'Buy' Nippon Life Shares Maintains Motilal Oswal; Sees Upto 15% Upside — Here's Why

Nippon Life is strategically scaling its specialised Investment fund platform as a high-potential, standalone business focused on differentiated, alpha-generating strategies. Backed by a dedicated team and strong management commitment, the SIF vertical is being positioned as a key long-term growth engine.

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Motilal Oswal Report

Driven by industry-leading assets under management growth, a robust SIP franchise, market leadership in ETFs, the scale-up of specialised investment fund as a new vertical, and consistent traction in the alternates and offshore segments, Nippon Life India Asset Management Ltd. offers strong visibility on earnings sustainability.

Ongoing business diversification and prudent cost management are expected to mitigate the impact of yield compression and support valuation resilience.

We expect a 14%/16%/15% CAGR in revenue/Ebitda/PAT over FY25-27.

We reiterate a Buy rating on the stock with a target price of Rs 930, premised on 34x FY27E earnings.

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