Aurobindo Pharma (AUROPHARMA) Q2 25/26 earnings summary

Executive summary

• Q2 FY2026 consolidated revenue grew to ₹8,286 crore (₹82,857 million), up 6.3% year-over-year, driven by strong US, Europe, and growth market performance.

• EBITDA rose 7% year-over-year to ₹1,678 crore, with a margin of 20.3%, reflecting operational efficiencies and stable gross margins.

• Net profit for the quarter was ₹848 crore (₹8,481 million), a 3.8% increase year-over-year.

• Free cash flow before dividend and buybacks was $57 million, with a net cash position of $170 million as of September 2025.

• Total comprehensive income for the quarter was ₹13,892 million, reflecting strong operational and foreign currency translation gains.

Financial highlights

• Revenue from operations grew 6.3% year-over-year to ₹8,286 crore; gross profit increased 7.9% to ₹4,947 crore.

• Gross margin improved to 59.7%, up 88 bps year-over-year.

• EBITDA margin was 20.3%, up 16 bps year-over-year.

• Reported EPS rose to ₹14.61, a 4.4% increase year-over-year.

• Net CapEx for the quarter was $106 million, focused on manufacturing and capability enhancements.

Outlook and guidance

• Confident in sustaining growth momentum, with volume expansion and stable pricing expected.

• Strategic focus on accelerating biosimilars pipeline post-2028 and investing in manufacturing capacity.

• U.S. site launches scheduled from January, with significant revenue contribution expected in FY 2027.

• OSG China facility on track for EBITDA break-even by Q3-Q4 FY 2026.

• Plans for new product launches and expansion into additional geographies.