Aurobindo Pharma Ltd · NSE:AUROPHARMA
Aurobindo Pharma — Q2 FY2027 Earnings Presentation
20 slides from Aurobindo Pharma's earnings presentation, November 2026
Slide 1: Aurobindo Pharma Limited Earnings Presentation Q2FY27
Aurobindo Pharma Limited Earnings Presentation Q2FY27
Slide 2: Disclaimer
Disclaimer This presentation is provided for informational purposes only and does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for any interest in or securities of Aurobindo Pharma Limited, nor shall it, or any par
Slide 3: Table of Contents
Table of Contents 04 Q2FY27 Business & Financial Highlights 11 Financial Summary Update on Biosimilars and 14 Biologics Contract Manufacturing 13 18 Filings Snapshot 3
Slide 4: Q2FY27 Business & Financial Highlights
Q2FY27 Business & Financial Highlights 4
Slide 5: Key Financial Highlights of the Quarter
Key Financial Highlights of the Quarter Revenue EBITDA PBT Net Profit Q2FY27 ₹ 10,263 Cr ₹ 2,156 Cr ₹ 1,691 Cr ₹ 1,124 Cr Q2FY26 ₹ 8,286 Cr ₹ 1,678 Cr ₹ 1,274 Cr ₹ 848 Cr Y-o-Y growth % 23.9% 28.5% 32.7% 32.5% 55
Slide 6: Business Highlights – Q2FY27
Business Highlights – Q2FY27 Highest ever quarterly revenue of ₹10,263 Cr with 23.9% growth Y-o-Y, driven by strong performance across all business areas Sustained strong profitability with the highest-ever quarterly EBITDA of ₹2,156 Cr at a margin of 21.0% Net Capex of US$ 89 million* primarily tow
Slide 7: Quarterly Performance – Q2FY27
Quarterly Performance – Q2FY27 Revenue (₹ Cr.) EBITDA (₹ Cr.) 10,263 2,156 9,150 8,646 8,853 1,881 8,286 1,773 1,801 7,868 1,678 1,603 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 PAT (₹ Cr.) Cash flows from business (US$ Mn) 188 1,124 159 1,032 910 921 115 848
Slide 8: Consolidated Business Performance
Consolidated Business Performance ₹ Cr Q2FY27 Q2FY26 Y-o-Y (%) Q1FY27 Q-o-Q (%) USA 4,555 3,638 25.2% 3,770 20.8% Europe 3,161 2,480 27.5% 2,937 7.6% Growth Markets 1,026 882 16.3% 1,063 -3.5% ARV 359 325 10.2% 330 8.7% Total Formulations 9,102 7,325 24.2% 8,101 12.4% Beta-lactam 858 687 24.8% 800 7
Slide 9: US Formulations Business Performance Highlights
US Formulations Business Performance Highlights Revenue ex-gRevlimid (US$ Mn) Commentary 477 • US revenue in Q2FY27 accounted for 44% of 411 399 consolidated revenue. Ex-gRevlimid the revenue grew by 20% Q-o-Q. The growth was driven by successful Lannett integration, strong volume gains and strong i
Slide 10: Revenue Break-up by Business
Revenue Break-up by Business Europe (EUR Mn) Growth Markets (US$ Mn) ARV (US$ Mn) API (₹ Cr.) 112 1,162 107 288 101 1,049 267 961 243 37 35 38 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Europe business posted ARV business continued to remain API business reve
Slide 11: Financial Summary
Financial Summary 11
Slide 12: Summary Consolidated Profit & Loss Statement
Summary Consolidated Profit & Loss Statement ₹ Cr. Q2FY27 Q2FY26 Y-o-Y Chg. (%) Q1FY27 Q-o-Q Chg. (%) Revenue from Operations 10,263 8,286 23.9% 9,150 12.2% Gross Profit 6,280 4,947 26.9% 5,523 13.7% Gross Margin 61.2% 59.7% 149 bps 60.4% 83 bps Overheads -4,124 -3,269 26.2% -3,642 13.2% EBITDA (bef
Slide 13: Debt Profile
Debt Profile Gross Debt (US$ Mn) Debt as on (INR Cr) Mar-23 Mar-24 Mar-25 Mar-26 Sep-26 Closing Rate (INR/USD) 82.170 83.405 85.475 94.835 95.825 884 843 786 809 887 859 Fx Loan restated in INR 4,638 3,994 5,883 6,709 7,628 Rupee Loan 224 2,324 2,065 964 604 185 117 87 102 Gross Debt 4,862 6,318 7,9
Slide 14: Update on Biosimilars and Biologics Contract Manufacturing
Update on Biosimilars and Biologics Contract Manufacturing 14
Slide 15: Capacity and pipeline to sustain growth into 2030
Capacity and pipeline to sustain growth into 2030 CAPACITY EXPANSIO N IN PROGRESS AUROVACCINES M ERGER – M ORE CAPACITY ANTI-HER2 EXPANSION ADDITION FOR B IOSIM ILARS 10,000 L 2027 600 mg SC mammalian cell-culture bioreactors (4 × target completion, on track. The repurposed trastuzumab subcutaneous
Slide 16: Four launched, three filed, five advancing
Four launched, three filed, five advancing Brand / code Molecule Segment Stage Status DYRUPEG Pegfilgrastim Oncology Launched Approved by EMA, MHRA and Health Canada; on the market ZEFYLTI Filgrastim Oncology Launched Approved by EMA and MHRA; on the market Approved by MHRA, Health Canada and CDSCO;
Slide 17: TheraNym: 120 KL 2030 Vision
TheraNym: 120 KL of contract capacity, anchored by MSD Oct 2026 Mar 2027 2030 Unit 2 construction begins Unit 1 qualified Unit 2 ready for qualification Ground-breaking done for the greenfield drug Unit 1's 15 KL mammalian cell-culture Unit 2 adds 60 KL of capacity on an estimated substance facility
Slide 18: Filings Snapshot
Filings Snapshot 18
Slide 19: US ANDA Filings Snapshot as on 30th September 2026
US ANDA Filings Snapshot as on 30th September 2026 ANDA Filings Addressable Market Therapy ANDAs Size (US$ Bn)^^ 747 CNS 166 34.6 Aurobindo (Excl. Specialty & 800 700 Specialty & Injectables 300 700 600 573 ARV 30 1.5 250 600 500 200 174 Injectables) 500 400 150 400 300 100 65 CVS 126 41.8 200 300 8
Slide 20: Thank You
Thank You For more information, contact: [email protected] Investor Relations | Corporate Communications www.aurobindo.com +91 40 6672 1211 2020