ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 16% YoY consolidated revenue growth. |
|---|---|
| Margins | EBITDA margin 21%; Europe reached 20%. |
| Demand visibility | Strong momentum in Europe; US resilient with Lannett acquisition. |
| Management confidence | High; reiterating FY27 guidance of double-digit growth. |
Growth
Formulations revenue up 17% YoY to ₹8,101 Cr; U.S. revenue grew 8.1% to $399M; Europe grew 11% CC.
Outlook
FY27 guidance: double-digit revenue growth and EBITDA > ₹8,000 Cr. CDMO/CMO revenue target $150-200M by 2032.
Risks
Geopolitical issues in Middle East; regulatory hurdles in US manufacturing; high tax rate (31.9%) this quarter.
Last quarter's promises, checked
Delivered
- Guided double-digit Europe growth → delivered 11% CC (= BEAT)
- Guided EBITDA margin north of 21% → delivered 21% (= BEAT)
- Guided Lannett close early Q2FY27 → delivered Q1FY27 (= BEAT)
Partly delivered
- Guided US base ~$400M/qtr → delivered $399M (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: AUROPHARMA. Summary written with AI assistance from the document.
Aurobindo Pharma Ltd: key numbers
- Share price
- ₹1,796.40
- Market cap
- ₹1,04,335 Cr
- Revenue (annual)
- ₹33,653 Cr
- Net profit (annual)
- ₹3,505 Cr
- P/E (TTM)
- 24.7×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.