Generic Revlimid patent expiry impact
Patent expiry in January 2026 could lead to pricing erosion and market share loss; management acknowledged uncertainty but plans to continue supply post-expiry.
AUROPHARMA / Q3-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
high
Eugia injectables capacity ramp-up delays
Capacity utilization at Eugia remains at 50% due to supply challenges; any further delays in returning to normal run-rate could impact US injectable revenue.
Biosimilar clinical trial delays
Omalizumab and ophthalmic product trials are delayed; ophthalmic recruitment only 50% and expected to complete in H2 2026, pushing back potential launches.
US tariff risk on pharmaceuticals
Potential US tariffs on pharmaceutical imports could impact margins; management believes existing US manufacturing footprint provides mitigation.