Aurobindo Pharma Limited (AUROPHARMA) Earnings Call Transcripts

Aurobindo Pharma Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Aurobindo Pharma reported revenues of INR 8,853 crores, reflecting a year-on-year growth of 15.3%. The company achieved a net profit of INR 9 crores, a 2% increase from the previous year. Management provided an optimistic outlook for FY '27, expecting EBITDA margins to improve to over 21%, driven by operational scale and new business initiatives. This guidance indicates potential for significant stock movement as investors assess the company's growth trajectory and profitability improvements.

Reported metrics

Guidance from management

Management expects EBITDA margins to improve to over 21% in FY '27, driven by operational scale and new business initiatives. They also anticipate continued revenue growth across core markets and product lines.

What management said

The one-off at will we be there in terms of the year provisions, et cetera, but that becomes a lot thing. But what is the main factor which has increased the cost, other expenses start. It includes the power and fuel predominantly. Power and fuel consumption for the plant, which has taken off very significantly in the last quarter. That is Q4 of this quarter. That is the reason why it has increased.

Yes, it will continue like this because now what is happening is we are using our own pay for our captive consumption. We are not buying it from the imported material. And since -- because of that, our raw material costs will come down, and other expenses growth that you can see very clearly why our gross margin also improved by about 3 percentage.

What analysts pressed on

Analysts expressed concerns about rising operating costs, particularly in power and fuel, which increased significantly. There were also inquiries regarding the sustainability of U.S. revenue growth and the impact of pricing pressures on profitability.

Main topics on the call

• Revenue Growth — Aurobindo Pharma's revenue for FY '26 reached INR 36,633 crores, a 6% increase year-on-year. Q4 alone saw revenues of INR 8,853 crores, driven by stable volumes and new product launches. Management stated, "we witnessed ...
• EBITDA Margin Improvement — The company reported an EBITDA margin of 20.4% for FY '26, with Q4 margins at 20.3%. Management indicated that they expect EBITDA margins to improve to over 21% in FY '27, stating, "we expect the EBITDA margins to sustai...
• U.S. Business Outlook — Management signaled a target of reaching $2 billion in U.S. revenue within the next couple of years, contingent on ongoing acquisitions and business opportunities. They noted, "we are looking at some business opportuniti...
• European Market Milestone — Aurobindo achieved a significant milestone with European formulation revenues surpassing EUR 1 billion for FY '26. Management expressed confidence in maintaining double-digit growth in Europe, stating, "we are definitely...

Read the full Aurobindo Pharma Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Aurobindo Pharma Limited earnings call transcripts on record, spanning February 7, 2020 to August 6, 2026. Based on this history, Aurobindo Pharma Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AUROPHARMA

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

26

First call

February 7, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly