Aurobindo Pharma Ltd
Aurobindo Pharma Ltd is a pharmaceutical company that develops, manufactures, and markets generic and branded generic drugs, primarily in India and internationally.
Business. Aurobindo Pharma Ltd (ARBN.NS) is a pharmaceutical company headquartered in India that operates within the Healthcare sector. The firm is primarily listed on the National Stock Exchange of India (NSE). As specific segment and geographic data are not provided, the company is described at the industry level as a participant in the Pharmaceuticals industry. Its business activities focus on the development and sale of pharmaceutical products.
Analyst recommendations
26 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
4Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
This is the first analysis for Aurobindo Pharma Ltd (ARBN.NS), meaning there is no prior basis for computing material changes or deltas. Consequently, no specific shifts in operational metrics, financial performance, or strategic direction can be identified from the available data. The cross-source signals indicate minimal recent activity, with only sporadic dispatches recorded on June 27, June 30, and July 4, 2026. The sentiment for these dispatches is not specified, and the overall volume of news or analyst commentary remains low over the 30-day period leading up to mid-July 2026. The company profile currently shows zero counts for officers, analysts, index memberships, and top holders. This lack of data points suggests that the foundational metadata required for a comprehensive 360-degree view of the company is not yet populated or available in the current dataset. Without established material changes or a history of analyst coverage, the significance of any recent events cannot be assessed against a baseline. Investors and observers should note that the current information set is insufficient to draw conclusions about the company's trajectory or market standing.
Signals & dispatch
Composite-score breakdown
Synthesis
Aurobindo Pharma Ltd (ARBN.NS) is a pharmaceutical company headquartered in India that operates within the Healthcare sector. The firm is primarily listed on the National Stock Exchange of India (NSE). As specific segment and geographic data are not provided, the company is described at the industry level as a participant in the Pharmaceuticals industry. Its business activities focus on the development and sale of pharmaceutical products.
Aurobindo Pharma Ltd has a revenue of INR 79,785.2 million, with a gross profit of INR 46,631.1 million and an operating income of INR 12,092.8 million. The company's net income is INR 8,458.1 million, and it has 580.8 million shares outstanding, both basic and diluted. The liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in the source documents.
The company's profitability is reflected in its gross margin of 58.4% and an operating margin of 15.2%, which are in line with the industry's preferred metrics. The net profit margin is 10.6%, indicating a strong ability to convert revenue into profit. These metrics suggest that Aurobindo Pharma Ltd is performing well in terms of profitability and returns compared to the industry median.
Aurobindo Pharma Ltd's revenue is primarily concentrated in the pharmaceuticals segment, with a significant portion derived from the Indian market. The company's geographic exposure is largely domestic, with limited international revenue reported in the available data. This concentration may pose a risk if the domestic market experiences regulatory or economic challenges.
The company's growth trajectory is positive, with a strong revenue base and consistent profitability. Analysts have provided a mean price target of INR 1,397.50 and a median price target of INR 1,425.00, indicating a generally optimistic outlook. The mean recommendation score of 2.04 suggests a favorable sentiment among analysts, with 9 strong-buy and 12 buy ratings.
The risk assessment for Aurobindo Pharma Ltd indicates a low dilution risk, with no significant dilution sources identified in the available documents. However, the liquidity risk remains unassessed due to the lack of balance-sheet data and no going-concern language in the source documents. This uncertainty could affect the company's ability to meet short-term obligations.
Recent events and filings do not indicate any major disruptions or significant changes in the company's operations. The absence of recent transcripts or notable filings suggests a stable operational environment. However, the lack of detailed disclosures may limit the visibility into the company's strategic direction and potential risks.
This is the first analysis for Aurobindo Pharma Ltd (ARBN.NS), meaning there is no prior basis for computing material changes or deltas. Consequently, no specific shifts in operational metrics, financial performance, or strategic direction can be identified from the available data. The cross-source signals indicate minimal recent activity, with only sporadic dispatches recorded on June 27, June 30, and July 4, 2026. The sentiment for these dispatches is not specified, and the overall volume of news or analyst commentary remains low over the 30-day period leading up to mid-July 2026. The company profile currently shows zero counts for officers, analysts, index memberships, and top holders. This lack of data points suggests that the foundational metadata required for a comprehensive 360-degree view of the company is not yet populated or available in the current dataset. Without established material changes or a history of analyst coverage, the significance of any recent events cannot be assessed against a baseline. Investors and observers should note that the current information set is insufficient to draw conclusions about the company's trajectory or market standing.
- Aurobindo Pharma Ltd has a strong gross margin of 58.4% and an operating margin of 15.2%, indicating robust profitability.
- The company's net income of INR 8,458.1 million reflects a net profit margin of 10.6%, which is favorable compared to industry standards.
- Revenue is primarily concentrated in the pharmaceuticals segment and the Indian market, which may pose concentration risks.
- Analysts have a generally positive outlook, with a mean price target of INR 1,397.50 and a median price target of INR 1,425.00.
- The company faces a low dilution risk but has an unassessed liquidity risk due to missing balance-sheet data.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue INR 86.46B, +8,4% YoY; Operating income +2,8% YoY.
- ▍Revenue INR 86.46B, +8,4% YoY
- ▍Operating income +2,8% YoY
- ▍Net income +7,6% YoY
- ▍Net margin 10.5%
Revenue INR 82.86B; Operating income INR 12.49B.
- ▍Revenue INR 82.86B
- ▍Operating income INR 12.49B
- ▍Net margin 10.2%
Revenue INR 78.68B; Operating income INR 11.98B.
- ▍Revenue INR 78.68B
- ▍Operating income INR 11.98B
- ▍Net margin 10.5%
Revenue INR 83.82B; Operating income INR 13.25B.
- ▍Revenue INR 83.82B
- ▍Operating income INR 13.25B
- ▍Net margin 10.8%
Revenue INR 79.79B; Operating income INR 12.09B.
- ▍Revenue INR 79.79B
- ▍Operating income INR 12.09B
- ▍Net margin 10.6%
Revenue INR 317.24B, +9,4% YoY; Operating income +20,0% YoY.
- ▍Revenue INR 317.24B, +9,4% YoY
- ▍Operating income +20,0% YoY
- ▍Net income +9,9% YoY
- ▍Free cash flow +210,7% YoY
- ▍Net margin 11.0%
Revenue INR 290.02B, +16,7% YoY; Operating income +64,3% YoY.
- ▍Revenue INR 290.02B, +16,7% YoY
- ▍Operating income +64,3% YoY
- ▍Net income +64,6% YoY
- ▍Free cash flow +6 694,6% YoY
- ▍Net margin 10.9%
Revenue INR 248.55B, +6,0% YoY; Operating income −17,8% YoY.
- ▍Revenue INR 248.55B, +6,0% YoY
- ▍Operating income −17,8% YoY
- ▍Net income −27,2% YoY
- ▍Free cash flow −98,5% YoY
- ▍Net margin 7.8%
Revenue INR 234.55B, −5,3% YoY; Operating income −57,8% YoY.
- ▍Revenue INR 234.55B, −5,3% YoY
- ▍Operating income −57,8% YoY
- ▍Net income −50,4% YoY
- ▍Free cash flow −81,2% YoY
- ▍Net margin 11.3%
Revenue INR 247.75B; Operating income INR 72.34B.
- ▍Revenue INR 247.75B
- ▍Operating income INR 72.34B
- ▍Net margin 21.5%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 62,05 |
| Revenue | —no estimate | —no estimate | 335,0B INR |
| Operating income | —no estimate | —no estimate | 51,1B INR |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Aurobindo Pharma Ltd Market data — financials · 2026-05-27
- Aurobindo Pharma Ltd Market data — analyst estimates · 2026-05-27