Piramal Finance Ka Financial Tadka
Piramal Finance ke latest results sunkar lagta hai company full power mein hai. December 2025 quarter mein unhone numbers par ekdum dhamaal macha diya hai.
Asli Mazaa Toh Retail Mein Hai
Sabse interesting baat ye hai ki inka retail AUM 34% zyaada ho gaya hai, jo ab ₹53,958 Cr hai. Iska matlab hai ki total AUM ka 56% ab retail se aa raha hai. Mortgage business bhi 35% bhaga hai aur wholesale book bhi 35% upar hai.
Profit Mein Toofani Uchaal
Profit after Tax (PAT) ki toh kya hi baat karein! Sirf 9 mahino mein yeh ₹1,004 Cr ho gaya hai, jo pichhle saal sirf ₹383 Cr tha. Q3 FY26 mein toh net profit ₹401 Cr par pahunch gaya, jo pichhle saal Q3 mein sirf ₹39 Cr tha! Margin bhi 51 basis points badh kar 6.3% ho gaya hai. Company ki net worth bhi ₹27,872 Cr hai aur capital adequacy 20.3% par hai.
Aage Kya Hai Plan?
Management confidence mein hai ki FY26 ke end tak AUM ₹1 lakh Cr cross kar jayega aur FY28 tak yeh ₹1.5 lakh Cr ko paar kar lega. Iske liye woh 100 naye branches kholne ka plan bana rahe hain, jisme microfinance aur gold loan bhi shamil hain. Target hai ki RoAUM 3% aur leverage 4.5x se 5x ke beech rahe.
Kya Koi Risk Hai?
CRISIL ne company ki debt rating ko AA+ kar diya hai, jo achhi baat hai. Lekin haan, low-ticket LAP aur used car loans mein thoda dhyan rakhna padega. Wholesale business ko kam karke ₹3,000-₹3,500 Cr tak lane ka plan hai. DHFL se related ₹15,000 Cr ki liabilities ko bhi manage kar rahe hain. Aur haan, Sriram Life Insurance ki ₹600 Cr ki stake ko bhi Q4 mein sell karne ka plan hai.