ALFA Finder| Revenue growth | 26% YoY growth in Q1 FY27. |
|---|---|
| Margins | Operating profit margin improved; yield steady at 38 bps QoQ. |
| Order book | AUM at INR 8.62 trillion; AIF commitments at INR 95.8 bn. |
| Demand visibility | Strong SIP momentum with monthly book at INR 37.2 bn. |
| Management confidence | High, citing record profits and market share gains. |
Growth
Revenue grew 26% YoY to INR 7.67 bn; Mutual Fund QAAUM rose 22.7% YoY to INR 7.52 trillion.
Outlook
Investing in technology and brand with 18-20% expense growth guided; focusing on SIF and DWS joint venture for international money.
Risks
Market volatility affecting equity flows; volatility in fixed income; 1-2 bps annual yield compression guidance on equity.
Last quarter's promises, checked
Delivered
- Guided 15-16% expense growth → delivered 16% YoY (= BEAT)
- Targeted high single-digit net sales market share → delivered double-digit excl. NFOs (= BEAT)
- Projected 91% MF revenue share for FY26 → delivered 91% (= BEAT)
Partly delivered
- Targeted SIF launch timeline → Andrew and team still working on back-testing/differentiation (= PARTIAL)
Missed
- Guided 5 bps regulatory impact on equity AUM → delivered 3.5-4 bps impact (= MISS)
Investor Presentation filed with BSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.
Nippon Life India Asset Management Ltd: key numbers
- Share price
- ₹1,105.70
- Market cap
- ₹70,769 Cr
- Revenue (annual)
- ₹2,709 Cr
- Net profit (annual)
- ₹1,529 Cr
- P/E (TTM)
- 43.8×Sector 20.8×
- Promoter holding
- 71.72%-0.08% QoQ
- FII holding
- 7.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Nippon Life India Asset Management Ltd
All →Nippon Life India Asset Management Other Announcement
Nippon Life India Asset Management Limited's Registrar and Share Transfer Agent, KFin Technologies Limited, is shifting its corporate office. The relocation is effective from December 1, 2026.
Nippon Life India Asset Management Earnings Call Transcript: Key Takeaways
Nippon Life India (NAM India) leads top-10 AMC growth but faced profit compression from a one-time regulatory settlement.
Nippon Life India Asset Management Dividend
Nippon Life India Asset Management Limited declared an interim dividend of ₹9.5 per equity share. The record date for the dividend is October 28, 2026.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India AMC reported Q2 FY27 Profit After Tax of INR 3.24 bn, maintaining its position as India's 4th largest AMC with a 9.02% market share.
Nippon Life India Asset Management Q2 FY27 Results: Net Profit ₹324.4 Cr, Down 5.9% YoY
Nippon Life India Asset Management Ltd reported revenue from operations of ₹795.8 Cr (+20.9% YoY) and net profit of ₹324.4 Cr (-5.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹324.4 Cr · -5.9% YoY
Nippon Life India Asset Management Other Announcement
Nippon Life India Asset Management Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI regulations.