PIRAMALFINNSEPiramal Finance LimitedMediumNeutral
Announced Thu, 14 May · 18:24 IST

Piramal Finance Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PIRAMALFIN · price

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Price reaction · full curve 14 horizons · vs prior close
-0.8%1-day move
₹1911.50
prior close
₹1910.70
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AI summary

Piramal Finance released an investor presentation showcasing strong FY26 results. Total AUM crossed ₹1 lakh crore, up 25% YoY to ₹1,01,230 crore, with retail now comprising 85% of the mix. Q4 FY26 consolidated PAT jumped 390% YoY to ₹502 crore, while full-year PAT reached ₹1,506 crore (up 210% YoY). The company met all its FY26 targets including 25% AUM growth and 85% retail share. Asset quality remained stable with retail 90+ DPD at 0.6% and GNPA at 2.3%. The presentation included FY27 guidance of 25% AUM growth and ~50% PAT growth, along with longer-term targets to reach ₹1.5 lakh crore AUM by FY28 with RoAUM above 3%.

Likely market impact

Piramal Finance demonstrated strong execution with improving profitability (RoAUM at 2.1% vs 1.8% YoY) and successful transition to retail-led growth. The stock is well-positioned with AA+ ratings from Crisil, ICRA, and Care, and FY27 guidance suggests continued momentum.