Aurobindo Pharma Business Update
Aurobindo Pharma disclosed that US FDA classified its Lannett facility inspection as Official Action Indicated (OAI). The company states there is no quantifiable financial or operational impact.
Aurobindo Pharma Acquisition Worth ₹29 Cr
Aurobindo's subsidiary Auropharm Overseas will buy 100% of Auro Pharma LLC, a Russian step-down subsidiary, for about Rs 29 crore cash. It is an internal group reorganisation.
- Value
- ₹29.00 Cr
- Execution
- 60-90 days
Aurobindo Pharma Management Change
Aurobindo Pharma's board approved reappointing independent director Mangalam Ramasubramanian Kumar for a second five-year term from April 1, 2027. Shareholder approval by postal ballot is required.
- Execution
- Five years from April 1, 2027
Aurobindo Pharma Merger & Restructuring Worth ₹29 Cr
Aurobindo Pharma approved transferring 100% of Auro Pharma LLC, Russia, between wholly owned subsidiaries. Cash consideration is about INR 29 crore, subject to adjustments.
- Value
- ₹29.00 Cr
- Execution
- 60-90 days
Aurobindo Pharma Acquisition
Aurobindo Pharma announced a board-approved proposal to merge two wholly owned subsidiaries, Auroactive Pharma into Apitoria Pharma, via NCLT scheme. No cash consideration; the share-exchange ratio issues 23,95,900 shares of Apitoria.
Aurobindo Pharma Dividend
Aurobindo Pharma declared an interim dividend of Rs 7.00 per share for FY27. Record date is 11 November 2026, with payment on or before 20 November.