The company’s consolidated net profit rose 25.2% year-on-year to ₹1,032 crore, higher than the CNBC-TV18 poll estimate of ₹982 crore. Revenue increased 16.3% to ₹9,150.3 crore, ahead of the estimated ₹9,030 crore.
EBITDA stood at ₹1,881 crore, compared with the CNBC-TV18 poll estimate of ₹1,848 crore, while operating margin improved to 21% from 20% a year ago. The company also marginally exceeded the Street estimate of 20.5%.
In its investor presentation, Aurobindo Pharma said net capital expenditure stood at $78 million, largely towards capability enhancement and new business development.
International business remains the key growth driver
International markets continued to dominate Aurobindo Pharma’s business, contributing 91% of consolidated revenue during the quarter, while domestic sales accounted for the remaining 9%.
US revenue increased 8.1% year-on-year to ₹3,770 crore, driven primarily by volume growth and new product launches. During the quarter, the company launched 10 products in the US market.
As of June 30, 2026, Aurobindo had filed 896 ANDAs with the US Food and Drug Administration (USFDA) and received 737 final approvals and 33 tentative approvals.
Europe emerged as the strongest-performing major geography, with revenue rising 25.6% year-on-year to ₹2,937 crore, accounting for 32.1% of consolidated revenue. The company attributed the growth to robust demand across its key European markets.
Growth markets and API business post healthy gains
Revenue from growth markets climbed 37.7% year-on-year to ₹1,063 crore, supported by strong performance across key geographies. The segment contributed 11.6% of consolidated revenue.
The Active Pharmaceutical Ingredients (API) business recorded 14.6% year-on-year growth despite seasonal softness in the antibiotics portfolio, contributing 11.5% of consolidated revenue.
Formulations revenue increased 16.5% year-on-year to ₹8,101 crore, while the ARV business remained broadly stable at ₹330 crore during the quarter.
Commenting on the performance, Vice-Chairman and Managing Director K. Nithyananda Reddy said the company had started FY27 on a strong footing, supported by healthy growth across businesses, disciplined execution, operational excellence and its diversified product portfolio.
He added that Aurobindo Pharma’s expanding capabilities and strategic investments position the company well to achieve its long-term growth objectives.
Ahead of the earnings announcement, Aurobindo Pharma shares ended Wednesday’s session 1.83% higher at ₹1,615 on the NSE.
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