Aurobindo Pharma Limited announced its consolidated financial results for the quarter ended September 30, 2026 (Q2FY27). The company reported its highest ever quarterly Revenue from Operations of ₹10,263 crore, representing a 23.9% year-over-year increase from ₹8,286 crore in Q2FY26 and a 12.2% quarter-over-quarter increase from ₹9,150 crore in Q1FY27.

Financial Performance

  • EBITDA (Before Forex and Other Income) stood at ₹2,156 crore, up 28.5% YoY from ₹1,678 crore, with EBITDA margin improving to 21.0% from 20.3% YoY (75 basis points improvement)
  • Profit Before Tax (before share of Profit/Loss of Joint Venture) was ₹1,691 crore, up 32.7% YoY from ₹1,274 crore
  • Net Profit for the period reached ₹1,124 crore, showing 32.5% YoY growth from ₹848 crore and 8.9% QoQ growth from ₹1,032 crore
  • Basic and Diluted EPS stood at ₹19.57 per share
  • The company declared an interim dividend of ₹7.0 per share

Operational Performance by Geography

  • US revenue increased by 25% YoY to ₹4,555 crore (USD 477 million)
  • Europe revenue increased by 27% YoY to ₹3,161 crore (EUR 288 million), representing 31% of consolidated revenue
  • Growth Markets revenue increased by 16% YoY to ₹1,026 crore (USD 107 million), representing 10% of consolidated revenue
  • ARV revenue stood at ₹359 crore (USD 38 million), representing 3% of consolidated revenue

Business Segment Performance

  • Formulations revenue increased by 24.2% YoY to ₹9,102 crore
  • API revenues increased 20.9% YoY to ₹1,162 crore, contributing 11% of consolidated revenue
  • Beta-lactam API revenue increased 24.8% YoY to ₹858 crore
  • Non Beta-lactam API revenue increased 11.3% YoY to ₹304 crore

Regulatory Approvals and R&D

  • Received final approval for 12 products from USFDA during the quarter
  • Key approvals include Sacubitril and Valsartan Tablets (First-to-File), Bupropion Hydrochloride Extended-Release Tablets, and Brivaracetam Oral Solution
  • R&D expenditure for the quarter stood at ₹376 crore compared to ₹344 crore in the previous quarter
  • Cumulative ANDA filings with USFDA reached 900, with 747 final approvals and 35 tentative approvals as of September 30, 2026
  • Launched 10 products in the US market including gAdvair and ADQUEYTM (first NCE)

Financial Position and Cash Flow

  • Generated strong free cash flows of USD 146 million during the quarter after accounting for strategic capex investments
  • Maintained strong net cash position (including investments) of USD 189 million as of September 30, 2026

Management Commentary

Mr. K. Nithyananda Reddy, Vice-Chairman and Managing Director, commented that the strong performance reflects the strength of business fundamentals, sustained execution, and resilience of the diversified product portfolio. Growth was supported by healthy organic momentum across key businesses and successful integration of inorganic opportunities.

Investor Relations

The company will host an earnings call at 8:30 AM IST on November 5, 2026, to discuss the performance and answer questions from participants.