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Investor Presentation

Nippon Life India Asset Management Investor Presentation: Key Takeaways

Nippon Life India AM reports Q1 FY27 results with record quarterly PAT of INR 5.04 bn (+27% YoY) and operating profit of INR 4.94 bn (+31% YoY).

Highlights
Revenue growth26% YoY growth in Q1 FY27.
MarginsOperating profit margin improved; yield steady at 38 bps QoQ.
Order bookAUM at INR 8.62 trillion; AIF commitments at INR 95.8 bn.
Demand visibilityStrong SIP momentum with monthly book at INR 37.2 bn.
Management confidenceHigh, 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)
Source

Investor Presentation filed with BSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.

Read the document ↗

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.