Aurobindo Pharma Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Aurobindo Pharma reported Q1 FY27 consolidated revenue up 16% year-on-year to Rs 9,150 crores, with operating EBITDA at Rs 1,924 crores and a margin of 21%, driven by growth across formulations, API, US, Europe and growth markets. Management highlighted the completion of the Lannett acquisition, doubling of production at the China OSD facility, and progress in the biosimilars and TheraNym biologics contract manufacturing pipeline. The company reiterated its FY27 guidance of double-digit revenue growth, EBITDA margins above 21%, and absolute EBITDA exceeding Rs 8,000 crores.
Aurobindo Pharma reported FY26 revenue of ₹33,653 crores and EBITDA of ₹6,856 crores, both described as highest-ever, with Q4 FY26 revenue at ₹8,853 crores and EBITDA at ₹1,801 crores. Management highlighted growth across formulations, API, Europe and growth markets, alongside progress on the Pen-G backward integration, biosimilars pipeline and the TheraNym CDMO project. Executives also discussed the Lannett acquisition timeline, US business growth plans and cost pressures from power, fuel and raw material inputs.