Aurobindo Pharma Limited (NSE: AUROPHARMA) today announced its consolidated financial results for the quarter ended September 30, 2026. The company reported its highest ever quarterly revenue from operations of INR 10,263 Cr, marking a 24% year-on-year increase. This growth was driven by robust performance across all business segments.

US Revenue Surges

The US revenue increased by 25% year-on-year to INR 4,555 Cr, translating to USD 477 million. This growth was primarily due to successful integration, base business growth, and new product launches.

Strong Performance Across Europe

Europe revenue rose by 27% year-on-year to INR 3,161 Cr, contributing to 31% of consolidated revenue. In euro terms, revenue increased by 18% to EUR 288 million.

Growth Markets and ARV Revenue

Growth Markets revenue increased by 16% year-on-year to INR 1,026 Cr, while ARV revenue remained stable at INR 359 Cr. The company also received final approval for 12 products from the USFDA.

As a result of these strong performances, Aurobindo Pharma Limited generated free cash flows of USD 146 million during the quarter, maintaining a net cash position of USD 189 million.

For more details, the company will host an earnings call at 8:30 AM IST on November 5, 2026. To join the call, pre-register using the link: https://bit.ly/4yDZFGo.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Aurobindo Pharma Limited

Aurobindo Pharma Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.

Aurobindo rises 8.7% over three months, with buying pressure holding steady. Revenue grows at 10.7% and profits at 22.1% CAGR. The market consistently rewards this kind of compounding. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 89% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Revenue grows at 10.7% and profits at 22.1%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Aurobindo Pharma Limited.

SMS Pharmaceuticals Limited (NSE: SMSPHARMA), a diversified and integrated pharmaceutical company specializing in Complex Active Pharmaceutical Ingredients (APIs) and intermediates for global customers, is pleased to announce its unaudited financial results for the quarter and half year ended September 30, 2026. The company delivered a strong second quarter that exceeded expectations, driven by higher volumes and improved price realization across its product portfolio.

Financial Highlights

Revenue from operations for Q2FY27 grew 30% YoY and 53% QoQ to ₹316.08 crore. Growth was primarily driven by anti-inflammatory APIs, ARVs, and favorable pricing dynamics. For H1FY27, revenue expanded 19% YoY to ₹523.05 crore. Excluding the anti-diabetic segment, H1FY27 revenue grew 38% YoY, reflecting a favorable portfolio shift.

Gross Margin and EBITDA

Gross profit (Incl. manufacturing expenses) for Q2FY27 rose 41% YoY to ₹110.84 crore. Gross Margin expanded 268 bps YoY to 35%, underpinned by backward integration and an increased share of high-value APIs. EBITDA increased 40% YoY to ₹67.65 crore, with EBITDA margins expanding 145 bps YoY to 21%, aided by operating leverage.

Profit After Tax

PAT grew 57% YoY to ₹39.57 crore, delivering a PAT margin of 13%. Share of profit from associate entity, VKT Pharma Private Limited, stood at ₹0.28 crore in Q2FY27. For H1FY27, EBITDA grew 24% YoY to ₹108.60 crore (EBITDA margin of 21%), while PAT rose 36% YoY to ₹59.76 crore. Share of profit from associate entity, VKT Pharma Private Limited, stood at ₹0.99 crore in H1FY27.

Based on our H1FY27 performance and outlook for the rest of the year, we are now confident of exceeding our earlier guidance. We completed six DMF/CEP filings in FY27 to date; on track to meet the full-year target of 10 DMF/CEP filings in FY27. Additionally, our ₹280 crore capital expenditure program remains on track for completion by FY27.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of SMS Pharmaceuticals Limited

SMS Pharmaceuticals Limited belongs to the Healthcare › Drug Manufacturers – General sector. Here’s a quick read on where the business and the stock stand today.

SMS gains 16.2% over three months and trades near its 52-week highs. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 2.2x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. The stock rises 16.2% in three months on 19.3% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of SMS Pharmaceuticals Limited.

Lenskart Solutions Limited (LENSKART) reported a significant financial performance for Q2 FY27, with profit after tax more than doubling to ₹232 crore, driven by a robust 32.5% year-on-year revenue increase to ₹2,845 crore.

Revenue and Profit Surge

The company’s revenue for the quarter ended September 30, 2026, grew to ₹2,845 crore from ₹2,147 crore a year ago, while profit after tax surged to ₹232 crore from ₹113 crore. This impressive performance was fueled by higher eyewear volumes, premiumisation, and strong demand across both Indian and international markets.

EBITDA and Margin Expansion

EBITDA (pre-IndAS 116) grew 65.0% year-on-year to ₹392 crore, with margins expanding to 13.8% from 11.1%. This growth reflects the company’s scaling operations and operating efficiencies, supported by its integrated business model spanning brands, manufacturing, and distribution.

International and Domestic Growth

India revenue grew 35.3% year-on-year to ₹1,668 crore, supported by 26.5% growth in eyewear volumes and rising demand for premium lenses. The company expanded its footprint with 143 net new stores in India, including 94 in Tier 2+ markets, and entered 61 new cities. International revenue increased 29.5% year-on-year to ₹1,201 crore, supported by strong performance across Japan, Southeast Asia, Middle East, and other geographies.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Lenskart Solutions Limited

Lenskart Solutions Limited belongs to the Healthcare › Medical Instruments & Supplies sector. Here’s a quick read on where the business and the stock stand today.

Lenskart gains 20.4% over three months and trades near its 52-week highs. Thin margins at 6.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 35.4% and profits at 67.0% CAGR. Both numbers are exceptional. The stock gives back 4.3% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 35.4% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Lenskart Solutions Limited.