PPLPHARMANSEPiramal Pharma LimitedMediumNeutral
Announced Mon, 28 Jul · 21:46 IST

Piramal Pharma Limited has informed the Exchange regarding a press release dated July 28, 2025, titled "Press Release and Investor Presentation Unaudited Financial Results(Standalone & Consolidated) of the Company for the quarter ended 30th June, 2025".

Mgmt Guided Margin PressureAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

PPLPHARMA · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Piramal Pharma reported Q1FY26 consolidated revenue of ₹1,934 crores, down 1% YoY from ₹1,951 crores, mainly dragged by a 6% drop in CDMO revenue due to destocking in one large on-patent product. Excluding this, the CDMO base business grew at mid-teens led by overseas facilities. EBITDA fell sharply by 26% to ₹165 crores with margin contracting to 9% from 11%, though loss after tax narrowed to ₹82 crores from ₹89 crores. The PCH (consumer) business grew strongly at 15% with power brands up 18% and e-commerce sales rising 41%. Net-debt to EBITDA stood at 2.6x. The company is investing US$90 million to expand US facilities (Lexington and Riverview) and £45 million in Grangemouth for ADC capacity.

Likely market impact

Near-term results are weak with margin pressure and a quarterly loss, but management attributed softness to one-off destocking and reiterated long-term FY2030 aspirations of US$2+ Bn revenue, 25% EBITDA margin, and reducing leverage to ~1x. Stock may see muted reaction in the short term, with focus on the July 29 conference call for further clarity.