Piramal Finance ka Retail Game Plan: Profit mein Lagi Aag!
Dekho toh sahi, Piramal Finance ne apne Q3 FY26 results mein kamaal hi kar diya hai. Jo profit pehle 940% badha tha, woh iss quarter mein ₹401 Crore tak pahunch gaya hai. Aur agar poore 9 mahine ki baat karein toh, consolidated PAT ₹1,004 Crore raha, jo 162% zyaada hai Pichle saal se. Matlab company zordaar track par hai!
AUM Badha, NIM Bhi Sudhra!
Is profit surge ka sabse bada reason hai unka badhta hua loan book. Piramal Finance ka Assets Under Management (AUM) 23% badh kar ₹96,690 Crore ho gaya hai. Aur yehi nahi, inka target hai ki 2028 tak AUM ko badha kar ₹1.5 lac Crore karna hai! Ye sab retail lending par focus karne se ho raha hai. Company ka Net Interest Margin (NIM) bhi 6.3% tak aa gaya hai, jo 51 basis points upar hai. Pre-Provision Operating Profit (PPOP) bhi 84% badh kar ₹659 Crore ho gaya hai. Matlb core business mast chal raha hai.
Retail Future Aur Funding Ka Jugaad
Piramal Finance ab puri tarah retail lending par focus kar rahi hai. Unka plan hai ki legacy AUM ko kam karke 5% se neeche le aana hai FY26 ke end tak. Iss growth ko support karne ke liye, unhone $350 million ka DFI funding bhi raise kiya hai IFC aur ADB se. Uske alawa, unhone Shriram Life Insurance ki stake bech kar ₹600 Crore bhi cash kiye hain. Matlb paisa aa raha hai growth ke liye!
Nazar Yahan Bhi Rakhni Hogi
Ab sab kuch toh accha hai, par ek cheez pe nazar rakhni hogi. Net Non-Performing Assets (NNPA) thoda sa badh kar 1.9% ho gaya hai, jo pehle 1.5% tha. Gross NPA 2.6% par stable hai. Jaise jaise retail business badhega, asset quality manage karna important hoga. Lekin overall, numbers toh bahut strong lag rahe hain!