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Earnings Call

Nippon Life India Asset Management Earnings Call: Key Takeaways

Nippon Life India AM achieved record quarterly Operating Profit of INR 4.58bn and PAT of INR 4.04bn. AUM reached INR 8.16tn, driven by dominant ETF market share (20.3%) and surging gold/silver ETF volumes.

Highlights
Revenue growth20% YoY in Q3 FY26.
MarginsYields: Equity 53bps, Debt 25bps, ETF 20bps; overall yield 37bps.
Order bookSystematic book at INR 451bn annualized; cumulative AIF commitments INR 89.2bn.
Demand visibilityStrong SIP momentum and significant retail interest in passive/commodity ETFs.
Management confidenceHigh; focused on profitability and scale over pure AUM.

Growth

Q3 Revenue grew 20% YoY to INR 7.05bn; PAT surged 37% YoY. Operating Profit increased 22% YoY.

Outlook

Projected 15% annual OpEx growth; expanding AIF via DWS strategic collaboration and scaling high-yield SIF vertical.

Risks

Market volatility impacting SIP market share; regulatory uncertainty from SEBI's new TER slabs and exit load removals.

Source

Earnings Call filed with NSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.

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Nippon Life India Asset Management Ltd: key numbers

Share price
₹1,157.00
Market cap
₹74,053 Cr
Revenue (annual)
₹2,709 Cr
Net profit (annual)
₹1,529 Cr
P/E (TTM)
45.2×Sector 22.0×
Promoter holding
71.80%-0.13% QoQ
FII holding
7.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:33 IST BSE
Other Announcement

Nippon Life India Asset Management Other Announcement

Nippon Life India Asset Management has been assigned an ESG rating of 69.16 by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.

18:02 IST BSE
Employee Stock Options

Nippon Life India Asset Management Employee Stock Options

Designated persons of Nippon Life India Asset Management Ltd acquired shares via ESOP, totaling ₹0.96 Crore. This transaction involves employee equity allotments.

Value
₹1.19 Cr
14:50 IST BSE
Employee Stock Options

Nippon Life India Asset Management Employee Stock Options

Nippon Life India AM allotted 1,67,994 ESOP shares under three employee schemes. Paid-up capital rises to 63,99,49,560 equity shares of Rs.10 each.