NUVAMANSENuvama Wealth Management LimitedMediumNeutral
Announced Wed, 13 Aug · 20:47 IST

Nuvama Wealth Management Limited has informed the Exchange regarding 'Earnings Release & Investor Presentation on the Unaudited Consolidated Financial Results for the quarter ended June 30, 2025'.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

NUVAMA · price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nuvama Wealth Management reported Q1 FY26 consolidated revenues of ₹770 Cr, up 15% year-on-year, with operating profit after tax at ₹264 Cr, up 19% YoY. Client assets grew 19% YoY to ₹4.6 trillion, led by strong 18% growth in Wealth Management revenues (₹377 Cr) and a sharp 46% jump in Asset Services revenues (₹193 Cr). Asset Management AUM surged 54% YoY to ₹11,810 Cr, with management fees up 37%. Capital Markets was the only soft spot, with revenues declining 10% YoY to ₹180 Cr. Cost-to-income ratio improved to 55% (from 56%) and return on equity rose to 30.3% (from 29.4%), reflecting operational efficiency. The investor presentation laid out multi-year growth trajectories for each segment and highlighted a strong pipeline in the newly launched commercial real estate (PRIME) fund.

Likely market impact

Broad-based growth across wealth, asset management and asset services, combined with margin improvement and a high 30%+ RoE, signals a strong quarter for shareholders. The 10% YoY decline in Capital Markets and cautious commentary on U.S. tariffs and near-term earnings pressure are minor watch points, but the overall trajectory remains positive.