Aurobindo Pharma Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aurobindo Pharma achieved record FY26 revenues of ₹33,653 Cr and EBITDA of ₹6,856 Cr (20.4% margin). Q4FY26 saw revenues of ₹8,853 Cr and EBITDA of ₹1,801 Cr (20.3% margin). Management anticipates FY27 EBITDA margins exceeding 21%, driven by diversified growth. The US business targets $2 billion revenue in 1-2 years, bolstered by planned acquisitions like Lannett (expected Q2FY27) and new product launches including an eczema drug. European operations surpassed €1 billion annually, projecting minimum double-digit constant currency growth. Biosimilars and CDMO initiatives are key long-term value creators, with Pen-G operations now contributing positive EBITDA. Sentiment suggests confident, profitable expansion ahead.