Piramal Pharma (PPLPHARMA) Investor Presentation summary

Evolution and corporate structure

• Entered pharma via acquisition in 1988, expanded through M&A, JVs, and organic initiatives.

• Sold domestic formulations and diagnostics in 2010, scaled pharma and financial services.

• Demerged pharma business, listed as a separate entity in 2022 for focused growth.

• Simplified structure enables business independence, optimal capital, and sector-specific focus.

• Dedicated management and governance enhance strategic execution.

Business model and global operations

• Operates three verticals: CDMO, Complex Hospital Generics (CHG), and India Consumer Healthcare (ICH).

• 17 manufacturing and development sites across North America, Europe, and India.

• 70% of revenue from regulated markets; commercial presence in 100+ countries.

• Strategic investments in JV with Abbvie (ophthalmology) and Yapan Bio (vaccines/biologics).

• Diversified revenue base: CDMO 58%, CHG 30%, ICH 12%.

Industry segments and growth drivers

• CDMO market growing at 7% CAGR; CHG and ICH segments also expanding rapidly.

• High barriers to entry and long-term contracts provide stability.

• Growth driven by biotech, mid-pharma, and increased outsourcing.

• Fast-growing, underpenetrated consumer healthcare market in India.

• Evolving retail and e-commerce channels support expansion.