|
16 Jun 2025 |
Piramal Enterprises
|
Consensus Share Price Target
|
1150.80 |
965.71 |
- |
-16.08 |
sell
|
|
|
|
|
06 May 2025
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1085.00
|
962.80
(19.53%)
|
Target met |
Neutral
|
|
|
Piramal Enterprises (PIEL) reported a 4QFY25 net profit of ~INR1b (PQ: ~INR386m). This included an exceptional gain of ~INR3.7b from recoveries in the AIF portfolio. For FY25, the total gain from the AIF portfolio stood at INR9.2b. FY25 net profit stood at INR4.85b (vs. a loss of INR16.8b in FY24).
|
|
27 Jan 2025
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1025.00
|
914.50
(25.84%)
|
Target met |
Neutral
|
|
|
Piramal Enterprises (PIEL) reported 3QFY25 net profit of ~INR386m (PQ: ~INR1.6b). This included exceptional gain of ~INR3.8b (PQ: INR770m) from recoveries in AIF portfolio.
|
|
23 Oct 2024
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1015.00
|
1044.25
(10.20%)
|
Target met |
Neutral
|
|
|
Piramal Enterprises (PIEL) reported a 2QFY25 net profit of ~INR1.6b (PQ: ~INR1.8b). This included an exceptional gain of ~INR770m from recoveries in the AIF portfolio.
|
|
11 Sep 2024
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1000.00
|
1043.35
(10.30%)
|
Target met |
Neutral
|
|
|
PIEL is committed to reducing its legacy AUM from ~INR130b as of Jun’24 to ~INR60-70b by Mar’25 and expects (not guidance) that a ~25% haircut.
|
|
14 Aug 2024
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
950.00
|
882.40
(30.42%)
|
Target met |
Neutral
|
|
|
PIEL reported 1QFY25 net profit of ~INR1.8b (PQ: ~INR1.4b). This included an exceptional gain of ~INR1b from recoveries in AIF portfolio.
|
|
30 Jan 2024
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1100.00
|
894.20
(28.70%)
|
Target met |
Buy
|
|
|
|
|
10 Nov 2023
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1200.00
|
945.75
(21.68%)
|
|
Buy
|
|
|
|
|
30 Jul 2023
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1260.00
|
1072.95
(7.26%)
|
|
Buy
|
|
|
|
|
02 Jul 2023
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1165.00
|
942.30
(22.13%)
|
|
Buy
|
|
|
|
|
07 May 2023
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1000.00
|
734.85
(56.60%)
|
Target met |
Buy
|
|
|
|
|
10 Feb 2023
|
Piramal Enterprises
|
ICICI Securities Limited
|
1150.80
|
1095.00
|
891.00
(29.16%)
|
Target met |
Buy
|
|
|
Piramal Enterprises (PEL) reported its first-ever positive quarterly PAT as an NBFC – at Rs35.5bn, well above our estimates. This was its second quarterly result as an NBFC post the demerger of Piramal Pharma. PAT was led by one-offs in terms of: i) income tax provision reversal of Rs33.3bn.
|
|
09 Feb 2023
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1150.00
|
837.10
(37.47%)
|
|
Buy
|
|
|
|
|
10 Nov 2022
|
Piramal Enterprises
|
ICICI Securities Limited
|
1150.80
|
1178.00
|
811.60
(41.79%)
|
|
Buy
|
|
|
Piramal Enterprises (PEL) once again disappointed, reporting a loss of Rs15bn in Q2FY23, as it provided Rs33bn (>5% of AUM) primarily towards wholesale portfolio.
|
|
10 Nov 2022
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1160.00
|
811.60
(41.79%)
|
|
Buy
|
|
|
|
|
15 Sep 2022
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
1320.00
|
964.55
(19.31%)
|
|
Buy
|
|
|
|
|
01 Sep 2022
|
Piramal Enterprises
|
ICICI Securities Limited
|
1150.80
|
1391.00
|
1063.55
(8.20%)
|
|
Buy
|
|
|
Piramal Enterprises (PEL) has fixed September 1, ‘22 as demerger of Piramal Pharma record date.
|
|
31 Jul 2022
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
2200.00
|
1749.90
(-34.24%)
|
|
Buy
|
|
|
|
|
27 May 2022
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
2250.00
|
1645.30
(-30.06%)
|
|
Buy
|
|
|
|
|
11 Feb 2022
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
3200.00
|
2422.40
(-52.49%)
|
|
Buy
|
|
|
Piramal Enterprises (PIEL) reported a healthy 3QFY22 result, characterized by various factors. a) 44% QoQ growth in retail disbursements exhibited momentum and will continue to improve hereon b) GNPA/NNPA increased just 40bp/30bp QoQ to 3.3%/1.8%, driven by one slippage in the Wholesale segment and the impact of the RBI NPA circular and yet PIEL delivered net provision write-backs. c) The focus was on execution, resulting in steady progress on the articulated strategy and the DHFL integration. d) Ten live fintech and consumer-tech partnerships are evolving well and contributed 96%...
|
|
12 Nov 2021
|
Piramal Enterprises
|
Motilal Oswal
|
1150.80
|
3310.00
|
2654.30
(-56.64%)
|
|
Buy
|
|
|
PIEL reported a consolidated PAT of INR4.3b, down 32% YoY and 20% QoQ. This was driven by a decline in Financial Services' (FS) revenue, led by a reduction in the Wholesale loan book. This was also in part because of extra-ordinary expenses of INR1.53b on the DHFL acquisition and the...
|