PNippon Life India Asset ManagementExecutive Cockpit

CEO — Enterprise 360

Growth, business-unit performance, operations, customers and strategic signals across the Pavion platform.

Nippon Life India Asset Management · FY26 (modeled)
Top 5 Indian AMC by AUM
1,200 employees · 0+ US sites · 2 countries
Executive read· the answer, then the moves

Revenue of $3825M is growing 9.6%, but the equity re-rate hinges on revenue quality: recurring mix sits at 90% against the 45% target. Convert the $11M weighted pipeline and $8M of cross-sell whitespace into annuity revenue.

8 of 8 headline metrics improving vs prior · still off target: Revenue $3.83B vs $4.10B, Revenue Growth 9.6% vs 12.0%, EBITDA Margin 48.4% vs 50.0%

Do now — ranked by urgency
  1. 1
    Close the recurring-mix gap to 45%Watch
    Why it matters

    Lifting recurring mix from 90% to 45% reframes ≈ $-1729M of revenue as higher-multiple annuity — the swing that re-rates the platform.

    What's driving it
    • Recurring mix 90% vs 45% target
    • Revenue growth 9.6%
    FYI
    • $8M cross-sell whitespace across top accounts
    • Owner: CEO / CRO
  2. 2
    India (Tier 3 Cities) region margin driftWatch
    Why it matters

    Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    India (Tier 3 Cities) GM 200bps below plan amid RFI/ISC integration drag.

  3. 3
    Convert the weighted pipeline — lead with State Bank of India Employees Pension Fund — multi-region DC security + Fund Admin SystemOpportunity
    Why it matters

    State Bank of India Employees Pension Fund — multi-region DC security + Fund Admin System (Security + Monitoring) carries $7.32M at 60% — the largest single mover in the $11M weighted book.

    What's driving it
    • Top pursuit $7.32M @ 60% · Proposal
    • 6 active pursuits
    FYI
    • Weighted pipeline $11M
    • Signal-driven items sourced from news/EDGAR adapters
  4. 4
    State Bank of India Employees Pension Fund expansion → $12.5M opportunityOpportunity
    Why it matters

    Prioritize solution design; align certified-tech coverage in new metros.

    What's driving it
    • Pipeline
    • Signal: Alert
    FYI

    News signal converted to qualified, credit-cleared multi-region pursuit.

Revenue
$3.83B
▲ 9.6% vs priorTarget $4.10B
Revenue Growth
9.6%
▲ 18.5% vs priorTarget 12.0%
EBITDA Margin
48.4%
▲ 0.8% vs priorTarget 50.0%
Recurring Fee Income
$3.20B
▲ 8.5% vs priorTarget $3.50B
Recurring Revenue Mix
90.2%
▲ 0.4% vs priorTarget 91.0%
Book-to-Bill Ratio
0.5x
▲ 2.2% vs priorTarget 0.6x
Rule of 40 (AUM Growth + Margin)
47
▲ 6.8% vs priorTarget 50
Net Promoter Score
62
▲ 3.3% vs priorTarget 65
Trailing 12 months

Revenue & EBITDA

Monthly revenue (bars) and adjusted EBITDA (line), $M.

Mix

Revenue by Business Unit

Mutual Funds45%
Portfolio Management Services35%
Alternative Investment Funds20%
Recurring revenue mix 40% · target 45%
Pipeline

Growth opportunities

Weighted pursuits — signal-driven items sourced from news/EDGAR adapters.

OpportunitySolutionStageProb.Value
signalState Bank of India Employees Pension Fund — multi-region DC security + Fund Admin SystemSecurity + MonitoringProposal60%$7.32M
signalBharat Insurance — hub perimeter + video analyticsSecurityQualify45%$4.92M
Kaiser — nurse call + RTLS refreshIntegrationProposal50%$3.63M
UPS — fire + mass notification bundleFire SafetyQualify40%$2.75M
signalAlign — mfg expansion AV + accessIntegration + SecurityDevelop48%$1.82M
signalRajiv Mehra — Security cross-sell (11 sites)Security + Fund Admin SystemDevelop55%$0.82M
Revenue by vertical

Industry mix

Outside-in

External signals

News + EDGAR adapter feed linked to accounts, suppliers and competitors.

SourceSignalEntityTypeMaterialityImplication
NewsState Bank of India Employees Pension Fund announces new US cloud regionsState Bank of India Employees Pension FundExpansionHigh→ multi-region DC security opportunity
EDGARBharat Insurance 10-K: elevated hub-automation capexBharat InsuranceCapexHigh→ perimeter + analytics pull-through
NewsRajiv Mehra expanding data-center footprintRajiv MehraNewFacilityMedium→ cross-sell 11 fire-only sites
EDGARReliance Industries Staff Superannuation Fund filings show continued store closuresReliance Industries Staff Superannuation FundDistressMedium→ churn + credit watch
NewsHanwha flags component lead-time pressureRisk EngineSupplyMedium→ supplier risk, dual-source 2 SKUs
NewsCompetitor acquires regional fire integratorCompetitorM&AMedium→ defend India (Tier 3 Cities) accounts
Segments

Business-unit performance

Fire Safety · Security · Integration.

Mutual Funds
$206.85M
14% growth
34%
GM
9.49%
EBITDA
44%
Recurring

Core business, managing public and institutional pooled investments across equity, debt, and hybrid schemes.

Portfolio Management Services
$161.15M
9% growth
35%
GM
9.08%
EBITDA
46%
Recurring

Custom discretionary portfolios for HNIs and institutional clients, focused on alpha generation.

Alternative Investment Funds
$92M
18% growth
30%
GM
6.91%
EBITDA
24%
Recurring

Private pooled vehicles for sophisticated investors, including private equity, venture, and credit strategies.

Geography

Regional health

India (Tier 2 Cities)13 sites · $104.89M
India (Tier 1 Cities)12 sites · $96.69M
India (Tier 3 Cities)13 sites · $89.66M
Asia-Pacific12 sites · $78.52M
Middle East10 sites · $71.49M
Global NRI/Offshore7 sites · $18.75M
Service & compliance

Operational excellence

Installed-base health, SLAs and code compliance across the monitored estate.

Monitored Devices
412,000
Open Critical Deficiencies
11
target 0
Inspection On-Time
93%
target 98%
Sites Compliance-At-Risk
7
target 0
Mean Time To Repair
6.4h
target 4
Technician Utilization
71%
target 78%
Accounts

Customer 360 & cross-sell whitespace

Top accounts with value, retention, score and untapped cross-sell.

AccountTierIndustryRevenueARRNRRWhitespaceScoreChurn
Bharat InsuranceGlobalCorporate Treasuries$10.9M$2.58M108%$1.23M
89
Low
State Bank of India Employees Pension FundGlobalRetail Investors$9.43M$3.05M119%$1.88M
92
Low
Rajiv MehraGlobalPension Funds$8.32M$1.82M112%$0.82M
87
Low
Brookfield CorporationGlobalHigh Net Worth Individuals$7.56M$2.23M104%$1.05M
81
Medium
UPSNationalCorporate Treasuries$6.62M$1.7M106%$0.94M
84
Low
IBMGlobalRetail Investors$5.68M$1.52M101%$0.64M
78
Medium
ICICI Prudential LifeNationalHigh Net Worth Individuals$4.22M$1.11M105%$0.76M
79
Medium
Reliance Industries Staff Superannuation FundNationalRetail$3.75M$1M97%$0.35M
64
High
HDFC Life InsuranceNationalRetail Investors$3.4M$1.23M110%$0.53M
86
Low
Aditya Birla Sun Life InsuranceNationalInstitutional Investors$2.4M$0.7M100%$0.23M
72
Medium