Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to Investor Presentation to be made at Jefferies NBFC Tour
Awaiting price reaction for this filing.
Piramal Enterprises has filed an intimation with BSE/NSE disclosing an institutional investor meeting scheduled for September 19, 2025 at the Jefferies NBFC Tour in Gurgaon, along with the September 2025 investor presentation. The presentation highlights consolidated AUM of ₹85,756 Cr as of June 2025, up 12% year-on-year, with retail AUM growing 37% YoY to ₹69,005 Cr through 517 branches across 26 states. Q1 FY26 consolidated PAT stood at ₹276 Cr, up 52% YoY, while FY25 PAT was ₹485 Cr. Asset quality remains strong with GNPA/NNPA at 2.8%/1.9% and retail 90+ DPD at 0.8%. The company also reiterated that the proposed merger of PEL with Piramal Finance Ltd is expected to complete by Q3 FY26, having already received RBI, SEBI and NCLT approvals. Borrowings stood at ₹68,767 Cr with credit ratings of AA/Stable domestically and BB-/Ba3 internationally.
Routine investor engagement disclosure with no immediate material impact on stock price, but provides institutional investors with detailed operating metrics and reaffirms the upcoming merger timeline, which could enhance focus on the NBFC business. Positive Q1 FY26 PAT growth of 52% YoY and stable asset quality support current valuation.