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.
NDTV Profit's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer NDTV Profit's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
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.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
Essential Business Intelligence, Continuous LIVE TV, Sharp Market Insights, Practical Personal Finance Advice and Latest Stories — On NDTV Profit.
