|
31 Dec 2025 |
Piramal Pharma
|
Consensus Share Price Target
|
172.04 |
244.33 |
- |
42.02 |
buy
|
|
|
|
|
06 Nov 2025
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
240.00
|
199.33
(-13.69%)
|
39.50 |
Buy
|
|
|
Piramal Pharma (PIRPHARM) delivered in-line revenue for 2QFY62. However, it delivered a miss on EBITDA/PAT for the quarter. Higher operational costs impacted the quarter’s performance.
|
|
29 Jul 2025
|
Piramal Pharma
|
ICICI Securities Limited
|
172.04
|
265.00
|
205.61
(-16.33%)
|
54.03 |
Buy
|
|
|
Piramal Pharma’s (Piramal) Q1FY26 result was below our expectations. Performance was impacted due to lack of revenue from a large innovative CDMO (-5.7% YoY) molecule and delay in shipment timing in CHG business (grew 1%).
|
|
29 Jul 2025
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
240.00
|
205.61
(-16.33%)
|
39.50 |
Buy
|
|
|
Piramal Pharma (PIRPHARM) exhibited lower-than-expected financial performance in 1QFY26. Lower CDMO and complex hospital generics (CHG) sales led to a considerable operating deleverage.
|
|
15 May 2025
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
250.00
|
208.61
(-17.53%)
|
45.32 |
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
|
172.04
|
283.00
|
231.25
(-25.60%)
|
64.50 |
Buy
|
|
|
CDMO business to drive growth
|
|
24 Oct 2024
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
310.00
|
255.84
(-32.75%)
|
|
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.
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|
25 Sep 2024
|
Piramal Pharma
|
ICICI Direct
|
172.04
|
280.00
|
226.31
(-23.98%)
|
Target met |
Buy
|
|
|
|
|
25 Sep 2024
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
260.00
|
226.31
(-23.98%)
|
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
|
172.04
|
230.00
|
185.84
(-7.43%)
|
Target met |
Buy
|
|
|
|
|
28 Jul 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
172.04
|
200.00
|
166.51
(3.32%)
|
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
|
172.04
|
210.00
|
151.42
(13.62%)
|
Target met |
Buy
|
|
|
|
|
04 Jun 2024
|
Piramal Pharma
|
Ventura
|
172.04
|
248.00
|
144.80
(18.81%)
|
Target met |
Buy
|
|
|
Innovating healthcare through integrated solutions
|
|
20 May 2024
|
Piramal Pharma
|
Hem Securities
|
172.04
|
176.00
|
149.50
(15.08%)
|
Target met |
Buy
|
|
|
|
|
14 May 2024
|
Piramal Pharma
|
Edelweiss
|
172.04
|
209.00
|
148.90
(15.54%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
13 May 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
172.04
|
190.00
|
154.20
(11.57%)
|
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
|
172.04
|
190.00
|
154.20
(11.57%)
|
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
|
172.04
|
150.00
|
137.65
(24.98%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
31 Oct 2023
|
Piramal Pharma
|
Edelweiss
|
172.04
|
130.00
|
104.50
(64.63%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|
|
30 Oct 2023
|
Piramal Pharma
|
Motilal Oswal
|
172.04
|
115.00
|
95.45
(80.24%)
|
Target met |
Buy
|
|
|
|
|
05 Aug 2023
|
Piramal Pharma
|
Edelweiss
|
172.04
|
130.00
|
103.20
(66.71%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|