| 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
- ₹1,680.80
- Market cap
- ₹97,621 Cr
- Revenue (annual)
- ₹33,653 Cr
- Net profit (annual)
- ₹3,505 Cr
- P/E (TTM)
- 24.8×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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