| 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
- ₹1,157.00
- 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.
More from Nippon Life India Asset Management Ltd
All →Nippon Life India Asset Management Other Announcement
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- Value
- ₹1.19 Cr
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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.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India Asset Management (NAM India) showcased market share gains and record folio counts for Q1 FY27, focusing on investor acquisition and systematic flows.
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.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India Asset Management (NAM India) reported strong Q1 FY27 results with Profit After Tax (PAT) of INR 5.04 bn, up 27% YoY and 31% QoQ.