Piramal Pharma Limited — PPTs, 28-07-2025: Investor Presentation

**1. Financial Highlights:**

Piramal Pharma's Q1FY26 revenue was ₹1,934 Cr, down 1% YoY; excluding a large CDMO destocking, growth was early double-digits. EBITDA hit ₹165 Cr (down 26% YoY, 9% margin). PAT improved 8% to (₹82) Cr. Net-Debt to EBITDA is 2.6x. PPL targets US$2Bn+ revenue and 25% EBITDA margin by FY2030.

**2. Strategic Initiatives & Growth Drivers:**

CDMO's core business grew mid-teens, boosted by overseas sites. Capacity expansion at Lexington (US) will enhance integrated ADC programs. CHG expects growth rebound, while PCH's Power Brands (+18% YoY) and e-commerce (+41% YoY) drive strong performance.

**3. Business Developments:**

Aurora (Canada) passed a USFDA inspection with zero observations, maintaining 'Zero OAIs' since 2011. Digwal (India) gained USFDA approval for Sevoflurane. PCH added 7 new products, and the ophthalmology JV remains a market leader.

**4. Market Position & Competitive Advantage:**

PPL emphasizes its strong quality track record, global facilities, differentiated capabilities, and market-leading brands in attractive industry segments.

**5. Investor Implications:**

Despite Q1 headwinds, management's commitment to ambitious FY2030 targets signals positive growth potential. Biotech funding trends and supply constraint resolutions are execution risks to monitor.