Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to investor presentation to be made at Ashwamedh - Elara India Dialogue 2025 and Motilal ....
Awaiting price reaction for this filing.
Piramal Enterprises filed its August 2025 investor presentation ahead of two upcoming investor conferences. Key Q1 FY26 numbers: consolidated AUM rose 22% YoY to ₹85,756 Cr, with retail contributing 80% (₹69,005 Cr, up 37% YoY) and Wholesale 2.0 at ₹10,425 Cr (up 47% YoY); legacy AUM has shrunk 85% since March 2022 to ₹6,327 Cr. Consolidated PAT jumped 52% YoY to ₹276 Cr, with growth business PBT up 44% to ₹295 Cr. Asset quality remained stable with retail 90+ DPD at 0.8%, zero delinquencies in Wholesale 2.0, GNPA at 2.8% and NNPA at 2.0%. The company highlighted it is on track for PEL-PFL merger completion by September 2025, which would reverse ~245bps of the recent dip in capital adequacy (now 19.3%); liquidity is strong with ₹9,070 Cr in cash and liquid investments and LCR of 281%.
For shareholders, the filing signals continued momentum in the retail-led transformation with improving profitability and stable asset quality, while the imminent PEL-PFL merger will simplify the structure and give direct exposure to the entire lending franchise, potentially supporting re-rating.