Aurobindo Pharma Ltd. share price target

We maintain our BUY recommendation on the stock with a TP of Rs 1,400/share.

Aurobindo Pharma's (ARBP) Q1FY26 EBITDA of Rs16.1bn (down 1% YoY) was 5% below our estimate led by lower US sales. Resultant our FY26 and FY27E EPS stands reduced by 5-10%. The company has maintained its 20-21% OPM guidance for FY26E despite gRevlimid sales loss. We expect margins and revenues to improve from H2FY26/FY27 with ramp up in PenG facility, Vizag pant commercialization and launches in US. We believe ARBP has multiple growth drivers in place with investments in vaccines, injectables, biosimilars...

Aurobindo Pharma (ARBP) delivered lower-than-expected performance for 1QFY26. While revenue was in line with estimates, EBITDA/PAT missed our estimates by 7%/8% for the quarter.

Aurobindo Pharma’s wholly owned subsidiary, Aurobindo Pharma USA Inc., has entered into a definitive agreement with Lannett Seller Holdco, Inc. to acquire 100% membership interest in Lannett Company LLC.

Aurobindo Pharma’s wholly owned subsidiary, Aurobindo Pharma USA Inc., has entered into a definitive agreement with Lannett Seller Holdco, Inc. to acquire 100% membership interest in Lannett Company LLC.

with multiple regulatory milestones lined up in the coming quarters. Execution of the pipeline delivery and expansion initiatives is expected to support long-term value creation. Therefore, we maintain our rating on the stock at BUY, with rolledforward target price of Rs. 1,348, based on 17.5x FY27x Adj. EPS....

We maintain our BUY recommendation on Aurobindo Pharma with a TP of Rs 1,500/share.

Aurobindo Pharma's (ARBP) Q4FY25 EBITDA of Rs17.9bn (up 6% YoY) was in line with our estimate. FY26 guidance of high single digit revenue growth ex gRevlimid with flat margins was below our estimate. Resultant our FY26 and FY27E EPS stands reduced by 4-5%. Other expenses remained elevated on the back of higher PenG-related operational cost and supply disruptions due to...

Eugia unit 3 capacity utilization to increase to 60-65% from 50% in Q3FY25. We expect capacity utilisation to rise above 70% in FY26E

We maintain our BUY recommendation on Aurobindo Pharma with a target price of Rs 1,500/share

Aurobindo Pharma’s Q3FY25 performance was below our expectation due to lower-than-anticipated sales in US while Europe (up 22.7% YoY) and growth markets (up 39.2% YoY) maintained traction. EBITDA margin was 20.4% despite lower gRevlimid sales and INR 600mn cost of Pen-G plant.

We maintain our BUY recommendation on Aurobindo Pharma with a target price of Rs 1,460/share.

Quarterly revenue reached Rs. 7,796 crore, up 8% y-o-y and 3% q-o-q, exceeding our estimates by 1%, while PAT was Rs. 817 crore, showing a 9% y-o-y increase but an 11% q-o-q decrease, falling 19% below our estimates.

We have BUY on the stock

Aurobindo Pharma (ARBP) delivered in-line operational performance in 1QFY25. The robust execution across key markets was partly offset by seasonality and higher remediation costs for the quarter.