皮拉马尔制药有限公司公布2026财年第一季度业绩-动脉网

Piramal Pharma Limited Announces Results for Q1FY26

CISION 等信源发布 2025-07-29 03:05

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MUMBAI, India

印度孟买

，

July 28, 2025

2025年7月28日

/PRNewswire/ -- Piramal Pharma Limited (NSE: PPLPHARMA) (BSE: 543635), a leading global pharmaceutical, and health and wellness company, today announced its standalone and consolidated results for the First Quarter (Q1) ended 30

/PRNewswire/ -- Piramal Pharma Limited（NSE：PPLPHARMA）（BSE：543635），一家全球领先的制药、健康与保健公司，今日公布了截至30日的第一季度（Q1）独立及合并业绩。

June 2025

2025年6月

。

Consolidated Financial Highlights

综合财务亮点

(in ₹ Crores or as stated)

（单位：千万卢比或特别说明）

Particulars

详情

Q1FY26

26财年第一季度

Q1FY25

25财年第一季度

YoY Growth

同比增长率

Revenue from Operations

营业收入

1,934

1,951

(1) %

CDMO

合同开发与制造组织

997

1,057

(6) %

CHG

变更

637

631

1 %

PCH

302

263

15 %

EBITDA

165

224

(26) %

EBITDA Margin

EBITDA利润率

9 %

11 %

PAT (after exceptional item)

税后利润（扣除特殊项目后）

(82)

(89)

8 %

Key Highlights for Q1FY26

2026财年第一季度关键亮点

Revenue from Operations

营业收入

stood at ₹ 1,934 crores vs ₹

为 ₹ 1,934 千万卢比 vs ₹

1,951 crores

195.1亿元

in Q1FY25. Excluding the impact of destocking in one of the large CDMO product, the YoY revenue growth was in early double-digit

在2025财年第一季度，排除大型CDMO产品去库存的影响后，收入同比增长率达到两位数初期。

EBITDA

息税折旧及摊销前利润

margin at 9% vs 11% in Q1FY25. Impact of inventory destocking, partly offset by improved profitability of the overseas facilities in the CDMO business

第一季度FY25的利润率为9%，而之前为11%。库存削减的影响部分被CDMO业务中海外设施盈利能力的提升所抵消。

Net-Debt to EBITDA

净债务与EBITDA比率

ratio at 2.6x

倍率为2.6倍

Best-in-Class Quality Track Record

行业领先的质量记录

– Successfully closed USFDA inspection at Aurora facility (

- 成功完成美国食品药品监督管理局对奥罗拉工厂的检查 (

Canada

加拿大

) with zero observations. Continue to maintain our 'Zero OAIs' status since 2011

) 零观测值。自2011年以来继续保持我们的“零OAIs”状态。

Sustainability Efforts Yielding Results

可持续发展努力取得成果

– Assigned an ESG rating of '61' for FY2024 by NSE Sustainability Ratings and Analytics Limited

– 被NSE可持续发展评级与分析有限公司评为2024财年ESG评分为'61'

Nandini Piramal, Chairperson, Piramal Pharma Limited

皮拉马尔制药有限公司董事长南迪尼·皮拉马尔

said, '

说，‘

Excluding the impact of destocking in one large on-patent commercial product, our CDMO business delivered mid-teen revenue growth during the quarter accompanied by improvement in EBITDA margin, especially at our overseas sites. Growth in our CHG business is also expected to pick up for the remaining part of the year given the timing of some of the institutional orders.

排除一个大型专利期内商业产品去库存的影响，我们的CDMO业务在本季度实现了十几岁的中位数营收增长，同时EBITDA利润率有所提升，尤其是在海外站点。考虑到部分机构订单的时间安排，我们CHG业务的增长预计在年底前也会加快。

Our consumer business delivered healthy growth, in-line with our expectations, driven by power brands and e-commerce sales. .

我们的消费者业务实现了健康的增长，符合我们的预期，主要得益于强大品牌和电子商务销售的推动。

Withstanding the near-term challenges, we believe we are on track to achieve our FY2030 aspirations of becoming a

尽管面临短期内的挑战，我们相信我们正朝着实现2030财年成为一家...

US$2bn

20亿美元

revenue company with 25% EBITDA margin and high-teen ROCE.

拥有25%的EBITDA利润率和高十几的ROCE的营收公司。

Key Business Highlights for Q1 FY2026

2026财年第一季度关键业务亮点

Contract Development and Manufacturing Organization (CDMO)

合同开发和制造组织 (CDMO)

：

Mid-teens growth in base business

基础业务的中期增长

i.e. excluding impact of destocking in one large on-patent commercial product.

即排除一个大型专利内商业产品去库存的影响。

The growth was primarily led by the overseas facilities

增长主要由海外设施带动。

accompanied by YoY improvement in their profitability

伴随着盈利能力的同比增长

Nutrition Supplement and Generic API business

营养补充剂和通用API业务

also delivered good growth during the quarter

在本季度也实现了良好的增长

Cost optimization

成本优化

through better procurement strategies and operational excellence initiatives

通过更好的采购策略和卓越运营计划

Successfully closed USFDA inspection

成功通过美国食品药品监督管理局检查

at Aurora (Canada) facility with zero observations. Aurora facility specializes in API development and manufacturing

在 Aurora（加拿大）工厂，零观察项。Aurora 工厂专注于 API 的开发和制造。

Broke ground for our capacity expansion

为我们的产能扩张破土动工

project at Lexington (US), which specializes in sterile injectable drug products. This should lend impetus to our integrated ADC development and manufacturing program over the medium to long term

位于美国列克星敦的项目，专注于无菌注射药物产品。这应该会在中长期内为我们的综合ADC开发和制造计划提供推动力。

Biotech Funding -

生物技术资金 -

Incomplete and inconsistent recovery in funding for emerging biopharma companies leading to prolonged decision making by the customers and slower growth in early-stage development projects

新兴生物制药公司资金恢复不完全且不一致，导致客户决策时间延长，早期开发项目增长放缓。

Complex Hospital Generics (CHG):

复杂医院通用名（CHG）：

Inhalation Anesthesia (IA) -

吸入麻醉 (IA) -

Slower growth in Q1FY26 due to phasing of institutional orders. Expect growth to pick up in the remaining part of the financial year

由于机构订单的阶段性安排，2026财年第一季度增长放缓。预计在财政年度剩余时间增长将回升。

o Slower growth in the key market of US, partly offset by encouraging growth in some ex-US markets

美国这个关键市场的增长放缓，部分被一些非美国市场的可喜增长所抵消。

o Received USFDA approval for Digwal (India) facility as Sevoflurane API and finished product manufacturing site for both human and veterinary use

o 获得美国FDA批准，Digwal（印度）工厂作为七氟烷原料药和成品生产场地，适用于人用和兽用。

Intrathecal Therapy –

鞘内治疗 –

Lower sales in Q1FY26 due to timing of shipment at the end of June. Growth expected to recover in Q2FY26

由于6月底的出货时间安排，2026财年第一季度销售额较低。预计增长将在2026财年第二季度恢复。

Injectable Anesthesia and Pain Management

注射麻醉与疼痛管理

– Initiatives to resolve supply constraints on track. Expect the benefits to accrue from FY2027

解决供应限制的举措正在推进中。预计从2027财年起将开始受益。

Differentiated and Specialty Products -

差异化和特种产品 -

Neoatricon®

新阿特里康®

launched in select EU markets in Q1FY26. Expect to launch in more markets in Q2FY26

在Q1FY26于部分欧盟市场推出。预计将在Q2FY26扩展到更多市场。

Piramal Consumer Healthcare (PCH):

Piramal消费者健康护理（PCH）：

Power Brands

强势品牌

continue to grow strong with 18% YoY growth during Q1FY26. Power Brands contributed to 49% of total PCH sales

在26财年第一季度，同比增长18%，继续保持强劲增长。Power Brands 占 PCH 总销售额的49%。

o Growth was primarily driven by Little's, i-range, and CIR

增长主要由Little's、i-range和CIR推动。

o Healthy recovery in growth of i-range from impact of regulator induced price control

o 由于监管机构诱导的价格控制影响，i-range 的增长健康恢复

New Product Launches

新产品发布

- Added 7 new products in Q1FY26

- 在26财年第一季度新增了7款产品

Investments in Media and Promotions –

媒体和促销投资 –

13% of PCH sales in Q1FY26

26财年第一季度PCH销售额的13%

E-commerce

电子商务

sales grew at 41% YoY in Q1FY26, contributing 23% to PCH sales

第一季度FY26销售额同比增长41%，占PCH销售额的23%

Consolidated Profit and Loss Statement

合并损益表

(in ₹ Crores or as stated)

（单位：千万卢比或特别说明）

Particulars

详情

Quarterly

季度刊

Q1FY26

2026财年第一季度

Q1FY25

25财年第一季度

YoY Change

同比变化

Revenue from Operations

营业收入

1,934

1,951

(1) %

Other Income

其他收入

199 %

Total Income

总收入

1,992

1,971

1 %

Material Cost

材料成本

694

674

3 %

Employee Expenses

员工费用

619

580

7 %

Other Expenses

其他费用

514

493

4 %

EBITDA

165

224

(26) %

Finance Cost

财务成本

107

(19) %

Depreciation

折旧

197

185

7 %

Share of net profit of associates

联营公司净利润占比

(17) %

Exceptional Item

异常项目

不可用

Profit Before Tax

税前利润

(79)

（79）

(45)

(75) %

Tax

税收

(94) %

Net Profit after Tax

税后净利润

(82)

(89)

8 %

1.Exceptional items include, one time insolvency proceeds received from a claim filed against a third-party supplier of our complex hospital generics business, with the NCLT in

1. 例外项目包括，我们复杂的医院仿制药业务针对第三方供应商向NCLT提起索赔而获得的一次性破产赔偿收益。

November 2023

2023年11月

Q1FY26 Earnings Conference Call

2026财年第一季度收益电话会议

Piramal Pharma Limited will be hosting a conference call for investors / analysts on

皮拉马尔制药有限公司将为投资者/分析师举办电话会议

July 2025

2025年7月

from 9:30 AM to 10:15 AM

从上午9点30分到上午10点15分

(IST)

（印度标准时间）

to discuss its Q1FY26 Results.

讨论其2026财年第一季度业绩。

The dial-in details for the call are as under:

电话拨入的详细信息如下：

Event

事件

Location & Time

位置与时间

Telephone Number

电话号码

Conference call on

电话会议开启

July, 2025

2025年7月

India – 09:30 AM IST

印度 – 上午09:30 IST

+91 22 6280 1461 / +91 22 7115 8320 (Primary Number)

+91 22 6280 1461 / +91 22 7115 8320（主要号码）

1 800 120 1221 (Toll free number)

1 800 120 1221（免费电话）

USA – 12:00 AM

美国 – 凌晨12点

(Eastern Time – New York)

（东部时间 - 纽约）

Toll free number

免费电话号码

18667462133

UK – 05:00 AM

英国 – 早上5:00

(London Time)

伦敦时间

Toll free number

免费电话号码

08081011573

Singapore – 12:00 PM

新加坡 – 中午12点

(Singapore Time)

（新加坡时间）

Toll free number

免费电话号码

8001012045

Hong Kong – 12:00 PM

香港 – 中午12:00

(Hong Kong Time)

（香港时间）

Toll free number

免费电话号码

800964448

Express Join with Diamond Pass™

通过 Diamond Pass™ 快速加入

Please use this link for prior registration to reduce wait time at the time of joining

请使用此链接进行预先注册，以减少加入时的等待时间。

the call –

电话——

Click Here

点击这里

About Piramal Pharma Limited:

关于Piramal Pharma Limited：

Piramal Pharma Limited (PPL, NSE: PPLPHARMA I BSE: 543635), offers a portfolio of differentiated products and services through its 17

Piramal Pharma Limited（PPL，NSE：PPLPHARMA I BSE：543635）通过其17个分支机构提供一系列差异化的产品和服务。

global development and manufacturing facilities and a global distribution network in over 100 countries. PPL includes Piramal Pharma Solutions (PPS), an integrated contract development and manufacturing organization; Piramal Critical Care (PCC), a complex hospital generics business; and Piramal Consumer Healthcare business, selling over-the-counter consumer and wellness products.

全球开发和制造设施，以及遍布100多个国家的全球分销网络。PPL包括Piramal Pharma Solutions（PPS），一家综合合同开发和制造组织；Piramal Critical Care（PCC），一家复杂的医院仿制药业务；以及Piramal消费者保健业务，销售非处方消费者和健康产品。

In addition, one of PPL's associate companies, Abbvie Therapeutics India Private Limited, a joint venture between Abbvie and PPL, has emerged as one of the market leaders in the ophthalmology therapy area in the Indian pharma market. Further, PPL has a strategic minority investment in Yapan Bio Private Limited, that operates in the biologics / bio-therapeutics and vaccine segments..

此外，PPL的关联公司之一，艾伯维与PPL的合资企业艾伯维治疗印度私人有限公司，已成为印度制药市场眼科治疗领域的市场领导者之一。此外，PPL还对Yapan Bio私人有限公司进行了战略性少数股权投资，该公司专注于生物制品/生物治疗和疫苗领域。

For more information, visit:

欲了解更多信息，请访问：

Piramal Pharma

皮拉马尔制药

领英

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标志：

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