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Tag: equity research

  • Piramal Pharma: A Re-Emerging Pharma Player with Strong Growth Ambitions

    Piramal Pharma: A Re-Emerging Pharma Player with Strong Growth Ambitions

    Piramal Pharma Limited (PPL), a part of the Piramal Group, operates across three key segments:

    Contract Development and Manufacturing Organization (CDMO),
    Complex Hospital Generics (Critical Care), and
    Consumer Healthcare (Over-the-Counter or OTC) products.

    The company entered the pharmaceutical space in 1988 through the acquisition of Nicholas Laboratories and has since expanded through a series of strategic mergers, acquisitions, and organic growth initiatives. In 2010, Piramal sold its domestic formulations business to Abbott for $3.7 billion, and its diagnostic services business to Super Religare Laboratories (SRL).

    Piramal Pharma Limited

  • Cement Sector Consolidation: Ambuja Acquires Majority Stake in Orient Cement

    Cement Sector Consolidation: Ambuja Acquires Majority Stake in Orient Cement

    Ambuja Cements has acquired a 37.8% stake in Orient Cement, marking a significant consolidation move in the Indian cement industry.

    The acquisition was executed through a share purchase agreement with the promoter group, followed by an Open Offer for an additional 26% stake at ₹395.40 per share.

    🎯 Key Highlights:
    ✅ Ambuja now holds full control of Orient Cement
    ✅ Strong manufacturing footprint across key southern and western states
    ✅ Consolidation to drive economies of scale and better pricing power
    ✅ Long-term growth outlook supported by infrastructure and housing demand

    This deal could mark the beginning of a new era in the cement industry, where larger players are strengthening their positions to drive the next wave of growth.

    Orient Cement Research Report

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