External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Nestle India: Nestle reported a beat on revenue while margin was below our expectations</li><li>Domestic revenue growth was at 18%, showcasing an acceleration in its three-year CAGR at 13%</li><li>The growth was led by strong volume and mix across large metros, mega cities, and smaller towns, including rural markets</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an acceleration in its three-year CAGR at 13%The growth was led by strong volume and mix across large metros, mega cities, and smaller towns, including rural marketsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Nestle India, UltraTech Cement, IndusInd Bank

<ul><li>AMCs—tepid flows to drag earnings: Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2 average: INR126bn)</li><li>Increased volatility in capital markets, rising concerns on global macros, and higher interest rates appear to have resulted in muted lumpsum flows; however, a sharp recovery in capital markets resulted in a 12% QoQ rise in Active Equity AUM</li><li>Interest rate hikes are likely to keep treasury gains under check</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

AMCs—tepid flows to drag earnings: Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2 average: INR126bn)Increased volatility in capital markets, rising concerns on global macros, and higher interest rates appear to have resulted in muted lumpsum flows; however, a sharp recovery in capital markets resulted in a 12% QoQ rise in Active Equity AUMInterest rate hikes are likely to keep treasury gains under checkContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Nippon Life India Asset Management / Equity Bottom-Up

Nippon Life India Asset Management (NAM IN)

<ul><li>Focus on Offshore Business: NAM continues to witness strong flows in the offshore business from Asia and Europe.</li><li>The company will continue to expand and strengthen its footprint in the Japanese institutional and retail space, alongside foraying into newer geographies in the Asian, European, and Latin American markets.</li><li>SIP remains growth engine: The company has seen a continued traction in its SIP flows, growing at 29/4% YoY/QoQ.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Focus on Offshore Business: NAM continues to witness strong flows in the offshore business from Asia and Europe.The company will continue to expand and strengthen its footprint in the Japanese institutional and retail space, alongside foraying into newer geographies in the Asian, European, and Latin American markets.SIP remains growth engine: The company has seen a continued traction in its SIP flows, growing at 29/4% YoY/QoQ.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd - Good Quarter; Market Share Gains Continue!

<ul><li>Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a total AUM of over Rs 5.6 Lc Cr as of FY25.</li><li>The company is promoted by Nippon Life Insurance Company, one of the leading private life insurers in Japan.</li><li>The company offers a comprehensive suite of investment products, such as Mutual Funds, ETF, AIF, PMS, and Offshore Funds, catering to a diverse client base.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a total AUM of over Rs 5.6 Lc Cr as of FY25.The company is promoted by Nippon Life Insurance Company, one of the leading private life insurers in Japan.The company offers a comprehensive suite of investment products, such as Mutual Funds, ETF, AIF, PMS, and Offshore Funds, catering to a diverse client base.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

<ul><li>Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in Mar’25.</li><li>In the past quarter, the industry witnessed muted growth in the SIP book and higher stoppages owing to market volatility.</li><li>However, the management highlighted that the company was able to outperform the industry with better-than-industry flows and lower stoppages. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in Mar’25.In the past quarter, the industry witnessed muted growth in the SIP book and higher stoppages owing to market volatility.However, the management highlighted that the company was able to outperform the industry with better-than-industry flows and lower stoppages. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

India

Nippon Life India Asset Management Limited is one of India's largest asset management companies, serving as the investment manager for Nippon India Mutual Fund. The company offers a diversified suite of investment solutions including mutual funds, exchange-traded funds (ETFs), portfolio management services, alternative investment funds, pension funds, and offshore advisory mandates. It was founded in 1995 and is headquartered in Mumbai, India.

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Nippon Life India Asset Management (NAM IN)

HSIE Results Daily: Nestle India, UltraTech Cement, IndusInd Bank

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an...

HDFC Securities

Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown

Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2...

HDFC Securities

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a...

Axis Direct

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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HSIE Results Daily: Nestle India, UltraTech Cement, IndusInd Bank

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an...

HDFC Securities

Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown

Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2...

HDFC Securities

Nippon Life India AMC Ltd - Good Quarter; Market Share Gains Continue!

NAM continues to witness strong flows in the offshore business from Asia and Europe. The company will continue to expand and strengthen its...

Axis Direct

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a...

Axis Direct

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in...

Axis Direct