Whalesbook
Toh bhai, Piramal Pharma ka strategy hai ki aane wale 3 saal mein revenue mid-teens tak badhe. Ye sab hoga duniya bhar mein complex drugs ki demand ko pura karke, khaas kar ke targeted cancer therapies, jinko ADCs (Antibody-Drug Conjugates) kehte hain.
Haan, Pichhle fiscal year 2026 mein company ki revenue 3% kam hui thi, aur unka main CDMO business toh 10% gir gaya tha. Profit margins bhi 17% se 13% ho gaye thay. Lekin ab company smart move kar rahi hai, apne CDMO business mein high-value cheezein banane par focus kar rahi hai.
Company ki Chairperson, Nandini Piramal ne bataya ki biotech funding mein last year ke compared mein 80% ka jump aaya hai. Interest rates kam hone aur US market mein stability aane se companies zyada projects mangwa rahi hain. Indian companies ko China par badhti hui scrutiny se bhi fayda milega.
Iske saath hi, Piramal Pharma weight-loss drugs jaise generic semaglutides ke liye active ingredients banana band kar rahi hai kyunki market mein competition bahut hai aur price bhi gir rahe hain. ADC production mein high fixed costs hote hain, toh revenue badhne se profit seedha upar jayega. Isi focus se company ko early-to-mid-teens revenue growth milne ki umeed hai.