Aurobindo Pharma Ltd logo

Aurobindo Pharma Ltd

AUROPHARMA NSE

Key Fundamentals

MidcapPharmaceuticalsHealthcare
Market Cap
₹91,848 Cr
Volatility
Moderate
P/E Ratio
25.94
EBITDA
₹7,338 Cr
Return on Equity
9.25%
Debt to Equity
0.21
Book Value
₹652.39
EPS
₹61.22
52W High
₹1,636.8
52W Low
₹1,016.1

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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57 extracted metrics + investor summaries across FY07–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Weaknesses

4
  • Stock is trading at 2.54 times its book value
  • The company has delivered a poor sales growth of 6.32% over past five years.
  • Company has a low return on equity of 10.8% over last 3 years.
  • Company might be capitalizing the interest cost

Growth Rate

Revenue Growth
5.56%
Net Income Growth
0.56%
Cash Flow Change
40.81%
ROE
-13.31%
ROCE
-13.72%
EBITDA Margin (Avg.)
-3.50%

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 3d ago
AI opinion · based on fundamentals
Risk medium

Aurobindo Pharma trades at a market cap of ~₹90,599 crore with a P/E of 26.3x. FY25 revenue grew 9.4% YoY to ₹31,724 crore and net profit rose ~10% to ₹3,484 crore, though the 5-year sales CAGR remains modest at 6% and 3-year ROE averages only 11%.

Bull Case 7
  • FY25 revenue grew 9.4% YoY to ₹31,724 crore and net profit increased ~10% to ₹3,484 crore, showing improving execution after a period of stagnation
  • 3-year compounded profit growth of 23% indicates a meaningful earnings recovery cycle from the FY20-FY22 trough
  • Stock has delivered a 1-year return of 49% and 3-year CAGR of 24%, reflecting market re-rating of the business
  • Penicillin-G facility at Kakinada targeting 10,000-15,000 metric tonnes capacity provides backward integration and reduces China API dependency under the government PLI scheme
  • US injectables revenue target of $1 billion annually by FY26, supported by new New Jersey facility and expanded Vizag capacity, diversifies away from commoditized oral generics
  • Biosimilar portfolio expansion in Europe through new distribution deals opens a higher-margin growth avenue beyond traditional generics
  • Debt-to-equity at approximately 0.20-0.23x (₹4,647 crore debt vs ₹20,534 crore net worth in FY25) remains conservative for a pharma company undertaking multiple capacity expansions
Bear Case 8
  • 5-year compounded sales growth of just 6% and 5-year profit CAGR of only 1% show prolonged top-line and bottom-line stagnation over a medium-term horizon
  • 3-year average ROE of only 11% and last-year ROE of 10% are below the 15%+ levels typically expected from quality pharma compounders
  • Q4 FY25 net profit dipped marginally to ₹903 crore vs ₹907 crore YoY, signalling sequential growth fatigue despite revenue increase
  • Recurring US FDA observations — 11 procedural observations at one unit and 3 at Pydibhimavaram facility, plus subsidiary Eugia Steriles receiving 5 observations — pose ongoing regulatory risk to US revenues
  • Debt rose from ₹2,861 crore in FY24 to ₹4,647 crore in FY25 (a 62% increase) while ROCE remains subdued, raising questions about capital allocation efficiency
  • Possible capitalization of interest costs may be flattering reported profitability, making true operating earnings lower than stated
  • TTM revenue growth has decelerated to 6% and TTM profit growth to just 2%, suggesting the earnings recovery may be losing momentum
  • Dividend yield of only 0.25% offers minimal income return for a stock trading at 26.3x earnings, with P/B at 2.43x against sub-par return ratios

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 1d ago
Positives 6
  • Q1 profit surges 25% YoY Aug 5

    Consolidated net profit rose 25.2% YoY to ₹10,320 million for Q1FY26/Q1FY27, with revenue up 16.3% to ₹91,504 million driven by strong US performance and the Lannett acquisition.

  • HIV drug license with MSD Jul 24

    Signed royalty-free voluntary license with MSD to supply generic alimtravir to 129 low- and middle-income countries, a first-of-its-kind pre-phase 3 licensing deal for HIV prevention.

  • CuraTeQ gets Brazil ANVISA nod Jul 21

    Wholly owned subsidiary CuraTeQ Biologics received ANVISA approval for its Hyderabad biosimilar manufacturing facility, opening access to Brazil and Latin America markets.

  • A1 Biochem 80% stake acquired Jul 23

    Subsidiary Apitoria Pharma approved acquisition of 80% stake in A1 Biochem Group for USD 17 million to build a CRDMO platform.

  • Eugia targets $500M by FY27 Aug 6

    Management set a $500 million revenue target for injectable subsidiary Eugia by FY27, signaling confidence in growth of the high-value injectables segment.

  • Europe revenue surges 23.4% Aug 3

    FY26 standalone results show Europe revenue up 23.4% YoY, helping offset a 2.7% decline in US revenue. EBITDA margins held above 20%.

Neutral 5
  • FY26 revenue up modest 2.2% Aug 3

    FY26 standalone revenue grew just 2.2% to ₹111,717 crore with net profit up only 0.5% to ₹35,030 crore, indicating a softer full-year despite strong quarterly results.

  • Indonesia subsidiary incorporated Jul 10

    Subsidiary incorporated PT Auro Pharm Indonesia for manufacturing operations with initial capital of IDR 20 billion, expanding emerging market footprint.

  • 39th AGM set for Aug 27 Jul 29

    Annual General Meeting scheduled for August 27, 2026 via video conferencing. Share transfer books closed August 26-27.

  • BRSR report filed for FY26 Aug 3

    Submitted Business Responsibility & Sustainability Report for FY26 detailing ESG metrics and renewable energy progress under SEBI regulations.

  • Nuvama Conference participation Aug 6

    Officials will attend Nuvama India Conference 2026 from August 11-13 in Singapore and Hong Kong for investor meetings.

TL;DR: Aurobindo Pharma is delivering strong quarterly profit growth (25% YoY in Q1) powered by the US market and the Lannett acquisition, while actively expanding its pipeline through biosimilar approvals, CRDMO acquisitions, and the HIV licensing deal with MSD. Full-year standalone growth was modest at 2.2%, and US revenue dipped slightly, but Europe picked up the slack. No material headwinds are visible in recent news flow, and the trend is improving with multiple growth levers — Eugia injectables, biosimilars, and geographic expansion — pointing to continued momentum.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
6,851
7,219
7,352
7,580
7,567
7,796
7,979
8,382
7,868
8,286
8,646
8,853
9,150
Expenses
5,702
5,846
5,753
5,920
5,949
6,230
6,401
6,622
6,265
6,608
6,873
7,103
7,271
Operating Profit
1,149
1,373
1,599
1,660
1,618
1,566
1,578
1,760
1,603
1,678
1,773
1,750
1,880
OPM %
17%
19%
22%
22%
21%
20%
20%
21%
20%
20%
21%
20%
21%
Other Income
47
188
163
14
221
136
159
135
107
122
123
117
224
Interest
57
68
76
89
111
113
118
115
98
95
93
98
102
Depreciation
327
418
423
354
404
382
419
444
406
429
465
479
487
PBT
812
1,076
1,262
1,230
1,324
1,207
1,200
1,335
1,207
1,276
1,339
1,291
1,515
Tax %
30%
30%
26%
26%
31%
32%
30%
32%
32%
34%
32%
29%
32%
Net Profit
570
752
940
907
918
817
846
903
824
848
910
921
1,032
EPS in Rs
9.74
12.92
15.98
15.51
15.69
14.07
14.56
15.56
14.2
14.61
15.67
15.86
17.78
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
12,103
13,772
14,910
16,463
19,564
23,099
24,775
23,455
24,855
29,002
31,724
33,653
34,935
Expenses
9,524
10,579
11,469
12,691
15,612
18,249
19,497
19,060
21,148
23,176
25,164
26,783
27,854
Operating Profit
2,579
3,193
3,441
3,772
3,952
4,849
5,278
4,396
3,707
5,826
6,560
6,870
7,081
OPM %
21%
23%
23%
23%
20%
21%
21%
19%
15%
20%
21%
20%
20%
Other Income
81
200
115
105
70
166
3,195
152
291
366
613
404
586
Interest
160
257
67
78
263
305
74
49
140
290
457
384
388
Depreciation
333
392
428
558
668
967
1,055
1,127
1,245
1,522
1,649
1,778
1,859
PBT
2,168
2,744
3,061
3,241
3,091
3,743
7,344
3,373
2,612
4,380
5,066
5,112
5,420
Tax %
28%
26%
25%
25%
24%
24%
27%
22%
26%
28%
31%
31%
Net Profit
1,571
2,024
2,301
2,423
2,364
2,844
5,334
2,647
1,928
3,169
3,484
3,503
3,711
EPS in Rs
26.98
34.61
39.29
41.36
40.36
48.56
91.05
45.2
32.9
54.15
60.02
60.34
63.92
Div. Payout %
8%
7%
6%
6%
6%
6%
4%
20%
23%
8%
0%
7%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
29
59
59
59
59
59
59
59
59
59
58
58
Reserves
5,127
7,229
9,313
11,622
13,832
16,766
21,871
24,517
26,781
29,784
32,595
37,833
Borrowings
4,451
5,041
3,364
4,770
6,967
5,826
5,339
2,851
5,286
6,648
8,263
8,073
Other Liabilities
3,303
3,568
3,464
4,492
5,414
6,113
6,147
6,211
7,379
8,227
8,566
12,232
Total Liabilities
12,910
15,896
16,200
20,942
26,271
28,765
33,416
33,638
39,505
44,717
49,482
58,196
Fixed Assets
3,706
4,180
4,834
6,521
8,475
9,396
9,374
10,532
11,024
14,493
14,794
17,407
CWIP
420
848
1,458
1,583
1,668
1,986
3,062
3,747
5,390
3,869
4,900
5,214
Investments
20
123
246
312
360
555
591
997
543
372
252
1,051
Other Assets
8,765
10,745
9,662
12,527
15,768
16,827
20,390
18,362
22,549
25,983
29,536
34,525
Total Assets
12,910
15,896
16,200
20,942
26,271
28,765
33,416
33,638
39,505
44,717
49,482
58,196
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
1,237
1,420
3,279
1,955
1,651
4,381
3,329
5,016
2,387
2,435
3,925
5,526
Investing
-1,017
-1,446
-1,787
-1,927
-2,904
-1,563
597
-3,211
-3,971
-4,242
-1,866
-2,630
Financing
93
365
-1,915
864
1,919
-1,947
-1,365
-2,969
1,814
800
120
-1,269
Net Cash Flow
313
340
-424
892
666
871
2,561
-1,164
230
-1,007
2,178
1,628
Free Cash Flow
491
-146
1,594
714
114
2,969
1,503
2,693
-323
-1,067
1,408
2,468
CFO/OP
67
67
118
70
61
106
87
143
84
72
86
107
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
107
122
68
68
64
68
52
62
66
61
66
77
Inventory Days
239
240
246
317
304
289
333
272
275
284
295
326
Days Payable
136
146
122
128
107
97
103
97
125
129
117
151
Cash Conversion Cycle
210
217
191
257
260
260
282
237
216
216
244
252
Working Capital Days
50
44
51
50
25
35
52
84
55
66
49
44
ROCE %
27%
27%
25%
23%
18%
19%
18%
13%
9%
14%
14%
13%

Shareholding Pattern

As of Jun 2026
Promoters 51.88%
DIIs 25.10%
FIIs 16.38%
Public 5.36%
Others 1.28%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
51.94%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.83%
51.80%
51.82%
51.82%
51.82%
51.82%
51.82%
51.82%
51.82%
51.88%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.01%
0.00%
0.00%
0.00%
0.00%
18.02%
16.73%
16.59%
16.29%
15.33%
14.37%
14.21%
13.94%
15.24%
16.38%
DIIs
10.99%
12.72%
13.82%
15.11%
15.83%
15.58%
16.23%
14.89%
15.08%
15.73%
17.94%
20.23%
23.28%
24.77%
25.13%
25.20%
26.23%
26.93%
27.60%
27.68%
25.87%
25.10%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
8.71%
8.54%
9.60%
8.99%
8.37%
8.80%
8.65%
9.42%
8.54%
7.01%
6.15%
5.64%
5.52%
5.47%
5.33%
5.52%
5.47%
5.67%
5.25%
5.36%
5.74%
5.36%
Others
28.36%
26.91%
24.74%
24.07%
23.97%
23.79%
23.29%
23.85%
24.54%
25.42%
24.07%
22.29%
1.36%
1.23%
1.13%
1.17%
1.15%
1.20%
1.13%
1.19%
1.34%
1.28%
No. of Shareholders
2,32,634
2,43,315
3,29,940
3,41,568
3,38,639
3,59,684
3,58,459
3,69,828
3,43,617
2,93,214
2,59,638
2,41,944
2,44,575
2,38,622
2,48,488
2,57,962
2,69,323
2,72,208
2,47,662
2,36,859
2,41,298
2,39,073

Documents

Frequently Asked Questions about Aurobindo Pharma Ltd

What does Aurobindo Pharma Ltd do?
Aurobindo Pharma is principally engaged in manufacturing and marketing of active pharmaceutical ingredients, generic pharmaceuticals and related services.(Source : 202003 Annual Report Page No:159)
Where is Aurobindo Pharma Ltd (AUROPHARMA) listed?
Aurobindo Pharma Ltd is listed on the Indian stock exchanges. It is listed on NSE: AUROPHARMA and BSE: 524804. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Aurobindo Pharma Ltd belong to?
Aurobindo Pharma Ltd operates in the Healthcare sector within the Pharmaceuticals industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Aurobindo Pharma Ltd?
Aurobindo Pharma Ltd has a market capitalisation of approximately ₹91847.57 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Aurobindo Pharma Ltd?
The Price-to-Earnings (PE) ratio of Aurobindo Pharma Ltd is 25.94. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Aurobindo Pharma Ltd?
Over the past 52 weeks, Aurobindo Pharma Ltd has traded between a low of ₹1,016.1 and a high of ₹1,636.8. This range helps investors understand the stock's price volatility and recent trading levels.
Does Aurobindo Pharma Ltd pay dividends?
Yes, Aurobindo Pharma Ltd has a dividend yield of 0.25%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Aurobindo Pharma Ltd?
Aurobindo Pharma Ltd has a Return on Equity (ROE) of 9.25%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Aurobindo Pharma Ltd on Tapetide?
On Tapetide, you can view Aurobindo Pharma Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Aurobindo Pharma is principally engaged in manufacturing and marketing of active pharmaceutical ingredients, generic pharmaceuticals and related services.(Source : 202003 Annual Report Page No:159)

CEO Mr. Kambam Nithyananda Reddy
Employees 27,707
Listed 1995-04-06
Face Value ₹ 1
Issued Size 58,08,01,623

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