Aurobindo Pharma Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aurobindo Pharma's Q3FY26 consolidated revenue rose 8.4% YoY to 8,646 Cr, with EBITDA at 1,773 Cr (20.5% margin), up 9%. Europe sales surged 27%, US injectables 17%. Key growth drivers include strong European performance, a positive Pen-G Minimum Import Price policy, and ongoing ramp-up of new facilities. Management is confident on achieving FY26 EBITDA margins of 20-21%. The Eugia III inspection had only procedural observations, with no production stoppage. Lannett acquisition is expected to close early Q1 FY27. Biosimilars are gaining traction with recent approvals and launches, with 2029 seen as an inflection year.