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Key highlights from Piramal Pharma Q4FY23 concall
CMP - ₹82.6
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#pplpharma #piramalpharma #pharmastocks
CMP - ₹82.6
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#pplpharma #piramalpharma #pharmastocks
• CDMO business muted growth was due to macroeconomic factors resulting in delayed decision making and slowdown in biotech funding. There was also muted demand for the vitamins, minerals and generic API portfolio.
• EBITDA Margin for the year was at 12%. Adjusting for non-recurring items such as near expiry inventory provision of ₹92 Cr on account of lower demand during COVID-19 pandemic and one-off provision for receivables from a biotech customer of ₹32 Cr, the Adjusted EBITDA
#PiramalPharma’s demerger was one of the most anticipated #specialsituations in FY22. But since listing, the stock has seen a 65% decline. A thread to help you understand some of the reasons for the fall and if they can recover from this
#piramal #pharma #investing #piramalfall
#piramal #pharma #investing #piramalfall
Piramal has seen a massive reduction in margins in FY23. Their 9M FY23 EBITDA margins are at 10%. They have not been this low for a long time.
The reasons for this fall in margins is a mix of macroeconomic factors that are out of their control and some issues that are inherent in their business model.
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !
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1 #Divislabs
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1 #Divislabs
Let's have contrarion views on #PEL and #PiramalEnterprises .
Please comment below 👇 with your views guys.
Piramal pharma being demerged from its mother company and special situation has come.
Everyone in my vicinity asking me when to sell #PEL !
Post demerger you can sell it(1
Please comment below 👇 with your views guys.
Piramal pharma being demerged from its mother company and special situation has come.
Everyone in my vicinity asking me when to sell #PEL !
Post demerger you can sell it(1
Let's have a small contrarion thread 🧵 on #PEL or #PiramalEnterprises .
Let's discuss the value of the businessess.
My calculated valuations are Iike this. 👇
For Shriram Rs 270.
For loss making finance business I have taken 1.3 as price to book value.
So this business (2/n)
Let's discuss the value of the businessess.
My calculated valuations are Iike this. 👇
For Shriram Rs 270.
For loss making finance business I have taken 1.3 as price to book value.
So this business (2/n)
may be valued at RS 1350.
For their unallocated net worth I have calculated RS 110.
As a whole it stands around RS 1680.
So, the great piramal pharma may be listed somewhere Rs 800 as per my calculation.
So, the EV/EBIDTA for piramal pharma business comes (3/n)
For their unallocated net worth I have calculated RS 110.
As a whole it stands around RS 1680.
So, the great piramal pharma may be listed somewhere Rs 800 as per my calculation.
So, the EV/EBIDTA for piramal pharma business comes (3/n)
#JubilantIngrevia Q1 23 Concall highlights
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Operational highlights
1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
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Operational highlights
1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
quarter.
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
using various business excellence tools & techniques to maintain competitiveness in an ongoing challenging global environment.
3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
#PiramalPharma Q3 Concall highlights 💊💊
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The demerger of Piramal enterprises is expected to be completed by Q3 FY2023
Q1 FY2023 Performance
Pharma Revenues
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The demerger of Piramal enterprises is expected to be completed by Q3 FY2023
Q1 FY2023 Performance
Pharma Revenues
CDMO :
Q1 FY23 Revenue grew 8% YoY
Despite the global challenges in biotech funding, company is witnessing high RFP activity from existing and new clients according the management
Major Issues in the CDMO business
1. Significant attrition at overseas site during pandemic
Q1 FY23 Revenue grew 8% YoY
Despite the global challenges in biotech funding, company is witnessing high RFP activity from existing and new clients according the management
Major Issues in the CDMO business
1. Significant attrition at overseas site during pandemic
2. Customer order deferrals
This is coupled with several execution and supply chain challenges
Capacity expansion in niche capabilities ( Previously Planned CAPEX: US$157mn growth capex underway):
- Inaugurated new API plant in Aurora, Canada
- Upgraded Oral Solid Dose
This is coupled with several execution and supply chain challenges
Capacity expansion in niche capabilities ( Previously Planned CAPEX: US$157mn growth capex underway):
- Inaugurated new API plant in Aurora, Canada
- Upgraded Oral Solid Dose
#LaurusLabs Q1 FY23 concall highlights 💊💊
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1. Revenue for the quarter was ₹1539 Cr (20% growth YoY). The EBITDA margin was 29.5% for the quarter despite inflationary pressures.
2. They saw significant growth in their CDMO business
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1. Revenue for the quarter was ₹1539 Cr (20% growth YoY). The EBITDA margin was 29.5% for the quarter despite inflationary pressures.
2. They saw significant growth in their CDMO business
(196% growth YoY, 60% growth QoQ) which helped offset the muted performance of the ARV business.
3. RM prices remain elevated due to the geopolitical situation and the Covid lockdown in China. But they are expecting gradual decrease in RM prices during the year
3. RM prices remain elevated due to the geopolitical situation and the Covid lockdown in China. But they are expecting gradual decrease in RM prices during the year
4. They are confident of achieving the aspirational target of $1 billion in revenue which will be supported by several approvals during the year.
5. With respect to their ARV business in LMIC markets - the demand was soft but the major issue is that the pricing has been largely
5. With respect to their ARV business in LMIC markets - the demand was soft but the major issue is that the pricing has been largely
