Earnings Review
Aurobindo Pharma Q2 consol PAT up after 3 qtrs but below view
This story was originally published at 21:46 IST on 5 November 2025
Register to read our real-time news.Informist, Wednesday, Nov. 5, 2025
Please click here to read all liners published on this story
--Aurobindo Pharma Jul-Sept consol net profit INR 8.48 bln
--Analysts saw Aurobindo Pharma Jul-Sept consol net profit at INR 8.97 bln
--Aurobindo Pharma Jul-Sept consol revenue INR 82.86 bln
--Analysts saw Aurobindo Pharma Jul-Sept consol revenue at INR 81.03 bln
--Aurobindo Pharma Jul-Sept consol PAT INR 8.48 bln vs INR 8.17 bln year ago
--Aurobindo Pharma Jul-Sept consol revenue INR 82.86 bln vs INR 77.96 bln
--Aurobindo Pharma Apr-Sept consol PAT INR 16.73 bln vs INR 17.37 bln yr ago
--Aurobindo Pharma Apr-Sept consol revenue INR 161.54 bln vs INR 153.63 bln
--Aurobindo Pharma Q2 consol EBITDA before R&D INR 20.64 bln vs INR 19.54 bln
--Aurobindo Pharma Q2 consol EBITDA margin before R&D 24.9% vs 25.1% yr ago
--Aurobindo Pharma Jul-Sept consol EBITDA margin 20.3% vs 20.1% year ago
--Aurobindo Pharma Q2 US formulations revenue INR 36.38 bln vs INR 35.30 bln
--Aurobindo Pharma Q2 Europe formulation sales INR 24.80 bln vs INR 21.05 bln
--Aurobindo Pharma Jul-Sept ARV revenue INR 3.25 bln vs INR 1.93 bln
--Aurobindo Pharma Jul-Sept API revenue INR 9.61 bln vs INR 11.56 bln
--Aurobindo Pharma Jul-Sept R&D spend INR 4.14 bln, 5% of revenue
--Aurobindo Pharma Jul-Sept consol EBITDA INR 16.78 bln vs INR 15.66 bln
By P. Madhu Kumar
MUMBAI – Aurobindo Pharma Ltd. reported higher-than-expected consolidated revenue for the September quarter, but its bottom line failed to meet analysts' expectations by a slight margin. The company's net profit grew after three consecutive quarters of on-year decline. The top line growth was driven by healthy sales in the US, Europe, and other growth markets.
The company reported a consolidated revenue of INR 82.86 billion for Jul-Sept, up over 6% on year and just over 5% from the trailing quarter. The revenue is slightly higher than analysts' estimate of INR 81.03 billion. The bottom line rose nearly 4% on year and 3% on quarter to INR 8.48 billion, but lower than the consensus estimate of INR 8.97 billion.
For Apr-Sept, the company reported a consolidated net profit of INR 16.73 billion, down from 17.37 billion in the year-ago period. The top line for the first half of the current financial year was INR 161.54 billion, higher than INR 153.63 billion reported for the corresponding period last year.
In the September quarter, Aurobindo Pharma's consolidated earnings, before interest, tax, depreciation, and amortisation before considering its expenses on research and development was INR 20.64 billion, slightly up from INR 19.54 billion in the year-ago period. Its EBITDA margin before research and development expenses contracted by 20 basis points on year to 24.9%. It reported an over 7% rise in its EBITDA for the quarter to INR 16.78 billion. Its EBITDA margin rose by 20 basis points on year to 20.3%.
The company's US formulations revenue increased over 3% on year to INR 36.38 billion during the quarter and the segment accounted for 43.9% of the overall consolidated revenue. It launched six products during the three-month period and received final approvals for seven abbreviated new drug applications.
Aurobindo Pharma's revenue from Europe formulations increased almost 18% on year to INR 24.80 billion. The growth was supported by a robust performance across all key markets in this region. The segment accounted for nearly 30% of the company's overall top line, the company said in a press release.
The company's antiretroviral drugs segment's revenue rose a whopping 69% on year to INR 3.25 billion and but fell over 8% on quarter. Revenue from active pharmaceutical ingredients dropped nearly 17% to INR 9.61 billion from INR 11.56 billion in the year-ago period.
Aurobindo Pharma spent INR 4.14 billion on research and development, which accounted for 5% of its overall revenue. The company said it generated $57-million free cash flows during the quarter, excluding dividend and buybacks. The company announced its quarterly results Wednesday, when Indian financial markets were shut on account of Guru Nanak Jayanti. On Tuesday, its shares closed almost 1% lower at INR 1,149.10 on the National Stock Exchange. End
Edited by Ashish Shirke
For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.
Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd. by NSE Data & Analytics Ltd., a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt. Ltd.
Informist Media Tel +91 (22) 6985-4000
Send comments to feedback@informistmedia.com
© Informist Media Pvt. Ltd. 2025. All rights reserved.
To read more please subscribe
