Aurobindo Pharma: Strong Growth & Global Scale

Aurobindo Pharma delivered a strong Q1 FY27, with revenue rising 16.3% YoY to ₹9,150 crore and PAT increasing 25.2% to ₹1,033 crore. PBT rose 25.6% to ₹1,515 crore, while operating profit reached ₹1,354 crore. Growth was broad-based across key markets, supported by new US launches and improved operating performance.  Latest News: The company continues expanding its US and European formulations portfolio, while its injectable and specialty businesses provide additional growth avenues. Management is also consolidating its Eugia business structure through the proposed merger of Eugia Steriles & SEZ with Eugia Pharma. Corporate Action/Catalysts: New product launches, strong US growth, injectable capacity and specialty pharma expansion could support earnings. The balance between growth and margin improvement remains attractive. Key risks include US pricing pressure, regulatory observations, currency movements and execution risks on complex products.