NEW DELHI: Aurobindo Pharma expects its China facility to break even at the EBITDA level by the third quarter of FY26, CFO Santhanam Subramanian said.
The Hyderabad-based drug maker began operations at the site in late November 2024 and has since been ramping up production. “With an initial capacity of over 2 billion units, the facility is scaling as planned and will start contributing meaningfully to revenue in the coming quarters,” Subramanian told analysts.
The company has invested around USD 145 million in the China unit, which started production in Q4 FY25 and invoicing in Q1 FY26.
On other investments, Subramanian said about USD 70 million has been deployed across two US facilities, with production expected to begin this fiscal. The company also plans to file over 20 products in the US and Europe from its Eugia-V plant in Visakhapatnam.
In biologics, Aurobindo has so far invested USD 30 million in its CMO business, with more than USD 100 million additional capital to be deployed by March 2027.
Looking ahead, Subramanian said the company remains optimistic about sustaining growth momentum, supported by volume expansion, product launches, and a stable pricing environment in key markets. Ramp-up of new facilities is also expected to boost revenue and margins.
“We are confident of achieving our internal margin target of 20–21% in FY26,” he added.
For the June quarter, Aurobindo Pharma reported a 10% year-on-year decline in consolidated net profit to ₹824 crore, weighed down by lower sales in the US and API businesses. Revenue from operations, however, rose to ₹7,868 crore from ₹7,567 crore a year earlier.
