Aurobindo Pharma Limited has informed the Exchange about Transcript
AUROPHARMA · price
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Aurobindo Pharma reported record FY25 results with revenue of Rs. 31,724 crores (up 9% YoY) and EBITDA of Rs. 6,605 crores at a 20.8% margin, up from 20.1% last year. Q4 FY25 revenue grew 11% YoY to Rs. 8,382 crores with EBITDA margin at 21.4%, and net profit of Rs. 903 crores (up 7% QoQ). The US business grew 13% YoY in Q4 while Europe surged 17% YoY, with ARV up 29% and Specialty/Injectables up 25%; growth markets, however, declined 8% YoY. The company moved into a net cash position of US$ 42 million from a net debt of US$ 84 million in December 2024. Management guided to high single-digit revenue growth (excluding transient products like Revlimid) and to maintain current EBITDA margins in FY26, while awaiting clarity on US tariff announcements expected in July 2025.
Strong Q4 and FY25 print with improved cash position is positive, but the FY26 guidance of maintaining margins and muted growth in select segments (Eugia, growth markets) tempers near-term excitement. Investors should watch the July tariff outcome, Eugia-3 FDA clearance, and ramp-up of new plants (China, Dayton, biosimilars) as key catalysts, with FY27 positioned as a stronger year.