Submission of Press Release on Audited Financial Results for the year ended March 31, 2026.
AUROPHARMA · price
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Aurobindo Pharma reported consolidated revenue of INR 8,853 Cr for Q4 FY26, up 5.6% YoY, with full-year FY26 revenue at INR 33,653 Cr, up 6.1% YoY. Net profit grew 2.0% YoY to INR 921 Cr in Q4 and 0.6% YoY to INR 3,503 Cr for FY26. Europe was a standout, crossing the €1 billion revenue milestone in FY26 with 30.2% YoY growth in Q4 to INR 2,795 Cr. Growth Markets also performed strongly, rising 24.7% YoY to INR 980 Cr. However, the US business declined 13.0% YoY to INR 3,543 Cr due to lower transient sales. EBITDA margin compressed across periods, with Q4 FY26 EBITDA margin at 20.3% (down 104 bps YoY) and full-year at 20.4% (down 45 bps YoY), reflecting higher R&D spend and operational costs. The company maintains a strong net cash position after paying USD 317 million for the Khandelwal Laboratories acquisition.
Mixed results: revenue growth and Europe expansion are positives, but margin compression is a concern for profitability-focused investors. The US business decline could weigh on near-term sentiment despite overall steady growth.