Aurobindo Pharma’s investors await next leg of growth

Aurobindo Pharma has completed the acquisition of US-based Lannett Company at an enterprise value of about $250 million, adding nearly $300 million in annual revenue. The deal was struck at under 1x sales and around 5.5x Ebitda, with Lannett's US facility operating at only 40 percent of its 3.6 billion dose capacity, offering turnaround potential. HDFC Securities estimates consolidated net sales of ₹45,000 crore and Ebitda margin of 21 percent by FY28, with the stock up 30 percent YTD 2026 and trading at 17 times FY28 estimated earnings.