Analysts noted that while US generics face margin headwinds, domestic formulations and CDMOs remain resilient. Biosimilars are also poised for growth through new launches and regulatory support.
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Aurobindo Pharma is currently incurring a loss at its China-based facility and expects the plant to achieve break-even by the end of the fiscal year, according to its CFO S Subramanian. The Hyderabad-based drug major remains confident about sustaining its growth momentum and driving value creation across all businesses, he said. "China (plant), as on date in the quarter, I will be incurring a loss of around maybe a million dollars, but, probably, we will be able to achieve the break-even between Q3 and Q4 and after that, China will start moving up in the overall contributing to the growth of the EBITDA growth," Subramanian said in an analyst call. The oral-solid-dosage (OSD) facility in China continues to ramp up, advancing towards the capacity of two billion, backed by European approval of ten products and three local product approvals, he stated. The site is on track to deliver EBITDA break-even by Q3-Q4 FY26, reinforcing its strategic importance to the global network, he added.
According to Nuvama, Aurobindo's Q2FY26 revenue and Ebitda were ahead of consensus estimates by 2 per cent and 1 per cent, respectively, though PAT missed expectations by about 5 per cent
Q2FY26 company results: Firms including Aurobindo Pharma, Muthoot Microfin, Delhivery, Blue Star, and Eureka Industries are also to release their July-September earnings reports today
Among individual counters, Sun Pharma slumped 4.87 per cent to a fresh 52-week low of ₹1,548, while Gland Pharma tumbled 4.70 per cent to ₹1,880. Biocon declined 3.68 per cent to ₹342.85.
Indian pharma shares - Dr.Reddy's, Cipla, Sun, Lupin and Aurobindo Pharma stare at up to 30 downside risk hint technical charts as US President Donald Trump announces 100% tariff on pharma imports.
Aurobindo Pharma on Friday said a fire accident at Unit-IV of its wholly-owned arm APL Healthcare Ltd at Naidupeta in Andhra Pradesh has resulted in production disruption temporarily. In a regulatory filing, the company said on September 18, 2025, at around 8:50 am, a small fire incident occurred in granulation area-10 of Unit IV of APL Healthcare, situated at Naidupeta, Andhra Pradesh (SEZ Unit), due to a short circuit. The fire spread to a panel, affecting granulation area-10 and causing partial damage to granulation area-8. Out of the total 19 lines in the said Unit, 2 lines have been impacted for about two weeks, it added. The fire incident was immediately controlled through the in-house fire hydrant team, along with support from external fire tenders, and there were no casualties or injuries, the company said. "The incident resulted in a temporary production impact estimated at about 3 per cent of the monthly capacity of the said unit. Necessary steps have been initiated for .
Among stocks, Natco Pharma plunged 37.85%, Ipca Labs 22.43%, Aurobindo Pharma 17.99%, and Sun Pharma 14.30%. Other laggards include Lupin (13.25%), and Dr Reddy's (5.17%).
CuraTeQ Biologics, a subsidiary of Aurobindo Pharma, has secured UK MHRA approval for its trastuzumab biosimilar Dazublys, used in HER2-positive breast and gastric cancer treatment
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Shortly after reports of the potential acquisition surfaced, Aurobindo clarified that no binding agreement or definitive decision has been made regarding the deal
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Aurobindo Pharma expects its China facility to break even in the third quarter of the current financial year, according to its CFO Santhanam Subramanian. The Hyderabad-based drug maker commenced operations at the facility in the last week of November 2024 and is now ramping up production. "This facility with an initial capacity of 2 billion units plus is ramping up as expected and will begin contributing to revenue in the coming quarters and is expected to break even at the EBITDA (earnings before interest, taxes, depreciation, and amortisation) level by Q3 FY26," Subramanian said in an analyst call. He noted that around USD 145 million has been invested in the facility, which commenced production and invoicing in Q4 FY25 and Q1 FY26, respectively. Elaborating on other investments, Subramanian said the company has invested about USD 70 million in two US facilities, with production expected to start in the current fiscal year. Elaborating further, he noted that the company plans to
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Aurobindo Pharma's net profit fell 10.2 per cent Y-o-Y to ₹824 crore in Q1FY26, as against ₹918 crore in the same quarter last year
Aurobindo Pharma reports a 10.2% YoY drop in Q1 FY26 PAT due to lower API sales and US market revenue, while its European and growth markets continue to show positive momentum
Aurobindo Pharma on Monday reported a 10 per cent decline in its consolidated net profit to Rs 824 crore for the June quarter, hit by dip in sales in the US and API business vertical. The Hyderabad-based drug maker posted a net profit of Rs 918 crore for the April-June quarter of last fiscal. Revenue from operations increased to Rs 7,868 crore for the June quarter as against Rs 7,567 crore in the year-ago period, Aurobindo Pharma said in a regulatory filing. "We started the year steadily, with our European business maintaining strong growth momentum and our core US business showing resilience despite temporary challenges from destocking and seasonal dynamics," K Nithyananda Reddy, Vice-Chairman and Managing Director of the company said. The company's disciplined execution, operational initiatives, and recent US acquisition strengthens commercial footprint and accelerates growth potential, he added. The board of directors at its meeting held on Monday has approved the payment of ..
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Aurobindo Pharma on Tuesday said it will manufacture and supply the long-acting injectable HIV treatment cabotegravir across 133 countries. The Hyderabad-based drugmaker has been selected as one of the generic manufacturers under the expanded voluntary licensing agreement between the Medicines Patent Pool (MPP) and ViiV Healthcare, the company said in a statement. The agreement allows Aurobindo to manufacture and supply the long-acting injectable HIV treatment across 133 countries, including several low and middle-income markets, it added. This update now includes long-acting cabotegravir (CAB LA) for HIV treatment, in addition to its earlier use for prevention only. The treatment offers an alternative to daily pills, allowing patients to receive just one injection every one or two months. "We are privileged to be part of the sub-license expansion from MPP and ViiV to develop, manufacture, and distribute generic CAB LA in select markets for the treatment of HIV-1, in addition to t