Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015 with respect to investor presentation to be made at Jefferies 4th India Forum
Awaiting price reaction for this filing.
Piramal Enterprises informed exchanges about its investor presentation at the Jefferies 4th India Forum scheduled for September 16, 2025 in Gurgaon. The presentation shared Q1 FY26 results: consolidated AUM grew 22% YoY to ₹85,756 Cr, driven by retail AUM up 37% YoY to ₹69,005 Cr (80% of total) and Wholesale 2.0 AUM up 47% YoY to ₹10,425 Cr. Consolidated PAT rose 52% YoY to ₹276 Cr, while growth business PBT jumped 44% YoY to ₹295 Cr. Asset quality remained stable with GNPA at 2.8% and NNPA at 2.0%. Legacy AUM continued shrinking to ₹6,327 Cr (down 85% since March 2022). The company highlighted strong liquidity (LCR of 281%), capital adequacy of 19.3%, and AI-led productivity gains across its 517-branch retail network. The long-pending PEL-PFL merger is expected to complete by September 2025, which would reverse ~245 bps of capital adequacy reduction.
This is a routine investor outreach filing, but the embedded presentation reinforces PEL's transformation into a retail-led NBFC with strong AUM growth, improving profitability, and stable asset quality. Shareholders can expect the PEL-PFL merger completion imminently, which would simplify the group structure and provide direct access to the entire lending business, potentially improving valuation multiples.