Piramal Enterprises at a Glance

Piramal Enterprises Limited (PEL) is a leading Indian business conglomerate, with its presence in Healthcare, Financial Services and Information Management sectors, across 100 countries and manufacturing bases in India, US, Europe and Canada.

Our Purpose

Doing Well and Doing Good

The values that guide our unique culture are embodied in our purpose: Doing Well and Doing Good. We believe that individual success and organisational growth cannot be exclusive of responsible and ethical business practices. Our purpose provides clear guidance to our people and ensures that we identify the right partners to create mutual, enduring value.

We stay true to our purpose of Doing Well and Doing Good by following three simple tenets:

  • Making a positive difference
    We aim to make a positive difference through our products, services, customer focus and innovation led research.
  • Serving people
    We aim to serve people; our customers, community, employees, partners and stakeholders by putting their needs and well-being first.
  • Living our values
    We live our values in our everyday actions, decisions and conduct at a personal as well as a corporate level.

The philosophy of Doing Well and Doing Good, along with our core values of Knowledge, Action & Care have been constant in our journey and serve as guideposts to help us become the company we would like to be.

Our Values

At Piramal Group, our core values of Knowledge, Action and Care have been an integral part of our guiding philosophy. These values represent our deeply held beliefs and define us at the individual as well as organisational levels.

Shaped by our past and collective experience, they determine how we engage with others, what we identify with and what we love and value.

We encourage a deep understanding of these core values and believe in institutionalising them across our entire organisation so as to build a distinctive Piramal culture.

    Knowledge

    Expertise/Innovation

  • We strive for a deeper understanding of our domain.
  • We aspire to do things creatively.

    Action

    Entrepreneurship/Integrity

  • We are empowered to act decisively and create value.
  • We are consistent in our thought, speech and action.

    Care

    Trusteeship/Humility

  • We protect and enhance the interests of our customers, 5 community, employees, partners and shareholders.
  • We aspire to be the best, yet strive to be humble.

OUR BUSINESSES

Healthcare

  • Pharma Solutions
  • Critical Care
  • Consumer Products

Financial Services

  • Wholesale Lending
  • Alternative Asset Management
  • Investments in Shriram Group

Information Management

  • Decision Resources Group

Movement in revenue mix (%)

Changing revenue mix over last few years

* Others include treasury income.

Movement in capital employed mix* (%)

Significant shift in the capital employed to the sectors generating high growth and strong returns

*Excludes unallocated portion of capital employed

Among top 10

integrated global CDMOs offering both APIs and Formulations

Among the top

providers of financing to real estate developers in India

Among top 3

players in Inhalation Anaesthesia
globally

Among the best

across globe in terms of quality, reliability and regulatory compliance in CMO space

Among top 7

OTC players in India
 

Gold standard

service provider of healthcare data, analytics, and insights

In the healthcare space, PEL has a strong presence in Pharma Solutions, Critical Care and Consumer Products businesses.

Pharma Solutions
(PPS)

FY2016 Revenues

₹2,290 Crores

18%

5- year Revenue CAGR

  • Among the top integrated global Contract Development and Manufacturing Organisations (CDMOs) offering both APIs and Formulations
  • 10 manufacturing facilities across the eastern and western parts of the world
  • All key sites are periodically approved by USFDA
  • Address customers’ needs across the drug life cycle
  • Serve most of the top 7 global pharma companies
  • World’s leader in Antibody Drug Conjugates (ADCs)
  • Growing faster-than-market over years

Critical Care
(PCC)

FY2016 Revenues

₹876 Crores

18%

5- year Revenue CAGR

  • Among top three players in Inhalation Anaesthesia segment globally
  • Only global company with all four generations of inhalation anaesthetic products
  • Rapidly grew its global market share from 3% in FY2009 to 12% currently
  • Presence in 118 countries, including a strong presence across major markets such as US, Europe and Japan
  • State-of-the-art manufacturing facilities located in the US and India, in adherence to global standards

Consumer Products
(OTC)

FY2016 Revenues

₹393 Crores

18%

7- year Revenue CAGR

  • Strong brand portfolio - include key brands such as Saridon, i-pill and Lacto Calamine
  • Most brands are among the top two in their respective markets
  • In India’s OTC market, the business has moved up from the 40th position in 2007 to 7th position currently
  • Reaching to 3,50,000 outlets across 1,500 towns with 20,000+ population
  • JV with Allergan is the India leader in ophthalmology

PEL’s Financial Services segment offers a complete suite of financial products to meet the diverse needs of its customers.

The Company has created its unique positioning in the financial services space through its strong presence in the following sub-segments:

Wholesale
Lending

Loan Book

₹13,048 Crores

25%+ RoE

  • Lending to real estate developers and under special situation opportunities (in various sectors including renewables, cement, transportation, infrastructure, etc.)
  • Largely invested in Mumbai, Pune, Bengaluru, Chennai, NCR and Hyderabad
  • Entered 145 transactions with 81 leading developers
  • Entered into Construction Finance during FY2015
  • Managed by highly talented and experienced teams of 140 professionals, with a healthy mix of investing and operating experience
  • Strategic alliances with large reputed partners like APG and CPPIB
  • ~60% of the team is engaged in monitoring of assets

Alternative Asset
Management

AUM

₹8,717 Crores

  • Currently manages 7 funds, 3 third party mandates and 2 managed accounts
  • Invested in 57 projects across 7 cities with 25 leading developers

Investment in
Shriram Group

Amount invested

₹4,583 Crores

Through investments in Shriram Group companies, the Company has an exposure to the retail financing segments such as used and new commercial vehicles, small and medium enterprises, consumer and gold loans, and other products such as life Insurance and general insurance.

  • 20% stake in Shriram Capital (SCL). Invested ₹2,146 Crores.
  • ~10% stake in Shriram Transport Finance (STFC). Invested ₹1,636 Crores.
  • ~10% stake in Shriram City Union Finance (SCUF). Invested ₹801 Crores.
  • Mr. Ajay Piramal is the Chairman of Shriram Capital.

PEL’s Information Management business is a global, market leading, decision support platform in the healthcare information services sector.

The Company has created its unique positioning in the financial services space through its strong presence in the following sub-segments:

Decision
Resources Group

FY2016 Revenues

₹1,156 Crores

13.4% Y-o-Y Growth

  • PEL's Information Management business provides indispensable insights and business oriented analytics, enabling customers to make informed investment and cost containment decisions in each phase of the product life cycle.
  • Portfolio is structured into three product categories - Data and Analytics, Research Products and Consulting Services
  • Headquartered in the US, with presence in Canada, Europe, Hong Kong, Japan, China and India
  • Provider of gold standard solutions for healthcare customers, for more than two decades
  • Clients include most of the top 50 pharma companies
  • Strong revenue visibility
  • 75% of revenue is recurring in nature
  • 97% revenue retention by value across entire customer base