Piramal Pharma Limited — PPTs, 28-01-2025: Investor Presentation

**Financial Highlights:** Consolidated revenue from operations increased by 14% YoY to ₹6,397 Cr in 9MFY25, with notable growth in the CDMO segment contributing ₹3,659 Cr, an 18% rise. EBITDA rose by 20% YoY to ₹977 Cr, driven by operational efficiencies and a favorable revenue mix. The EBITDA margin held steady at 15%.

**Strategic Initiatives and Growth Drivers:** The CDMO division experienced high-teen growth, benefiting from a strong pipeline in on-patent commercial manufacturing. The company is committed to sustainability, having converted a coal-fired steam boiler to biomass briquettes, aiming to cut GHG emissions by ~24,000 tCO2e annually.

**Business Developments:** The CHG business reported a 14% increase in revenue, supported by healthy sales in Inhalation Anesthesia and capacity expansion initiatives. The ICH sector also performed well, with double-digit growth driven by power brands and an impressive 40% increase in e-commerce sales.

**Market Position and Competitive Advantage:** Piramal Pharma remains a leader in the US inhalation anesthesia market, maintaining over 40% market share in Sevoflurane. The company’s robust quality track record is backed by successful regulatory inspections and a commitment to operational excellence.

**Investor Implications:** The company presents a positive outlook with significant growth opportunities across its divisions. The strong performance metrics and strategic initiatives position Piramal Pharma as a compelling prospect for investors seeking exposure in the healthcare and pharmaceuticals sector.