Aurobindo Pharma Limited — Q2FY27 earnings call summary

Filed 11 November 2026 · Official transcript

FY27 guidance: double-digit revenue growth, EBITDA margin >21%, EBITDA >8,000 Cr
China facility breakeven expected this quarter; Pen-G plant positive EBITDA, ramping
FY28 outlook better with full Lannett benefit, China ramp-up, biosimilars growth
US revenue USD 477 mn +25% y-y; 10 product launches, 7 ANDA filings, 12 approvals
Raleigh unit capacity low; inhaler and derma products ramping over next 6-9 months
Q2FY27 revenue 10,263 Cr +24% y-y; Operating EBITDA 2,156 Cr +28% y-y; margin 21%
Multiple analyst queries on margin trajectory and respiratory segment growth
Europe revenue €288 mn +18% constant currency; growth markets USD 107 mn +16%