|
28 Sep 2025 |
Piramal Pharma
|
Consensus Share Price Target
|
187.73 |
258.67 |
- |
37.79 |
buy
|
|
|
|
|
29 Jul 2025
|
Piramal Pharma
|
ICICI Securities Limited
|
187.73
|
265.00
|
205.61
(-8.70%)
|
41.16 |
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
|
187.73
|
240.00
|
205.61
(-8.70%)
|
27.84 |
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
|
187.73
|
250.00
|
208.61
(-10.01%)
|
33.17 |
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
|
187.73
|
283.00
|
231.25
(-18.82%)
|
50.75 |
Buy
|
|
|
CDMO business to drive growth
|
|
24 Oct 2024
|
Piramal Pharma
|
Motilal Oswal
|
187.73
|
310.00
|
255.84
(-26.62%)
|
65.13 |
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
|
187.73
|
280.00
|
226.31
(-17.05%)
|
Target met |
Buy
|
|
|
|
|
25 Sep 2024
|
Piramal Pharma
|
Motilal Oswal
|
187.73
|
260.00
|
226.31
(-17.05%)
|
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
|
187.73
|
230.00
|
185.84
(1.02%)
|
Target met |
Buy
|
|
|
|
|
28 Jul 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
187.73
|
200.00
|
166.51
(12.74%)
|
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
|
187.73
|
210.00
|
151.42
(23.98%)
|
Target met |
Buy
|
|
|
|
|
04 Jun 2024
|
Piramal Pharma
|
Ventura
|
187.73
|
248.00
|
144.80
(29.65%)
|
Target met |
Buy
|
|
|
Innovating healthcare through integrated solutions
|
|
20 May 2024
|
Piramal Pharma
|
Hem Securities
|
187.73
|
176.00
|
149.50
(25.57%)
|
Target met |
Buy
|
|
|
|
|
14 May 2024
|
Piramal Pharma
|
Edelweiss
|
187.73
|
209.00
|
148.90
(26.08%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
13 May 2024
|
Piramal Pharma
|
ICICI Securities Limited
|
187.73
|
190.00
|
154.20
(21.74%)
|
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
|
187.73
|
190.00
|
154.20
(21.74%)
|
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
|
187.73
|
150.00
|
137.65
(36.38%)
|
Target met |
Buy
|
|
|
CDMO business to drive growth
|
|
31 Oct 2023
|
Piramal Pharma
|
Edelweiss
|
187.73
|
130.00
|
104.50
(79.65%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|
|
30 Oct 2023
|
Piramal Pharma
|
Motilal Oswal
|
187.73
|
115.00
|
95.45
(96.68%)
|
Target met |
Buy
|
|
|
|
|
05 Aug 2023
|
Piramal Pharma
|
Edelweiss
|
187.73
|
130.00
|
103.20
(81.91%)
|
Target met |
Buy
|
|
|
Margin expansion instils confidence
|
|
11 Jul 2023
|
Piramal Pharma
|
Edelweiss
|
187.73
|
130.00
|
91.80
(104.50%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Growth to recover on subsiding macro headwinds
|