Piramal Enterprises Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Piramal Enterprises shared its investor presentation ahead of an IndiaBonds webinar on June 5, 2025. FY25 consolidated AUM grew 17% YoY to INR 80,689 Cr, with the retail-to-wholesale mix improving to 80:20 from 70:30. Growth business now accounts for 91% of total AUM, and the company returned to profitability with a consolidated PAT of INR 485 Cr versus a loss of INR 1,684 Cr in FY24. For FY26, management guided for ~25% YoY AUM growth (~INR 100k Cr), 2.5-3x profit growth (PAT of INR 1,300-1,500 Cr), and retail share rising to 80-85%. The proposed merger of PEL with PFL is expected to complete by Q2 FY26, simplifying the group structure.
Positive for shareholders: the presentation signals a clear turnaround with stabilized profitability, a sharply reduced legacy book, strong capital adequacy (23.6%), and ambitious FY26 growth targets. The pending PEL-PFL merger should create a single branded pure-play NBFC, which may improve valuation clarity and trading liquidity for the stock.