Скачать или смотреть Nuvama Q2FY26: Why Apply for a Mutual Fund License?

Nuvama Wealth Management Limited, the successor to Edelweiss Financial Services’ wealth business, is a prominent player in India’s wealth and asset management space. Listed on the stock exchanges in September 2023, it operates under the broader Nuvama Group with significant backing from the Asia-focused private equity firm PAG. The company offers an integrated platform for affluent, HNI, and UHNI clients, providing services across wealth management, asset management, and capital markets. As of mid-2025, Nuvama manages approximately ₹4.6 trillion in client assets, serving over 1.3 million affluent/HNI clients and more than 1,000 institutional clients, reflecting a diversified and growing client base. Its business model emphasizes recurring fee income and cross-selling across multiple services, which helps enhance client stickiness and revenue stability.

The firm is also expanding geographically into tier-2 and tier-3 cities and innovating in alternative and offshore investment offerings. Strengths include a large addressable market, institutional backing, and an integrated model that can increase wallet share per client, while risks involve competitive pressures, execution challenges in expansion, regulatory overhangs, and sensitivity to market cycles. For investors seeking fundamentally strong businesses with growth visibility, Nuvama represents a growth-oriented opportunity, provided execution remains consistent and margins are maintained.

The following are the key highlights of their Q2FY26 results:

1. Revenue grew 4% YOY
2. Cost grew 12% YOY
3. PAT grew 1% YOY


Timestamps:
00:00 - Intro
00:25 - Q2FY26 - Always Observe This
02:15 - Which Segment Performed Best?
03:47 - Segment That Dragged Overall Performance
04:45 - Reason Behind This Poor Performance
07:23 - Shift in Revenue Mix: A Big Positive
08:03 - Consolidated Family-Level Reports
08:38 - Generative AI in Portfolio Management
09:00 - 40% Loan Book Growth Yet Weak NII
10:29 - Nuvama Private & Asset: Strong Synergies
11:26 - Planning the Credit Fund
12:00 - Target for RM Addition Reduced
12:23 - RM Count Decline: A Major Concern?
14:24 - Deployment Completed In PE Fund
15:23 - Impact of the Jane Street Issue
16:49 - Momentum In Net Flow
17:25 - No PAT Growth for Fifth Consecutive Quarter
17:46 - PAT Growth Guidance
18:09 - Cost-to-income: Scope for Operating Leverage
18:32 - Why the Stock Split?
19:17 - Possible Impact of Weekly Expiry Ban
20:10 - Why Apply for a Mutual Fund License?
21:33 - Expected Revenue from the Capital Markets
22:13 - Revenue Impact of SEBI’s Brokerage Capping
22:54 - Guidance On Net Flow
23:22 - Is This Issue Serious and Structural?
24:03 - Deal and Outlook

































































































































































































































































































































































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