Piramal Pharma Q1 2023 Concall Highlights

99 Comments / Q3 Concall Highlights
  • The demerger of Piramal enterprises is expected to be completed by Q3 FY2023
  • Q1 FY2023 Performance: 
  • Pharma revenues 

  • CDMO revenues :

  • 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
  3. This is coupled with several execution and supply chain challenges
  • Capacity expansion in niche capabilities ( Previously Planned CAPEX: US$157mn growth capex underway):
  1. Inaugurated new API plant in Aurora, Canada
  2. Upgraded Oral Solid Dose capabilities with new production block at Pithampur, India
  3. Unlocked API manufacturing capacities through various operational excellence tools in Digwal, India
  • Complex Hospitals Generics

  • Q1 FY23 Revenue grew 10% YoY, driven by
  1. Strong Inhaled Anesthesia sales in the US
  2. Executed Sevoflurane contract extensions with major integrated delivery networks and won multiple tenders in EU and across other geographies
  3. Facing some supply constraints from third party CMOs which Piramal is in the process of remediating
  4. Intrathecal Portfolio in the US continued to command leading market share despite increased competition from generics according to the management
  5. Launched Prefilled Syringe (PFS) in Italy
  •  Indian Consumer Healthcare

  • ICH business continued its growth momentum with Q1FY23 revenue growth of 17% YoY driven by
  1. Strong performance in power brands, contributing 57% to the FY22 revenues
  2. Launched 7 new products in Q1 FY23
  3. New products launched since Apr’20 contribute to 15% of ICH sales in FY22
  • Management expects major part of the Pharma business to be in the second half of the financial year which is in line with their historical incidences
  • Short to Medium term guidance : Refrained due to volatility and execution related challenges. 
  • Long term guidance : Mid-High teens sustained.
  • Expansion of CDMO facility at Canada has given additional capacity of 35% and management expects to utilize this over the next couple of years
  • The expansions of facilities that Piramal is doing now and what they have planned for the future is keeping in mind what kind of opportunities they’ll come across in terms of commercialization of Phase III molecules and catering to customer requirements
  • Capex plan for FY23&24:
  1. $200mn/annum
  2. Mid term: Expansion of HPAPI at Riverview, ADC at Grangemouth, API facilities at India and Sterile potent injectables at Lexington

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