Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to the investor presentation to be made for the investors at the ''Nomura Investment ....
Awaiting price reaction for this filing.
Piramal Enterprises shared its Q4 & FY25 results at the Nomura Investment Forum. Consolidated AUM reached INR 80,689 Cr, up 17% YoY, with retail now forming 80% of the mix (up from 70:30 in FY24). Consolidated PAT swung to a profit of INR 485 Cr in FY25 from a loss of INR 1,684 Cr in FY24. Retail AUM grew 35% YoY with stable 90+ DPD at 0.8%, while Wholesale 2.0 AUM grew 44% YoY with 100% collection efficiency. Legacy AUM dropped 53% YoY to INR 6,920 Cr (9% of total). The RBI has approved the PEL-Piramal Finance merger, expected by Sep 2025, and the company raised USD 815 million from global debt markets in FY25. Capital adequacy stood at 23.6% with INR 10,084 Cr in cash and liquid investments.
The company met all FY25 targets and guided for FY26 consolidated PAT of INR 1,300-1,500 Cr with ~25% AUM growth (~INR 100k Cr), pointing to strong earnings momentum ahead. The PEL-PFL merger will simplify the group structure and give shareholders direct exposure to the lending business, but rising borrowings (INR 65,484 Cr, up from INR 53,402 Cr) and successful merger execution remain key watchpoints.