Aurobindo Pharma delivered the highest-ever quarterly Ebitda in Q4 FY25, led by a higher offtake in the US generics segment and steady traction in the EU segment.
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Motilal Oswal Report
We largely maintain our earnings estimates for FY26/FY27. We value Aurobindo Pharma Ltd. at 16 times 12 months forward earnings to arrive at a target price of Rs 1,370.On a formidable base of $1.8 billion in US generics sales, Aurobindo Pharma is implementing efforts to enhance product offerings in the peptides, oligonucleotides, and respiratory space.
The resumption of normalized production at Eugia III is expected to drive better profitability in FY26. With established presence in EU and new launches, Aurobindo Pharma is expected to deliver sustainable growth momentum in the EU market as well.
Overall, we expect 9%/12%/18% sales/Ebitda/PAT CAGR over FY25-27. Stock is trading at an attractive valuation of 16x FY26E EPS of Rs 73/14x FY27E EPS of Rs 83.5. Reiterate Buy.
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