| Margins | Market share increased 54 bps YoY to 9.04%. |
|---|---|
| Order book | Annualised systematic book of INR 446 bn. |
| Demand visibility | Strong retail and HNI participation in equity and SIPs. |
| Management confidence | High; citing fastest growing AMC in Top-10. |
Growth
QAAUM reached INR 7,515 bn (+23% YoY). Systematic flows for Q1 FY27 were INR 110.3 bn (+12.9% YoY).
Outlook
Aims to maintain leadership as the largest non-bank AMC. Annualised systematic book stands at INR 446 bn.
Risks
No specific macro risks mentioned; focused on maintaining market share and digital penetration.
Last quarter's promises, checked
Delivered
- Guided 15%-16% expense growth (ex-ESOP) → delivered 16% YoY (= BEAT)
- Targeted high single-digit Equity Net Sales share → delivered high single-digit (= BEAT)
- Guided ~91.5% dividend payout ratio → delivered ~91.5% (= BEAT)
Partly delivered
- Guided 3.5-4 bps regulatory impact mitigation → delivered pass-through to distributors (= PARTIAL)
Investor Presentation filed with NSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.
Nippon Life India Asset Management Ltd: key numbers
- Share price
- ₹1,047.20
- Market cap
- ₹67,025 Cr
- Revenue (annual)
- ₹2,709 Cr
- Net profit (annual)
- ₹1,529 Cr
- P/E (TTM)
- 40.9×Sector 21.8×
- 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
Nippon Life India Asset Management has been assigned an ESG rating of 69.16 by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.
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
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.
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 Employee Stock Options
Designated persons of Nippon Life India Asset Management Ltd acquired equity shares through ESOP exercise. This filing provides mandatory disclosure of insider trading activity.
- Value
- ₹1.81 Cr
Nippon Life India Asset Management Employee Stock Options
Nippon Life India Asset Management Limited allotted 63,529 equity shares under its ESOP and PSU schemes. This increase brings the total paid-up share capital to ₹639.78 Crore.