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Aurobindo Pharma AUROPHARMA

Largest Indian exporter of generics to the US by volume, with Eugia injectables, Europe, APIs and a Pen-G KSM project

Mapped in 1 theme: Pharmaceuticals.

From publicly available information

Where Aurobindo Pharma sits in the supply chain

Aurobindo Pharma appears in 4 supply-chain layers in one theme, Pharmaceuticals.

Revenue and profit

₹ CrFY24FY25FY26
Revenue29,00231,72433,653
Net profit3,1693,4843,503

Latest-year revenue ₹33,653 Cr (FY26, company-wide). Wider screens show FY22 onwards.

Strengths

  • Huge US portfolio and among the deepest ANDA pipelines - low dependence on any single product
  • Backward integrated from KSMs (Pen-G/6-APA plant under PLI) to APIs to formulations
  • CuraTeQ biosimilars and European business diversify earnings

Risks

  • Eugia sterile sites under USFDA action: Unit III WL (2024), Unit II OAI (Mar 2026), Unit I WL (Aug 2026, ~2% of revenue)
  • High US exposure (~45% of sales) to price erosion and the 2028 tariff clock
  • Low ROE versus peers

Common questions

What does Aurobindo Pharma do?

Largest Indian exporter of generics to the US by volume, with Eugia injectables, Europe, APIs and a Pen-G KSM project.

Where does Aurobindo Pharma sit in the supply chain?

Aurobindo Pharma (NSE: AUROPHARMA) is mapped in 4 supply-chain layers: Generics (US & export) (Pharmaceuticals), Sterile injectables & fill-finish (Pharmaceuticals), APIs (active ingredients) (Pharmaceuticals) and KSMs & intermediates (Pharmaceuticals).

Who are Aurobindo Pharma's peers?

In the Generics (US & export) layer of Pharmaceuticals: Dr Reddy's Laboratories, Lupin, Zydus Lifesciences, Cipla, Sun Pharmaceutical Industries, Alembic Pharmaceuticals and 6 more.

What is Aurobindo Pharma's market cap and valuation?

As of 30 Oct 2026: market cap ₹97,030 Cr, P/E 25.7x, ROCE 12.9%, ROE 10.1%, dividend yield 0.24%.