Piramal Pharma Ltd (NSE:PPLPHARMA)

Q3 2026 Piramal Pharma Ltd Earnings Call Transcript

Jan 28, 2026 / 04:00 AM GMT

Release Date Price: ₹153.69 (-0.18%)

Transcript

Key Points

Positve

Piramal Pharma Ltd (BOM:543635) reported a significant improvement in RFPs and order inflows, indicating early signs of recovery in the CDMO business.
The company maintained a strong regulatory track record, clearing 30 inspections, including 2 US FDA inspections, without any OAIs.
Piramal Pharma Ltd (BOM:543635) showed a meaningful increase in sustainability scores from global rating agencies, reflecting its commitment to responsible operations.
The acquisition of Kenalog from Bristol-Myers Squibb is expected to broaden the company's CHG offering and add revenues without significant incremental cost.
The consumer healthcare business demonstrated strong growth momentum, with sales growing by 20% in Q3 and 16% over the nine-month period.

Negative

The company faced a year-over-year revenue decline of 3 to 4% due to inventory destocking and slower early-stage order inflows.
Regulatory delays in the inhalation anesthesia segment for ex-US markets impacted the initial ramp-up of supplies.
The CDMO business was affected by muted biopharma funding in the first half of the year, leading to slower order inflows.
Despite efforts towards cost optimization, the EBITDA margins remained relatively low at 11% for the quarter.
The Kenalog product is in a value decline and is generally stable in terms of volumes, which is typical for generics with limited competition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PIRM.NS - Piramal Pharma Ltd
Q3 2026 Piramal Pharma Ltd Earnings Call
Jan 29, 2026 / 04:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and chairmen, good morning and welcome to the Pyramal Pharma Limited Q3 FI26 earnings conference call.

As a reminder, all participant lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

I will now hand the conference over to Mr. Gaugan Bana, head of investor relations and enterprise risk management, for opening remarks.

Thank you and over to you, cousin.

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