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Aurobindo Pharma
SectorHealthcare
Aurobindo Pharma Limited (APL) is an Indian pharmaceutical company founded in 1986. It manufactures and markets active pharmaceutical ingredients, generic formulations, and branded pharmaceuticals globally. APL specializes in various therapeutic areas including antibiotics, antiretrovirals, cardiovascular, central nervous system, and gastroenterological products. The company operates 24 manufacturing plants worldwide and has 9 R&D facilities. APL has filed numerous Drug Master Files and Abbreviated New Drug Applications in various countries. The company has expanded through acquisitions and joint ventures in multiple countries, including the UK, Italy, and Portugal. APL has also entered the biosimilars and vaccines markets. The company serves over 150 countries and is among the top 5 manufacturers of semi-synthetic penicillins globally.
In the news
Aurobindo enters US specialty pharma with ADQUEY launch
Aurobindo Pharma gets USFDA approval for Perampanel tablets
Aurobindo Pharma eyes respiratory growth with strong Q2 performance
Aurobindo Pharma gets US FDA approval for first asthma inhaler
Aurobindo Pharma gets zero FDA observations at AP facility
Aurobindo Pharma shares surge 3% on US generic Advair launch
Aurobindo Pharma: USFDA inspection concludes at Unit-VI facility
Aurobindo Pharma: US FDA inspection ends with single observation
Aurobindo Pharma slides 1.03% after USFDA closes Raleigh unit inspection
Motilal Oswal bullish on Aurobindo Pharma, sets ₹1860 target
Aurobindo Pharma Q1 profit jumps 25% to ₹1,032 crore, shares rise 3%
Aurobindo Pharma Q1 Results: Record ₹1,032 crore PAT, 25% growth
Aurobindo Pharma Surges 2.68% on Strong Q3 Results, Bullish Call Spread
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Trump's Pharma Tariff Threat: Macquarie Analysis Shows Winners & Losers
Trump's 200% Generic Drug Tariff Plan: Indian Pharma Stocks Crash Up to 4%
Aurobindo Pharma unit gets Brazil biosimilars facility approval
Aurobindo Pharma establishes new Indonesian subsidiary
Aurobindo Pharma completes Lannett acquisition, stock hits 52-week high
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The Quarter story
The two most recent quarterly results, compared side-by-side.
Aurobindo Pharma delivers steady revenue and profit growth backed by a robust global regulatory pipeline, while actively reducing debt and navigating currency headwinds.
EBITDA margin expands from 20.4% in Q1 FY26 to 21.0% in Q1 FY27, confirming improved pricing power and operational efficiency.
Cash and investments fall from ₹10,676 Cr in Q4 FY26 to ₹8,790 Cr in Q1 FY27, signaling a notable liquidity drawdown.
Formulation revenue grows from ₹6,953 Cr in Q1 FY26 to ₹8,101 Cr in Q1 FY27, driven by strong demand across Europe and growth markets.
Foreign exchange loans climb from ₹5,299 Cr in Q1 FY26 to ₹7,472 Cr in Q1 FY27, increasing currency risk exposure amid rupee depreciation.
ANDA filings increase from 865 in Q1 FY26 to 896 in Q1 FY27, reflecting a robust pipeline for future US market approvals.
US revenue drops from $420 Mn in Q3 FY26 to $387 Mn in Q4 FY26, indicating temporary sales pressure in the key American market.
Net debt improves from -₹1,204 Cr in Q1 FY26 to -₹397 Cr in Q1 FY27, demonstrating successful deleveraging and lower interest burden.
Working capital loans rise from $185 Mn in Q1 FY26 to $800 Mn in Q1 FY27, reflecting higher operational funding requirements.
Beta-lactam API revenue rises from ₹633 Cr in Q1 FY26 to ₹800 Cr in Q1 FY27, highlighting sustained demand in the core API segment.
Addressable market size contracts from $197.2 Mn in Q3 FY26 to $182.3 Mn in Q1 FY27, pointing to a shrinking opportunity space in key formulation segments.
Company insights, generated from the most recent coverage.
Nine final USFDA ANDA approvals in Q4 FY26 keep Aurobindo's US launch pipeline full — regulatory approvals are the practical moat sustaining pricing power through macro turbulence.
Aurobindo's biosimilars pipeline shifts revenue mix toward harder-to-replicate products, reducing dependence on commodity generics whose pricing erodes regardless of the macro backdrop.
Zero FDA observations at Apitoria API unit validates quality systems, ensuring uninterrupted US export growth and offering competitive advantage over peers with regulatory issues.