Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to the investor presentation to be made for the investors at the ''DAM Capital''s ....
Awaiting price reaction for this filing.
Piramal Enterprises filed its Q4 & FY25 investor presentation ahead of the DAM Capital NBFC Conference. Consolidated AUM grew 17% YoY to INR 80,689 Cr, with retail now forming 80% of the book versus 70% a year ago. The company swung to a consolidated PAT of INR 485 Cr in FY25 from a loss of INR 1,684 Cr in FY24, while Q4 FY25 PAT rose to INR 102 Cr. Growth business PBT stood at INR 896 Cr, and legacy AUM was run down 53% YoY to INR 6,920 Cr (just 9% of total AUM). Asset quality held steady with retail 90+ DPD at 0.8%, capital adequacy at 23.6%, and LCR at 205% on average. The company met all FY25 targets and guided for FY26 total AUM growth of ~25% YoY to ~INR 100,000 Cr, with consolidated PAT of INR 1,300–1,500 Cr. RBI has approved the PEL-Piramal Finance merger, expected by around September 2025.
Positive for shareholders – return to profitability, achievement of FY25 targets, and upbeat FY26 guidance (25% AUM growth, sharp PAT jump) should support sentiment. Merger completion could further simplify the structure and unlock value.