Aurobindo Pharma Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 25 Aug 2026 | Pharmaceuticals & Biotechnology | Market Cap: ₹94.2K Cr

Consolidated revenues increased by 16% YoY to Rs. Aurobindo Pharma expects double-digit revenue growth for FY27, driven by broad-based performance across key markets including the U.S., Europe, and growth markets.

From Aurobindo Pharma's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Price

1,615

Market Cap

₹94.2K Cr

P/E Ratio

24.9

How does Aurobindo Pharma rank in Pharmaceuticals & Biotechnology?

Compare Aurobindo Pharma against every Pharmaceuticals & Biotechnology company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 3Margin: Rank 3
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Aurobindo Pharma — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹8.9K Cr, net profit ₹921 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 3
  • Consolidated revenues increased by 16% YoY to Rs. 9,150 crores, driven by broad-based business performance.
  • Formulation business grew 17% YoY, contributing ~89% of revenues.
  • U.S. revenues up 8.1% YoY with 10 new product launches and 9 ANDA filings in the quarter.
  • European business expects double-digit growth in FY27 with continued new launches.
  • Growth markets increased 38% YoY, with expansion in countries like Indonesia, China, and Canada.
  • FY27 guidance: double-digit revenue growth, EBITDA margins above 21%, EBITDA exceeding Rs. 8,000 crores.
  • Biosimilar and biological CMO businesses are long-term growth drivers.
  • TheraNym CDMO revenues expected to start from 2028 (~$150-$200 million by 2032) with 35-50% EBITDA margins.
  • China facility production doubled, aiming to exceed 2 billion tablets by mid-next year.
  • Strong pipeline execution with multiple near-term product filings, especially in complex respiratory and controlled substance portfolios.

See what Aurobindo Pharma said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes
  • Net CapEx for the quarter was $78 million, mainly focused on TheraNym Biologics.
  • The Lannett acquisition has provided substantial manufacturing capacity and strategic benefits with minimal additional CAPEX needed in the short term.
  • Aurobindo has scope for expansion at existing facilities, including Lannett and Aurolife units, and has a reserve facility that can be quickly brought online if required.
  • The recent acquisition of A1 Biochem (a CRO) complements existing API capabilities, aiming to develop an integrated CRDMO, accelerating growth by 3-5 times over 3-5 years versus greenfield investment taking 5 years.
  • Focus on backward integration and investment in complex generics, specialty pharmaceuticals, injectables, biologics, and CDMO services to build durable competitive advantages and improve returns.
  • Overall, investments made over the last decade are transitioning from the investment phase to monetization, improving margins, cash flows, and returns on capital.

See what Aurobindo Pharma said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

No information
The transcript provided does not explicitly mention the current or expected order book or pending orders for Aurobindo Pharma Limited as of August 2026. However, relevant insights related to business outlook include: - European biosimilars commercialization is in early stages with modest, steady progress; three commercial channels are active (Aurobindo Europe, Orion, and STADA partnership). - The CDMO business revenue is expected to start in 2028 (Unit 1) and 2031 (Unit 2), potentially reaching US$150-200 million by 2032. - US business shows resilience with continuous product launches and strong pipeline execution. - Growth markets exhibit strong underlying performance with no specific market dominating. - R&D and pipeline advancements indicate active development and upcoming product launches. No direct data on order backlogs or pending orders is provided in the transcript.

Key Metrics

1 of 5 growth signals positive in the Q1 FY27 call.

Revenue

Rank 3

Margin

Rank 3

Capex

Yes

Fundraise

No information

Order Book

No information

How does Aurobindo Pharma rank vs peers in Pharmaceuticals & Biotechnology?

Pro feature
1Aurobindo Pharma
Rev 3Mar 3

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Frequently Asked Questions

What were Aurobindo Pharma Q1 FY27 results?

Consolidated revenues increased by 16% YoY to Rs. Aurobindo Pharma expects double-digit revenue growth for FY27, driven by broad-based performance across key markets including the U.S., Europe, and growth markets.

What is Aurobindo Pharma share price analysis?

Aurobindo Pharma currently shows a below-average growth signal. The stock trades at a P/E of 24.9 with a market cap of ₹94,165 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aurobindo Pharma planning capital expenditure?

Net CapEx for the quarter was $78 million, mainly focused on TheraNym Biologics.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.