Financial Performance Highlights

Nuvama Wealth Management Limited reported strong financial results for FY26 with consolidated revenue of ₹4,649.65 crore (up from ₹4,169.30 crore in FY25) and net profit of ₹1,040.26 crore (up from ₹986.17 crore). Operating PAT reached ₹1,049 crore, representing 6% YoY growth, while Return on Equity stood at 28.1%. The company maintained a healthy cost-to-income ratio of 56% and increased net worth by 18% to ₹4,121 crore.

Business Segment Performance

Client assets surpassed ₹4.5 lakh crore with 23% 5-year CAGR across all business segments:

  • Wealth Management: Revenue grew 20% to ₹1,718 crore with client assets of ₹3,13,787 crore
  • Asset Management: AUM increased 13% to ₹12,807 crore with management fees up 31% to ₹77 crore
  • Asset Services: Revenue rose 12% to ₹734 crore with assets under custody of ₹1,25,954 crore
  • Capital Markets: Maintained #1 ranking in public debt issuances and #3 in private debt placements

Strategic Developments & Expansion

The company received final SEBI approval for its Mutual Fund business on June 8, 2026, and expanded global operations to Singapore. Nuvama upgraded its credit rating to AA/Stable by ICRA and CARE, while strengthening AI capabilities across advisory, operations, and client servicing. The company laid foundations for expanding Asset Services into RTA and Trusteeship businesses.

ESG Initiatives & Sustainability

Nuvama established an ESG Committee chaired by Independent Director Sameer Kaji to oversee sustainability strategy. The company achieved 53.56% renewable energy usage, with Scope 2 emissions of 814.60 MTCO2e and water consumption of 8,423.10 kiloliters. Employee metrics showed 100% training coverage, 96% female return-to-work rate after parental leave, and 15.51% of total wages paid to female employees. CSR spending totaled ₹17.24 crore focused on education, skills development, and environmental sustainability.

Capital Structure & Corporate Actions

The company executed a share sub-division effective December 26, 2025, changing from shares of ₹10 face value to ₹2 face value. Dividends totaling ₹501.17 crore were paid during FY26, representing ~49% of operating PAT. The Board seeks shareholder approval to issue ₹500 crore in Non-Convertible Debentures (NCDs) on a private placement basis for general business purposes.

Governance & Leadership

The company proposes to reappoint two Independent Directors - Mr. Birendra Kumar (Chairperson) and Ms. Anisha Motwani - for second three-year terms until July 2030. The Board consists of 8 directors with 4 independent members. Key Managerial Personnel include MD & CEO Ashish Kehair and Executive Director Shiv Sehgal.

Legal & Regulatory Matters

Two significant Supreme Court cases involve subsidiary Nuvama Clearing Services Limited regarding margin shortfalls totaling ₹482.59 crore from 2019-2020. The Bombay High Court recently ordered steps to permanently lift liens on NCSL's clearing account. The company reported full regulatory compliance with no material non-compliances or fraud instances.

Subsidiaries & Investments

The group includes 14 subsidiaries, 1 associate (49% in Nuvama Custodial Services), and 1 joint venture. Key investments included ₹200 crore in Nuvama Wealth Finance Limited and ₹60 crore in Nuvama Asset Management Limited. Post March 2026, additional investments of ₹130 crore were made in these subsidiaries.

Outlook & Forward Strategy

Nuvama plans to continue scaling its Wealth Management franchise, build on existing Asset Management strategies while adding Private Credit & SIFs, expand Asset Services into RTA and Trustee Services, and grow its fixed income franchise in Capital Markets. The focus remains on strengthening governance, talent, culture, and risk discipline.