| Margins | Market share increased to 9.04% in Jun-26. |
|---|---|
| Order book | Quarterly Systematic Book at INR 110.3 bn. |
| Demand visibility | Strong; folio count crossed 40 mn, highest in industry. |
| Management confidence | High; citing 30+ year track record and market share growth. |
Growth
Q1 FY27 PAT grew 27% YoY and 31% QoQ to INR 5.04 bn. Total AUM reached INR 8.62 trn.
Outlook
Focus on B-100 market penetration, expanding SIP book (currently INR 110.3 bn quarterly), and HNI segment expansion.
Risks
Company notes ranking drift in fund performance as a case study, and potential impacts of SIP terminations.
Last quarter's promises, checked
Delivered
- Guided 15% overall expense growth → delivered 19% YoY (= MISS)
- Guided 1-2 bps yield drop → delivered flat QoQ yield of 38 bps (= BEAT)
- Guided continued SIP momentum → delivered 12% YoY growth to INR 37.2bn (= BEAT)
Partly delivered
- Guided SIF launch readiness → delivered 'wait and watch' approach pending approvals (= PARTIAL)
Missed
- Guided 15% overall expense growth → delivered 19% YoY (= MISS)
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 21.9×
- 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 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.
Nippon Life India Asset Management Employee Stock Options
Nippon Life India Asset Management Limited allotted 63,529 equity shares under its various ESOP and PSU schemes. This allotment increases the company's paid-up equity share capital.
- Value
- ₹2.49 Cr