Aurobindo Pharma Ltd. share price target

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.

ARBP: Strong quarter; OAI at Eugia-III an overhang. CPBI: In-line quarter; weak near-term outlook

Aurobindo Pharma (ARBP) delivered better-than-expected 4QFY24
performance, led by strong traction in US generics and sustained benefit
of reduced raw material prices. After two years of earnings decline, ARBP
has delivered a strong 46% YoY growth in earnings in FY24

We analyzed the biosimilar portfolio of Aurobindo Pharma (ARBP) to understand the progress as well as competitive dynamics for each product.