PIRAMALFINNSEPIRAMAL FINANCE LIMITEDMediumNeutral
Announced Wed, 22 Jul · 16:10 IST

Piramal Finance Q1 FY27: PAT up 67% YoY to Rs 461 cr, AUM up 25%

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PIRAMALFIN · price

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AI summary

Piramal Finance reported Q1 FY27 PAT of Rs 461 crores, up 67% YoY. Total AUM grew 25% YoY to Rs 1,06,940 crores, with growth AUM up 32%. Retail AUM grew 32% to Rs 91,249 crores, mortgages at Rs 61,199 crores. NIM steady at 6.5%, ROAUM improved to 1.9% from 1.5%. Board approved Rs 4,000 crore fund raise. Asset quality stable with retail 90 plus delinquencies at 0.7%. Management confident of meeting FY27 guidance including ROAUM of 2.5% by Q4 exit.

Likely market impact

Strong quarter with 67% PAT growth and improving profitability. Management confident on FY27 targets. Rs 4,000 crore fund raise may raise dilution concerns.