Aurobindo Pharma reports strong Q2FY26 growth driven by key markets

Aurobindo Pharma Limited reported a 6.3% year-over-year increase in revenue from operations, reaching INR 8,286 Cr for Q2FY26. This growth was fueled by strong performances in the US, Europe, and Growth Markets, with EBITDA growing 7.1% YoY to INR 1,678 Cr, achieving a 20.3% margin. The company's net profit for the period stood at INR 848 Cr, an increase of 3.8% YoY. US formulations revenue rose by 3.1% YoY to INR 3,638 Cr, while Europe formulations revenue increased by 17.8% YoY to INR 2,480 Cr.

During the quarter, Aurobindo Pharma filed 13 ANDAs with the USFDA, received approval for 7 products, and launched 6 products in the US market. The company also maintained a strong net cash position of ~$170 million as of September 30, 2025. Total R&D spend was INR 414 Cr (5.0% of sales), primarily dedicated to biosimilars and specialty product development. Noteworthy advancements in biosimilars include three products approved by the European Commission, and four by MHRA, UK.

The company's strategic outlook focuses on accelerating post-2028 pipeline advancement with high-potential biosimilars, investing in manufacturing capacity enhancements, and forging strategic partnerships for global commercialization. These efforts are aimed at sustaining long-term value creation.