PELNSEPiramal Enterprises Limited· PharmaceuticalsMinimalNeutral
Announced Tue, 6 May · 21:18 IST

Piramal Enterprises Limited has informed the Exchange regarding a press release dated May 06, 2025, titled "Piramal Enterprises Limited has informed the Exchange regarding a press release dated 6th May, 2025, titled "Press Release ".".

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Piramal Enterprises reported its FY25 results, with total Assets Under Management (AUM) growing 17% year-on-year to INR 80,689 crore, driven by the Growth business (AUM of INR 73,769 crore, up 36%). Legacy (discontinued) AUM fell 53% to INR 6,920 crore and is expected to shrink further to INR 3,000–3,500 crore in FY26. The company swung to a consolidated profit of INR 485 crore in FY25 from a loss of INR 1,684 crore in FY24, with Q4 FY25 PAT at INR 102 crore. Asset quality remained healthy with GNPA at 2.8% and NNPA at 1.9%, while net worth stood at INR 27,096 crore and capital adequacy at 23.6%. PEL raised USD 815 million from global capital markets in FY25 and received RBI approval for its merger with Piramal Finance (PFL), with NCLT approval expected around September 2025.

Likely market impact

A clean return to profitability, strong AUM growth, improving asset quality and RBI approval for the PEL-PFL merger are positive signals for shareholders, though the FY26 outlook on Legacy run-down and further PAT growth will be key for the stock. The merger should create a single, larger NBFC entity, potentially improving valuation clarity.