Piramal Enterprises Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Piramal Enterprises has filed its Q4 & FY25 investor presentation ahead of upcoming roadshows. The company reported a strong turnaround with consolidated PAT of INR 485 Cr in FY25 versus a loss of INR 1,684 Cr in FY24. Total AUM grew 17% YoY to INR 80,689 Cr, with retail now contributing 80% of the mix (vs 70:30 in FY24). Retail AUM itself rose 35% YoY to INR 64,652 Cr, while Wholesale 2.0 AUM grew 44% YoY. Legacy AUM shrank 53% YoY to INR 6,920 Cr, now just 9% of total. The company met all FY25 stated targets, including opex to AUM of 4.0% (target 4.6%) and capital adequacy of 23.6%. Key updates include RBI approval for the PEL-Piramal Finance merger (expected to complete by Sep 2025) and raising USD 815 million in FY25 from global debt markets.
Positive for shareholders — the company demonstrated a clear operational turnaround, met all FY25 guidance targets, and is guiding for a sharp step-up in FY26 with consolidated PAT projected at INR 1,300–1,500 Cr and total AUM of ~INR 100,000 Cr. The progressing merger and improving retail franchise should support re-rating, though investors should watch credit cost trends in unsecured segments.