Analysts/Institutional Investor Meet/Con. Call Updates

November 11, 2026 To To Listing Department, The Corporate Relations Department NATIONAL STOCK EXCHANGE OF INDIA LIMITED BSE LIMITED Exchange Plaza, Phiroz Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), 25th floor, Dalal Street, MUMBAI -400 051 MUMBAI -400 001 Company Code No. AUROPHARMA Company Code No. 524804 Dear Sir / Madam, Sub: Transcript of Q2FY27 earnings call. Please refer to our letter dated October 26, 2026, wherein we intimated the schedule of Earnings call on November 5, 2026. We are attaching herewith the transcript of the said earnings call on the Unaudited Financial Results of the Company for the second quarter and half year ended September 30, 2026 and the same is being uploaded on the website of the Company and is available at the following web link. https://www.aurobindo.com/investors/disclosures-under-regulation-46/investor-meet/conference-call- transcripts/ Please take the information on record. Thanking you, Yours faithfully, For AUROBINDO PHARMA LIMITED B. Adi Reddy Company Secretary Encl.: as above Corp. Off.: Galaxy, Floors: 22-24, Plot No.1, Survey No.83/1, Hyderabad Knowledge City, Raidurg Panmaktha, Ranga Reddy District, Hyderabad – 500 032, Telangana, India. Tel : +91 40 6672 5000 / 6672 1200 Fax: +91 40 6707 4044. Regd. off.: Plot No. 2, Maithrivihar, Ameerpet, Hyderabad - 500 038, Telangana, India Tel: +91 40 2373 6370/ 2374 7340 Fax: +91 40 2374 1080 / 2374 6833 Email: info@aurobindo.com Website: www.aurobindo.com Q2 FY27 Earnings Conference Call November 5, 2026 Dr. Satakarni Makkapati – CEO of Aurobindo Biosimilars, Vaccines and Peptide Businesses & Director of Aurobindo Pharma Limited Mr. Yugandhar Puvvala – CEO of Eugia Pharma Specialties Limited Mr. Swami Iyer - CEO, Aurobindo Pharma, USA Mr. V. Muralidharan – CEO, Europe Formulations Business Mr. S. Subramanian - Chief Financial Officer, Aurobindo Pharma Limited Mr. Varun Mali – Investor Relations and Corporate Communications Aurobindo Pharma Limited 05 November 2026 Vandit Jaswani: Ladies and gentlemen, good day and welcome to Aurobindo Pharma's Earnings Conference Call for the 2nd Quarter of FY27. Please note all participants' lines will be in ‘Listen-only’ mode and there will be an opportunity for you to ask questions after management's opening remarks. Should you need any assistance during the conference call, please raise your hand from the ‘Participant’ tab on the screen. Please note this conference is being recorded. I now hand over the conference to Mr. Varun Mali. Thank you and over to you, Sir. Varun Mali: Thank you, Vandit. Good morning, ladies and gentlemen, and welcome to our 2nd Quarter FY27 Earnings Call. I am Varun Mali from the Investor Relations and Corporate Communications team. We hope you have received the Q2 FY27 financials and the press release that was sent out yesterday. These are also available on our website. I would now like to introduce our senior management team who is on the call with us today, represented by: • Dr. Satakarni Makkapati, CEO - Aurobindo Biosimilars, Vaccines, Peptides Businesses and Director - Aurobindo Pharma Limited. • Mr. Yugandhar Puvvala, CEO, Eugia Pharma Specialities Limited. • Mr. Swami Iyer, CEO, Aurobindo Pharma, USA. • Mr. V. Muralidharan, CEO, Europe Formulations Business. • Mr. S. Subramanian, CFO, Aurobindo Pharma Limited. We will begin the call with the summary highlights from the management followed by an interactive Q&A session. Please note that some of the matters we will discuss today are forward-looking, including and without limitations, statements relating to the implementation of strategic actions and other affirmations on our future business, business development and commercial performance. While these forward-looking statements exemplify a judgment and future expectations concerning the development of a business, a number of risks, uncertainties, and other important factors which may cause developments and results to vary materially from our expectations. Aurobindo Pharma undertakes no obligation to publicly revise any forward-looking statements to reflect in future events or circumstances. With that, I will now hand over the call to our CFO for the business highlights. Over to you, Sir. S. Subramanian: Good morning, everyone. Welcome to Aurobindo Pharma Q2 FY27 earnings call. Thank you for joining us. Today, we will take you through our performance for the quarter, along with the strategic priorities that we believe will shape the Aurobindo’s next phase of growth. We are working to translate the scale of the established business, strength of our development pipeline and the capacities created through recent investment into sustainable commercial growth. Key objective highlights for the quarter: We completed the acquisition of Lannett, further strengthening our US presence and expanding our capabilities in complex and controlled Aurobindo Pharma Limited 05 November 2026 substances. The acquisition provides opportunities to enhance our product portfolio, leverage our existing commercial capabilities and drive incremental growth. The A1 Biochem acquisition makes an important step towards establishing an integrated, end-to-end small molecule CRDMO business, with capability spanning the value chain and experience of handling the development portfolio of more than 800 projects. We launched ADQUEY, our first new chemical entity / NDA product for atopic dermatitis, alongside the launch of the dedicated dermatology business and unit focused on developing and commercializing high- value dermatology products. The launch of key products such as generic Advair and the approval of generic QVAR marked the milestones in our expansion into the high-value respiratory segment, leveraging our capabilities in complex inhalation products. The Raleigh unit recently received a VAI classification, supporting the regulatory pathway for additional filings and approval in transdermal, dermal and respiratory products, and reinforcing our plans to expand in these differentiated segments. Business performance: We are pleased to report our highest ever revenue for the quarter of 10,263 crores, representing year-on-year growth of 24%. This performance reflects contribution from our core market, successful integration and continued progress across our strategic growth priority. Operating EBITDA was 2,156 crores, growing at 28% year-on-year with a margin of 21%, despite increase in input cost and freight rate. Our focus remains on sustained profitability through product mix improvement, manufacturing efficiencies and disciplined spending and better utilization of our assets. Formulation generated revenue of 9,102 crores, growing 24% year-on-year and accounting for approximately 89% of the consolidated revenue. Our Formulation franchise continues to benefit from its geographical breadth, product diversity and ability to compete across a range of market segments. API revenue stood at 1,162 crores, growing 21% year-on-year and contributing approximately 11% of the overall revenue. In addition to this direct contribution, API business supports the reliability, competitiveness and integration of our broader manufacturing model. In the US, revenue was 4,555 crores, equivalent to USD 477 million, reflecting growth of 25% year-on-year. Our focus remains on maximizing the potential of our established portfolio, while accelerating the launch of complex and differentiated products, which are expected to contribute increasingly to our growth and product mix. During the quarter, we launched 10 products in the US, filed 7 ANDAs and received 12 final approvals. Europe delivered revenue of €288 million, with constant currency growth of 18%. We continue to build on our established market presence, product portfolio and operating capabilities. Revenue from growth market is 1,026 crores or USD 107 million, representing year-on-year growth of 16%. Our approach is to deepen market presence, broaden access to our portfolio and sustain mo [Showing first 8,000 characters — download PDF for full document]