Sustained high R&D spend
R&D costs jumped ~INR 70 crore in Q2 due to phase III biosimilar trials; management expects elevated spend for at least four more quarters.
AUROPHARMA / Q2-FY25 / risks
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Aurobindo Pharma · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Freight cost volatility from Red Sea disruptions
Higher freight costs (~INR 30 crore impact) due to Red Sea issues; management expects normalization but uncertainty remains.
Unit 3 injectable supply chain recovery timeline
Injectable sales declined 11% YoY due to voluntary production slowdown at Unit 3; full recovery expected only by Q4, with FDA reinspection likely in FY26 Q3.
Biosimilar omalizumab recruitment delays
Phase III recruitment for omalizumab is 3-4 months behind schedule, potentially pushing back filing timelines.