Q4 2025 Nippon Life India Asset Management Ltd Earnings Call Transcript

Apr 28, 2025 / 12:00PM GMT

Release Date Price: ₹635.65 (-0.71%)

Transcript

Key Points

Positve

Nippon Life India Asset Management Ltd (BOM:540767) achieved its highest ever annual profit after tax of INR12.86 billion, marking a 16% year-on-year growth.
The company reported the highest ever operating profit of INR14.04 billion, a 47% increase year-on-year.
The SIP market share has effectively doubled over three years, reaching 10.16% in March 2025.
Nippon Life India Asset Management Ltd (BOM:540767) has the largest investor base in the mutual fund industry with 20.8 million unique investors.
The company continues to be a leading player in the ETF segment with a market share of 19.07%, which increased by 236 basis points year-on-year.

Negative

The equity market in Q4 FY25 witnessed a decline, with the Nifty dropping by 0.5% quarter-on-quarter.
The company's profit after tax for Q4 FY25 was down 13% year-on-year.
There was a recent cyber-attack on the company's IT infrastructure, although critical applications have been restored.
The share of equity in overall AUM declined quarter-on-quarter, ending at 60% for Q4 FY25.
Operating expenses increased by 14% year-on-year, driven mainly by investments in talent and technology infrastructure.

Operator

Ladies and gentlemen, good day and welcome to Nippon Life India Asset Management Q4 and FY25 earnings conference hall hosted by InCred Equities. (Operator Instructions) Please note that this conference is being recorded.

I now hand the contents over to Ms. Meghna Luthra from InCred Equities. Thank you and over to you, ma'am.

Meghna Luthra

InCred Capital - Analyst

Thank you, Manav and good evening everyone. On behalf of InCred Equities, I welcome all to Nippon Life India Asset Management fourth quarter FY25 earnings conference call. We have along with us, Mr. Sundeep Sikka, Executive Director and CEO, along with the senior management team. We are thankful to the management for allowing us this opportunity.

I would now like to hand it over to Mr. Sundeep Sikka for his opening remarks. Over to you, sir.

Sundeep Sikka

Nippon Life India Asset Management Ltd - Chief Executive Officer, Executive Director

Thanks. Good evening, everyone, and welcome to our Q4 FY25 earnings conference call. We have with

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