Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to the investor presentation to be made for the investors at the ''MACM India Conference ....
Awaiting price reaction for this filing.
Piramal Enterprises shared its FY25 results and an investor presentation at the MACM India Conference. Consolidated AUM grew 17% YoY to INR 80,689 Cr, with retail now making up 80% of the mix (up from 70% in FY24). The company turned profitable with a consolidated PAT of INR 485 Cr versus a loss of INR 1,684 Cr in FY24. Legacy AUM was cut sharply by 53% YoY to INR 6,920 Cr. Growth business PBT stood at INR 896 Cr, and the company raised USD 815 million from global debt markets in FY25. RBI has approved the proposed PEL-Piramal Finance merger, with completion targeted by around September 2025 (Q2 FY26). For FY26, management guided Total AUM growth of ~25% YoY (~INR 100k Cr), retail share of 80-85%, and consolidated PAT of INR 1,300-1,500 Cr.
Positive signal: clear profit turnaround, sharply improving retail mix, falling legacy book drag, and RBI-cleared merger simplify the structure. FY26 guidance points to nearly 3x jump in consolidated PAT, which could support valuation re-rating, though execution and integration risks remain.