Schedule of meet to be held on 16th September, 2025 - Jefferies 4th India Forum
Awaiting price reaction for this filing.
Piramal Enterprises has informed the stock exchanges about an investor meeting at the Jefferies 4th India Forum in Gurgaon on 16th September 2025, with an enclosed investor presentation for Q1 FY26. The presentation highlights consolidated AUM of ₹85,756 crore, up 22% year-on-year, with retail lending now contributing 80% at ₹69,005 crore (up 37% YoY) and wholesale 2.0 at ₹10,425 crore (up 47% YoY). Consolidated profit after tax rose 52% YoY to ₹276 crore, while the legacy (discontinued) book has shrunk 85% since March 2022 to ₹6,327 crore. Asset quality remains stable with GNPA at 2.8% and NNPA at 2.0%, and the company is well capitalized with debt-to-equity of 2.5x and capital adequacy of 19.3%. The PEL-PFL merger is expected to be completed by September 2025, which would simplify the group structure and reverse about 245 basis points of the recent capital adequacy reduction.
This is a routine investor engagement filing, but the presentation provides a detailed business update that investors will digest ahead of the highly anticipated PEL-PFL merger completion. Positive Q1 FY26 numbers — strong AUM growth, improving profitability, and stable asset quality — should be viewed favorably, though the stock may react more meaningfully to the actual merger closure expected this month.