Aurobindo Pharma
Aurobindo Pharma
Healthcare F&OKey Fundamentals
MidcapPharmaceuticalsHealthcareTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Weaknesses
4- Stock is trading at 2.57 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
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 2d agoAurobindo Pharma trades at a market cap of ₹95,536 Cr with a PE of 25.9x and PB of 2.53x. The stock has delivered a strong 1-year CAGR of 50%, though underlying sales growth has been modest at 6% over 5 years. Profitability has improved recently with 3-year compounded profit growth of 23%, but return on equity remains subdued at around 10-11% over recent periods.
- Strong stock price momentum with 1-year CAGR of 50% and 3-year CAGR of 24%, indicating sustained investor confidence
- Compounded profit growth of 23% over 3 years significantly outpaces sales growth, suggesting meaningful margin expansion and operational efficiency gains
- TTM profit growth of 11% continues to exceed TTM sales growth of 9%, indicating ongoing margin improvement trajectory
- 10-year compounded sales growth of 9% demonstrates a stable long-term revenue base in a defensive healthcare sector
- 10-year ROE of 14% is materially higher than recent 3-year ROE of 11%, suggesting the business has historically demonstrated capacity for stronger capital returns
- Market cap of ₹95,536 Cr positions Aurobindo as a large-cap pharma name with scale advantages in generics manufacturing and global distribution
- 3-year compounded sales growth of 11% shows an acceleration from the 5-year figure of 6%, pointing to a recent revenue growth pickup
- 5-year compounded sales growth of just 6% reflects sluggish top-line expansion over a medium-term horizon
- 3-year ROE of only 11% and last year ROE of 10% are below the 10-year average of 14%, indicating deteriorating capital efficiency
- Stock trades at 2.53x book value despite a modest ROE of ~10%, raising questions about valuation relative to returns generated
- 5-year compounded profit growth of just 1% highlights a prolonged period of earnings stagnation before the recent recovery
- Dividend yield of only 0.24% offers negligible income return to shareholders relative to the PE of 25.9x
- Potential capitalization of interest costs may be flattering reported profitability and understating true operating expenses
- PE of 25.9x is elevated for a generics-focused pharma company with single-digit long-term sales growth of 9% over 10 years
- 5-year stock CAGR of 18% versus 5-year profit CAGR of only 1% suggests the recent re-rating has been driven more by sentiment than by fundamental earnings growth
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 3h ago- Lannett gets four FDA observations Aug 24
US FDA inspection of subsidiary Lannett Company LLC in Seymour, USA concluded with four observations during Aug 17-21, 2026, indicating more comprehensive regulatory concerns at the US manufacturing facility.
- Apitoria Unit-VI gets three observations Aug 24
US FDA inspection of Apitoria Pharma Unit-VI in Anakapalli, Andhra Pradesh (Aug 24-28, 2026) concluded with three procedural observations. Combined with Lannett, Aurobindo received seven observations across subsidiaries in a single week.
- Promoter block deal rumors Sep 3
Unconfirmed market rumors circulated about a potential promoter block deal with no official company disclosure, creating uncertainty around promoter holding intentions.
- Generic Advair Diskus US launch Aug 31
Subsidiary Lannett launched generic Advair Diskus (fluticasone/salmeterol 100/50 and 250/50 mcg) in the US on Aug 31, the first commercial inhalation product from Aurobindo's pipeline targeting the asthma and COPD market. Shares surged 3% to an intraday high of ₹1,703.
- Zero FDA observations at Apitoria Unit-IV Sep 11
US FDA inspection of Apitoria Pharma Unit-IV API facility in Pydibhimavaram, AP (Sep 7-11, 2026) concluded with zero observations, reinforcing compliance standards.
- Strong Q1FY27 financial performance Aug 24
Net profit rose 25.2% YoY to ₹1,032 crore, revenue grew 16.3% YoY to ₹9,150.3 crore beating estimates of ₹9,030 crore, and EBITDA margin improved to 21% from 20% YoY.
- Raleigh plant gets VAI classification Aug 21
Aurolife Pharma's Raleigh, NC facility received VAI classification from USFDA despite 11 observations from the Mar-Apr 2025 inspection, clearing the path for pending inhaler and dermatology product applications.
- Stock up 41% YTD in 2026 Aug 31
Aurobindo shares delivered 41.16% YTD and 63.83% one-year returns with market cap at ₹96,721 crore, reflecting sustained investor confidence.
- AuroPeptides gets one FDA observation Aug 21
US FDA inspection of AuroPeptides peptide API facility in Telangana (Aug 17-21, 2026) concluded with one observation on facility/equipment maintenance, not related to data integrity or GMP. Corrective action initiated during inspection.
- Multiple investor conference participations Sep 11
Aurobindo scheduled meetings at J.P. Morgan India Investor Conference (Sep 22), Emkay Global (Sep 17), ICICI Securities (Sep 17), Kotak Healthcare Forum (Sep 18), Goldman Sachs Asia Leaders Conference (Sep 1-2), and Elara India Dialogue (Sep 1). No UPSI to be discussed.
- AGM approves ₹4 per share dividend Aug 27
Aurobindo held its 39th AGM on Aug 27, 2026, with shareholders approving FY26 financial statements and confirming an interim dividend of ₹4 per equity share.
TL;DR: Aurobindo Pharma is executing well on its complex generics strategy, highlighted by the landmark US launch of generic Advair Diskus and strong Q1FY27 financials with 25% profit growth. The clean FDA inspection at Apitoria Unit-IV and VAI closure at Raleigh are positives, though the seven observations across Lannett and Apitoria Unit-VI in a single week warrant monitoring. With a 41% YTD rally already priced in and multiple inhalation products in the pipeline, the near-term trajectory depends on successful FDA response submissions and further complex generic approvals.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 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 | 17.95 |
Profit & Loss
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 64.09 |
| Div. Payout % | 8% | 7% | 6% | 6% | 6% | 6% | 4% | 20% | 23% | 8% | 0% | 7% | — |
Balance Sheet
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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 |
Cash Flow
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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 |
Ratios
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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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)
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