Aurobindo Pharma Limited has informed the Exchange about Investor Presentation
AUROPHARMA · price
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Aurobindo Pharma filed its Q1FY26 earnings presentation ahead of the analyst call. Revenue grew 4% YoY to ₹7,868 Cr, but EBITDA fell 1% to ₹1,603 Cr and net profit dropped 10.2% to ₹824 Cr, with EBITDA margin contracting 102 bps to 20.4%. US business declined 4% YoY due to lower lenalidomide sales, while Europe grew 9%, Growth Markets 6%, and ARV surged 51%. API segment fell 16% on pricing pressure and geopolitical tensions. The company filed 4 ANDAs, received 14 approvals, and launched 15 products in the US. Biosimilars showed progress with EU approvals for Dazublys and Dyrupeg, with first EU commercial supplies targeted for Q3/Q4 FY26.
Mixed quarter for shareholders: top-line growth was driven by international markets, but profitability took a hit from US weakness and API pricing pressures. The robust biosimilars and ANDA pipeline (132 under review) signals future growth, though near-term margin compression may weigh on sentiment.