Aurobindo Pharma has announced its financial results for the second quarter of FY27, reporting a robust 32.5% year-over-year increase in net profit, reaching ₹1,124 crore. Revenue also saw a substantial jump of 23.9% to ₹10,263 crore. The company highlighted strong performance across all business areas and the highest-ever quarterly EBITDA of ₹2,156 crore. Key strategic developments include the acquisition of Lannett and the launch of 10 new products in the US market.
Aurobindo Pharma Delivers Strong Q2 FY27 Performance
Aurobindo Pharma Limited announced its financial results for the second quarter (Q2FY27) and half year ended September 30, 2026, showcasing significant growth across key financial metrics. The company achieved its highest-ever quarterly revenue of ₹10,263 crore, marking a 23.9% increase compared to the same period last year (Q2FY26: ₹8,286 Cr). This growth was driven by strong performance across all its business segments.
Profitability and EBITDA Highlights
Profitability remained strong, with the company reporting its highest-ever quarterly EBITDA of ₹2,156 crore in Q2FY27, an increase of 28.5% year-over-year (Q2FY26: ₹1,678 Cr). The EBITDA margin stood at a healthy 21.0%. Profit Before Tax (PBT) grew by an impressive 32.7% to ₹1,691 crore (Q2FY26: ₹1,274 Cr). Consequently, Net Profit after Tax attributable to owners of the company surged by 32.7% to ₹1,126 crore (Q2FY26: ₹848 Cr), with Reported EPS at ₹19.57.
Key Business and Strategic Developments
In addition to the strong financial performance, Aurobindo Pharma highlighted several strategic achievements during the quarter:
- Acquisition of Lannett: The company successfully completed the acquisition of Lannett, further strengthening its US presence and expanding capabilities in complex and controlled substances.
- Product Launches: Aurobindo launched 10 new products in the US market, including gAdvair and ADQUEY™, its first New Chemical Entity (NCE).
- US Formulations Performance: US revenue in Q2FY27 accounted for 44% of consolidated revenue. Revenue ex-gRevlimid grew by 20% Q-o-Q, driven by successful Lannett integration, strong volume gains, and injectables ramp-up.
- Regulatory Approvals: The company received final approval for 12 products during the quarter, including one tentative approval that has now received final approval.
- Capital Expenditure: Net Capex for the quarter was US$ 89 million, primarily allocated towards capability enhancements and new business developments.
- Cash Flow: Generated net cash flow from business operations was US$ 146 million during the quarter, with a strong net cash position (including investments) of approximately US$ 189 million as on September 30, 2026.
Segmental Performance
Consolidated performance shows growth across key regions. The USA business grew 25.2% year-over-year to ₹4,555 Cr, while Europe saw a 27.5% increase to ₹3,161 Cr. Growth Markets and ARV segments also reported positive year-over-year growth.
The API segment reported revenues of ₹1,162 Cr, an increase of 20.9% year-over-year, with Beta-lactam showing a 24.8% growth.
Biosimilars and Biologics Pipeline
The company continues to expand its biosimilars and biologics manufacturing capacity. Significant progress is being made in capacity expansion with 10,000 L of mammalian cell-culture bioreactors being added. Several products are in advanced stages of regulatory progress and clinical development, including Omalizumab, Bevqolva (bevacizumab), Denosumab, and others. The TheraNym 120 KL contract capacity, anchored by MSD, is on track for expansion.
US ANDA Filings Snapshot
As of September 30, 2026, Aurobindo’s US ANDA filings portfolio is robust, with 747 ANDAs approved and a total of 900 ANDAs filed, covering various therapeutic areas and an addressable market of approximately US$ 254.4 billion.
Source: BSE