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Informist, Monday, Aug. 4, 2025

 

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--Aurobindo Pharma Apr-Jun consol net profit INR 8.25 bln 
--Analysts saw Aurobindo Pharma Apr-Jun consol net profit at INR 9.13 bln 
--Aurobindo Pharma Apr-Jun consol PAT INR 8.25 bln vs INR 9.19 bln year ago 
--Aurobindo Pharma Apr-Jun consol revenue INR 78.68 bln vs INR 75.67 bln 
--Aurobindo Pharma to pay INR 4 per share interim dividend 
--Aurobindo Pharma Q1 consol EBITDA INR 16.03 bln vs INR 16.20 bln year ago 
--Aurobindo Pharma Apr-Jun consol EBITDA margin 20.4% vs 21.4% year ago 
--Aurobindo Pharma Q1 US formulations revenue INR 34.88 bln vs INR 35.55 bln 
--Aurobindo Pharma Q1 Europe formulations sales INR 23.4 bln vs INR 19.8 bln 
--Aurobindo Pharma Q1 US formulations revenue $408 mln vs $426 mln year ago 
--Aurobindo Pharma Q1 US formulations sales down on lower lenalidomide sales 
--Aurobindo Pharma Q1 antiretroviral drug sales INR 3.55 bln vs INR 2.29 bln 
--Aurobindo Pharma Apr-Jun API revenue INR 9.16 bln vs INR 10.92 bln yr ago 
--Aurobindo Pharma Apr-Jun R&D spend INR 3.67 bln, 4.7% of revenue 
 

 

By Anand JC

 

NEW DELHI – The consolidated revenue and net profit of pharmaceutical major Aurobindo Pharma Ltd. missed consensus estimates for the June quarter. In addition, the bottom line contracted year-on-year for the third consecutive quarter, with the fall this time being the steepest, according to an exchange filing by the company on Monday. 

 

The consolidated net profit of Aurobindo Pharma for the reporting quarter was INR 8.2 billion, down over 10% on year and nearly 9% from the trailing quarter. This was also lower than analysts' expectation of an INR 9.1 billion net profit.

 

The consolidated top line for the latest quarter was INR 78.7 billion, up nearly 4% on year but down just over 6% on quarter. This was the weakest on-year revenue growth registered by the company since it contracted 4% in the September quarter of 2022-23 (Apr-Mar).

 

Of its overall top line, Aurobindo Pharma's net revenue from operations grew over 4% to INR 77.9 billion, while its other operating income tumbled 30% to INR 764 million. The company's other income fell 52% to INR 1.1 billion for the reporting quarter. 

 

Aurobindo Pharma's total expenses grew nearly 5% on year to INR 67.7 billion. Its overall expenses have grown at the slowest pace since the September quarter of FY23.

 

Of this, the cost of materials consumed was INR 25.4 billion, up nearly 3% on year. Other expenses remained largely unchanged on year at INR 18 billion while staff costs grew 15% to INR 12.3 billion. Aurobindo Pharma's tax expenses fell nearly 6% on year to INR 3.8 billion for the latest quarter. 

 

Its consolidated earnings before interest, tax, depreciation, and amortisation for the June quarter were INR 16 billion, a tad lower than the INR 16.2 billion in the year-ago quarter. Consensus estimates had pegged Aurobindo Pharma's EBITDA at INR 17.1 billion. Its EBITDA margin for the quarter was 20.4%, lower than the 21.4% in the base quarter. The company said its EBITDA was driven by stable gross margins and operating efficiencies.

 

During the quarter, Aurobindo Pharma incurred a net capital expenditure of $73 million primarily towards capacity enhancements and new business developments. Expenses towards research and development, inclusive of depreciation, were INR 3.7 billion for the quarter, primarily towards biosimilars and speciality products development, the company said in its investor presentation. 

 

The company filed four abbreviated new drug applications in the US market during the latest quarter. In INR terms, its revenue from the US market was INR 34.9 billion, down 2% on year and 14% on quarter. In dollar terms, total revenue from the US market fell 4% on year to $408 million. "US revenue in Q1FY26 declined by 4% YoY accounting for 44.3% of consolidated revenue mainly on account of significant reduction in lenalidomide sales," Aurobindo Pharma said.

 

It launched 15 products during this period, and got approvals for 14 products. As of Jun. 30, Aurobindo Pharma had a net cash of $140 million. 

 

Europe performed strongly as revenue there grew 18% on year and 9% on quarter to INR 23.4 billion. In euro terms, overall revenue from Europe grew to 241 million euros in the June quarter, up just over 9% on year.

 

Revenue from growth markets grew to $90 million, up 6%. In rupee terms, sales in growth markets, including domestic formulation sales of INR 710 million, grew nearly 9% on year but fell 2% on quarter to INR 7.7 billion.

 

Anti-retrovirals' overall revenue grew 51% on year to $41 million, aided by additional business opportunities, the company said. In rupee terms, revenue from this segment rose a staggering 55% on year to INR 3.6 billion.

 

Overall revenue from formulations increased 7% on year but fell 5% on quarter to INR 69.5 billion. Earnings from active pharmaceutical ingredients fell 16% on year and 14% on quarter to INR 9.2 billion.

 

On Monday, shares of Aurobindo Pharma closed nearly a percent higher from Friday's close on the National Stock Exchange.  End

 

Edited by Avishek Dutta

 

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