NSEAnalysts/Institutional Investor Meet/Con. Call Updates3d ago · 29 Jul 2026, 08:54 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Piramal Pharma Limited · PPLPHARMA

✦ AI Summary▲ PositiveResults

Piramal Pharma Limited has announced its standalone and consolidated results for the First Quarter (Q1) ended 30th June 2026, with a 17% revenue growth, 72% EBITDA growth, and 12.5% EBITDA margin.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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29th July, 2026 BSE Limited National Stock Exchange of India Limited P.J. Towers, Dalal Street, Fort, Exchange Plaza, Bandra-Kurla Complex, Mumbai- 400 001 Bandra (East), Mumbai – 400 051 BSE scrip code: 543635 NSE symbol: PPLPHARMA Sub: Press Release and Investor Presentation – Unaudited Financial Results (Standalone & Consolidated) of the Company for the quarter ended 30th June, 2026 Dear Sir / Madam, Further to our intimation made earlier with regard to Unaudited Financial Results (Standalone & Consolidated) of the Company for the quarter ended 30th June, 2026 (‘Financial Results’), please find enclosed herewith the Press Release and the Investor Presentation on the Financial Results. The above information is also available on the website of the Company at www.piramalpharma.com. You are requested to kindly take the above information on record. Yours truly, For Piramal Pharma Limited Maneesh Sharma Company Secretary & Compliance Officer Encl.: a/a Piramal Pharma Limited CIN: L24297MH2020PLC338592 Registered Office: Ananta Building, Piramal Corporate Park, Opp. Fire Brigade, Kamani Junction, LBS Marg, Kurla (West), Mumbai – 400070, Maharashtra, India Tel No. +91 22 3802 3000 / 4000; Email Id: shareholders.ppl@piramal.com www.piramalpharma.com PRESS RELEASE Piramal Pharma Limited Announces Results for Q1 FY27 Mumbai, India | July 29, 2026: Piramal Pharma Limited (NSE: PPLPHARMA | BSE: 543635), a leading global pharmaceutical, health and wellness company, today announced its standalone and consolidated results for the First Quarter (Q1) ended 30th June 2026. Consolidated Financial Highlights (in ₹ Crores or as stated) Particulars Q1FY27 Q1FY26 % Change Revenue from Operations 2,270 1,934 17% CDMO 1,187 997 19% CHG 743 637 17% PCH 347 302 15% EBITDA 285 165 72% EBITDA Margin 12.5% 8.5% PAT (before exceptional item) (69) (102) 32% Exceptional Item - 21 NM PAT (after exceptional item) (69) (82) 15% Note: Exceptional items in Q1FY26 include one-time insolvency proceeds received from a claim filed against a third-party supplier of our complex hospital generics business, with the NCLT in November 2023 Key Highlights • Revenue: Healthy 17% revenue growth, supported by strong performance across all three businesses. • EBITDA Margin: EBITDA increased by 72%, with EBITDA margin expanding by approximately 400 basis points to 12.5%, reflecting improved operating leverage and execution. • Improved Operating Performance: Higher capacity utilization, operating leverage, pricing discipline and operational excellence supported EBITDA margin expansion. • Best-in-Class Quality: Sellersville facility in the US received an Establishment Inspection Report from the US FDA, successfully concluding the inspection. Maintain our Zero OAI status till date. Nandini Piramal, Chairperson, Piramal Pharma Limited said, “We have started FY27 on a strong note, with all three businesses delivering mid-to-high teens revenue growth alongside meaningful EBITDA margin expansion. Our CDMO business delivered broad-based growth across India and overseas sites, supported by an enhanced commercial team, healthy RFP activity and order inflows, and strong execution. In Complex Hospital Generics, we maintained leadership in key therapies, gained traction in ex-US inhalation anesthesia markets, and continued progression on integration of Kenalog®. Our Consumer Healthcare business delivered yet another quarter of robust growth, driven by Power Brands, e-commerce, wider distribution, premiumization, and disciplined brand investments. Encouraged by this momentum, we look forward to delivering sustained revenue growth and EBITDA expansion through FY27, while staying agile amid a dynamic external environment.” Page 1 of 4 Key Business Highlights Contract Development and Manufacturing Organization (CDMO): - Broad-based growth across India and overseas sites, supported by healthy order inflows and strong execution across the network. - Strengthened commercial capabilities through an expanded commercial team, sharper market coverage and deeper customer engagement. - Improved Biopharma funding supported increase in RFPs, though customer decision-making timelines remains prolonged. Maintaining our win rates and conversion of these RFPs into orders will be the key driver of growth. - Improved Execution and Operating Leverage: Higher utilization, pricing discipline and operational excellence drove EBITDA margin expansion across most sites despite inflationary pressures. - Building upon our ADC Capabilities: Inaugurated the commercial-scale payload-linker suite at Riverview (US), while the Lexington (US) sterile injectable capacity expansion remains on track. - Strategic Partnerships: Collaborated with Ajinomoto Bio-Pharma Services for next-gen conjugation technology. - Quality: Sellersville facility received an EIR from the US FDA. The business continues to maintain its Zero OAI track record to date. Complex Hospital Generics (CHG): - Inhalation Anesthesia: Retained leadership in the US Sevoflurane market with a 48% value share and witnessed encouraging traction across select ex-US markets. (Source: IQVIA) - Kenalog®: Progressing on integration activities. Expect supplies to start from Q2FY27. - Intrathecal Therapy: Maintained our #1 position in the US intrathecal Baclofen market. (Source: IQVIA) - Injectable Pain Management: Collaborating with suppliers to enhance product availability. - Differentiated and Specialty Products: Continued investments in 505(b)(2) products, complex and differentiated generics, branded products, through in-licensing and co-development. Piramal Consumer Healthcare (PCH): - Power Brands: Grew 23% year-on-year and contributed 53% of Consumer Healthcare sales. - E-commerce: Grew 40% year-on-year and contributed 28% of sales. - i-choose: Launched a new master brand bringing together the women’s intimate care portfolio under a unified identity. - Brand Investments: Invested approximately 12% of sales in media and trade promotion across digital and traditional channels. - Profitable Growth: Premiumization, judicious pricing and cost-optimization initiatives helped mitigate raw-material inflation and supported EBITDA performance. Page 2 of 4 Consolidated Profit and Loss Statement (in ₹ Crores or as stated) Quarterly Particulars Q1FY27 Q1FY26 YoY % Revenue from Operations 2,270 1,934 17% Other Income 89 58 53% Total Income 2,359 1,992 18% Material Cost 852 694 23% Employee Expenses 676 619 9% Other Expenses 547 514 6% EBITDA 285 165 72% Interest Expenses 88 86 2% Depreciation 224 197 13% Share of Net Profit of Associates 20 19 5% Profit Before Tax (7) (100) 93% Tax 62 3 2,211% Net Profit after Tax (69) (102) 32% Exceptional item1 - 21 NM Net Profit after Tax after Exceptional Item (69) (82) 15% Note: Exceptional items in Q1FY26 include one-time insolvency proceeds received from a claim filed against a third-party supplier of our complex hospital generics business, with the NCLT in November 2023 Page 3 of 4 Earnings Conference Call Piramal Pharma Limited will be hosting a conference call for investors / analysts on 30th July 2026 from 9:30 AM to 10:15 AM (IST) to discuss its Q1 FY2027 Results. The dial-in details for the call are as under: Event Location & Time Telephone Number +91 22 6280 1461 / +91 22 7115 8320 (Primary India – 09:30 AM IST Number) 1 800 120 1221 (Toll free number) USA – 12:00 AM Toll free number (Eastern Time – New York) 18667462133 Conference call on UK – 05:00 AM Toll free number 30th July 2026 (London Time) 08081011573 Singapore – 12:00 PM Toll free number (Singapore Time) 8001012045 Hong Kong – 12:00 PM Toll free number (Hong Kong Time) 800964448 Express Join with Please use this link for prior registration to reduce wait time at the time of Diamond Pass™ joining the call –Click here About Piramal Pharma Limited: Piramal Pharma Limited (PPL, NSE: PPLPHARMA I BSE: 543635), offers a portfolio of differentiated products and services through its 171 global developme [Showing first 8,000 characters — download PDF for full document]