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Nippon Life India Asset Management Limited Q4 FY25 earnings call summary

NSE: NAM-INDIA · BSE: 540767

Earnings call of 28 Apr 2025, summarised by AI from the filing.

Nippon Life India Asset Management reported highest ever FY25 PAT of ₹12.86 bn, up 16% YoY, and guided FY26 operating expenses growth of ~15% ex of ESOP.

Key takeaways

  1. Dividend Board declared ₹18.00 per share for FY25, ~91% of net profit, including final dividend of ₹10.00 per share.
  2. SIP market share SIP market share 10.16% in Mar-2025, up 17 bps QoQ; systematic book ₹31.8 bn monthly.
  3. Cyber-attack Cyber-attack on IT infrastructure; critical applications restored, minimal business impact.

Original filing on BSE

Nippon Life India Asset Management Limited Q1 FY27 results

As filed: Revenue ₹767 cr (+26% year on year), EBITDA ₹508 cr (+31% year on year), PAT ₹504 cr (+27% year on year), EBITDA margin 66.2% (+230 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹739 cr (+30% year on year), EBITDA ₹507 cr (+39% year on year), PAT ₹385 cr (+29% year on year), EBITDA margin 68.7% (+410 bps). Score 73 of 100, Above trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 410 bps year on year. Profit fell 5% from last quarter. Revenue rose ₹172 cr on a year ago, more than the ₹99.0 cr it added the year before. Share price after the results: +10.0% in 30 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹705 cr (+20% year on year), EBITDA ₹470 cr (+21% year on year), PAT ₹404 cr (+37% year on year), EBITDA margin 66.7% (+84 bps). Score 40 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was above it. EBITDA margin rose 84 bps year on year. Revenue rose ₹117 cr on a year ago, against ₹165 cr the year before. Share price after the results: +8.1% in 29 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹658 cr (+15% year on year), EBITDA ₹430 cr (+15% year on year), PAT ₹345 cr (−4% year on year), EBITDA margin 65.4% (−15 bps). Score 23 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 15 bps year on year. Profit fell 13% from last quarter. Revenue rose ₹87.0 cr on a year ago, against ₹174 cr the year before. Share price after the results: +0.4% in 29 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹607 cr (+20% year on year), EBITDA ₹388 cr (+22% year on year), PAT ₹396 cr (+19% year on year), EBITDA margin 63.9% (+115 bps). Score 25 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 115 bps year on year. Other income 28% of PBT. Revenue rose ₹102 cr on a year ago, against ₹151 cr the year before. Share price after the results: +2.0% in 29 days (Nifty 500: −1.1%).
  • Q4 FY25: Revenue ₹567 cr (+21% year on year), EBITDA ₹366 cr (+26% year on year), PAT ₹299 cr (−13% year on year), EBITDA margin 64.6% (+237 bps). Score 33 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 237 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹99.0 cr on a year ago, against ₹120 cr the year before.
  • Q3 FY25: Revenue ₹588 cr (+39% year on year), EBITDA ₹387 cr (+49% year on year), PAT ₹295 cr (+4% year on year), EBITDA margin 65.8% (+435 bps). Score 66 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was well below it. EBITDA margin rose 435 bps year on year. Profit fell 18% from last quarter. Revenue rose ₹165 cr on a year ago, more than the ₹69.0 cr it added the year before.
  • Q2 FY25: Revenue ₹571 cr (+44% year on year), EBITDA ₹374 cr (+55% year on year), PAT ₹360 cr (+48% year on year), EBITDA margin 65.5% (+479 bps). Score 95 of 100, Above trend. EBITDA margin rose 479 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Nippon Life India Asset Management Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.