Aurobindo Pharma Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aurobindo Pharma reported Q4 revenues of Rs 8,382 Cr (+11% YoY) and EBITDA at Rs 1,792 Cr (21.4% margin), driven by volume growth, new launches, and stable pricing in regulated markets. FY25 revenue rose 9% to Rs 31,724 Cr, with US and Europe formulations up 13% and 17% YoY. Operationally, the Penicillin-G plant remains closed pending approvals, while new plants in China and US are ramping up. Injectable business disruptions should ease from Q1 FY26; biosimilars are set to contribute from Q2 FY26, targeting double-digit growth. Management expects high single-digit revenue growth and stable margins in FY26, backed by strong cash flow and a net cash position of US$42 million. Focus remains on capacity expansion, new launches, and scaling biosimilars and CDMO over the next 3–5 years. Tone is confident despite near-term challenges.