PPLPHARMA IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 8,236 | 8,236–8,236 | 90.0% | COGS | FY25 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): Sr. No. Description of Main Activity Description of Business Activity % of Turnover of the…” AR DOC | ||||||||
| Business | REV SHARE | 7,982 | 7,982–7,982 | 90.0% | — | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): Sr. No. Description of Main Activity Description of Business Activity % of Turnover of the…” AR · +2 DOC | ||||||||
| KOTAKBANKKotak Mahindra Bank Ltd. | UNSTATED | 2,948 | 1,926–2,948 | 33.2% | — | FY26 | EST | 75% |
| “CIN: L24297MH2020PLC338592Statutory Auditors Suresh Surana & Associates LLP Bankers State Bank of India The Hong Kong & Shanghai Banking Corporation Limited In…” AR DOC | ||||||||
| Others | REV SHARE | 2,379 | 2,379–2,379 | 26.0% | R&D | FY25 | DISC | 90% |
| “Revenue Contribution 26% 6% 6% 1% 4% 6% 18% 14% 19% FY25 PCH Revenue by Category Kids Wellness Skin Care Analgesic Multivitamin Gastrointestinal Women's Health…” AR · +1 DOC | ||||||||
| AXISBANKAxis Bank Ltd. | UNSTATED | 998 | 652–998 | 11.3% | — | FY26 | EST | 75% |
| “CIN: L24297MH2020PLC338592Statutory Auditors Suresh Surana & Associates LLP Bankers State Bank of India The Hong Kong & Shanghai Banking Corporation Limited In…” AR DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “No Penalty/Fine P1 Office of The Navi Mumbai Municipal Corporation, Cess Department 3,500 Disclosure of receipt of assessment orders from the Office of The Nav…” AR · +1 DOC | ||||||||
| PFIZERPfizer Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He was a member of Pfizer’s Global Manufacturing Leadership Team with responsibilities for global procurement, global external supply and a portfolio of Pfizer…” AR · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “CIN: L24297MH2020PLC338592Statutory Auditors Suresh Surana & Associates LLP Bankers State Bank of India The Hong Kong & Shanghai Banking Corporation Limited In…” AR DOC | ||||||||
| HEXTHexaware Technologies Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Mr. Bharadwaj serves on the boards of Hexaware Technologies Limited, Indegene Limited, Nxtra Data Limited, Sequent Scientific Limited, Viyash Lifesciences and …” AR DOC | ||||||||
| INDGNIndegene Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Mr. Bharadwaj serves on the boards of Hexaware Technologies Limited, Indegene Limited, Nxtra Data Limited, Sequent Scientific Limited, Viyash Lifesciences and …” AR DOC | ||||||||
| DELHIVERYDelhivery Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Previously, he served on the boards of Delhivery Limited, Global Health Limited, CorroHealth Infotech Pvt. Limited, Metropolis Healthcare Limited, and others.” AR DOC | ||||||||
| MEDANTAGlobal Health Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Previously, he served on the boards of Delhivery Limited, Global Health Limited, CorroHealth Infotech Pvt. Limited, Metropolis Healthcare Limited, and others.” AR DOC | ||||||||
| ICICIPRULIICICI Prudential Life Insurance Company Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “Ms. Rishi currently serves on the board of reputed companies such as ICICI Bank Limited and ICICI Prudential Life Insurance Company Limited.” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “North America Europe Japan India Others 69%Revenue from Regulated Markets China Shanghai Sourcing Office India 1) Ahmedabad PDS R&D - Discovery services 2) Ahm…” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “North America Europe Japan India Others 69%Revenue from Regulated Markets China Shanghai Sourcing Office India 1) Ahmedabad PDS R&D - Discovery services 2) Ahm…” AR DOC | ||||||||
| ICICIBANKICICI Bank Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “Ms. Rishi currently serves on the board of reputed companies such as ICICI Bank Limited and ICICI Prudential Life Insurance Company Limited.” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “No Penalty/Fine P1 Office of The Navi Mumbai Municipal Corporation, Cess Department 3,500 Disclosure of receipt of assessment orders from the Office of The Nav…” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Yes Penalty/Fine P1 Office of the Navi Mumbai Municipal Corporation 27,000 Assessment orders were received from the office of the Navi Mumbai Municipal Corpora…” AR DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Yes Penalty/Fine P1 Office of the Navi Mumbai Municipal Corporation 27,000 Assessment orders were received from the office of the Navi Mumbai Municipal Corpora…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “CDMO Business The business experienced a year of reset, driven by inventory destocking and subdued early-stage order inflows in H1.” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Also, Mr. Jain has confirmed that he is not debarred from holding the office of Director by virtue of any order passed by the Securities and Exchange Board of …” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “DEFERRED TAX LIABILITIES (NET) (₹ in Crores) As at March 31, 2025 As at March 31, 2024 Deferred Tax Liabilities/(Assets) on account of: – Property, Plant and E…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “OTHER CURRENT LIABILITIES (₹ in Crores) Particulars As at March 31, 2025 As at March 31, 2024 Advance From Customers/Deferred Revenue 223.23 343.62 Deferred Go…” AR · +1 DOC | ||||||||
| PIRAMALFINPiramal Finance Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Pursuant to a Composite Scheme of Arrangement under Sections 230 - 232 of the Act, which was sanctioned by the Hon’ble National Company Law Tribunal, Mumbai Be…” AR DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Also, Mr. Jain has confirmed that he is not debarred from holding the office of Director by virtue of any order passed by the Securities and Exchange Board of …” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares lying in e…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | 2026-07 | EST | 60% |
| “I think we are hoping to participate in what is a large and growing market with what we think is a differentiated offering, particularly for clients who are op…” CONCALL DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| PIRAMALFINPiramal Finance Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “including all the structures thereon both present & future, along with all the development potential arising thereon (including additional development potentia…” AR p.491 · 31-MAR-26 DOC | ||||||||
| COHANCECohance Lifesciences Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Prior to joining Cohance, he served as CEO of Piramal Pharma Solutions (2014-19), where he played a key role in expanding the Company’s global footprint and dr…” AR DOC | ||||||||
| PIRAMALFINPiramal Finance Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(iv) During the previous year, the Company had received demand order of ` 1,502 crores relating to Slump Sale ‘Business Undertaking’ of Pharma business by the …” AR p.320 · 31-MAR-26 DOC | ||||||||
| Parties | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Balances of related parties (H in Crores) Details of Transactions Associates Other Related Parties Total Mar-26 Mar-25 Mar-26 Mar-25 Mar-26 Mar-25 Trade Receiv…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “This policy is global in scope and applies to all employees, Board of Directors, as well as subsidiaries of Piramal Pharma Limited, and Business Associates (su…” AR DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Balances of related parties (₹ in Crores) Details of Balances Associates Other Related Parties Total 2025 2024 2025 2024 2025 2024 Trade Receivables ‒ AbbVie T…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 1/1 | 100% | 15-OCT-26 |
| RATINGS | 0/1 | 0% | — |
| SCREENER | 1/1 | 100% | 09-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.622 | 14-NOV-26 | Kotak Mahindra Bank Ltd. share 75% · Axis Bank Ltd. share 25% |
| CUST MOM 1M | +7.6% | 14-NOV-26 | from 15-OCT-26 · Piramal Finance Ltd. +7.3% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Pfizer Ltd. +1.0% w 0 · Bank of India +18.2% w 0 · Kotak Mahindra Bank Ltd. +9.1% w 1 · Axis Bank Ltd. +3.3% w 0 |
| SUPP MOM 1M | +3.5% | 14-NOV-26 | from 15-OCT-26 · Piramal Finance Ltd. +7.3% w 1 · Cohance Lifesciences Ltd. -0.3% w 1 |