Piramal Pharma Limited has informed the Exchange about Investor Presentation
PPLPHARMA · price
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Piramal Pharma reported Q1FY26 consolidated revenue of ₹1,934 crores, down 1% YoY, hurt by destocking in one large on-patent CDMO product. Excluding this one-time impact, underlying revenue growth was in early double-digits, with the CDMO base business growing at mid-teens. EBITDA fell 26% to ₹165 crores and margins contracted to 9% (from 11%), while PAT loss narrowed to ₹82 crores. Piramal Consumer Healthcare (PCH) was a bright spot with 15% revenue growth, led by 18% growth in Power Brands and 41% growth in e-commerce. Net Debt/EBITDA stood at 2.6x, and management reiterated its FY2030 aspirations of US$2+ Bn revenue, 25% EBITDA margin, high-teens ROCE, and ~1x leverage.
Short-term numbers are soft due to the CDMO destocking hit and margin compression, which may weigh on the stock. However, the reaffirmed long-term FY2030 targets, strong PCH momentum, and a clear deleveraging roadmap signal management's confidence in a multi-year recovery story.