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    Piramal Finance Limited

    PIRAMALFIN
    Financial Services·23 Jan 2026
    Management Summary

    Piramal Finance delivered a strong Q3 FY26, marked by robust AUM growth, significant PAT increase, and a pivotal AA+ credit rating upgrade. The company saw margin expansion and improved operating leverage, with retail opex to AUM reducing. While retail disbursements were flat QoQ, management expects a rebound in Q4, alongside strategic branch expansion and continued focus on asset quality, particularly in LAP and used car segments.

    Highlights

    5
    • Total AUM grew by 23% year-on-year to INR 96,690 crores.

    • 9-month FY '26 consol PAT now stands at above INR 1,000 crores (INR 1,004 crores) versus INR 383 crores in the 9 months of FY '25.

    • Received an AA+ rating for our long-term debt from CRISIL, with potential to lower cost of borrowing by 50 to 80 basis points.

    • Consolidated margins expanded by 51 basis points year-on-year to 6.3%.

    • Retail opex to AUM further came down by 10 basis points quarter-on-quarter to 3.8% in Q3.

    Concerns

    3
    • Retail disbursements were flat versus our performance in the second quarter, at INR 10,498 crores.

    • Used car loans showed an uptick in delinquencies in the first half of this financial year, though recent originations suggest stabilization.

    • Low end of LAP (less than Rs. 10 lakh) continues to struggle and is in 'really bad shape', leading to the company exiting this market.

    What Changed2

    vs Q4 FY26

    Guidance items10 → 11 (+1)Risks discussed3 → 5 (+2)
    Key financials

    Metrics

    11

    Periods

    3

    Headline

    1
    • Total AUM
      ₹96,690 Cr
      YoY+23%

    Q3 FY26

    9
    • Consol PAT
      ₹401 Cr
      YoY+9.3%
    • Growth Business PBT
      ₹427 Cr
      YoY+101.4%
    • Consol Margins
      6.3%
      YoY+0.5%
    • Retail Opex to AUM
      3.8%
      QoQ-0.1%
    • Growth Business Credit Cost
      1.6%
      QoQ-0.1%

    9M

    1
    • FY26 Consol PAT
      ₹1,004 Cr
      YoY+1.6%

    Segment breakdown

    Retail
    34% AUM Growth₹53,958 Cr Mortgage AUM56.0% Mortgage Share of Total AUM68% Mortgage Share of Retail AUM₹10,498 Cr Disbursements13.2% Yield on AUM22% Customer Franchise Growth80% 90+ DPD
    Wholesale 2.0
    ₹12,047 Cr AUM35% AUM Growth74% Real Estate Share of Wholesale AUM26% CMML Share of Wholesale AUM₹2,166 Cr Q3 Disbursements₹75 Cr Average Origination per Loan₹28 Cr Average Disbursement per Loan₹54 Cr Average Ticket Size14.5% Effective Interest Rate66% Repayments as % of Disbursements
    List

    Capital allocation

    2
    high confidence
    CategoryHeadline
    M&A

    Sriram Life Insurance stake

    divestment · announced · Consideration ₹600 crores (undisclosed)

    Liquidity

    Liquidity disclosed

    The company has experienced a 25 basis points reduction in its cost of borrowing in the current rate-cut cycle and expects a further 25 basis points reduction in the months ahead. The AA+ credit rating from CRISIL has the potential to lower the cost of borrowing by 50 to 80 basis points once the current borrowing stack is churned.

    Guidance & targets

    11
    CategoryTargetPriority
    AUM
    Total AUM
    over INR 1 lakh crores
    High
    AUM
    Total AUM
    over INR 1.5 lakh crores
    High
    Capital Adequacy
    AUM by Equity (Leverage)
    4.5x to 5x
    Medium
    Profitability
    Return on AUM (Growth business)
    3%
    Medium
    Profitability
    Consolidated PAT
    INR 3,000 odd crores
    High
    Profitability
    Consolidated PAT
    INR 4,500 odd crores
    High
    Cost of Funds
    Reduction in Cost of Borrowing
    further approximately 25 basis points
    Medium
    Cost of Funds
    Reduction in Cost of Borrowing (due to AA+ rating)
    50 to 80 basis points
    Medium
    Operating Efficiency
    Retail Opex to AUM ratio
    3.25% to 3.75%
    High
    Network Expansion
    Number of new branches
    approximately 100 branches (25 full-service, 20 gold, 55 microfinance)
    High
    Asset Mix
    Wholesale Legacy Book AUM
    INR 3,000 crores to INR 3,500 crores
    High

    Retail Disbursements Growth

    Next quarter (Q4 FY26)
    CurrentFlat QoQ at INR 10,498 crores
    TargetSimilar growth in Q3 to Q4 as seen in prior year

    Why it matters

    Verifies management's claim of internal process seasonality and a rebound in retail disbursement growth, which is crucial for overall AUM targets.

    Disbursements in retail were up 26% year-on-year, to INR 10,498 crores. This was however flat versus our performance in the second quarter. ... you will see a similar kind of growth in Q3 to Q4 this year.

    How to verify

    key_financials.segment_breakdown[name='Retail'].metrics[label='Disbursements']

    Risks & concerns

    5
    RiskSeverity

    NIM Compression due to Declining Rate Environment

    Despite RBI rate cuts, significant margin compression has not yet been observed, but it is a cyclical factor that could materialize if rates continue to decline.Analyst acknowledged

    medium

    Used Car Loan Delinquencies

    An uptick in delinquencies was seen in H1 FY26, but the quality of recent originations is sharply better, and 90+ rates are expected to go down.Management acknowledged

    medium

    Poor Performance of Low-Ticket LAP

    LAP loans less than INR 10 lakh are in 'really bad shape' in terms of risk performance, leading the company to exit this specific market segment.Management acknowledged

    high

    Impact of New Labour Code

    A cost impact of INR 35 crores was incurred in Q3 due to the new labour code, but it was absorbed by opex ratios without materially affecting the downward trajectory.Management acknowledged

    low

    Management Transition in Retail Business

    The CEO of Retail Business and COO have decided to explore external opportunities, but internal leaders have been elevated, and a 2.5-month transition period is expected to ensure zero dislocation.Management acknowledged

    low

    Q&A highlights

    8

    “PL is for us definitionally branch-originated business. So, it's personal loans to salaried individuals. And the whole thing is originated in the branch. ... In digital, however, it is different. The yield to customer is actually much higher than what you see here. What we show here is the yield to us, net of what we pay off to our originating partners.”

    Clarifies the difference in reported yields between branch-originated and digital loans, explaining that lower digital yields are due to FLDG construct and partner payouts, implying similar underlying economics.

    asked by Avinash Singh

    3 min read8 chapters

    Detailed Narrative

    01

    Robust Financial Performance and AUM Growth

    Piramal Finance delivered a strong Q3 FY26, with total AUM growing 23% year-on-year to INR 96,690 crores. The 9-month FY26 consolidated PAT significantly increased to INR 1,004 crores, up from INR 383 crores in the prior year, without major one-off📎 gains. The Growth business PBT for Q3 stood at INR 427 crores, marking a 101% year-on-year growth over INR 212 crores in Q3 FY25.

    02

    Pivotal Credit Rating Upgrade and Cost of Funds

    A significant development was the upgrade to an AA+ credit rating for long-term debt from CRISIL. This upgrade is expected to potentially lower the company's cost of borrowing by 50-80 basis points once the current debt stack is churned. The company has already experienced a 25 basis points transmission in its cost of borrowing in the current rate-cut cycle and anticipates a further 25 basis points reduction in the months ahead.

    03

    Retail and Wholesale Business Momentum

    Retail AUM grew 34% year-on-year, with the mortgage business (housing loans and LAP) growing 35% to INR 53,958 crores, constituting 56% of total AUM. Wholesale 2.0 AUM also saw a 35% year-on-year increase to INR 12,047 crores. Retail disbursements for the quarter were INR 10,498 crores, flat QoQ, which management attributed to an internal process-driven cyclicality rather than market conditions, expecting a rebound in Q4.

    04

    Enhanced Operating Efficiency and Profitability

    Consolidated margins expanded by 51 basis points year-on-year to 6.3%, with Growth business margins remaining stable QoQ. The retail opex to AUM ratio further improved, decreasing by 10 basis points QoQ to 3.8% in Q3. This improvement occurred despite a INR 35 crores cost impact in Q3 due to the new labor code, which was absorbed by the efficient opex ratios. The company aims to further reduce this ratio to a target of 3.25% to 3.75%.

    05

    Stable Asset Quality and Targeted Risk Management

    The company maintained stable asset quality, with 90-day delinquencies stable QoQ and Growth business credit costs down 10 basis points QoQ to 1.6%. Retail 90+ DPD remained within the narrow range of 0.8%. While low-ticket LAP (less than INR 10 lakh) continues to struggle, leading the company to exit this segment, and used car loans saw an uptick in H1, recent originations show improved quality and expected stabilization.

    06

    Strategic Branch Expansion and Future Growth Outlook

    Piramal Finance plans to open approximately 100 new branches in Q4 FY26, including 20 gold loan and 55 microfinance branches, to drive growth in these identified white spaces. The company is on track to achieve its FY26 AUM target of over INR 1 lakh crores and aims for over INR 1.5 lakh crores by FY28, with a long-term goal of 3% RoAUM and 4.5x-5x leverage.

    07

    Management Transition and Non-Core Asset Monetization

    The company announced the departure of Jagdeep Mallareddy (CEO Retail) and Sunit Madan (COO), with Imtiaz Ahmed and Vikas Arora taking over as Chief Business Officer and COO, respectively, effective April 1, with a smooth transition expected. Piramal also announced the monetization of its stake in Sriram Life Insurance for INR 600 crores, expected to conclude in Q4, with further monetization of other investments anticipated in coming quarters.

    08

    DHFL Liabilities Management and Refinancing Strategy

    The remaining DHFL liabilities stand at approximately INR 15,000 crores, carried at an effective yield of 7.37%. The company plans to refinance the upcoming large tranche of principal repayments next year through NCDs. Management expects the replacement to be non-meaningfully negative due to the improved credit rating, ensuring stability in the overall cost of borrowing.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.