AUROPHARMA / Q4-FY25 / claim-ledger

Audit the questions that mattered.

Aurobindo Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ4-FY25 · 2025-05-15Back to quarter ↗

Questions audited

5

Answered directly

90%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Nitin Agarwal · Research desk

partial

When will biosimilar business generate decent returns on invested capital?

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. You should look at 2028 to 2030 as the years where you can see biosimilar business trajectory building up.

Nitin Agarwal · Research desk

direct

What is the potential revenue size of biosimilar business by 2028-2030?

I expect by 2030, 2031, the business could be anywhere between $250 million-$400 million in revenues. It depends on various factors. It's very subjective, and you cannot pinpoint to a certain number.

Anubhav Agarwal · Research desk

direct

What contribution from Pen-G plant restart is included in guidance?

I think we are including around six to eight months. That would be roughly about 3%-4% revenues, 5%-6% revenue.

Anubhav Agarwal · Research desk

direct

Will generic Revlimid revenue be significantly lower in FY26 vs FY25?

It will be FY 2026 will be less than FY 2025.

Anubhav Agarwal · Research desk

direct

What is the expected other operating income for next year?

Mostly, our other operating income should be around INR 200 crore plus.