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Earnings Call

Nuvama Wealth Management Earnings Call: Key Takeaways

Nuvama navigated a volatile year with strong resilience, achieving its first ₹1,000 crore operating profit. Growth shifted significantly toward the Wealth and Asset Services segments, offsetting market-linked volatility in investment banking.

Why this was an Alfa AlertNot a filter event. Performance was consistent with guided trajectory but lacked a material 5%+ beat over own specific guidance range.
Highlights
Revenue growthTotal revenue grew 7% YoY; 17% growth excluding I&IB volatility.
MarginsWealth cost-to-income improved 135bps via operating leverage and AI usage.
Demand visibilityStrong structural tailwinds in organized wealth management and offshore diversification.
Management confidenceBalanced and strategic, emphasizing technology-led productivity gains over pure head-count growth.

Growth

Wealth and private segments grew 23-24%, while asset management fees rose 31%. Recurring revenue (ARR) now forms 60% of Private Wealth.

Outlook

Launching private credit and mutual fund platforms (SIF) by H2 FY27. Expecting 100bps annual cost-to-income reduction through AI-driven productivity.

Risks

Rising competition for relationship managers and aggressive poaching by new entrants could inflate seniorization costs and talent attrition.

Source

Earnings Call filed with BSE, NSE: NUVAMA. Summary written with AI assistance from the document.

Read the document ↗

Nuvama Wealth Management Ltd: key numbers

Share price
₹1,681.40
Market cap
₹31,024 Cr
Revenue (annual)
₹4,631 Cr
Net profit (annual)
₹1,041 Cr
P/E (TTM)
28.6×Sector 22.0×
Promoter holding
53.98%-0.15% QoQ
FII holding
19.00%Current quarter

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

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12:33 IST NSE
Share Pledge

Nuvama Wealth Management Share Pledge

PAGAC Ecstasy, a Nuvama promoter, disclosed an increase in underlying loan amounts secured by its existing pledge of 9.69 crore shares (52.57%). No new shares were encumbered.

22:25 IST BSE
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Nuvama Wealth Management Employee Stock Options

Nuvama Wealth Management has allotted 66,583 equity shares upon the exercise of employee stock options. This issuance follows the company's existing ESOP and ESAR schemes.

16:50 IST BSE
Debt & Borrowing

Nuvama Wealth Management Debt & Borrowing: ₹50 Cr

Nuvama Wealth Management has completed the full redemption of its Commercial Papers valued at ₹50 Crore upon maturity. This repayment clears the outstanding debt.

Value
₹50.00 Cr
16:20 IST BSE
Share Pledge

Nuvama Wealth Management Share Pledge

Promoter PAGAC Ecstasy Pte. Ltd. created an encumbrance on its shares in Nuvama Wealth Management. This disclosure fulfills regulatory requirements regarding promoter share pledges.

15:13 IST BSE
Share Pledge

Nuvama Wealth Management Share Pledge

DB Trustees disclosed increased pledge security over 96.96 million Nuvama shares, now securing USD 450 million. The encumbrance covers 53.12% of the company's equity.

Value
₹4,275 Cr
17:19 IST BSE
Debt & Borrowing

Nuvama Wealth Management Debt & Borrowing: ₹35 Cr

Nuvama Wealth Management Ltd has fully redeemed Commercial Papers worth ₹35 Crore upon maturity on September 10, 2026.

Value
₹35.00 Cr