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Motilal Oswal Report
Over the past two years, Piramal Enterprises Ltd. has:
strengthened its balance sheet by running down its wholesale loan book;
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ensured that its wholesale book is granular, with no exposure of over 5% and only 10 exposures over 2% of wholesale assets under management;
improved the texture of liability mix, driving lower cost of borrowings; and
fortified itself against contingencies, with expected credit loss provisions at 6.2% of AUM.
Over the next two years, we expect Piramal Enterprises to make meaningful inroads into retail, led by mortgages and complemented by shorter tenure loans originated through digital partnerships.
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Product diversification within retail will help Piramal Enterprises deliver strong growth and reduce concentration risks.
We expect a loan book compound annual growth rate of ~19% over FY23-25, incorporating the wholesale book consolidation over the next one year.
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