Intimation under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with respect to investor presentation to be made to investors at the ''Group investor meeting by ....
Awaiting price reaction for this filing.
Piramal Enterprises shared its Q1 FY26 investor presentation ahead of the Axis Capital investor meeting. Total consolidated AUM grew 22% YoY to ₹85,756 Cr, with retail AUM up 37% YoY to ₹69,005 Cr (80% of mix) and Wholesale 2.0 AUM up 47% YoY to ₹10,425 Cr. Legacy (discontinued) AUM fell to ₹6,327 Cr, down 85% since March 2022 and just 7% of total. Consolidated PAT rose 52% YoY to ₹276 Cr, while growth business PBT rose 44% YoY to ₹295 Cr. Asset quality remained stable with GNPA at 2.8% and NNPA at 2.0%, retail 90+ DPD at 0.8%, and growth business credit cost improving to 1.4%. The company is on track to meet all FY26 targets, and the PEL-PFL merger is expected to complete by September 2025, which would reverse ~245bps of capital adequacy reduction (currently at 19.3%).
Positive for shareholders — strong AUM growth, improving profitability, declining legacy drag, and on-track FY26 targets signal operational momentum. The PEL-PFL merger completion in September 2025 is a near-term structural catalyst that will simplify the group and give investors direct exposure to the entire lending platform.