Aurobindo Pharma (AUROPHARMA) Q4 25/26 earnings summary

Executive summary

• Achieved record revenues and EBITDA margins for both Q4 and FY 2026, with strong growth across core businesses and geographies.

• Q4FY26 revenue reached ₹8,853 crore, up 5.6% year-over-year, driven by strong Europe growth and stable US performance despite lower transient product sales.

• Audited standalone and consolidated financial results for the year and quarter ended March 31, 2026, were approved with unmodified opinions from statutory auditors.

• Board approved buyback of 5,423,728 equity shares for ₹8,000 million, completed in May 2026.

• Several new subsidiaries were incorporated and a business acquisition was completed during the year.

Financial highlights

• Revenue for FY 2026 reached INR 33,653 crores, up 6% year-over-year, with EBITDA at INR 6,856 crores and a margin of 20.4%.

• Q4 FY 2026 revenue: INR 8,853 crores; EBITDA: INR 1,801 crores; EBITDA margin: 20.35%.

• Consolidated revenue from operations for FY26 was ₹336,530.8 million, up from ₹317,237.3 million in FY25.

• Net profit for Q4 increased 2% year-over-year to INR 921 crores.

• Gross margin for Q4 at 61.3%, up 153 bps sequentially; gross contribution at all-time high of INR 20,165 crores for the year.

Outlook and guidance

• FY 2027 EBITDA margin expected to improve to above 21%, with continued focus on operational excellence and new business levers.

• U.S. business targeting $2 billion revenue milestone in the next 1–2 years, contingent on acquisitions and new launches.

• Expansion of biosimilars pipeline and manufacturing capacity to support growth through 2030 and beyond.

• Strategic partnerships and regulatory filings expected to drive future launches and market expansion.

• The acquisition of Lannett Company LLC is pending regulatory approval, with no financial impact yet.