Aurobindo Pharma Limited — PPTs, 06-02-2025: Investor Presentation

**Financial Highlights:** Aurobindo Pharma reported a record quarterly revenue of ₹7,979 Cr for Q3FY25, marking an 8.5% year-over-year growth. EBITDA increased to ₹1,628 Cr with a margin of 20.4%. The net profit was ₹846 Cr, down by 10% from the previous year. The US market contributed significantly with filed applications and product launches, though US revenue showed a slight decline of 3.7% year-on-year.

**Strategic Initiatives and Growth Drivers:** The company is advancing its biosimilars pipeline, targeting substantial market opportunities. Key developments include MA for Trastuzumab in India and multiple product launches planned. They are expanding capabilities in CMOs and biosimilars, aligning with long-term growth strategies.

**Business Developments:** Aurobindo has made significant investments in enhancing production capacity and new business initiatives, including a large-scale CMO facility expected to begin operations in 2026.

**Market Position and Competitive Advantage:** With a diversified product portfolio and robust pipeline, Aurobindo holds a strong position in the generics segment. Ongoing product approvals and launches in varied markets are crucial for maintaining competitive advantages.

**Investor Implications:** The solid revenue trajectory and strategic focus on biosimilars and advanced manufacturing present a positive outlook for growth. However, investors should closely monitor the company's ability to navigate pricing pressures and market fluctuations.