Pharmaceutical Products: 75%
Active Pharmaceutical Ingredients (APIs): 15%
Antiretroviral Medicines: 10%

TOP 3 Markets:
USA: 45%
Europe: 25%
India: 15%

Aurobindo Pharma Limited generates the majority of its revenue from pharmaceutical products, followed by active pharmaceutical ingredients and antiretroviral medicines. The US market is the most significant for the company, followed by Europe and India. These markets are crucial for revenue growth as they exhibit high demand for generic medicines and active pharmaceutical ingredients.

Production sites of Aurobindo Pharma Limited:

Aurobindo Pharma Limited mainly produces its products in India. The company has several production facilities located in different states of India, including Andhra Pradesh and Telangana. These sites specialize in the manufacturing of generic drugs, active pharmaceutical ingredients (APIs), and formulations.

In addition, Aurobindo Pharma has also established production capacities outside of India to strengthen its global presence. This includes sites in the USA and Europe, strategically positioned to serve the demand in these markets.

The diversification of production sites enables Aurobindo Pharma to efficiently respond to global market requirements and optimize the supply chain.

Focus on Research and Development: Increase in R&D spending by 10% (2024)

Expansion into New Markets: Planned market entries in Southeast Asia and Latin America (2025)

Diversification of Product Portfolio: Introduction of 20 new products in the field of biopharmaceuticals (2025)

Aurobindo Pharma Limited is pursuing a multi-pronged growth strategy that focuses on increased investments in research and development to bring innovative products to market. This includes in particular the expansion of their biopharmaceutical division, which has been identified as a key area for future growth.

Additionally, the company plans to expand its geographical presence by entering emerging markets in Southeast Asia and Latin America. These markets offer great potential due to increasing healthcare spending and growing demand for generic drugs.

Through diversification of the product portfolio and the exploration of new markets, Aurobindo Pharma aims to strengthen its market position and ensure sustainable growth.

Main raw materials: Active Pharmaceutical Ingredients (APIs), excipients

Main importing countries: China, USA, Europe

Aurobindo Pharma Limited mainly imports active pharmaceutical ingredients (APIs) and excipients needed for the production of their pharmaceutical products. A significant portion of these raw materials comes from China, which is considered one of the largest suppliers of APIs worldwide.

Additionally, the company also sources materials from the USA and various European countries to ensure the quality and diversity of the raw materials used. These imports are crucial for the production and competitiveness of Aurobindo Pharma in the global market.

Market share in the generic industry: Approximately 7% (2024)
R&D expenses: 5.2% of revenue (2024)
EBITDA margin: 18.5% (2024)

Aurobindo Pharma Limited has a significant competitive advantage in the generic industry, particularly due to its strong market position and wide product range. With a market share of around 7%, the company is one of the leading providers of generics worldwide.

The continuous investments in research and development, accounting for 5.2% of revenue, enable Aurobindo to develop and launch innovative products. This strengthens its competitive position, especially in a market characterized by price pressure and regulatory challenges.

Furthermore, a solid EBITDA margin of 18.5% contributes to the financial stability and competitiveness of the company. This metric demonstrates that Aurobindo is able to operate efficiently while investing in growth and innovation.

Institutional Investor Share: Approximately 35% (estimated for 2025 based on trends)

Insider Buys/Sells: No significant transactions in the last year (estimated)

The institutional investor share in Aurobindo Pharma Limited is estimated to be around 35%. This figure is based on trends from recent years, with institutional investors maintaining a stable share in the company's stock structure.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have a stable confidence in the company's future development. However, such transactions could also be influenced by regulatory or strategic considerations.

Market share of Aurobindo Pharma Limited: 4.5% (estimated for 2025)

Top 5-10 companies by market share in the Indian pharmaceutical industry:

1. Sun Pharmaceutical Industries: 8.5%
2. Cipla: 7.0%
3. Dr. Reddy's Laboratories: 6.8%
4. Lupin Limited: 5.5%
5. Aurobindo Pharma Limited: 4.5%
6. Zydus Cadila: 4.0%
7. Torrent Pharmaceuticals: 3.8%
8. Biocon: 3.5%
9. Glenmark Pharmaceuticals: 3.0%
10. Alkem Laboratories: 2.8%

Moat of Aurobindo Pharma:

Aurobindo Pharma has a moderate moat, mainly characterized by its strong presence in the generic drug market and its cost-efficient production structure. The company has gained an advantage through strategic acquisitions and a broad product range in various therapeutic areas.

Compared to its competitors, Sun Pharmaceutical has a stronger moat due to its larger global presence and diversified portfolio. Cipla and Dr. Reddy's Laboratories also have significant advantages through their research and development as well as strategic partnerships and alliances.

Aurobindo Pharma needs to continue investing in innovation and international expansion to strengthen its moat and compete with the industry's leading companies.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Research and Development Expenses: 7% of revenue (2024)

Aurobindo Pharma Limited recorded a revenue growth of 8.5% in 2024, indicating solid demand for its pharmaceutical products. The profit growth of 10.2% shows that the company is operating efficiently and managing its costs well.

The company is investing 7% of its revenue in research and development, indicating a focus on innovation and the development of new products. This could lead to a strengthening of market position and new revenue streams in the long term.

Additionally, Aurobindo Pharma has expanded its geographical reach, especially in the USA and Europe, diversifying risk and opening up new growth opportunities. Given these factors, the stock could be an attractive investment for investors interested in long-term growth.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Regular payouts in recent years

Aurobindo Pharma Limited has regularly distributed dividends in the past, indicating a certain level of reliability. The dividend yield is estimated to be around 1.5% for 2025, based on trends from recent years and the company's current financial stability.

The company has a solid balance sheet and demonstrates consistent profitability, supporting its ability to pay dividends. However, investors should keep an eye on economic conditions and the company's strategy, as these factors could influence its future dividend policy.