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Aurobindo Pharma Ltd

Q4 FY26Pharmaceuticals & Biotechnology

Aurobindo Pharma Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹1,621
Market cap₹94.2K Cr
P/E24.9
Updated23 Aug 2026
Read4 min read

The short version

Specialty Injectables (ex-Revlimid) expected to grow in double digits from FY27 onwards with a base revenue of ~$480 million. FY27 EBITDA margin guidance is around 21%, reflecting scale, execution, and new business leverage (Page 6, 16).

From Aurobindo Pharma Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Specialty Injectables (ex-Revlimid) expected to grow in double digits from FY27 onwards with a base revenue of ~$480 million.
  • U.S. business targeting $2 billion revenue near-term, driven by organic growth, in-licensing, ANDA acquisitions, and Lannett acquisition (~$300 million incremental).
  • European business achieved €1 billion milestone in FY26, with confident guidance for minimum double-digit growth in constant currency terms.
  • Biosimilars business aiming for 7-8 products commercialized in Europe and growth markets by 2030, plus 2-3 products in the U.S., expecting significant inflection in commercial momentum.
  • Biological CDMO Unit-1 revenue expected from 2028, and Unit-2 from 2031, contributing to future growth.
  • Growth markets revenue grew 10% in FY26 and continue to expand supported by portfolio expansion and selective acquisitions.
  • India business evolving as a new growth engine with broader therapeutic presence and pan-India reach.
  • Overall FY27 outlook expects calibrated and profitable growth with EBITDA margins north of 21%.

Profitability & Margins

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

Capital Expenditure Plans

  • Biosimilars overall investment to date: approximately $450 million from July 2018 to 2026, covering CapEx and OpEx, leading to multiple regulatory approvals and filings.
  • Additional greenfield CMO facility investment: about $175 million planned.
  • Biological CDMO Unit-1 commissioning by end of 2026 with 60 KL capacity; revenues expected from 2028.
  • Biological CDMO Unit-2 (greenfield drug substance manufacturing facility) commissioning expected in 2029; revenues anticipated from 2031.
  • Backward integration investments in Pen-G, 6-APA, and Amoxy to enhance supply security and improve margins.
  • Continued strategic acquisitions and selective capital allocation to support long-term growth, including the recent Lannett acquisition aiming to boost US presence.

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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

The transcript in the provided pages does not explicitly mention specific details about Aurobindo Pharma's current or expected orderbook or pending orders in quantified terms. However, relevant insights related to business progress and outlook include: - CDMO Unit-1 is expected to start generating revenues from 2028, with validation batches in 2027. - Unit-2 of the Biological CMO facility is expected to commission by 2029, with revenues starting around 2031. - There are ongoing technology transfers and commercial supply contracts with partners such as MSD for three biosimilar products. - The company is progressing on US filings for biosimilars, aiming to have 7-8 products commercialized in Europe and growth markets and 2-3 products in the US by 2030. - External sales of Pen-G and 6-APA have already begun, with ₹100 crores worth sold in the last quarter. - Lannett acquisition is expected to add approximately $300 million in sales, contributing to a near-term $2 billion US revenue target. No explicit orderbook values or specifics on pending orders are provided.

Aurobindo Pharma Ltd — 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. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Aurobindo Pharma Ltd Q4 FY26 results?

Specialty Injectables (ex-Revlimid) expected to grow in double digits from FY27 onwards with a base revenue of ~$480 million. FY27 EBITDA margin guidance is around 21%, reflecting scale, execution, and new business leverage (Page 6, 16).

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?

Biosimilars overall investment to date: approximately $450 million from July 2018 to 2026, covering CapEx and OpEx, leading to multiple regulatory approvals and filings.

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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.