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#PiramalPharma’s demerger was one of the most anticipated #specialsituations in FY22. But since listing, the stock has seen a 65% decline. A thread to help you understand some of the reasons for the fall and if they can recover from this
#piramal #pharma #investing #piramalfall
#piramal #pharma #investing #piramalfall
Piramal has seen a massive reduction in margins in FY23. Their 9M FY23 EBITDA margins are at 10%. They have not been this low for a long time.
The reasons for this fall in margins is a mix of macroeconomic factors that are out of their control and some issues that are inherent in their business model.
#Piramal Enterprises Demerger
Those who are thinking: Why price is down by approx 50%?
This is the quick explainer
Like and retweet for maximum reach
Those who are thinking: Why price is down by approx 50%?
This is the quick explainer
Like and retweet for maximum reach
#PiramalEnterprises (PEL) has 2 Biz
#Piramal Pharma
#Piramal Lending/Financial
Now, To unlock value for investors in PEL, they announced Demerger in Oct-21.
After getting all regulatory approvals Now Piramal Pharma is ready to list separately.
#Piramal Pharma
#Piramal Lending/Financial
Now, To unlock value for investors in PEL, they announced Demerger in Oct-21.
After getting all regulatory approvals Now Piramal Pharma is ready to list separately.
Every 1 Shareholder of PEL will get 4 Shares of Piramal Pharma.
To list Pharma separately, first it needs to be hived off from the existing PEL biz which after Demerger will remain only lending biz.
For this, 1-Sep-22 is the record date and 30-Aug-22 was the Ex-Date.
To list Pharma separately, first it needs to be hived off from the existing PEL biz which after Demerger will remain only lending biz.
For this, 1-Sep-22 is the record date and 30-Aug-22 was the Ex-Date.
#Piramal Conference Call Q2 H1FY19
- On if a developer defaults- Piramal has the ability to take over, develop, sell and retrieve loans
- 50bps increase in cost of funds, rate increase can be passed on
- Getting adequate liquidity even in these tough time, Asset quality is good
- On if a developer defaults- Piramal has the ability to take over, develop, sell and retrieve loans
- 50bps increase in cost of funds, rate increase can be passed on
- Getting adequate liquidity even in these tough time, Asset quality is good
Will issue ECB's of $250m out of the $750m that can be done, going to raise $1bn , waiting for S&P rating
Lots of new banks have approached for new lending and lines, 7000cr line in this Qtr itself
Repayments of 1350cr in last week itself, 38700cr developer loan book
(2/n)
Lots of new banks have approached for new lending and lines, 7000cr line in this Qtr itself
Repayments of 1350cr in last week itself, 38700cr developer loan book
(2/n)
LRE and Hospitality has crossed 2000cr
CFG growth of 76% to over 10K cr
Housing Finance book in just a yr is 2300cr, 811 cr disbursed this qtr, not disbursed yet 1700cr
Very good EWS (early warning system) , to control NPA , using this system the NPA is nill
(3/n)
CFG growth of 76% to over 10K cr
Housing Finance book in just a yr is 2300cr, 811 cr disbursed this qtr, not disbursed yet 1700cr
Very good EWS (early warning system) , to control NPA , using this system the NPA is nill
(3/n)
