Aurobindo Pharma Ltd.

NSE: AUROPHARMA | BSE: 524804 | ISIN: INE406A01037 |Industry: Pharmaceuticals
|Expensive Performer
Durability score
45 /100
Valuation score
22.8 /100
Momentum score
53.6 /100
Market Capitalizati...
45,568.4 Cr.
AVG Broker Target
903.8
PE TTM Price to Ear...
19.8
Aurobindo Pharma Ltd.    
20 Mar 2019
777.75
-0.31%
Prabhudas Lilladhar
resolution three times in past 18 months showcased commitment and cohesive organizational structure that professionally manages processes without dependence on key personnel. Noticing the operational risk among large peers in key markets, ARBP strategically envisaged alleviation of concentration risk and regulatory risk on key products/ plants/ markets. It's newly commissioned Unit-16, made to replicate products of Unit-12 for US market, additionally supplies injectable...
Promoters pledge increased to 3.49% of holdings in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
13 Mar 2019
777.75
-0.31%
Angel Broking
Aurobindo Pharmaceuticals (APL) has a big relief in form of Establishment Inspection report (EIR) for Unit-4 facility in which the USFDA has closed issued Form 483. The Form 483 is issued to a firms management at the conclusion of an inspection when an investigator(s) has observed any conditions that may constitute violations of the Food
Number of FIIs/FPIs holding stock rose by 10 to 647 in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
14 Feb 2019
777.75
-0.31%
Way2Wealth
Aurobindo Pharma's revenue grew 22% on a YoY basis to `5270 crs. in Q3. Growth was led by all business segments and markets. US and growth markets reported growth of 27% and 36% respectively on a YoY basis. Consolidated EBITDA increased to `1,086 Cr vs. `1,025 Cr in Q3 last year, an increase of...
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Aurobindo Pharma Ltd. has an average target of 903.78 from 11 brokers.
Aurobindo Pharma Ltd.    
11 Feb 2019
777.75
-0.31%
default
Promoters pledge increased to 3.49% of holdings in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
11 Feb 2019
777.75
-0.31%
Prabhudas Lilladhar
The Q3FY19 sales, adj. EBITDA and PAT beat our estimates by 9%, 3% and Change in Estimates | Target | Reco 8% respectively. While the injectable business was in line with guidance, its flat value erosion of US generics QoQ and efficient execution of new business...
Number of FIIs/FPIs holding stock rose by 10 to 647 in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
11 Feb 2019
777.75
-0.31%
Nirmal Bang Institutional
Aurobindo Pharma's (APL) 3QFY19 revenues at Rs52,697mn were up 11% QoQ and also 7.9%/8.6% above our/consensus estimate, respectively. The growth was led by a strong performance across geographies/businesses, but the surprise element was Europe and ARV business which grew QoQ 12% and 15%, respectively. Going forward, ARV performance may sustain, but Europe is expected to normalise at a euro150mn run rate as against euro 162m witnessed during 3QFY19. Despite a strong show on revenue front, net earnings stood at Rs7,122mn (up 16% QoQ) and were 4.2% below our estimate, but 6.4% above consensus estimate. Net earnings growth was subdued as cost-of-sales margin increased by 240bps (QoQ), R&D; costs...
Promoters pledge increased to 3.49% of holdings in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
09 Feb 2019
777.75
-0.31%
HDFC Securities
Maintain NEUTRAL with a revised TP of Rs 800 (15x Dec-20E EPS). It is encouraging to see the US base businesses of many Indian pharma companies recovering sharply in 3QFY19, largely led by exit of big players. However, our concerns over Aurobindo (ARBP) remain related to the Sandoz acquisition, which will be completed by 1HFY20. We strongly believe that this acquisition will expand ARBPs exposure to commodity products and the portfolio will be highly prone to future competition.
Number of FIIs/FPIs holding stock rose by 10 to 647 in Mar 2019 qtr.
Aurobindo Pharma Ltd.    
08 Feb 2019
777.75
-0.31%
Motilal Oswal
grew ~22% YoY to INR52.7b (v/s our est. of INR47.6b), largely led by the US (~46% of sales) and API segment (~17% of sales). The US sales were up ~22% YoY, while API segment sales were up ~20% YoY. Other geographies also 8 February 2019 reported healthy growth. Gross margin (GM) contracted 340bp YoY to 55% (-200bp QoQ), partly due to one-time provision for penalty on supply failure of some products in the US market, and change in product mix. EBITDA margin also contracted ~300bp YoY (-100bp QoQ) to 20.6%. R&D; spend was higher by ~120bp YoY to 4.8% (as % of sales), partially offset by lower other expense (down ~150bp YoY). Forex gain stood at INR51m v/s INR7.3m YoY. Adjusting for forex gain and acquisition related exceptional expense, PAT increased by ~5% YoY to INR6.9b (v/s our est.
Aurobindo Pharma Ltd. is trading above all available SMAs
Aurobindo Pharma Ltd.    
08 Feb 2019
777.75
-0.31%
ICICI Securities Limited
Aurobindo Pharmaceuticals' Q3FY19 numbers were higher than Idirect estimates due to higher-than-expected sales in all geographies except the US. Revenues grew 21.5% YoY to | 5269.7 crore (I-direct estimate: | 5022.3 crore) mainly due to 27.4% YoY growth in the US EBITDA margins contracted 344 bps YoY to 20.7% (I-direct estimate: 21.0%) mainly due to lower gross margins. EBITDA grew 6.2% to | 1089 crore against I-direct estimate of | 1055.5 crore Adjusted net profit grew 25.4% YoY to | 737.3 crore (I-direct estimate: | 669.1 crore). The delta vis--vis EBITDA was due to...
Aurobindo Pharma Ltd. has an average target of 903.78 from 11 brokers.
Aurobindo Pharma Ltd.    
08 Feb 2019
777.75
-0.31%
buy
Angel Broking
For 3QFY2019, Aurobindo Pharma (APL), the company posted sales of `5,175cr v/s. `4,269cr in 3QFY2018, a yoy growth of 21.2%. On the operating front, the EBITDA margin came in at 19.2% v/s. 22.5% in 3QFY2018. YoY decline is on the back of sales of certain high margin products in 3QFY18. Sequentially EBDITA margins expanded by
Aurobindo Pharma Ltd. is trading above all available SMAs