Piramal Enterprises Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Piramal Enterprises filed a revised investor presentation (correcting clerical errors) for Q4 & FY25 audited results. FY25 consolidated AUM grew 17% YoY to INR 80,689 Cr, with retail now forming 80% of the mix (up from 70:30 in FY24) across 517 branches. The company swung back to a consolidated profit of INR 485 Cr from a loss of INR 1,684 Cr in FY24, while legacy AUM shrank 53% YoY to INR 6,920 Cr (9% of total AUM). All FY25 targets were met, including exit opex-to-AUM of 4.0% for growth business. Key updates include RBI approval for the PEL-PFL merger (expected by Sep 2025), USD 815 million raised from global markets in FY25, and LCR of 205%. Management guided FY26 total AUM growth of ~25% YoY to ~INR 100,000 Cr and consolidated PAT of INR 1,300-1,500 Cr.
The presentation reinforces a credible turnaround story — return to profitability, sharp improvement in operating metrics (220bps opex-to-AUM reduction, growth PBT-RoAUM up to 1.8%), and clean asset quality. Clear FY26 growth and profit targets, along with the impending PEL-PFL merger, are positive for shareholders and likely to support sentiment on the stock.