| 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
- ₹1,692.80
- Market cap
- ₹98,318 Cr
- Revenue (annual)
- ₹33,653 Cr
- Net profit (annual)
- ₹3,505 Cr
- P/E (TTM)
- 24.9×Sector 47.4×
- 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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