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Stock Analysis

Description

Aurobindo Pharma Limited is a leading Indian pharmaceutical company primarily engaged in the manufacturing and marketing of active pharmaceutical ingredients (APIs) and generic pharmaceuticals, with a strong global presence, particularly in the US and Europe.

Key Growth Triggers

The key growth trigger is the Notice of Compliance (NOC) received from Health Canada for CuraTeQ Biologics' biosimilar Dyrupeg™ (pegylated filgrastim).
This approval, along with previous authorizations in the EU and UK, and other pending biosimilar applications in Canada, signifies successful product development and regulatory approvals in key international markets.
It bolsters the company's biosimilar segment and overall global expansion strategy.

Order Book

Currently no data available for Order Book.

Key Red Flags

Currently no data available for Key Red Flags.

Key Dates To Watch

Prior approvals for Dyrupeg™ were received in the EU and UK in 2025.
The current announcement is dated January 9, 2026.
Other biosimilar applications from CuraTeQ Biologics are currently under review with Health Canada.

Corporate Announcements

17th Apr 26

Impact Rating: 8

Aurobindo Pharma announced final USFDA approval for Dextromethorphan Polistirex Extended-Release Oral Suspension, with an estimated market size of US$138 million and a Q2FY27 launch.

8th Apr 26

Impact Rating: -

No description available.

8th Apr 26

Impact Rating: -

No description available.

7th Apr 26

Impact Rating: 8

Aurobindo Pharma has obtained final USFDA approval for Dapagliflozin and Metformin Hydrochloride Extended-Release Tablets, bolstering its generic drug offerings for type-2 diabetes.

7th Apr 26

Impact Rating: 8

Aurobindo Pharma Limited received final USFDA approval for Dapagliflozin Tablets (5 mg and 10 mg), used for type-2 diabetes. The product will be manufactured by its subsidiary and is eligible for 180 days of exclusivity.

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	Sun Pharma.Inds.	1668.90	34.69	400460.33	0.96	3124.95	2.56	14478.31	8.93	20.21	54964.01	30.12	11543.96	3117.95	5.15	12.97	0.07
2.	Divi's Lab.	6236.00	66.61	165513.66	0.48	689.00	35.10	2715.00	16.12	20.44	10029.00	32.37	2485.00	689.00	10.74	13.53	0.01
3.	Torrent Pharma.	4018.20	62.75	135955.09	0.80	591.00	32.49	3302.00	14.30	27.05	12248.00	32.60	2166.53	600.17	16.10	13.26	0.33
4.	Cipla	1397.50	20.75	112878.16	0.93	1353.37	3.73	7589.44	7.64	22.72	28349.57	25.40	5441.14	1351.17	3.43	14.72	0.01
5.	Lupin	2177.90	23.01	99527.00	0.55	1484.83	73.34	7047.51	24.23	21.30	24750.69	27.25	4324.63	1477.92	5.07	12.41	0.32
6.	Dr Reddy's Labs	1175.50	17.00	98114.93	0.68	1336.80	7.28	8828.30	9.83	22.69	34310.00	24.64	5772.20	1347.10	2.72	12.95	0.16
7.	Mankind Pharma	2175.40	51.37	89821.63	0.05	520.18	-22.00	3697.16	20.77	15.98	13545.67	24.12	1748.55	511.51	5.87	8.89	0.55
8.	Aurobindo Pharma	1172.70	33.70	68101.95	0.34	581.37	8.16	2789.72	-1.23	10.81	11286.51	25.08	2020.72	581.37	3.18	6.61	0.21
–	Median: 149 Co.	392.6	30.37	1767.16	0.12	13.96	10.46	161.76	10.58	14.89	603.85	15.93	45.26	14.12	3.15	8.56	0.21

Quarterly Results

Standalone figures in ₹ crores

	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	1,948	2,361	2,406	2,391	2,669	2,692	2,894	2,460	2,825	2,917	2,732	2,848	2,790
Expenses	1,680	1,917	1,830	1,968	2,124	2,210	2,119	1,961	2,104	2,203	2,135	2,052	2,065
Operating Profit	268	444	576	422	545	482	775	499	721	713	597	796	725
Other Income	36	54	326	113	103	331	123	65	123	54	114	84	160
Profit before tax	231	413	804	444	546	687	780	446	724	633	556	750	755
Tax %	29%	28%	20%	24%	24%	9%	26%	26%	26%	25%	27%	25%	23%
Net Profit	165	299	645	336	416	624	579	329	538	472	408	559	581
EPS in Rs	2.81	5.10	11.01	5.74	7.10	10.65	9.88	5.62	9.25	8.13	7.03	9.63	10.01

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	7,108	8,069	9,158	9,607	10,270	12,258	13,371	15,824	11,287	12,792	10,646	10,933	11,287
Expenses	5,187	5,816	6,705	7,215	7,600	9,838	10,670	11,704	9,783	11,061	8,422	8,376	8,456
Operating Profit	1,922	2,253	2,453	2,392	2,670	2,420	2,700	4,120	1,504	1,731	2,224	2,558	2,831
Other Income	73	65	187	118	81	189	386	590	565	434	670	328	412
Interest	289	132	229	45	53	231	243	29	17	115	183	230	245
Depreciation	186	245	263	286	355	413	473	488	415	435	255	297	304
Profit before tax	1,519	1,940	2,148	2,179	2,343	1,965	2,370	4,193	1,637	1,614	2,457	2,358	2,694
Net Profit	1,172	1,516	1,627	1,707	1,813	1,530	1,877	3,113	1,455	1,230	1,954	1,747	2,021
EPS in Rs	20.11	25.96	27.80	29.13	30.94	26.11	32.03	53.13	24.83	21.00	33.35	30.08	34.80
Dividend Payout %	7%	9%	9%	9%	8%	10%	9%	8%	36%	36%	13%	0%	–

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	29	29	59	59	59	59	59	59	59	59	59	58	58
Reserves	3,983	5,330	6,807	8,378	9,924	11,292	12,994	15,866	17,059	17,856	19,664	20,476	21,383
Borrowings	2,925	3,285	4,165	3,054	3,719	4,520	3,741	4,028	1,895	4,203	2,861	4,647	4,429
Other Liabilities	1,638	1,582	1,534	1,533	2,092	2,270	2,770	3,237	2,589	2,816	2,570	2,332	2,178
Total Liabilities	8,576	10,226	12,566	13,023	15,794	18,141	19,564	23,189	21,601	24,934	25,154	27,513	28,047
Fixed Assets	1,938	2,190	2,568	3,212	3,393	4,150	4,418	4,472	3,586	3,688	2,419	2,337	2,433
Gross Block	3,009	3,508	2,831	3,758	4,292	5,446	6,181	6,820	5,725	6,215	4,043	4,231	–
Accumulated Depreciation	1,071	1,318	263	547	899	1,296	1,763	2,348	2,139	2,527	1,624	1,894	–
CWIP	204	227	742	907	1,144	789	815	735	225	239	133	88	209
Investments	873	1,013	1,183	1,682	1,968	2,339	2,527	5,010	6,584	8,222	13,393	15,210	16,437
Other Assets	5,561	6,796	8,072	7,222	9,289	10,863	11,804	12,972	11,206	12,785	9,209	9,879	8,968
Total Assets	8,576	10,226	12,566	13,023	15,794	18,141	19,564	23,189	21,601	24,934	25,154	27,513	28,047

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	328	590	1,185	2,457	922	530	2,201	2,994	3,727	1,821	1,715	1,646
Cash from Investing Activity	-401	-624	-1,390	-1,542	-991	-1,301	-948	-2,650	-1,615	-3,459	-152	-2,050
Cash from Financing Activity	-31	35	515	-1,329	440	599	-1,255	-28	-2,448	1,719	-1,837	616
Net Cash Flow	-105	1	310	-414	371	-171	-1	316	-335	81	-274	212

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	153	168	175	143	159	156	158	137	128	130	129	140
Inventory Days	179	207	207	191	273	235	242	244	210	219	148	154
Days Payable	130	111	109	96	130	109	107	104	104	117	112	116
Cash Conversion Cycle	202	264	273	239	301	282	293	277	234	232	166	177
Working Capital Days	90	108	84	92	106	107	132	118	181	83	65	32
ROCE %	29%	27%	24%	20%	19%	15%	16%	23%	9%	8%	12%	11%

Shareholding Pattern

Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025
Promoters	51.84%	51.84%	51.84%	51.84%	51.84%	51.84%	51.80%	51.82%	51.82%	51.82%	51.82%	51.82%	51.82%
FIIs	22.31%	23.03%	24.12%	22.45%	20.72%	18.01%	16.73%	16.59%	16.29%	15.33%	14.38%	14.21%	13.95%
DIIs	14.90%	15.09%	15.73%	18.29%	20.60%	23.28%	24.77%	25.14%	25.21%	26.23%	26.93%	27.60%	27.66%
Public	10.96%	10.06%	8.31%	7.43%	6.85%	6.87%	6.69%	6.45%	6.67%	6.61%	6.88%	6.37%	6.55%