Aurobindo Pharma Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aurobindo Pharma reported Q1 FY26 consolidated revenue up 4% YoY to ₹7,868 Cr, with EBITDA at ₹1,603 Cr (20.4% margin). Excluding gRevlimid, EBITDA grew 12%. U.S. sales were impacted by gRevlimid and destocking, while Europe and ARV showed strong growth. API revenue fell 16% on pricing pressure.

The Pen-G plant resumed operations, expecting healthy EBITDA from Q3. EU biosimilar approvals enable Q3/Q4 revenue. The Lannett acquisition strengthens the U.S. portfolio, focusing on non-opioid ADHD products. Management is confident in achieving 20-21% EBITDA margins for FY26, driven by new launches and operational ramp-ups.