Kotak starts Piramal Pharma coverage with Buy rating, INR300 target

Published 25/03/2025, 20:18
Kotak starts Piramal Pharma coverage with Buy rating, INR300 target

Tuesday, Piramal Pharma shares saw a positive movement as Kotak Securities initiated coverage on the stock with a Buy rating and set a price target of INR300.00. Kotak’s analysts highlighted Piramal Pharma’s transformation into a significant player in the Contract Research and Development Manufacturing Organization (CRDMO) sector, noting a decade of strategic investments that have enhanced the company’s capabilities, particularly in the high-entry-barrier chlorhexidine gluconate (CHG) segment.

The analysts expressed confidence in Piramal Pharma’s leadership in key products within the CHG segment, which is supported by the company’s backward integration strategy. They anticipate a surge in innovation and differentiated projects that will be propelled by better utilization of Piramal Pharma’s recently expanded facilities abroad, market share gains, and the introduction of new CHG products. These factors are expected to contribute to an approximate 630 basis points expansion in the company’s EBITDA margin over the forecast period from FY2024 to FY2028.

The investment firm’s analysts predict that the improved profitability in International Council for Harmonisation (ICH) markets will also play a significant role in driving Piramal Pharma’s growth. The Buy rating is based on a Discounted Cash Flow (DCF) valuation, which reflects the firm’s analytical approach to estimating Piramal Pharma’s fair value.

Piramal Pharma’s stock responded favorably to the news of Kotak’s coverage, as investors took the Buy rating and the INR300 price target as positive indicators of the company’s future financial performance. The stock’s movement today reflects the market’s reception to Kotak’s analysis and projections for the pharmaceutical company.

The confidence in Piramal Pharma’s growth prospects and market position, as articulated by Kotak’s analysts, underscores the potential seen in the company’s strategic investments and expansion efforts, which are expected to yield significant financial benefits in the coming years.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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