Aurobindo Pharma announced its consolidated financial results for the second quarter of FY26, ended September 30, 2025. Revenue from operations increased by 6.3% YoY to INR 8,286 Cr, driven by growth in the US, Europe, and other growth markets. Net profit for the period stood at INR 848 Cr. The company reported a strong net cash position of USD 170 million as of September 30, 2025.
Financial Performance
Aurobindo Pharma reported a revenue from operations of INR 8,286 Cr for Q2 FY26, a 6.3% increase compared to INR 7,796 Cr in Q2 FY25. EBITDA before R&D stood at INR 2,064 Cr, representing a 5.7% increase year-over-year. The EBITDA margin before R&D was 24.9%. Net profit for the period reached INR 848 Cr, up 3.8% from the previous year.
Segmental Performance
The company witnessed growth across key markets:
- US formulations revenue increased by 3.1% to INR 3,638 Cr.
- Europe formulations revenue increased significantly by 17.8% to INR 2,480 Cr.
- Growth Markets revenue saw an increase of 8.7%, reaching INR 882 Cr.
- ARV revenue also experienced substantial growth, increasing by 68.7% to INR 325 Cr.
Key Highlights
Other key highlights from the Q2 FY26 results include:
- EBITDA before R&D stood at INR 2,064 Cr with a margin of 24.9%.
- EBITDA before Forex and Other Income was reported at INR 1,678 Cr, with an EBITDA margin of 20.3%.
- Research & Development spend amounted to INR 414 Cr, which is 5.0% of the revenues.
- The company received final approval for 7 ANDAs from the USFDA.
- Strong net cash position at USD 170 million as of September 30, 2025.
- Free Cashflows generated (before dividend and buybacks) of USD 57 million during the quarter.
- Basic & Diluted EPS stood at INR 14.61 per share.
Operational Performance Breakdown
A detailed breakdown of operational performance by region:
- USA: INR 3,638 Cr, a 3.1% increase YoY.
- Europe: INR 2,480 Cr, a significant 17.8% increase YoY.
- Growth Markets: INR 882 Cr, an increase of 8.7% YoY.
- ARV: INR 325 Cr, a substantial 68.7% increase YoY.
- Total Formulations: INR 7,325 Cr, a 10.3% increase YoY.
- Total API: INR 961 Cr.
Business Updates
The company filed 13 ANDAs with the USFDA and received final approval for 7 ANDAs during the quarter. As of September 30, 2025, Aurobindo has filed 876 ANDAs with the USFDA and received 711 final approvals and 31 tentative approvals. The company launched 6 products during the quarter.
Source: BSE