Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to the investor presentation to be made for the investors at the ''B&K Securities ....
Awaiting price reaction for this filing.
Piramal Enterprises filed its Q4 & FY25 investor presentation ahead of the B&K Securities conference. FY25 consolidated AUM rose 17% YoY to INR 80,689 Cr, with retail now 80% of the mix (vs 70:30 in FY24). Consolidated PAT swung to a profit of INR 485 Cr from a loss of INR 1,684 Cr in FY24. Legacy AUM was cut to INR 6,920 Cr (9% of total), and the RBI approved the PEL–Piramal Finance merger, expected by ~Sep 2025. All FY25 targets were met, and management guided FY26 Total AUM growth of ~25% YoY (~INR 100k Cr) with Consol PAT of INR 1,300–1,500 Cr. Growth business RoAUM improved to 1.8% in Q4 FY25 (from 1.3% in Q3), with opex-to-AUM down 220bps over 8 quarters.
Positive for shareholders: clear margin improvement, all guided targets met, FY26 growth and profit guidance is strong, and the PEL-PFL merger simplifies the structure while giving direct lending-business exposure. Stable asset quality (90+ DPD at 0.8%, 100% wholesale collection efficiency) supports the outlook.