Aurobindo Pharma Reports 4% Revenue Growth in Q1 FY26, Resumes Pen-G Plant Operations
Aurobindo Pharma's consolidated revenues increased 4% YoY to ₹7,868.00 crores in Q1 FY26. EBITDA stood at ₹1,603.00 crores with a 20.4% margin. U.S. Formulations declined 4%, while European Formulations grew 9%. Growth Markets and ARV Formulations saw 9% and 55% growth respectively. API business declined 16%. The company launched 15 new products in the U.S., filed 4 ANDAs, and received 14 approvals. Net cash position improved to $140.00 million, and gross debt reduced to $884.00 million. Aurobindo announced the strategic acquisition of Lannett and received biosimilar approvals in Europe. The company maintains its EBITDA margin guidance of 20-21% for FY26.

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Aurobindo Pharma , a leading pharmaceutical company, has reported a 4% year-on-year increase in consolidated revenues for the first quarter of fiscal year 2026, reaching ₹7,868.00 crores. The company's EBITDA stood at ₹1,603.00 crores, maintaining a healthy margin of 20.4%.
Key Financial Highlights
Metric | Value | YoY Change |
---|---|---|
Consolidated revenues | ₹7,868.00 crores | 4% |
EBITDA | ₹1,603.00 crores | - |
EBITDA margin | 20.4% | - |
PAT | ₹824.00 crores | - |
Business Segment Performance
U.S. Formulations
- Revenues declined 4% YoY to $408.00 million
- Primarily due to reduced gRevlimid sales and customer destocking effects
European Formulations
- Strong 9% YoY growth
- Revenues reached €241.00 million
Growth Markets
- 9% YoY increase to ₹772.00 crores ($90.00 million)
ARV Formulations
- Impressive 55% YoY growth to ₹355.00 crores ($41.00 million)
API Business
- Declined 16% YoY to ₹916.00 crores
- Impacted by pricing pressures
Operational Highlights
- Pen-G manufacturing plant resumed operations on July 1st after securing renewal of consent from Andhra Pradesh Pollution Control Board
- Launched 15 new products in the U.S., filed 4 ANDAs, and received 14 approvals
- Net cash position improved to $140.00 million as of June 30, 2025
- Gross debt reduced to $884.00 million from $930.00 million at the end of March 2025
Strategic Developments
- Announced strategic acquisition of Lannett, subject to FTC approval, expected to close within 8-12 months
- Biosimilar approvals received in Europe, with commercial supplies beginning in Q3-Q4 FY26
- Continued focus on expanding manufacturing footprint and enhancing compliance and automation
Management Commentary
Santhanam Subramanian, CFO of Aurobindo Pharma, stated, "We remain optimistic about sustaining our growth momentum. Our confidence is supported by expected volume expansion, continued product launches, and a stable pricing environment, especially in the U.S. and Europe."
The company maintains its EBITDA margin guidance of 20-21% for FY26, reflecting confidence in its operational efficiency and growth strategies.
Outlook
Aurobindo Pharma is well-positioned for future growth with its diverse product portfolio, strategic acquisitions, and focus on key markets. The resumption of the Pen-G plant operations and the ramp-up of new manufacturing facilities are expected to contribute positively to the company's performance in the coming quarters.
As the company continues to navigate challenges in the global pharmaceutical landscape, its strong financial position and strategic initiatives provide a solid foundation for sustained growth and value creation for stakeholders.
Historical Stock Returns for Aurobindo Pharma
1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
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+0.18% | -4.26% | -7.18% | -9.04% | -28.58% | +10.50% |