AUROPHARMAAurobindo Pharma Ltd.

₹1126.6-0.33%

Market Cap

₹65,665.43 Cr

Stock P/E

19.36

ROCE

14.39%

ROE

11.15%

Book Value

₹576.37

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Public

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From Last Concall

POSITIVES

•
Our consolidated revenues grew by 4% year-on-year to ₹ 7,868 crores, reflecting a steady start to FY26. This growth was driven primarily by continued momentum in our European and growth market operations, along with incremental contributions from our ARV segment. Our U.S. formulation base business
•
European Formulation: Our European business continued its strong trajectory, delivering 9% year-on-year revenue growth. Revenues reached €241 million this quarter compared to €221 million in Q1 last year. With this consistent performance across all European major markets, we will cross the milestone

NEGATIVES

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API pricing pressures leading to a material revenue decline in the segment: API business accounted for 12% of revenues, but declined 16% year-on-year to ₹916 crores due to pricing pressures.
•
Revlimid-related destocking and limited remaining Revlimid volume imply limited near-term upside from this product in FY26.

Peers Summary

Sector Leader

Aurobindo Pharma Ltd. demonstrates robust growth and solid profitability metrics, positioning it as a competitive player in the Pharmaceuticals & Drugs industry. While it faces competition from strong performers like Dr. Reddy's Laboratories and Cipla, its low debt levels and moderate PE ratio make it an attractive investment relative to some peers, despite the overall sector facing valuation challenges.

Key Points

• Aurobindo Pharma shows strong revenue growth of 16.68% YoY and solid profitability with a 10.93% profit margin.
• Dr. Reddy's Laboratories stands out with the highest ROE at 21.76%, while Sun Pharma has the lowest PE at 87.59, indicating overvaluation.
• Cipla is a best value pick with a low PE ratio of 23.73 and high profitability metrics.

Top Performers

Dr. Reddy's Laboratories Ltd.

Highest ROE at 21.76% and solid EPS growth, showcasing strong profitability.

Cipla Ltd.

Lowest PE ratio at 23.73, high ROA and ROCE indicating efficient use of capital.

Mankind Pharma Ltd.

Strong revenue growth of 18.12% YoY and a high ROE of 23.15%, signaling effective growth strategy.

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