Investor Presentation

August 5, 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: Investor / Analysts Presentation Please refer to our letter dated July 29, 2026, wherein we intimated the schedule of Investors/ Analysts call on August 6, 2026. In this connection, we enclose herewith the presentation that would be used in the said Investors / Analysts call on the Unaudited Financial Results of the Company for the first quarter ended June 30, 2026. The presentation is also being uploaded to the following weblink of the Company. https://www.aurobindo.com/investors/disclosures-under-regulation-46/investor-meet/presentations Please take the information on record. Yours faithfully, For AUROBINDO PHARMA LIMITED B. Adi Reddy Company Secretary Enclosures: 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 Aurobindo Pharma Limited Earnings Presentation Q1FY27 Disclaimer This presentation is provided for informational purposes only and does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for any interest in or securities of Aurobindo Pharma Limited, nor shall it, or any part hereof, form the basis of, or be relied on in connection with, any contract, therefore. This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments and economic performance. While these forward-looking statements represent our judgment and future expectations concerning the development of our business, such statements reflect various assumptions concerning future developments and a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, regulatory and legislative developments, and other key factors that we have indicated could adversely affect our business and financial performance. Aurobindo Pharma Limited undertakes no obligation to publicly revise any forward-looking statements to reflect future events or circumstances. This document is strictly confidential and may not be disclosed, reproduced or redistributed, in whole or in part, to any other person. Table of Content 04 Q1FY27 Business & Financial Highlights 11 Financial Summary Update on Biosimilars and Biologics Contract Manufacturing 1230 Filings Snapshot Q1FY27 Business & Financial Highlights Key Financial Highlights of the Quarter Revenue EBITDA Net Profit ₹ 9,150 Cr ₹ 1,924 Cr* ₹ 1,032 Cr Q1FY27 ₹ 7,868 Cr ₹ 1,603 Cr ₹ 824 Cr Q1FY26 Y-o-Y 16.3% 20.0% 25.2% growth % *Operating EBITDA excluding one time impact of ₹43 Cr on account of derecognition of lease receivable (Refer Note-11 of Un-audited Consol Results) 55 Business Highlights – Q1FY27 Revenue of ₹9,150 Cr with 16.3% growth Y-o-Y, driven by strong performance across all business areas, U.S. base business continued to grow driven by volume gains and new launches Operating EBITDA stood at ₹1,924 Cr with a margin of 21.0% Net Capex of US$ 78 million* primarily towards capability enhancements, new business developments Generated free cash flow of US$ 98mn during the quarter, with a strong net cash position (including investments) of ~US$ 42 million* as on 30-Jun-26, after payment of cash for Lannett acquisition of US$ 247 million and buyback of US$ 85 million Received final approval for 10 products and launched 10 products in the US market *converted at USD:INR rate as on Jun 30th, 2026 6 Quarterly Performance – Q1FY27 Revenue (₹ Cr.) EBITDA (₹ Cr.) 9,150 1,924* 8,853 8,646 1,792 1,801 1,773 8,382 8,286 1,678 7,868 1,603 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 PAT (₹ Cr.) Cash flows before dividend and buyback (US$ Mn) 1,032 131 903 910 921 118 824 848 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 *Operating EBITDA 77 Consolidated Business Performance ₹ Cr Q1FY27 Q1FY26 Y-o-Y (%) Q4FY26 Q-o-Q (%) USA 3,770 3,488 8.1% 3,543 6.4% Europe 2,937 2,338 25.6% 2,795 5.1% Growth Markets* 1,063 772 37.7% 980 8.5% ARV 330 355 -6.9% 328 0.8% Total Formulations 8,101 6,953 16.5% 7,646 6.0% Beta-lactam 800 636 25.7% 918 -12.9% Non Beta-lactam 250 279 -10.6% 290 -13.8% Total API 1,049 916 14.6% 1,208 -13.1% Revenue from operations 9,150 7,868 16.3% 8,853 3.4% *includes domestic sales of ₹ 104 Cr in Q1 FY27 against ₹ 75 Cr in Q4 FY26 US Formulations Business Performance Highlights Revenue ex-gRevlimid (US$ Mn) Commentary • US revenue in Q1FY27 accounted for 41.2% of consolidated revenue. Ex-gRevlimid the revenue grew by 5% Q-o-Q. The growth was driven by strong volume gains coupled with new launches during the quarter • The company has launched 10 products during the quarter • Received final approval for 10 products during Q1FY26 Q4FY26 Q1FY27 the quarter Revenue Break-up by Business Europe (EUR Mn) Growth Markets (US$ Mn) ARV (US$ Mn) API (₹ Cr.) 1,208 267 107 241 1,049 36 35 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Europe business posted ARV business revenue remained API revenues increased 14.6% Growth Markets reported Y-o-Y growth of 11% Y-o-Y with strong broadly stable at INR 330 Cr with Y-o-Y. Sequential performance growth of 25% driven by strong performance across all key Q-o-Q variation driven by tender reflected seasonal softness in the performance across the markets markets continuing its momentum opportunities, accounting for 3.6% antibiotics portfolio of consolidated revenue Financial Summary Summary Consolidated Profit & Loss Statement ₹ Cr. Q1FY27 Q1FY26 Y-o-Y Chg. (%) Q4FY26 Q-o-Q Chg. (%) Revenue from Operations 9,150 7,868 16.3% 8,853 3.4% Gross Profit 5,523 4,629 19.3% 5,424 1.8% Gross Margin 60.4% 58.8% 153 bps 61.3% -91 bps Overheads -3,599 -3,025 18.9% -3,623 -0.6% Operating EBITDA (before Forex and Other Income) 1,924 1,603 20.0% 1,801 6.8% EBITDA Margin 21.0% 20.4% 60 bps 20.3% 69 bps One time expense on account of derecognition of lease receivable -43 - - - - EBITDA (before Forex and Other Income) 1,881 1,603 17.3% 1,801 4.4% Fx Gain/(Loss) 53 0 n/a -48 n/a Finance Cost -102 -98 4.0% -98 3.5% Depreciation -487 -406 20.0% -479 1.7% Other Income 212 105 n/a 117 80.8% Exceptional items -40 0 n/a 0 n/a PBT before share of profit / (loss) of JV 1,517 1,205 25.9% 1,293 17.3% Tax -483 -383 26.3% -370 30.6% Share of Profit/(Loss) of JV -2 2 n/a -2 -37.0% Profit after Tax 1,032 824 25.2% 921 12.1% Minority Interest 1 1 -2.8% 0 26.2% Net Profit attributable to Owners of the Company 1,033 825 25.2% 921 12.1% Reported EPS 17.86 14.20 25.8% 15.86 12.6% Average Fx rate US$1 = INR 94.53 85.54 91.47 1212 Debt Profile Gross Debt (US$ Mn) Debt as on (INR Cr) Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 Closing Rate (INR/USD) 82.170 83.405 85.475 94.835 94.663 930 884 843 786 809 887 FxLoan restated in INR 4,638 3,994 5,883 6,709 7,472 Rupee Loan 224 2,324 2,065 964 922 182 87 185 117 99 [Showing first 8,000 characters — download PDF for full document]