Aurobindo Pharma Q1FY27: Growth Broadens, Cash Discipline Holds, Biosimilars Move Closer to Scale

Revenue from operations was 9,150 crore, operating EBITDA was 1,924 crore (21.0% margin), and profit after tax was 1,032 crore.

USA reported 3,770 crore, Europe 2,937 crore, Growth Markets 1,063 crore, and ARV 330 crore (all as presented in the consolidated business performance table).

Management reiterated double-digit revenue growth, EBITDA margins north of 21 percent, and absolute EBITDA in excess of 8,000 crore for FY27.

Management said the acquisition closed on 29 June 2026. They highlighted SG&A and procurement synergies and stated Lannett’s current utilization is about 40%, with a 12-month plan to raise utilization via site transfers and other initiatives. Advair launch was guided for August.

The company reported ANVISA GMP certification, denosumab filings with EMA, and an omalizumab EMA filing targeted for Q3 2026. It also stated that UK commercial supplies are live for four MHRA-approved products and EU rollout is underway across several countries.

Management expects Unit 1 to begin qualification in November 2026, validation batches in 2027, and steady revenues from 2028. For Unit 2, revenues were guided from 2031. A combined 2032 revenue expectation of USD 150 to 200 million with EBITDA margins around 35 to 50 percent was shared.

The presentation reported 737 final approvals, 33 tentative approvals, and 126 under review, for a total of 896 ANDAs.