Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd trading window to commence October 1, 2026 and to end 48 hours after the unaudited results for the quarter and half-year ending September 30, 2026

ESG rating action

• SES ESG assigned ESG score 75.7, down from 77.
• Reduction attributed to environmental and social parameters.
• Company states it did not engage SES ESG; analysis based on public data.
• Rating received September 27, 2026; disclosed September 28, 2026.

Meeting Details

• Date: September 28-29, 2026; Location: Mumbai; Mode: In-Person.
• Type: One-on-One/Group Meeting; Event: PL Capital Mid & Small Cap Conference 2026.

Participants

• Key company participants: management representatives attending on behalf of NAM India Asset Management.

Purpose

• Purpose: Analyst / Institutional investor meeting.

Meeting Details

• Date: September 28, 2026; in-person, Mumbai.
• Type/Format: One-on-One/Group meeting.
• Organizer: Nuvama Emerging India CEO Forum.
• Participants: Company representatives (management roles) to attend.
• Purpose: Investor/analyst interaction to discuss updates.

ESG Rating Details

• ESG rating assigned: 69.16 for Nippon Life India Asset Management Ltd.
• Rating Agency: Niche Ninety Nine Capability and Certifications (OPC) Private Limited.
• Provider states rating prepared independently from public-domain data; company did not engage the provider.
• Disclosure filed under Regulation 30 of SEBI LODR for ESG Rating.
• Rationale: based on public-domain data; no detailed governance or financial rationale provided.
• Outlook not disclosed.

Meeting Details

• Date: September 24, 2026; time not specified.
• Details: BofA Securities 2026 Asia Pacific Conference.
• Location: Hong Kong.
• Mode: In-Person.
• Type: One on One/Group Meeting.

Participants

• Company representatives to attend; specific roles not disclosed.

Purpose

• Schedule for investor/analyst meeting with the BofA Asia Pacific Conference.

Additional Notes

• Note: Changes may occur due to exigencies on part of company/investors/analysts.

Meeting details

• Date: September 23, 2026; Time: not disclosed.
• Mode: In-person; Type: One-on-One/Group Meeting.
• Organizer/Event: CITIC CLSA Flagship Investors’ Forum; Location: Hong Kong.

Participants

• Company representatives to attend; roles not disclosed.

Purpose

• Purpose: investor/analyst meeting for general investor interaction.

Meeting Details

• Date: September 22, 2026
• Details: Anand Rathi G-200 Summit 2026
• Location: Mumbai
• Mode: In-Person
• Type: One-on-One / Group Meeting

Participants

• Company representatives to attend; specific management roles not disclosed

Purpose

• Intimation of schedule for analyst/institutional investor meeting

Meeting Details

• Date: September 21, 2026.
• Type/Mode: In-person group and one-on-one meeting.
• Organizer: J.P. Morgan India.
• Location: Mumbai.
• Company participants: Company representatives to attend.
• Purpose: Analyst / Institutional investor meeting.

Business overview

• NAM India is among India's largest AMCs with a 30+ year track record.
• Core business comprises mutual funds, managed accounts, and international advisory.
• Strategic emphasis on rural and B-30 markets via REMG and branches.
• Total AUM at Q1 FY27: INR 8.62 trillion.
• Folio base: 40.2 million; 271 locations; 125,200+ distributors.

Key operational highlights

• Q1 FY27 PAT: INR 5.04 billion, up 27% YoY and 31% QoQ.
• MF AUM: INR 7.49 trillion; MA AUM: INR 0.975 trillion; International AUM: INR 0.147 trillion.
• GIFT City AUM: INR 4.5 billion.
• Eight new physical branches added in the last year.
• 3-year MF market share growth: +176 bps; NAM India among fastest-growing AMCs.
• Jun-26 NAM India MF QAAUM market share: 9.04%.

Strategic priorities & outlook

• Expand in rural/B-30 markets via REMG and expanded branch network.
• Open-architecture MFDs to deepen institutional reach; strengthen private wealth and RIAs.
• Banking vertical and national distributors to broaden distribution.
• AI-driven digital campaigns to expand Bharat investor base.
• Justification for physical presence: intergenerational wealth transfer in India.

Governance & leadership

• MD & CEO tenure exceeds 20 years.
• Deputy CEO and CIOs have 13+ years tenure.
• Next-in-line leadership team exceeds 12 years tenure.
• Leadership emphasizes internal growth with selective external hires.