Piramal Enterprises Limited — Investor Meet, 15-09-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Piramal Enterprises delivered robust Q1 FY26 results: net profit surged 52% YoY to ₹276 Cr, with PPOP up 58%. Total AUM grew 22% YoY to ₹77,572 Cr, driven by 37% YoY growth in retail AUM (₹69,005 Cr) and 46% in Wholesale 2.0 disbursements (₹10,425 Cr). The company met FY25 targets and is on track for FY26, aiming for 25% AUM growth and ₹1,300-₹1,500 Cr consolidated PAT. Prudent asset quality management is evident with retail 90+ DPD at 0.8% and legacy AUM significantly reduced. Operational efficiency is boosting through technology, AI integration, and a 'High Tech / High Touch' model. The upcoming PEL-PFL merger is set to streamline operations, enhance capital, and simplify the business structure.