Aurobindo Pharma Limited — PPTs, 10-02-2026: Investor Presentation

Aurobindo Pharma reported strong financial results for the third quarter and nine-month period.

1. **Business Performance:** Revenue grew 8.4% YoY to ₹8,646 Cr, fueled by robust performance in Europe (+27.4% YoY) and stable US sales. EBITDA increased 9.0% to ₹1,773 Cr (20.5% margin), while Net Profit rose 7.6% YoY to ₹910 Cr. The ARV business also showed strong momentum, growing 22.4% YoY.

2. **Growth Drivers & Strategy:** The company is advancing its global biosimilars business, with a diversified portfolio including two programs in Phase 3 studies. Strategic collaborations in Europe and MENA, alongside expansion into growth markets like LATAM, are key focus areas.

3. **Recent Developments:** In the US, 7 products received approval and 9 were launched. European biosimilar launches include Bevqolva in the UK and Dazublys in Lithuania. The company generated $118 million in free cash flows and ended with a net cash position of ~US$ 251 million (including investments).

4. **Key Financial Metrics:** EPS for the quarter was ₹15.67, up 7.7% YoY. R&D spend was ₹409 Cr, primarily for biosimilars and specialty products.

5. **Management Outlook:** Expects continued biosimilar launch momentum in Europe and regulatory progress in Canada. Upcoming biosimilar filings for Denosumab (BP16) and Omalizumab (BP11) are planned for 2026, reinforcing future growth drivers.