Aurobindo Pharma's U.S. facility begins production, with global expansion and new products driving growth and a projected 20-21% margin by FY26.

Aurobindo Pharma’s China facility is losing about $1 million per quarter but is expected to break even by late fiscal year 2026, with its oral-solid-dosage plant nearing 2 billion units in capacity and backed by regulatory approvals. In India, Pen-G production reached 1,050 metric tons in Q2 at 40-50% capacity, with plans to expand to 15,000 MT if a minimum import price is implemented. The U.S. Dayton facility has entered commercial production, with launches starting in January and revenue expected from FY27. Growth will be driven by Pen-G expansion, biosimilars, biologic CMO progress, and the Lannett acquisition, with the company confident in hitting a 20-21% margin target for FY26.