Piramal Pharma Limited · NSE:PPLPHARMA
Piramal Pharma — Q4 FY26 Earnings Presentation
39 slides from Piramal Pharma's earnings presentation, Apr 29, 2026
Slide 1: Exchange intimation letter: Press Release and Investor Presentation
lk, Piramal ~ Pharma Limited 28th April, 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 Prese
Slide 2: Press Release: Results for Q4 and Full-year FY26
1k Piramal 'Ut/ Pharma Limited PRESS RELEASE Piramal Pharma Limited Announces Results for Q4 and Full-year FY26 Mumbai, India | April 28, 2026: Piramal Pharma Limited (NSE: PPLPHARMA | BSE: 543635), a leading global pharmaceutical, health and wellness company, today announced its standalone and cons
Slide 3: Key Business Highlights
1k Piramal 'Ut/ Pharma Limited Key Business Highlights Contract Development and Manufacturing Organization (CDMO): - Healthy traction in RFPs and order inflows in H2FY26 driven by stronger US biopharma funding (up YoY 75% in H2FY26, 30% in FY26) and M&A activity. (Industry Source) - Overseas sites s
Slide 4: Consolidated Profit and Loss Statement
1k Piramal 'Ut/ Pharma Limited Consolidated Profit and Loss Statement (in ₹ Crores or as stated) Quarterly Full-year Particulars Q4FY26 Q4FY25 YoY % Q3FY26 QoQ % FY26 FY25 YoY % Revenue from Operations 2,752 2,754 (0)% 2,140 29% 8,869 9,151 (3)% Other Income 46 42 10% 43 7% 213 135 58% Total Income
Slide 5: Earnings Conference Call
1k Piramal 'Ut/ Pharma Limited Earnings Conference Call Piramal Pharma Limited will be hosting a conference call for investors / analysts on 29th April 2026 from 9:30 AM to 10:15 AM (IST) to discuss its Q4 and full-year FY26 Results. The dial-in details for the call are as under: Event Location & Ti
Slide 6: Q4FY26 Results
QAFY26 Results Piramal April 2026 Pharma Limited
Slide 7: Disclaimer
Disclaimer tk. '\ff Piramal Pharma Limited This presentation and the accompanying slides (the “Presentation”), which have been prepared by Piramal Pharma Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation, directl
Slide 8: Piramal Pharma – A Diversified Global Pharma & Wellness Company
Piramal Pharma – A Diversified Global Pharma & Wellness Company tk. Piramal '\ff Pharma Limited A Portfolio of Differentiated Products and Services, and Commercial Presence in 100+ Countries CDMO Business Complex Hospital Generics Business Consumer Healthcare Business Integrated CDMO Company A Criti
Slide 9: Global Footprint with a Diversified Revenue Base
Global Footprint with a Diversified Revenue Base tk. '\ff Piramal Pharma Limited 17 100+ ~500 6,000+ Manufacturing and Countries with CDMO customers CHG customers development sites1 commercial presence (Hospitals) Total FY26 Revenue by Geography Total FY26 Revenue by Segments Others 11% North Pirama
Slide 10: AbbVie Therapeutics India Pvt. Ltd. - JV between AbbVie & PPL
AbbVie Therapeutics India Pvt. Ltd. - JV between AbbVie & PPL Piramal Pharma Limited One of the market leaders in Indian ophthalmology segment CDMO business supplies ophthalmology products to the JV Piramal obbvie Pharma Limited Ownership 49% + Ownership 51% In FY2026, the JV reported revenue of ₹ 5
Slide 11: Performance Highlights
Performance Highlights
Slide 12: FY26 a Transitional Year, Expect Return to Growth in FY27
FY26 a Transitional Year, Expect Return to Growth in FY27 1k. Piramal ~ Pharma Limited FY26 was a transitional year, shaped by external disruptions and certain business- ' specific factors. Despite these challenges, we exit the year on a stronger note, with clear momentum across all our businesses.
Slide 13: Performance Highlights for Q4 and FY26
Performance Highlights for Q4 and FY26 1k. Piramal ~ Pharma Limited Revenue from Operations EBITDA & EBITDA Margin Performance Highlights (In ₹ Crore) (EBITDA: In ₹ Crore) EBITDA Margin Revenue - Ended FY26 on a strong note with healthy double-digit revenue growth in Q4, adjusted for destocking in
Slide 14: CDMO: Laying the Groundwork for a Stronger FY27 and Beyond
Laying the Groundwork for a Stronger FY27 and Beyond 1k. Piramal ~ Pharma Limited Despite a Challenging Year, We Continue to Build on Our Strengths for a Stronger Future Investing In High Growth Enhanced our Strengthened Execution Continued Focus on Areas Commercial Team Across Network Quality & Sus
Slide 15: Laying the Groundwork for a Stronger FY27 and Beyond
Laying the Groundwork for a Stronger FY27 and Beyond 1k. Piramal ~ Pharma Limited Despite a Challenging Year, We Continue to Build on Our Strengths for a Stronger Future Continue to Invest in Expanding E-commerce Expansion of Power Brands Profitability Distribution Network Strong growth rate of over
Slide 16: Business Wise Performance
Business Wise Performance
Slide 17: CDMO Business
CDMO Business tk. '\ff Piramal Pharma Limited Expect Return to Growth with EBITDA Margin Expansion Revenue Performance (In ₹ Crore) Witnessing Improved RFP and Order In-flows Since October 2025 • Healthy traction in RFPs and order inflows in H2FY26 driven by stronger US biopharma [o (10)% ] [o (4)
Slide 18: CDMO Business
CDMO Business tk. '\ff Piramal Pharma Limited Advancing Development Pipeline will Unlock On-patent Commercial Manufacturing Opportunities • 155+ molecules under development, with 25 molecules in Phase 3. Strengthened our Execution - Customer Satisfaction Score Above Industry Average • Execution
Slide 19: Deep Pipeline to Fuel On-Patent Manufacturing Opportunities
Deep Pipeline to Fuel On-Patent Manufacturing Opportunities tk. '\ff Piramal Pharma Limited Revenue by Services Building Development Pipeline Across Clinical Phases Pre-clinical, 0.4% ■ Pre-Clinical ■ Phase I ■ Phase II ■ Phase III Others1, 16% 2% 47% Phase I, 3.0x 157 33% Innovation 27% FY26 relate
Slide 20: Diversified Customer Mix – Traction with Large Pharma & New Clients
Diversified Customer Mix – Traction with Large Pharma & New Clients tk. Piramal '\ff Pharma Limited Customer Mix Customer Revenue Concentration Generics #1 27% 65% of revenue from Big 6% #2 Over 500 customers Pharma and Emerging 5% across segments Biopharma #3 \ Others 4% I Big Pharma 63% #4 I 32% 4
Slide 21: Focus on Differentiated Offerings with Limited Competition
Focus on Differentiated Offerings with Limited Competition tk. '\ff Piramal Pharma Limited Revenue (US$Mn) from Contribution of Differentiated Offerings Differentiated Offerings to CDMO Revenue Potent sterile Peptide injectables High Potent On-patent API Differentiated API development and Offerings
Slide 22: 20+ Years Supporting Clients in the ADC Space
20+ Years Supporting Clients in the ADC Space tk. '\ff Piramal Pharma Limited Our Grangemouth facility is the world’s 1st USFDA approved commercial ADC CDMO Our ADC Credentials site and has completed 1,500+ ADC batches • HPAPI (from OEL ≥ ~US$64Mn 10ngm3) ADCelerate R,a p~d, ntegro. ed ADC to IND •
Slide 23: Global Manufacturing Footprint and Integrated Offerings
Global Manufacturing Footprint and Integrated Offerings I~ Piramal Pharma Limited 5 ___J_I_I UK / Europe I'----- 5. Grangemouth 2 Facilities 6. Morpeth 6 Total 15 Facilities 4 1 2 India 9 Facilities 3 7. Ahmedabad1 8. Rabale 9. Turbhe 10. Mahad 7 14 11. Digwal 12. Hyderabad2 8 North America 4 Facili
Slide 24: Maintaining our Best-in-Class Quality Track Record
Maintaining our Best-in-Class Quality Track Record tk. '\ff Piramal Pharma Limited 400+ Regulatory Inspections with no OAI Annual Customer Audits Highest ever customer ■ Regulatory Inspections (Ex US FDA) ■ US FDA Inspections audits in a year, up 27% 209 44 197 38 167 163 172 165 2 35 36 36 36 157 1
Slide 25: US Expansion on Track – Seeing Good Customer Interest
US Expansion on Track – Seeing Good Customer Interest tk. '\ff Piramal Pharma Limited Steadily Increasing our Footprint in the US US$90Mn investment to expand Lexington and Riverview facilities, on Our Presence in the US track. Seeing good customer interest for our North America (NA) sites. Our NA s
Slide 26: Complex Hospital Generics Business
Complex Hospital Generics Business tk. '\ff Piramal Pharma Limited Expect Strong Rebound in Growth Revenue Performance (In ₹ Crore) Inhalation Anesthesia – Maintain leadership in the US, Expand in ex-US markets • US - Growing ahead of the market; #1 in Sevoflurane with 47% value share (up from [o
Slide 27: Complex Hospital Generics Business: Kenalog Acquisition
Complex Hospital Generics Business Piramal Pharma Limited Completed Kenalog® Acquisition – Adds new lever of growth • Transaction - US$35Mn upfront plus up to US$65Mn contingent NDC 0003-()293-05 -~ ~ ~ - - ~ , NDC 0003-tJ293-28 ~ - · KENALOG!.40 SI~ KENALOG~40 considerations. (Triamcinolone Aceto
Slide 28: CHG Revenues by Product Segment and Geography
CHG Revenues by Product Segment and Geography tk. '\ff Piramal Pharma Limited Revenue by Product Segment Revenue by Geography % FY26 CHG Revenue Inhalation Anesthesia Intrathecal Therapy Others '' 21% (64%) (15%) ' '\ \ India \ US 6% FY26 CHG I 51% Revenue I I Japan I 6% I / Injectable Anesthesia an
Slide 29: Inhalation Anesthesia - #1 in the US, Expanding in ex-US Markets
Inhalation Anesthesia - #1 in the US1, Expanding in ex-US Markets tk. Piramal '\ff Pharma Limited Our Strengths Our Market Standing Vertical Integration – Better Control on Cost and Supply Chain Leading Player in Sevoflurane in the US 1k Piramal "V Pharma Limited KSM Sevoflurane and Sevoflurane and Ma
Slide 30: Niche and Branded Portfolio with Limited Competition
Niche and Branded Portfolio with Limited Competition Piramal Pharma Limited Intrathecal Therapy Injectable Pain Management Maintain our Leadership Position1 in the US Strengthening Supply Chains to Capture Market Demand • Established Brands with Leading Market Share • Established Brands with Leading
Slide 31: Piramal Consumer Healthcare Business
Piramal Consumer Healthcare Business tk. '\ff Piramal Pharma Limited Expect Growth Momentum to Continue Revenue Performance (In ₹ Crore) Delivered strong growth of 17% in FY26 – higher than market growth rate. o 17% [____ _____,,] [o 17% ] Power Brands – Build Brand Equity to Achieve Scale 1,27
Slide 32: Piramal Consumer Healthcare Business
Piramal Consumer Healthcare Business Piramal Pharma Limited Portfolio Continuous Investments in Media & Trade Promotion – Build Brand Equity; Drive Customer Pull Premiumization • Invested about 12% of PCH sales on Media and Trade Promotion in FY26. • Optimizing the media mix – Social Media, Televi
Slide 33: Continuous Investments in Media and Trade Promotion
Continuous Investments in Media and Trade Promotion… tk. '\ff Piramal Pharma Limited (In ₹ Cr) Investments in Brand Promotion and Marketing % of PCH sales DD 15% 13% DD 11% 12% 148 131 131 125 Effie Award for Integrated Campaign Lacto Calamine OMD Sunscreen Mcanvas Campaign: Excellence: Honoured for
Slide 34: Driving Growth in Power Brands
…Driving Growth in Power Brands… Piramal Pharma Limited (In ₹ Cr) Strong Growth in our Power Brands i-activ® [o 22% CAGR ~ Pl1"c1m11I Stay summer proofed Period Panty ~ New-age period solutions Q = ®OO Period Sanitary Panty Pads · FLUFFY SOFT PANTS 664 448 538 370 OILY SKINCARE Expert" l~ Piramal FY
Slide 35: Financials
Financials
Slide 36: Consolidated Financials Highlights
Consolidated Financials Highlights 1k. Piramal ~ Pharma Limited (in ₹ Cr. or as stated) Particulars Q4FY26 Q4FY25 YoY Change Q3FY26 QoQ Change FY26 FY25 YoY Change Revenue from Operations1 2,752 2,754 (0)% 2,140 29% 8,869 9,151 (3)% CDMO 1,708 1,788 (4)% 1,166 47% 4,915 5,447 (10)% CHG 755 705 7% 66
Slide 37: Consolidated Financials Highlights
Consolidated Financials Highlights 1k. Piramal ~ Pharma Limited (in ₹ Cr.) Key Balance Sheet Items As on 31-Mar-26 As on 31-Mar-25 Total Equity 8,162 8,125 Net Debt 4,140 4,199 Total 12,302 12,324 Net Fixed Assets 9,784 9,110 Tangible Assets 4,843 4,534 Intangible Assets including goodwill 3,841 3,5
Slide 38: Dial-in Details for Q4 and Full-year FY26 Earnings Conference Call
Dial-in Details for Q4 and Full-year FY26 Earnings Conference Call 1k. Piramal ~ Pharma Limited Event Location & Time Telephone Number +91 22 6280 1461 / +91 22 7115 8320 (Primary Number) India – 09:30 AM IST 1 800 120 1221 (Toll free number) USA – 12:00 AM Toll free number Conference call on (Easte
Slide 39: For Investor Queries
For Investor Queries: Gagan Borana Madhusudan Dalmia Investor Relations and Enterprise Risk Management Investor Relations Email: gagan.borana@piramal.com Email: madhusudan.dalmia@piramal.com Our Websites:- Piramal Pharma Limited CDMO www.piramalpharma.com www.piramalpharmasolutions.com Complex Hospi