Please refer attachment
Awaiting price reaction for this filing.
Piramal Pharma's board approved audited financial results for FY25 and Q4 FY25. Standalone revenue grew ~20.4% YoY to Rs. 5,285.71 crores, while standalone net profit jumped ~77% to Rs. 691.40 crores (EPS Rs. 5.22 vs Rs. 3.05). On a consolidated basis, revenue rose ~12% to Rs. 9,151.18 crores and net profit surged over five-fold to Rs. 91.13 crores (from Rs. 17.82 crores), aided by lower exceptional items compared to FY24. The board recommended a final dividend of Rs. 0.14 per equity share (face value Rs. 10), subject to shareholder approval. Operating cash flow remained healthy at Rs. 892.30 crores (consolidated), though lower than FY24's Rs. 1,004.54 crores. Carlyle's representative on the board changed, with Mr. Neeraj Bharadwaj resigning and Mr. Amit Jain appointed in his place; independent director Mr. Jairaj Purandare was also re-appointed for a second five-year term. The company recognised a Rs. 44.75 crores impairment on an intangible asset in a wholly owned subsidiary during the year.
Strong top-line growth on standalone basis, sharp jump in profitability, and continued positive operating cash flow are positive signals for shareholders. The modest dividend and the Carlyle representative swap are routine governance matters and unlikely to move the stock materially.