Q4 2026 Aurobindo Pharma Ltd Earnings Call Transcript
Key Points
- Aurobindo Pharma Ltd (BOM:524804) reported its highest ever revenues and EBITDA margin for both the quarter and the full year FY26.
- The company achieved a significant milestone with its European formulation business reaching EUR 1 billion in annual revenues.
- The API business saw a 25% quarter-on-quarter revenue improvement, contributing 14% to the total revenue.
- Aurobindo Pharma Ltd (BOM:524804) is on track to achieve a $2 billion revenue milestone in the US business, driven by acquisitions and new product launches.
- The company is focusing on biosimilars and biologic CMO strategies as long-term growth drivers, with plans to expand its product portfolio and geographic reach.
- Operating costs, excluding R&D, increased by 11% quarter-on-quarter and 17% year-on-year, primarily due to higher power and fuel expenses.
- The US formulation revenue decreased by 18% year-on-year on a constant currency basis, attributed to lower sales compared to the previous year.
- The company faced pricing pressures in some markets, impacting profitability despite new product launches.
- There are delays in closing certain acquisitions, such as the Leonard deal, due to external factors like government shutdowns.
- The biosimilar business is entering a competitive market with multiple players, which may impact market share and pricing.
Ladies and gentlemen, good day, and welcome to Aurobindo Pharma's earnings conference call for fourth quarter FY26. (Operator Instructions) Please note, this conference is being recorded.
I now hand over the conference to Mr. Varun Mali. Thank you, and over to you, sir.
Thank you, Vandit. Good morning, ladies and gentlemen, and welcome to our fourth-quarter FY26 and full year FY26 earnings call. I'm Varun Mali from the Investor Relations and Corporate Communications team.
We hope you have received the Q4 FY26 financials and the press release that was sent out yesterday. These are also available on our website.
I would now like to introduce our senior management who is on the call with us today, represented by Dr. Satakarni Makkapati, CEO, Aurobindo Biosimilars, Vaccines, Peptide businesses and Director, Aurobindo Pharma Limited; Mr. Yugandhar Puvvala, CEO, Eugia Pharma Specialties Limited; Mr. Swami Iyer, CEO, Aurobindo Pharma USA; Mr. V.
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