Piramal Enterprises Building Scalable Differentiated Pharma Business: Motilal Oswal

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Motilal Oswal Report

We attended Piramal Enterprises Ltd.’s Pharma day to understand the outlook of each pharma sub segment in greater detail.

With a robust base in each segment - contract development and manufacturing organization (58% of sales), complex hospital generics (34% of sales), and India consumer products (8% of sales), the company has built multiple levers to drive growth over the next four-five years.

Closure of the Rs 35 billion fund infusion by the Carlyle Group for a 20% stake in the pharma business has provided ammunition for inorganic growth.

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