Britannia Q2 Net Profit Soars 23% to ₹655 Cr Despite Moderate Sales Growth
05 Nov 2025
Aurobindo Pharma reported steady Q2 performance with 6.3% revenue growth
₹ 1,149
-0.82% decreased
04 Nov - close price
Press Release
Hyderabad, India, November 05, 2025: Aurobindo Pharma Limited (BSE: 524804 and NSE: AUROPHARMA) today announced its consolidated financial results for the quarter ended September 30, 2025.
Key Financial Highlights (Q2 FY26 - Consolidated)
Revenue from Operations
₹8,286 Cr
+6.3% YoY
EBITDA before Forex
₹1,678 Cr
+7.1% YoY
Net Profit
₹848 Cr
+3.8% YoY
EBITDA Margin
20.3%
+16 bps YoY
EPS (Basic)
₹14.61
Per Share
R&D Spend
₹414 Cr
5.0% of Revenue
Quarterly Performance Comparison (Consolidated)
| Financial Metric | Q2 FY26 | Q2 FY25 | YoY Change | Q1 FY26 | QoQ Change |
|---|---|---|---|---|---|
| Revenue (₹ Cr) | 8,286 | 7,796 | +6.3% | 7,868 | +5.3% |
| EBITDA before R&D (₹ Cr) | 2,064 | 1,954 | +5.7% | 1,947 | +6.0% |
| Net Profit (₹ Cr) | 848 | 817 | +3.8% | 824 | +2.9% |
| EBITDA Margin | 20.3% | 20.1% | +16 bps | 20.4% | -13 bps |
Management Commentary
Mr. K. Nithyananda Reddy, Vice-Chairman and Managing Director
Geographical Performance
Operational Performance by Geography (Consolidated)
| Market | Q2 FY26 (₹ Cr) | Q2 FY25 (₹ Cr) | YoY Change | % of Revenue |
|---|---|---|---|---|
| USA Formulations | 3,638 | 3,530 | +3.1% | 43.9% |
| Europe Formulations | 2,480 | 2,105 | +17.8% | 29.9% |
| Growth Markets | 882 | 812 | +8.7% | 10.6% |
| ARV Formulations | 325 | 193 | +68.7% | 3.9% |
| API Business | 961 | 1,156 | -16.9% | 11.6% |
| Total Revenue | 8,286 | 7,796 | +6.3% | 100% |
Business Segment Highlights
US Formulations
Europe Formulations
Growth Markets & ARV
API Business
Regulatory Updates & Approvals
USFDA Approvals Received in Q2 FY26
| Product | Strength | Therapy Area |
|---|---|---|
| Pirfenidone Tablets (FTF) | 267 mg and 801 mg | Antifibrotic agent |
| Deferasirox Oral Granules | 90 mg, 180 mg and 360 mg | Iron-chelating agent |
| Prochlorperazine Maleate Tablets USP | 5 mg and 10 mg | Central Nervous System |
| Furosemide Tablets USP | 20 mg, 40 mg and 80 mg | Cardiovascular |
| Famotidine for oral Suspension USP | 40 mg/ 5mL | Gastrointestinal |
| Metronidazole Topical Cream | 0.75% | Anti-Infectives |
| Lidocaine Hydrochloride Oral Topical Solution | 2% | Central Nervous System |
Financial Strength
Balance Sheet & Cash Flow Highlights
Performance Summary: Aurobindo Pharma delivered steady Q2 FY26 performance with 6.3% revenue growth and 3.8% net profit growth, demonstrating resilience in its core business. The company showed strong geographical diversification with Europe formulations growing 17.8% and ARV business surging 68.7%. While US market growth remained modest at 3.1%, the company maintained its regulatory momentum with 7 new ANDA approvals. The strong net cash position of $170 million and positive free cash flow generation reflect healthy financial management. The company remains confident in meeting its annual guidance with balanced focus on growth and profitability.
"Q2 has been another steady quarter for Aurobindo, demonstrating the resilience of our base business and the depth of our product portfolio. We continue to see healthy demand across key markets, with our U.S. and Europe businesses performing in line with expectations."
"The balance between growth and profitability remains central to our execution. With the momentum we've built and all strategic initiatives progressing as planned, we are confident of meeting our annual guidance and sustaining long-term value creation."