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Earnings Call Transcript

Nippon Life India Asset Management Earnings Call Transcript: Key Takeaways

Nippon Life India (NAM India) reported its highest-ever annual PAT of INR 15.29 bn for FY26. The company remains the fastest-growing top-10 AMC with an 8.89% market share.

Highlights
Revenue growth30% YoY for Q4 FY26
MarginsYields stable; blended yield marginally up due to asset mix.
Demand visibilityStrong momentum in systematic flows and ETF volumes.
Management confidenceHigh; cited fastest growth among top-10 AMCs and highest market share.

Growth

FY26 Revenue grew 30% YoY; PAT up 19% YoY. Operating Profit rose 24% YoY to INR 17.48 bn.

Outlook

Guidance of 15%-16% expense growth; dividend payout maintained at ~91.5%; focus on scaling SIF and AIF segments.

Risks

Market volatility impacting 'Other Income'; sequential decline in contributing SIP folios; potential impact of regulatory changes on yields.

Source

Earnings Call Transcript filed with BSE, 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.