India · Delayed Price · Currency is INR Aurobindo Pharma Earnings Call Transcripts
Fiscal Year 2026
-
Strong cash flow, margin expansion, and robust growth in U.S. and Europe were driven by manufacturing ramp-up, government policy support, and new product launches. EBITDA margin guidance is 20%-21% for FY 2026, with further upside from Pen G and biosimilars.
-
Q2 FY 2026 saw 6% revenue growth and 7% EBITDA growth, driven by strong U.S. and European performance, improved margins, and robust pipeline execution. Outlook remains positive with key launches, biosimilar progress, and disciplined capital allocation supporting sustained growth.
-
Revenue grew 4% year-on-year, led by Europe and growth markets, with stable gross margins and improved net cash. U.S. business faced headwinds from lower generic Revlimid sales, but injectables and new launches offset some impact. Outlook remains positive with margin guidance of 20–21%.
Fiscal Year 2025
-
Record FY 2025 results with 9% revenue growth, improved margins, and strong cash flow. Europe and regulated markets led growth, while U.S. injectables face muted outlook for FY 2026. High single-digit revenue growth and stable EBITDA margins targeted for FY 2026.
-
Q3 FY25 saw record revenues and improved margins, driven by strong US and European sales, robust product launches, and operational efficiencies. Net debt was significantly reduced, and the company remains confident in achieving its EBITDA margin guidance for FY25.
-
Q2 FY 2025 saw 8% YoY revenue growth, margin improvement, and strong US and European performance, despite higher R&D and freight costs. Penicillin G ramp-up and injectables recovery are on track, with H2 expected to outperform H1 and biosimilar launches set to drive future growth.
-
Q1 FY25 saw 10% revenue growth and a 61% net profit increase, with strong performance across US, Europe, and specialty injectables. EBITDA margin was 21.4%, and the company remains confident in its FY25 margin guidance, supported by new launches and plant ramp-ups.