Price erosion in US generics
While current price erosion is neutral, increased competition could pressure margins in oral solids and injectables.
AUROPHARMA / Q2-FY24 / risks
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Aurobindo Pharma · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Execution risk in new plant ramp-ups
Pen-G, China, and biosimilar plants face commissioning delays; revenue contribution may shift to FY26.
Depreciation and impairment charges
Higher depreciation due to impairment provisions may persist, impacting reported profitability.
Dependence on gRevlimid for margin target
Analyst questioned if 20% margin guidance includes gRevlimid; management confirmed, but any volume/pricing shortfall could miss target.