Announced Thu, 30 Apr · 11:22 IST

Nippon Life India Asset Management Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

NAM-INDIA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.1%1-day move
₹1020.10
prior close
₹995.75
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.4+0.3+0.3+0.4-0.1+2.9+7.1+8.8+8.0+2.3+6.3+7.3+13.5
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AI summary

NAM India reported its fastest growth among Top-10 AMCs in Q4 and FY26, with AUM reaching INR 7.73 trillion and market share rising to 8.89% (highest since June 2019). The company achieved record annual profit after tax of INR 15.29 billion (up 19% YoY) and operating profit of INR 17.48 billion (up 24% YoY). Q4 FY26 showed revenue of INR 7.39 billion (up 30% YoY), operating profit of INR 4.93 billion (up 39% YoY), and PAT of INR 3.85 billion. SIP market share stood at 9.84%, exceeding equity AUM market share, indicating continued market share gains. The board declared a dividend payout of INR 21.50 per share (91.5% of net profit). Management guided 15-16% YoY expense growth excluding ESOP, and expects to pass through SEBI regulatory impact of ~3.5-4 bps on equity AUM to distributors.

Likely market impact

Strong quarter with accelerating AUM growth and record profits positions the stock favorably. The 91.5% dividend payout provides immediate shareholder returns, while the expanding SIP book and market share gains support continued earnings growth.