Stockrabit · Analysts
Questions across 5 calls

Gagan Borana

Firm not listed in source transcripts

Piramal Pharma Limited

Piramal Pharma Limited CC-Mar25.pdf · 2025-05-15
We have already called out the market opportunity in our presentation. It's about $400 million opportunity. And we have already put up those 2 lines in Dahej – in Digwal, and we've also done the backward integration by increasing our KSM capacity. As we have given a press release that we have commercialized this production in the month of April. So I think for the next 2, 3 years, a large part of the growth would be coming from the sales in the RoW markets. Our current market share is about 9%, and we look to grow that.
So there would be an uptick in that one large customer business in FY '27, followed by our base business, it continues to do well. And then we said the other 2 business continues to be more consistent growth driver over FY '26 and FY '27. So 17% EBITDA margin in FY '25 will eventually become closer to 19%, 20% EBITDA margin in FY '27.
Piramal Pharma Limited CC-Mar24.pdf · 2024-05-13
Yes. So, Harsh, generally, we give the segmentation on an annual basis. So, if you check Q4 of FY’23 presentation, you will see the number for FY’23. So, that's one part. The reason for increase in Big Pharma is two. One is, we have kind of put more efforts on Big Pharma, and some of that has got converted. And secondly, some of the emerging pharma, last year, have been bought by Big Pharma. So, they have been reclassified as Big Pharma now. So , it's a mix of both.
Yes, $8 million to $9 million.