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Nippon Life India Asset Management Limited Q2 FY27 earnings call summary

NSE: NAM-INDIA · BSE: 540767

Earnings call of 22 Oct 2026, summarised by AI from the filing.

Nippon Life India Asset Management posted its highest ever quarterly operating profit of ₹5.23 bn, up 25% YoY, while paying ₹96.76 cr to settle the AT-1 case.

Key takeaways

  1. Cost guidance Overall cost growth guided at 18% to 20% over the next 6 to 8 quarters, reiterated from Q1.
  2. Equity growth Fastest growing top-10 AMC on equity AUM in H1 FY27, but growth and telescopic pricing compressed yields.
  3. Flow slowdown Industry investor flows and SIP inflows are slowing amid market volatility; Nippon stays away from NFOs.

Original filing on BSE

Nippon Life India Asset Management Limited Q2 FY27 results

As filed: Revenue ₹796 cr (+21% year on year), EBITDA ₹537 cr (+25% year on year), PAT ₹324 cr (+20% year on year), EBITDA margin 67.5% (+219 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: 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). Score 65 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 230 bps year on year. Other income 26% of PBT. Revenue rose ₹160 cr on a year ago, more than the ₹102 cr it added the year before. Share price after the results: +9.0% in 30 days (Nifty 500: +1.7%).
  • 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.

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.