Highlights:
- PhillipCapital, Edelweiss, Motilal Oswal, and Equirus Securities maintained buy ratings on Aurobindo Pharma.
- The company’s target prices from these analysts range between ₹1,350 and ₹1,450 per share.
- Aurobindo Pharma reported a 6.3% year-on-year increase in quarterly revenue to ₹8,286 crore.
Aurobindo Pharma Limited (BSE:524804) (NSE:AUROPHARMA) received continued positive sentiment from leading brokerage houses following the announcement of its financial results for the quarter ended September 30, 2025. Analysts from PhillipCapital, Edelweiss Capital, Motilal Oswal Securities, and Equirus Securities reiterated their optimistic stance on the company, maintaining “Buy” or equivalent ratings with upward target price revisions.
Analyst Ratings Overview
According to the latest analyst estimates, PhillipCapital (India) Private Limited has reaffirmed a “Buy” rating on Aurobindo Pharma with a target price of ₹1,450 per share.
Edelweiss Capital Limited also maintained a “Buy” recommendation with a price target of ₹1,370 per share.
Motilal Oswal Securities Limited issued a “Buy” rating with a target price of ₹1,350 per share, while Equirus Securities continued to maintain a “Long” position on the stock with a target of ₹1,428 per share.
Quarterly Performance Summary
For the quarter ended September 30, 2025, Aurobindo Pharma reported revenue from operations of ₹8,286 crore, marking a 6.3% year-on-year increase driven by growth in the United States, Europe, and other international markets.
- US formulations revenue rose 3.1% YoY to ₹3,638 crore, accounting for nearly 44% of total consolidated sales.
- Europe formulations grew 17.8% YoY to ₹2,480 crore, contributing 30% of total revenue.
- Growth Markets revenue climbed 8.7% YoY to ₹882 crore, while ARV formulations surged 68.7% YoY to ₹325 crore.
- API revenues, however, declined 16.9% YoY to ₹961 crore.
EBITDA before forex and other income stood at ₹1,678 crore, representing a margin of 20.3%, and profit after tax reached ₹848 crore for the quarter.
Operational Updates
During the quarter, Aurobindo filed 13 ANDAs and received 7 final approvals from the USFDA. The company’s cumulative filings reached 876, with 711 final approvals and 31 tentative approvals to date. Six new products were launched during the quarter