Intimation under Regulation 30 of SEBI Listing Regulations, 2015 with respect to investor presentation to be made for the investors at the ''IndiaBonds Corporate webinar on - "Piramal ....
Awaiting price reaction for this filing.
Piramal Enterprises shared an investor presentation at the IndiaBonds webinar. Consolidated AUM grew 17% YoY to INR 80,689 Cr in FY25, with the Retail-to-Wholesale mix now at 80:20 and Growth AUM comprising 91% of total. The company swung to a consolidated profit of INR 485 Cr in FY25 from a loss of INR 1,684 Cr in FY24, with Capital Adequacy at 23.6%. For FY26, management guides for total AUM of ~INR 100k Cr (~25% YoY growth), consolidated PAT of INR 1,300–1,500 Cr (2.5–3x growth), and retail share rising to 80–85%. Retail lending AUM grew 35% YoY to INR 64,652 Cr across 517 branches, while Wholesale 2.0 AUM grew 44% YoY to INR 9,117 Cr. The legacy book has been cut by 84% in three years and the PEL-PFL merger is expected to complete by Q2 FY26.
The presentation reinforces a clear turnaround story — guidance for 2.5–3x profit growth and 25% AUM growth in FY26, combined with stabilizing asset quality and the upcoming PEL-PFL merger, is likely to be viewed positively by investors and could support sentiment in the stock.