Aurobindo Pharma Results Analysis-Q1FY26

Operating Revenue for Q1FY26 is Rs. 7,868 Crs., 4% growth YoY (driven by strong Europe and Growth markets performance), Total Income is Rs. 7,973 Crs., 2.4% growth YoY, EBITDA is Rs. 1,603 Crs., 1.02% Negative growth YoY, EBITDA Margin is 20.37% declined by 103 Basis points YoY , PBT Rs. 1,207 Crs., 8.8% Negative growth YoY, PAT Rs. 824 Crs. 10.24% Negative growth YoY. On QoQ basis Op. Revenue is down by 6.1%, Total Income is down by 27.4%, EBITDA is down by 10.5%, EBITDA Margins are declining by 100 Basis points, PBT is down by 9.6% and PAT is also down by 8.7%. Europe business posted growth of 9% YoY with strong performance across all key markets. Growth Markets reported a YoY growth of 6% with strong performance in key markets (includes domestic formulation sales of ₹ 71 Crore). ARV business continued momentum and recorded revenue YoY growth of 51% aided by additional business opportunities. But, API business posted revenues YoY decline of 16% impacted primarily by pricing pressures and geopolitical tensions. US market: Filed 4 ANDAs | Received approval for 14 products| Launched 15 products