|
31 Jul 2025 |
Piramal Pharma
|
Consensus Share Price Target
|
201.37 |
265.00 |
- |
31.60 |
buy
|
|
|
|
|
15 May 2025
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
250.00
|
208.61
(-3.47%)
|
24.15 |
Buy
|
|
|
Piramal Pharma (PIRPHARM) delivered in-line sales/EBITDA in 4QFY25. However, its earnings were below our estimate due to impairment of certain intangible assets during the quarter.
|
|
30 Jan 2025
|
Piramal Pharma
|
Edelweiss
|
201.37
|
283.00
|
231.25
(-12.92%)
|
40.54 |
Buy
|
|
|
CDMO business to drive growth
|
|
24 Oct 2024
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
310.00
|
255.84
(-21.29%)
|
53.95 |
Buy
|
|
|
Piramal Pharma (PIRPHARM) delivered better-than-expected operational performance in 2QFY25 fueled by superior traction in the CDMO segment (59% of sales). Following earnings deterioration in FY23/FY24, PIRPHARM is exhibiting healthy recovery in 1HFY25.
|
|
25 Sep 2024
|
Piramal Pharma
|
ICICI Direct
|
201.37
|
280.00
|
226.31
(-11.02%)
|
Target met |
Buy
|
|
|
|
|
25 Sep 2024
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
260.00
|
226.31
(-11.02%)
|
Target met |
Buy
|
|
|
PIRPHARM is well-positioned to offer differentiated services at the product development and commercial manufacturing stage in the CDMO segment.
|
|
12 Aug 2024
|
Piramal Pharma
|
ICICI Direct
|
201.37
|
230.00
|
185.84
(8.36%)
|
Target met |
Buy
|
|
|
|
|
28 Jul 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
201.37
|
200.00
|
166.51
(20.94%)
|
Target met |
Buy
|
|
|
Piramal Pharma’s Q1FY25 result was driven by better traction in innovative CDMO portfolio (50% of CDMO sales). Q1 is a seasonally weak quarter due to which its margins (10.5% in Q1FY25 vs 20.8% in Q4FY24) are volatile.
|
|
22 Jul 2024
|
Piramal Pharma
|
ICICI Direct
|
201.37
|
210.00
|
151.42
(32.99%)
|
Target met |
Buy
|
|
|
|
|
04 Jun 2024
|
Piramal Pharma
|
Ventura
|
201.37
|
248.00
|
144.80
(39.07%)
|
Target met |
Buy
|
|
|
Innovating healthcare through integrated solutions
|
|
20 May 2024
|
Piramal Pharma
|
Hem Securities
|
201.37
|
176.00
|
149.50
(34.70%)
|
Target met |
Buy
|
|
|
|
|
14 May 2024
|
Piramal Pharma
|
Edelweiss
|
201.37
|
209.00
|
148.90
(35.24%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
13 May 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
201.37
|
190.00
|
154.20
(30.59%)
|
Target met |
Buy
|
|
|
Piramal Pharma had a strong Q4FY24 with better-than-expected performance on all fronts. Better traction in CDMO business in FY24 drove a turnaround in operations with margins expanding 400bps YoY to ~14.6% (21.8% in Q4FY24).
|
|
13 May 2024
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
190.00
|
154.20
(30.59%)
|
Target met |
Buy
|
|
|
Piramal Pharma (PIRPHARM) delivered better-than-expected operational performance for the quarter. Compared to adj. loss of INR800m in FY23, PIRPHARM’s effort has led to adj. PAT of INR560m for FY24.
|
|
04 Feb 2024
|
Piramal Pharma
|
Edelweiss
|
201.37
|
150.00
|
137.65
(46.29%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
31 Oct 2023
|
Piramal Pharma
|
Edelweiss
|
201.37
|
130.00
|
104.50
(92.70%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|
|
30 Oct 2023
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
115.00
|
95.45
(110.97%)
|
Target met |
Buy
|
|
|
|
|
05 Aug 2023
|
Piramal Pharma
|
Edelweiss
|
201.37
|
130.00
|
103.20
(95.13%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|
|
11 Jul 2023
|
Piramal Pharma
|
Edelweiss
|
201.37
|
130.00
|
91.80
(119.36%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Growth to recover on subsiding macro headwinds
|
|
14 Nov 2022
|
Piramal Pharma
|
ICICI Securities Limited
|
201.37
|
200.00
|
139.50
(44.35%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Piramal Pharma’s (PPL) Q2FY23 performance was driven by growth across its business segments. Revenue grew 9.0% YoY (+16% QoQ) to Rs17.2bn.
|
|
10 Nov 2022
|
Piramal Pharma
|
Motilal Oswal
|
201.37
|
185.00
|
142.95
(40.87%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|