Aurobindo Pharma Limited submitted an investor presentation for its unaudited financial results for Q2FY27 (quarter ended September 30, 2026) to be discussed in an analysts call on November 5, 2026. The presentation was filed pursuant to earlier intimation dated October 26, 2026.

Financial Performance Highlights

  • Revenue from Operations: ₹10,263 Cr in Q2FY27, up 23.9% YoY from ₹8,286 Cr in Q2FY26 and up 12.2% QoQ from ₹9,150 Cr in Q1FY27.
  • EBITDA: ₹2,156 Cr in Q2FY27 (margin 21.0%), up 28.5% YoY from ₹1,678 Cr (margin 20.3%) and up 14.6% QoQ from ₹1,881 Cr (margin 20.6%).
  • Profit Before Tax (PBT): ₹1,691 Cr in Q2FY27, up 32.7% YoY from ₹1,274 Cr and up 11.5% QoQ from ₹1,517 Cr.
  • Net Profit Attributable to Owners: ₹1,126 Cr in Q2FY27, up 32.7% YoY from ₹848 Cr and up 9.1% QoQ from ₹1,033 Cr.
  • Reported EPS: ₹19.57 in Q2FY27, up 33.9% YoY from ₹14.61 and up 9.6% QoQ from ₹17.86.
  • Gross Margin: 61.2% in Q2FY27, improved by 149 bps YoY from 59.7% and 83 bps QoQ from 60.4%.
  • Average Forex Rate: US$1 = ₹95.55 for Q2FY27.

Business Segment Performance (Q2FY27 vs Q2FY26)

  • USA Formulations: ₹4,555 Cr (25.2% YoY growth)
  • Europe Formulations: ₹3,161 Cr (27.5% YoY growth)
  • Growth Markets: ₹1,026 Cr (16.3% YoY growth)
  • ARV: ₹359 Cr (10.2% YoY growth)
  • Total Formulations: ₹9,102 Cr (24.2% YoY growth)
  • API Business: ₹1,162 Cr (20.9% YoY growth)
  • Beta-lactam: ₹858 Cr (24.8% YoY growth)
  • Non Beta-lactam: ₹304 Cr (11.3% YoY growth)

Capital Expenditure and Cash Flow

  • Net Capex: US$89 million primarily for capability enhancements and new business developments
  • Net Cash Flow: US$146 million generated during the quarter
  • Net Cash Position (including investments): ~US$189 million as of September 30, 2026
  • Gross Debt: ₹8,232 Cr (US$ equivalent) as of September 30, 2026
  • Finance Cost: 4.9% for Q2FY27

Strategic Developments

  • Lannett Acquisition: Successfully completed, strengthening US presence in complex and controlled substances
  • Product Launches: 10 products launched in US market including gAdvair and ADQUEYTM (first NCE)

Biosimilars and Biologics CMO Update

  • Capacity Expansion: 10,000 L mammalian cell-culture bioreactors (4×2,500 L) added to CuraTeQ capacity
  • Aurovaccines Merger: Repurposed vaccines facility to add microbial and mammalian drug substance capacity by end-2027
  • Pipeline Progress:
  • Anti-HER2 expansion: 600 mg SC trastuzumab subcutaneous enters clinical studies December 2026
  • Biosimilar pertuzumab development complete, progressing to clinic in Q1 2027
  • Regulatory Filings:
  • Omalizumab (OMAZIJEV) filed with CHMP/EMA; US FDA filing planned this FY
  • Bevacizumab (BEVQOLVA) marketing authorization granted in India; launch next quarter
  • Denosumab (FILVIZY and FUGEVY) under CHMP review; US FDA and Health Canada filing next quarter
  • CAVOLEY and NUGEFY (pegfilgrastim and filgrastim) approved by CHMP for STADA's European brands
  • TheraNym CMO Facility:
  • Unit 1 (15 KL capacity) equipment IQ/OQ in progress, qualification expected by March 2027
  • Unit 2 construction began October 2026 (60 KL capacity, US$180 Mn capex)
  • Total capacity: 120 KL (Unit 1: 60 KL by 2027, Unit 2: 60 KL by 2030)
  • MSD partnership anchors the CMO business

US ANDA Filings Snapshot (as of September 30, 2026)

  • Total ANDAs: 900
  • Final Approvals: 747
  • Tentative Approvals: 35 (including 6 ANDAs approved under PEPFAR)
  • Under Review: 118

Therapy-wise ANDA Distribution and Addressable Market

  • CNS: 166 ANDAs ($34.6 Bn market)
  • CVS: 126 ANDAs ($41.8 Bn market)
  • Anti-Diabetic: 27 ANDAs ($113.4 Bn market)
  • Oncology & Hormones: 65 ANDAs ($17.2 Bn market)
  • Total Addressable Market: $254.4 Bn across all therapy areas

Additional Information

  • The presentation contains forward-looking statements subject to various risks and uncertainties
  • Document is strictly confidential and not for redistribution
  • Investor contact: +91 40 6672 1211, ir@aurobindo.com