|
09 Jul 2025 |
Nippon Life Asset Mgmt
|
Consensus Share Price Target
|
788.10 |
742.05 |
- |
-5.84 |
buy
|
|
|
|
|
30 Apr 2025
|
Nippon Life Asset Mgmt
|
ICICI Direct
|
788.10
|
750.00
|
638.70
(23.39%)
|
Target met |
Buy
|
|
|
|
|
29 Apr 2025
|
Nippon Life Asset Mgmt
|
Axis Direct
|
788.10
|
750.00
|
622.70
(26.56%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock
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|
29 Apr 2025
|
Nippon Life Asset Mgmt
|
Prabhudas Lilladhar
|
788.10
|
700.00
|
622.70
(26.56%)
|
Target met |
Buy
|
|
|
NAM saw a stable quarter as core numbers i.e. QAAuM and core income were in-line. Overall and equity QAAuM declined by 2.2%/5.1% QoQ owing to equity market correction in Feb'25. As a result, equity share fell by 137bps QoQ leading to fall of 0.6bps in blended yields. As per the company, commission has been rationalized for 45-50% of equity AuM. Market share in net equity flows (exNFO) continues strong in FY25; it was 10.6% (11.8% in FY24) and reduction was lower than larger peers. Closing equity AuM for industry corrected by 3.0% over...
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28 Apr 2025
|
Nippon Life Asset Mgmt
|
Motilal Oswal
|
788.10
|
750.00
|
635.65
(23.98%)
|
Target met |
Buy
|
|
|
Nippon Life India AMC (NAM)’s operating revenue grew 21% YoY to INR5.7b (in line) in 4QFY25. Yields declined to 40.7bp from 41.3bp in 4QFY24. NAM’s FY25 revenue came in at INR22.3b, recording a growth of 36% YoY.
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|
28 Apr 2025
|
Nippon Life Asset Mgmt
|
Sharekhan
|
788.10
|
800.00
|
635.65
(23.98%)
|
Target met |
Buy
|
|
|
Core performance was healthy and in line with expectations in Q4FY25. Core revenues grew by 21.0% y-o-y/ down 4% q-o-q to Rs. 567 crore in Q4. For FY25, core revenue grew by 36% y-o-y. Overall, AUM reached Rs 6.5 lakh crore (up 25% y-o-y/ flat q-o-q), while MF QAAUM rose by 29% y-o-y / down 2% q-o-q.
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|
03 Apr 2025
|
Nippon Life Asset Mgmt
|
Ventura
|
788.10
|
694.00
|
584.00
(34.95%)
|
Target met |
Buy
|
|
|
Strong leadership and strategic growth driving investor expansion
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|
19 Feb 2025
|
Nippon Life Asset Mgmt
|
Geojit BNP Paribas
|
788.10
|
586.00
|
521.90
(51.01%)
|
Target met |
Accumulate
|
|
|
|
|
24 Jan 2025
|
Nippon Life Asset Mgmt
|
Axis Direct
|
788.10
|
800.00
|
620.95
(26.92%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock
|
|
23 Jan 2025
|
Nippon Life Asset Mgmt
|
Motilal Oswal
|
788.10
|
850.00
|
654.20
(20.47%)
|
7.85 |
Buy
|
|
|
Nippon Life India AMC (NAM)’s operating revenue came in at INR5.9b (in line), resulting in a growth of 39% YoY and 3% QoQ. Yields declined to 41.3bp in 3QFY25 from 41.6bp in 2QFY25 and 44.8bp in 3QFY24. For 9MFY25, revenue came in at INR16.6b, recording a growth of 42% YoY.
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|
04 Nov 2024
|
Nippon Life Asset Mgmt
|
ICICI Direct
|
788.10
|
850.00
|
703.20
(12.07%)
|
7.85 |
Buy
|
|
|
|
|
27 Oct 2024
|
Nippon Life Asset Mgmt
|
ICICI Direct
|
788.10
|
800.00
|
681.55
(15.63%)
|
Target met |
Buy
|
|
|
|
|
25 Oct 2024
|
Nippon Life Asset Mgmt
|
Axis Direct
|
788.10
|
815.00
|
681.55
(15.63%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock
|
|
24 Oct 2024
|
Nippon Life Asset Mgmt
|
Sharekhan
|
788.10
|
840.00
|
679.20
(16.03%)
|
6.59 |
Buy
|
|
|
Core revenues grew 44% y-o-y/ 13% q-o-q driven by strong growth in mutual fund AUM (up 57% y-o-y/ 14% q-o-q). Overall AUM reached Rs 6.5 lakh crore (up 50% y-o-y). Blended revenue yields were at 42 bps stable q-o-q and lower by 4 bps y-o-y.
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|
27 Aug 2024
|
Nippon Life Asset Mgmt
|
Sharekhan
|
788.10
|
840.00
|
698.00
(12.91%)
|
6.59 |
Buy
|
|
|
Strong retail flows led by buoyant equity markets and launch of new/innovative passive schemes is driving strong performance.
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31 Jul 2024
|
Nippon Life Asset Mgmt
|
Geojit BNP Paribas
|
788.10
|
701.00
|
645.00
(22.19%)
|
Target met |
Hold
|
|
|
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|
22 Jul 2024
|
Nippon Life Asset Mgmt
|
ICICI Direct
|
788.10
|
750.00
|
638.75
(23.38%)
|
Target met |
Buy
|
|
|
|
|
22 Jul 2024
|
Nippon Life Asset Mgmt
|
Keynote Capitals Ltd
|
788.10
|
595.00
|
638.75
(23.38%)
|
Target met |
Sell
|
|
|
Quarterly Update Q1FY25
|
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22 Jul 2024
|
Nippon Life Asset Mgmt
|
Axis Direct
|
788.10
|
740.00
|
638.75
(23.38%)
|
Target met |
Buy
|
|
|
We revise our rating from HOLD to BUY.
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|
22 Jul 2024
|
Nippon Life Asset Mgmt
|
Prabhudas Lilladhar
|
788.10
|
700.00
|
638.75
(23.38%)
|
Target met |
Buy
|
|
|
|
|
22 Jul 2024
|
Nippon Life Asset Mgmt
|
Sharekhan
|
788.10
|
750.00
|
638.75
(23.38%)
|
Target met |
Buy
|
|
|
NAM India reported yet another strong quarter led by buoyant capital market flows. Core revenues grew by 43% y-o-y/ 8% q-o-q to Rs. 505 crore, while quarterly average assets under management (QAAUM) rose by 54% y-o-y /12% q-o-q.
|