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USFDA resolution at Unit III
View Risks →Aurobindo Pharma Limited — Q3 FY26
Aurobindo Pharma reported Q3 FY26 consolidated revenue of ₹8,646 crore (+8.4% YoY) and EBITDA of ₹1,773 crore (20.5% margin), driven by strong European growth (+27% YoY to ₹2,703 crore) and stable US business.
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Aurobindo Pharma reported Q3 FY26 consolidated revenue of ₹8,646 crore (+8.4% YoY) and EBITDA of ₹1,773 crore (20.5% margin), driven by strong European growth (+27% YoY to ₹2,703 crore) and stable US business. US injectables grew 17% YoY. The company guided for EBITDA margin on the higher side of 20-21% for FY26. Key catalysts include the Penicillin-G facility ramp-up (annualized 10,000 MT), government MIP on 6-APA/Amoxicillin, and the pending Lannett acquisition (expected Q1 FY27). Biosimilars inflection targeted by FY29. Risks include USFDA resolution at Unit III (procedural observations) and potential FTC hurdles for Lannett.
औरोबिंदो फार्मा ने तीसरी तिमाही में 8,646 करोड़ रुपये की कमाई की, जो पिछले साल से 8.4% ज्यादा है। कंपनी ने 1,773 करोड़ रुपये का मुनाफा कमाया, जो कमाई का 20.5% है। यूरोप में बिक्री 27% बढ़कर 2,703 करोड़ रुपये हो गई, जबकि अमेरिका में कारोबार स्थिर रहा। अमेरिका में इंजेक्टेबल दवाओं की बिक्री 17% बढ़ी। कंपनी को उम्मीद है कि पूरे साल मुनाफा 20-21% के आसपास रहेगा। पेनिसिलिन-जी प्लांट से उत्पादन बढ़ने और सरकार की मदद से दवाओं की कीमतें स्थिर रहने से फायदा होगा। लैनेट कंपनी खरीदने की योजना अगली तिमाही में पूरी हो सकती है। बायोसिमिलर दवाओं से 2029 तक बड़ा फायदा मिलने की उम्मीद है। जोखिम: अमेरिकी नियामक की जांच और लैनेट खरीद में रुकावट।
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Read Transcript →Quarter Snapshot
Europe Revenue Growth
27%
+27% YoY
European business grew 27% YoY to ₹2,703 crore, driven by strong performance in France, Portugal, Germany, and Netherlands.
US Injectable Sales Growth
17%
+17% YoY
US injectable sales grew 17% YoY, supported by supply ramp-up and improved service levels.
Penicillin-G Annualized Production
10,000 MT
Ramping up
Penicillin-G facility expected to produce >10,000 MT annualized over next 12 months, with improving yields.
New Product Launches in US
9
9 in Q3
Launched 9 new products in the US during Q3, with similar run-rate expected over next 12 months.
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Guidance and risk preview
Management expects EBITDA margin to be on the higher side of 20-21% for FY26, driven by operational leverage and cost improvements.
Unit III received procedural observations from USFDA; while management is confident, any escalation could impact US injectable growth trajectory.
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