What smart money is saying about Piramal Pharma Ltd
PPLPHARMA.NS
No fund has written a full thesis on Piramal Pharma Ltd in our archive, but 2 fund letters report a position in it — most recently Quest Multi in October 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Piramal Pharma Ltd on record in the archive was reported in Q4 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsQuest MultiOctober 2026
“What worked The strongest contribution came from Information Technology and Consumer Discretionary. The breadth of contributors - spanning engineering, digital platforms, EMS, technology and healthcare - is consistent with our bottom-up approach along with sector / theme rotation at inflection points. At the stock level, performance was led by a mix of engineering, digital platforms, consumer-facing businesses and technology. Sansera Engineering was the standout contributor, supported by continued strength in its underlying businesses and positive momentum around its emerging opportunities. One97 Communications also contributed meaningfully as improving operating metrics & positive regulatory environment. Eternal continued to benefit from the structural growth in food delivery and quick commerce, while Avalon Technologies reflected the improving outlook for electronics manufacturing and the broader opportunity from supply-chain diversification. Coforge performed well despite a still-challenging environment for the broader IT sector, reinforcing our view that stock selection remains more important than taking a broad sector call. Piramal Pharma also contributed positively as operating performance continued to improve.”
Piramal Pharma Ltd - HoldsQuest Flagship PMSOctober 2026
“Performance during the quarter was led by Technology, Industrials & Healthcare. The breadth of these contributors is important. They span industrial equipment, digital platforms, pharma, electronics manufacturing and IT services rather than representing one dominant sector call. This reinforces our view that in the current environment, business selection and execution are increasingly more important than broad sector positioning. Eternal continued to benefit from the structural growth opportunity across its underlying platforms, while One97 Communications gained as improving operating metrics strengthened confidence in the business model. Piramal Pharma continued to benefit from an improving operating trajectory.”
Piramal Pharma Ltd
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