Q1-FY24 · Santhanam Subramanian
Our endeavor is to achieve an internal target of 18+% EBITDA for the year, plus margin on special product.
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Aurobindo Pharma · tone and specificity signals across the available quarters.
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Q1-FY24 · Yugandhar Puvvala
We treat Revlimid as one of opportunity, and so we will just keep that... we will launch it from October 1, that's the settlement date.
Q1-FY24 · Sanjeev Dani
The real driver of the performance has been orals. Because of our broad product portfolio and excellent customer coverage, we are in a better position to gain market share when the competitors have shortages.
Q1-FY25 · Santhanam Subramanian
We are confident of achieving our overall internal EBITDA margin target of around 21%-22%, as mentioned during the last earnings call.
Q1-FY25 · Satakarni Makkapati
Our pipeline now extends up to 2032, and I'm reasonably convinced about the progress we are making.
Q1-FY25 · Satakarni Makkapati
We have a settlement in place. Based on the settlement, we cannot launch now.
Q1-FY26 · Yugandhar Puvvala
We have most of our generic Revlimid settlement quantities. We have sold it. We have nothing more to sell other than a minimal listing.
Q1-FY26 · Santhanam Subramanian
We are confident of achieving our internal target margin of 20% to 21% range in FY 2026.
Q1-FY26 · Swami Iyer
We are best suited for enhancing our footprint in the U.S. Practically, if it's manufactured in the U.S., the product pricing would go up higher.
Q2-FY24 · S. Subramanian
We are on track to achieve the 20%+ EBITDA margin target set internally for the year.
Q2-FY24 · Satakarni Makkapati
We need an anchor industry here, right? I mean, India needs a WuXi sort of a moment, to make sure that we have a contract manufacturing setup that can compete globally.
Q2-FY24 · Swami Iyer
We don't have a one-off in this. This is the actual demand, and this is actual sale.
Q2-FY25 · Santhanam Subramanian
We are on track to achieve our internal target of 21%-22% for the full year, which means effectively the second half should be better compared to the first half.
Q2-FY25 · Yugandhar Puvvala
The worst is over with respect to Unit 3 is concerned. We expect the production level should come back to normalcy by Q4.
Q2-FY25 · Swami Iyer
We have a fairly large base, and adding substantially to this base requires new product, new form of presentation. We are working on it.
Q2-FY26 · Satakarni Makkapati
We are the biggest consumer of 6-APA, amoxi, everything in the country. Irrespective of that, we will produce it, and then we will consume it ourselves.
Q2-FY26 · Satakarni Makkapati
The 2027, 2028, which I always told, will be the inflection point in the biosimilars business where I expect about seven approvals in Europe and possibly a couple of approvals in the U.S. on the upside.
Q2-FY26 · Satakarni Makkapati
We will be cost competitive. We will be the last man standing. We would like to shape the market in a manner that we can sustain our efforts over a long term.
Q3-FY24 · Santhanam Subramanian
We are confident of achieving 20% EBITDA margin target, set internally for the year, as mentioned in the previous quarter.
Q3-FY24 · Satakarni Makkapati
I see 2026 as an inflection point for this business. For the hard yards that have been put in and the investment prudence that we have followed...
Q3-FY24 · Santhanam Subramanian
We have taken these aggressive measures because we believe it is the most responsible and appropriate course of action until we conduct investigation and assessment to give FDA assurance that we are addressing its observations.
Q3-FY25 · Subramanian Santhanam
We have achieved our highest-ever quarterly revenues, reaching INR 7,979 crores, with a remarkable growth both year-on-year and quarter-on-quarter.
Q3-FY25 · Subramanian Santhanam
We are on track to achieve our EBITDA margin of 21%-22% for FY25. The next quarter is expected to be stronger, driven by increased transient sales, execution of strategic initiatives, and improved operational efficiencies.
Q3-FY25 · Yugandhar Puvvala
I expect this quarter onwards, we should go back to the previous levels, and I don't expect any further decline happening from here on.
Q3-FY26 · Yugandhar Puvvala
We are cautiously optimistic about the future of this facility. But ultimately, USFDA has to take a decision in terms of the Warning Letter, so I cannot comment on what exactly they will do.
Q3-FY26 · Santhanam Subramanian
The policy change will act as a very important and positive catalyst event for the company.
Q3-FY26 · Santhanam Subramanian
We remain confident of achieving an EBITDA breakeven in Q4, and significantly, meaningfully contribute to the bottom line EBITDA in the next year.
Q4-FY24 · Santhanam Subramanian
We expect to achieve around a 21%-22% EBITDA margin target set internally for the year.
Q4-FY24 · Satakarni Makkapati
I am very optimistic about a product like Omalizumab, where we will be probably one of the four companies to vie for the U.S. and the European market.
Q4-FY24 · Yugandhar Puvvala
We have taken whatever sales hit what we wanted to taken in Q4 of last year, okay? Now, Q1 onwards, it should be normal.
Q4-FY25 · S. Subramanian
We have achieved excellent overall performance across business during FY 2025. With focused approach and right strategies in place, we are confident to continue our growth trajectory.
Q4-FY25 · Yugandhar Puvvala
FY 2026 will be muted in terms of growth per se because obviously you said it right. Eugia-3 is yet to be cleared, and there's no superstar product which is going to come in FY 2026.
Q4-FY25 · Satakarni Makkapati
We expect 2028 would be the inflection year for the biosimilar business. The business will stabilize with about seven products in the regulated markets, both in Europe and possibly a couple of products in the U.S. by 2028.