Aurobindo Pharma Limited — PPTs, 21-05-2026: Investor Presentation

Aurobindo Pharma delivered strong Q4FY26 results: Revenue rose 5.6% YoY to ₹8,853 Cr, Net Profit increased 2.0% to ₹921 Cr, and EBITDA hit ₹1,801 Cr. Growth in Europe (+30.2% YoY, ₹2,795 Cr) and Growth Markets (+24.7% YoY, ₹980 Cr) drove performance. US revenue dipped 13% YoY (₹3,543 Cr) due to seasonality, but base business was stable; API grew 12.9% (₹1,208 Cr).

Strategic efforts center on R&D (₹400 Cr) for biosimilars and specialties. Its biosimilar arm, CuraTeQ, completed Omalizumab's Phase 3, with EMA/FDA filings for Omalizumab and Denosumab planned soon. The company is also expanding Biologics Contract Manufacturing (CMO) via TheraNym, adding a 60 kL facility (Unit 2) with ₹1,422-1,659 Cr capex and an expanded MSD partnership.

Recent highlights include 9 US product approvals and 12 launches. Biosimilars Dazublys, Zefylti, and Dyrupeg launched in the UK, with EU supplies via a STADA distribution deal.

Aurobindo generated ₹332 Cr in free cash flows, maintaining a net cash position (including investments) of approx. ₹3,006 Cr. The company targets CuraTeQ and TheraNym to be leading players in their high-growth segments by 2030.