BSE Pharma Sector Regulatory Filings — August 05, 2026

05-08-2026

Biocon Limited reported a strong turnaround in Q1 FY27, with standalone net profit of ₹522 million compared to a loss of ₹83 million in Q1 FY26, driven by a 16.3% YoY increase in revenue from operations to ₹6,245 million. On a consolidated basis, net profit grew 53.4% YoY to ₹1,368 million, while revenue from operations rose 10.0% to ₹43,360 million. However, the Generics segment remained a drag, posting a segment loss of ₹309 million, and the Services segment swung to a loss of ₹57 million from a profit of ₹1,013 million in the prior year quarter.

• · Standalone EPS improved from a loss of ₹0.07 in Q1 FY26 to a profit of ₹0.32 in Q1 FY27.
• · Consolidated EPS rose 234.6% YoY to ₹0.87 from ₹0.26.
• · The Generics segment narrowed its loss to ₹309 million from ₹1,016 million in Q1 FY26, but remained in the red.
• · The Services segment (Syngene) swung to a loss of ₹57 million from a profit of ₹1,013 million in Q1 FY26, and revenue declined 15.8% YoY.
• · Biosimilars segment profit grew marginally 2.8% YoY to ₹1,714 million.
• · The Company converted BBL OCDs (acquired from Goldman Sachs for ₹16,980 million) and BBL CCDs (acquired from Edelweiss for ₹4,735 million) into equity shares on May 7, 2026.
• · Consolidated total comprehensive income attributable to shareholders was ₹9,130 million for Q1 FY27, compared to a loss of ₹1,735 million in Q1 FY26.
• · The Board meeting was held on August 5, 2026, from 2:30 p.m. to 3:34 p.m.

05-08-2026

Biocon reported Q1FY27 consolidated total income of Rs 4,391 Cr, up 9% YoY, with revenue from operations at Rs 4,336 Cr (+10% YoY) driven by Biopharma growth of 17% YoY. EBITDA rose 7% YoY to Rs 902 Cr (margin 21%), and reported net profit surged 355% YoY to Rs 141 Cr. However, Services revenue declined 16% YoY to Rs 736 Cr, and other income fell 31% YoY, while QoQ revenue from operations declined 4%.

• · QoQ, total income declined 4% to Rs 4,391 Cr from Rs 4,569 Cr in Q4FY26.
• · Services revenue declined 29% QoQ to Rs 736 Cr from Rs 1,037 Cr in Q4FY26.
• · Generics revenue declined 2% QoQ to Rs 760 Cr from Rs 776 Cr in Q4FY26.
• · Net profit before exceptionals was Rs 145 Cr, up 245% YoY from Rs 42 Cr.
• · PBT before exceptional items rose 24% YoY to Rs 141 Cr.
• · R&D expenses increased 17% YoY to Rs 240 Cr.
• · Depreciation and amortisation increased 20% YoY to Rs 548 Cr.
• · EPS for Q1FY27 was Rs 0.9 versus Rs 0.3 in Q1FY26.
• · Biocon commercialized 12 biosimilar products and 30+ generic formulations globally.
• · Biocon has a pipeline of 20+ biosimilar assets and operates in 120+ countries.
• · Syngene has over 5,600 scientists and works with around 400 global customers.
• · Bobby Parikh completed his term as Independent Director on July 22, 2026; Nicholas Haggar will complete his term at the AGM on August 6, 2026.
• · Earnings call scheduled for August 6, 2026 at 10:00 AM IST.

05-08-2026

Biocon Limited submitted a Monitoring Agency Report for the quarter ended June 30, 2026, confirming no deviation from the objects of its Qualified Institutions Placement (QIP) that raised INR 41,500.00 Million. The entire issue proceeds have been fully utilized as per the stated objects, with only INR 13.51 Million remaining unspent at quarter end, which was subsequently deployed on May 8, 2026. The report indicates no material deviations, no changes in means of finance, and no adverse events affecting the viability of the objects.

• · The QIP issue period was January 12-14, 2026, with 11,26,64,585 equity shares of face value ₹5 each issued at ₹368.35 per share.
• · The Monitoring Agency confirmed no deviation from objects, no change in means of finance, and no major deviation from earlier reports.
• · The statutory auditor certificate was issued by B S R & Co. LLP with UDIN 26405014TQIURX6893.
• · The unutilized INR 13.51 Million for general corporate purposes was spent on vendor payment on May 8, 2026.
• · All objects were completed by Fiscal 2026 (by March 31, 2026) except the general corporate purposes which were completed by May 8, 2026.

05-08-2026

Aurobindo Pharma reported Q1 FY27 standalone profit after tax of ₹7,372.2 million, up 31.8% YoY from ₹5,591.3 million, driven by strong operational performance. Consolidated revenue from operations grew 16.3% YoY to ₹91,503.5 million, while consolidated profit after tax rose 25.2% YoY to ₹10,320.3 million. However, standalone net sales declined 1.4% YoY to ₹27,816.9 million, and the company also approved a scheme of amalgamation for three wholly owned subsidiaries.

• · Standalone basic EPS for Q1 FY27 was ₹12.75, up from ₹9.63 in Q1 FY26.
• · Consolidated basic EPS for Q1 FY27 was ₹17.86, up from ₹14.20 in Q1 FY26.
• · Standalone total income for Q1 FY27 was ₹30,414.0 million, up 3.7% YoY.
• · Consolidated total income for Q1 FY27 was ₹94,145.8 million, up 18.1% YoY.
• · Standalone other income surged to ₹2,418.9 million in Q1 FY27 from ₹837.7 million in Q1 FY26.
• · Consolidated other income increased to ₹2,642.3 million in Q1 FY27 from ₹1,053.0 million in Q1 FY26.
• · Standalone cost of materials consumed decreased 3.8% YoY to ₹12,888.9 million.
• · Consolidated employee benefits expense rose 20.5% YoY to ₹14,801.5 million.
• · Consolidated depreciation, amortisation and impairment expense increased 20.0% YoY to ₹4,868.2 million.
• · Consolidated other expenses increased 20.3% YoY to ₹21,621.9 million.
• · Exceptional items of ₹401.8 million were recorded in Q1 FY27 consolidated results (refer note 8).
• · The company completed a buyback of 5,423,728 equity shares at a maximum price of ₹1,475 per share, reducing paid-up capital by ₹5.4 million.
• · The domestic branded generic business was transferred to Auropharm Limited for ₹1,432.1 million effective April 1, 2026.
• · Standalone net sales declined 1.4% YoY, indicating weakness in the standalone business despite strong consolidated performance.

05-08-2026

Aurobindo Pharma reported Q1FY27 revenue of ₹9,150 Cr, up 16.3% YoY, driven by strong performance across all business areas, with US base business growing on volume gains and new launches. Operating EBITDA reached ₹1,924 Cr (margin 21.0%), and net profit rose 25.2% YoY to ₹1,032 Cr. However, the API segment saw a sequential decline of 13.1% due to seasonal softness in antibiotics, and the ARV business remained flat YoY at ₹330 Cr.

• · Net cash position (including investments) was ~US$ 42 million as on 30-Jun-26, after paying US$ 247 million for Lannett acquisition and US$ 85 million for buyback.
• · Gross debt increased to ₹8,393 Cr as of Jun-26 from ₹7,673 Cr as of Mar-26, while net debt improved to ₹397 Cr from ₹3,002 Cr.
• · CuraTeQ Biologics secured ANVISA GMP certification, filed Denosumab with CHMP/EMA, and expects Omalizumab EMA filing in Q3 2026.
• · TheraNym Unit 1 inaugurated on 3 June 2026; Unit 2 greenfield facility estimated at USD 180 Mn capex, targeted for qualification in 2030.
• · AuroVaccines merger into CuraTeQ remains on track for completion by March 2027.
• · Finance cost increased 4.0% YoY to ₹102 Cr; depreciation rose 20.0% YoY to ₹487 Cr.
• · Exceptional items of ₹40 Cr were recorded in Q1FY27 (none in Q1FY26).
• · Average USD/INR rate was 94.53 in Q1FY27 vs 85.54 in Q1FY26.

05-08-2026

Aurobindo Pharma announced a proposed Scheme of Amalgamation to merge two step-down wholly owned subsidiaries, Eugia Steriles Private Limited and Eugia SEZ Private Limited, into Eugia Pharma Specialities Limited, a wholly owned subsidiary. The merger aims to simplify the group structure, reduce costs, and achieve synergies, with no cash consideration or change in the listed entity's shareholding. The scheme will be filed with the NCLT, Hyderabad, and is subject to regulatory approvals.

• · The merger is between wholly owned subsidiaries, so related party transaction provisions under Section 188 of Companies Act, 2013 and Regulation 23(5)(b) of SEBI LODR are not applicable.
• · All three companies are engaged in manufacturing injectable pharmaceutical products.
• · The amalgamation is expected to eliminate corporate and administrative functions, reduce overheads, improve treasury management, and create synergies.
• · No consideration is involved as the merger is between wholly owned subsidiaries and their holding company.
• · The shareholding pattern of Aurobindo Pharma remains unchanged as the company is not a party to the scheme.
• · The Board meeting commenced at 4:00 p.m. and concluded at 6:30 p.m. on August 5, 2026.

05-08-2026

CRISIL has removed the 'Rating Watch with Developing Implications' status on Sun Pharmaceutical Industries' long-term bank facilities and reaffirmed the rating at 'CRISIL AAA/Stable'. This upgrade in outlook from developing to stable reflects improved credit visibility, though the rating itself remains unchanged at the highest level.

• · Previous rating action (07 May 2026) had placed the rating on 'Rating Watch with Developing Implications' following the Company's announcement dated 27 April 2026.
• · The reaffirmed rating is 'CRISIL AAA/Stable' (the highest long-term rating category).