Aurobindo Pharma Ltd
Aurobindo Pharma Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #56 of 83 in Pharmaceuticals & Biotechnology
See the sector's top 10 — free with your mobile number.
Aurobindo Pharma Ltd Q3 FY26 key numbers
- Revenue
- Oral solids US segment (~$1 billion base) growth challenging in percentage terms but Lannett acquisition could create synergies for better business.
As stated in Aurobindo Pharma Ltd's Q3 FY26 earnings call transcript · published 3 Aug 2026. Reported figures, not investment advice.
The short version
US business expected to grow steadily with product launches; approximately 9% growth ex-gRevlimid in US sales (page 8). EBITDA margin target for FY26 is expected to be on the higher side of 20% to 21%, reflecting strong earnings growth visibility.
From Aurobindo Pharma Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- US business expected to grow steadily with product launches; approximately 9% growth ex-gRevlimid in US sales (page 8).
- Oral solids US segment (~$1 billion base) growth challenging in percentage terms but Lannett acquisition could create synergies for better business (page 21).
- Injectable sales up 17% YoY with expectations of continued double-digit growth next year, pending resolution of FDA warning letter (pages 7-8).
- European business showing strong momentum with 27% YoY growth, targeting to exceed €1 billion revenue by end FY26, with further growth from increased supply from China (pages 5-6).
- Pen-G and 6APA ramp-up to 65-70% by March 2026, expected to uplift profitability and margins (page 5).
2 more points from Aurobindo Pharma Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Aurobindo Pharma Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Ongoing biologics CapEx for CDMO business (TheraNym) totals around USD 120-130 million over last 7 quarters, with an additional USD 80-120 million expected over next two years to complete these projects (Pages 19-20).
- No plans for major greenfield projects beyond biologics; future capital allocation to focus on bolt-on acquisitions fitting strategy (Pages 16, 19).
- Net capex for Q4 FY25 was USD 79 million aimed at enhancing manufacturing capabilities, compliance, and automation (Page 5).
2 more points from Aurobindo Pharma Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Aurobindo Pharma Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Aurobindo Pharma Ltd's call on order book
Create a free account to keep reading this call
Aurobindo Pharma Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹8.9K Cr, net profit ₹921 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Aurobindo Pharma Ltd's management said in earlier quarters
Others in Pharmaceuticals & Biotechnology this season
- Natural Capsules Ltd (Q3 FY26)
Q3FY26 revenue from operations: ₹37.75 crore . Key investor presentation takeaways from Natural Capsules Ltd's Q3 FY26 investor presentation — and how it ranks
- Wanbury (Q3 FY26)
Q3FY26 Revenue from Operations: ₹162.45 Crore . Key investor presentation takeaways from Wanbury Ltd's Q3 FY26 investor presentation — and how it ranks against
- Gujarat Themis Biosyn Ltd (Q3 FY26)
43.37 crore, up 9.74% YoY from Rs. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q3 FY26 investor presentation — and how it ranks against
- Balaxi Pharmaceuticals Ltd (Q3 FY26)
Q3 FY26 revenue: ₹72.54 crore, down marginally by 1% YoY from ₹73.29 crore in Q3 FY25 (Page 19). Key investor presentation takeaways from Balaxi Pharma's Q3 FY2
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Aurobindo Pharma Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Aurobindo Pharma Ltd Q3 FY26 results?
US business expected to grow steadily with product launches; approximately 9% growth ex-gRevlimid in US sales (page 8). EBITDA margin target for FY26 is expected to be on the higher side of 20% to 21%, reflecting strong earnings growth visibility.
What is Aurobindo Pharma Ltd share price analysis?
Aurobindo Pharma Ltd currently shows a neutral. The stock trades at a P/E of 24.9 with a market cap of ₹94,212 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aurobindo Pharma Ltd planning capital expenditure?
Ongoing biologics CapEx for CDMO business (TheraNym) totals around USD 120-130 million over last 7 quarters, with an additional USD 80-120 million expected over next two years to complete these projects (Pages 19-20).
Keep Aurobindo Pharma Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.