Aurobindo Pharma Ltd
Aurobindo Pharma Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #59 of 84 in Pharmaceuticals & Biotechnology
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Aurobindo Pharma Ltd Q4 FY26 key numbers
- Revenue
- Specialty Injectables (ex-Revlimid) expected to grow in double digits from FY27 onwards with a base revenue of ~$480 million.
As stated in Aurobindo Pharma Ltd's Q4 FY26 earnings call transcript · published 31 May 2026. Reported figures, not investment advice.
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.
2 more points from Aurobindo Pharma Ltd's call on revenue
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Profitability & Margins
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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.
2 more points from Aurobindo Pharma Ltd's call on capex
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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
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Order Book & Pipeline
2 more points from Aurobindo Pharma Ltd's call on order book
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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.
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What Aurobindo Pharma's management said in earlier quarters
Others in Pharmaceuticals & Biotechnology this season
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. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q4 FY26 investor presentation — and how it ranks against sector peers.
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The investor presentation reports quarterly revenue of ₹40.36 crore for Q4 FY2026. Key concall takeaways from Aptus Pharma Ltd's Q4 FY26 earnings call — and…
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.