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Earnings Call Transcript

Aurobindo Pharma Earnings Call Transcript: Key Takeaways

Q1FY27 revenue grew 16% YoY to ₹9,150 Cr. EBITDA margin stood at 21% with PAT of ₹1,032 Cr. Focus remains on complex generics, Lannett integration, and biosimilar monetization.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth16% YoY consolidated revenue growth.
MarginsEBITDA margin 21%; Europe reached 20%.
Demand visibilityStrong momentum in Europe; US resilient with Lannett acquisition.
Management confidenceHigh; 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)
Source

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

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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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