Aurobindo Pharma Limited has informed the Exchange about Transcript
AUROPHARMA · price
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Aurobindo Pharma's Q1 FY26 consolidated revenue grew 4% year-on-year to ₹7,868 crore with EBITDA margin of 20.4% (₹1,603 crore). Ex-Revlimid EBITDA grew 12% YoY, and management reiterated its full-year EBITDA margin guidance of 20-21%. The U.S. business declined 4% to $408 million due to lower gRevlimid sales and wholesaler de-stocking tied to anticipated tariffs, while Europe grew 9% to €241 million and is expected to cross €1 billion in annual revenue by FY26 end. The Pen-G plant resumed operations on July 1 with improving yields, expected to drive Q3 profitability, and the Lannett acquisition remains on track subject to FTC approval. Net cash position improved to $140 million and gross debt declined to $884 million.
Shareholders get reassurance on margin guidance despite a soft quarter, with multiple growth catalysts lined up in H2 (Pen-G ramp-up, biosimilars, PLI income, Lannett closure). The improved cash position and debt reduction signal stronger balance sheet, though API pricing pressure and U.S. de-stocking remain near-term watchpoints.