Aurobindo Pharma Ltd

📈 Aurobindo Pharma Q4FY26 Results: Revenue Up 5.6% YoY, EBITDA Margin at 24.5%

- Revenue from Operations: ₹8,853 Cr in Q4FY26 (+5.6% YoY), full-year revenue at ₹33,653 Cr (+6.1% YoY).

- EBITDA margin before R&D: 24.5% in Q4FY26 (down 182 bps YoY), full-year at 24.8%.

- Net Profit: ₹921 Cr in Q4FY26 (+2.0% YoY), full-year at ₹3,503 Cr (+0.6% YoY).

- European business revenue: ₹2,795 Cr in Q4FY26 (+30.2% YoY), exceeding €1bn+ for FY26.

- Growth Markets revenue: ₹980 Cr in Q4FY26 (+24.7% YoY).

- ARV revenue: ₹328 Cr in Q4FY26 (+6.4% YoY).

- US revenue: ₹3,543 Cr in Q4FY26 (-13.0% YoY), contributing 40% to total revenue.

- API revenues: ₹1,208 Cr in Q4FY26 (+12.9% YoY).

- R&D spend: ₹400 Cr in Q4FY26 (4.5% of revenues).

- Received final approval for 9 ANDAs from USFDA.

- Strong net cash position post-acquisition of Khandelwal Laboratories (non-oncology) for $317mn.

- Free cash flow: $35mn generated in Q4FY26.

- Basic & Diluted EPS: ₹15.86 per share.

- Cumulative US ANDA filings: 888 (728 final approvals, 35 tentative approvals).