Aurobindo Pharma Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aurobindo Pharma's Q2 FY26 saw consolidated revenue grow 6% YoY to ₹8,286 Cr, with EBITDA up 7% to ₹1,678 Cr (20.3% margin). PAT was ₹848 Cr. The Formulation business grew 10% YoY, led by Europe (up 18% to ₹2,480 Cr, targeting €1 billion annual revenue) and US Injectables (up 6% QoQ). Operational updates include Pen-G nearing breakeven and Eugia III awaiting reinspection, crucial for new injectable launches. The biosimilar pipeline is rapidly progressing with several submissions planned for 2026 in Europe and US. Management is confident in achieving its 20-21% margin target for FY26, driven by operational ramp-ups and pipeline commercialization.