Aurobindo Pharma Q4 FY26: Europe strength offsets a softer US quarter

Revenue from operations was INR 8,853 crore, EBITDA (before forex and other income) was INR 1,801 crore (20.3 percent margin), and profit after tax was INR 921 crore.

In INR crore, Q4 FY26 revenue was USA 3,543; Europe 2,795; Growth Markets 980; ARV 328; Total Formulations 7,646; Total API 1,208; total revenue from operations 8,853.

Management guided that EBITDA margins are expected to sustain and progressively improve to above 21 percent in FY27.

Management stated Denosumab filing is planned by Q2 2026 and Omalizumab Phase 3 was completed with planned EMA and FDA filings by end of Q2 2026; the pipeline table also references Omalizumab filing in Q3 2026.

Management said TheraNym Unit 1 should complete commissioning by end-2026, with validation in 2027 and steady revenues expected from 2028. Unit 2 revenues are expected from 2031 (calendar years).

The presentation reported net cash including investments of about USD 317 million as of 31 March 2026.