PIRAMALFINNSEPiramal Finance LimitedLowNeutral
Announced Mon, 23 Mar · 14:05 IST

Piramal Finance Limited has informed the Exchange about Schedule of Analyst/Institutional meet under the SEBI Listing Regulations - Singapore Roadshow (NDR)

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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₹1844.00
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₹1788.70
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AI summary

Piramal Finance has informed the exchange about an analyst and institutional investor roadshow scheduled in Singapore on March 30-31, 2026, along with its March 2026 investor presentation. The presentation highlights Q3 FY26 results: total AUM grew 23% YoY to ₹96,690 Cr, consolidated PAT surged 940% YoY to ₹401 Cr, and growth business RoAUM improved to 1.9% from 1.4% in FY25. NIM expanded 51 bps YoY to 6.3%, retail AUM stood at ₹79,413 Cr (up 34% YoY), and Wholesale 2.0 AUM grew 35% YoY to ₹12,047 Cr. Asset quality remained stable with GNPA at 2.6% and NNPA at 1.9%, while capital adequacy stood at 20.3%. The company reiterated its long-range targets of ₹1.5 lakh Cr AUM by March 2028, RoAUM above 3%, and AUM-to-equity of 4.5-5.0x. Recent milestones include a Crisil AA+ rating upgrade in January 2026, inaugural $350 million DFI funding from IFC and ADB, and the announced monetisation of its Shriram Life Insurance stake for ₹600 Cr.

Likely market impact

This is a routine disclosure of an investor roadshow, but the accompanying presentation showcases strong profitability improvement, healthy AUM growth, and stable asset quality, which are positive signals for institutional investors. The reiterated multi-year growth and profitability targets reinforce management's confidence in the post-merger Piramal Finance story, likely to support investor sentiment.