Anand Rathi Wealth
- Market cap
- ₹ 37,035 Cr.
- P/E
- 82.7x
- P/B
- 36.98x
- 52-week range
- 1,353.85 – 2,290
- ROE
- 45%
- ROCE
- 57%
- Dividend yield
- 0.3%
- Debt / equity
- 0.08
- Sector
- Capital Markets
- Industry
- Financial Products Distributor
- Listed on
- NSE, BSE
About
Anand Rathi Wealth Limited is an India-based wealth solutions provider. The Company is engaged in the business of services for the distribution and sale of financial products. It works with high and ultra-high net worth individuals (HNIs and UHNIs) to facilitate their investments in financial instruments using its solutions. Its flagship Private Wealth (PW) vertical is engaged in providing solutions to its clients by facilitating investments in financial instruments. Its Digital Wealth (DW) vertical focuses on integrating financial technology (fintech) and providing wealth solutions to the mass affluent sector through a physical plus digital (phygital) channel, or a blend of human contact and technology. Omni Financial Advisors (OFA) is a technology platform that is designed specifically for Mutual Fund Distributors (MFDs) and Independent Financial Advisors. It offers business dashboards, online mutual fund transactions, goal planning, and post sales services.
Quick check
The five things to look at first. Open one for more.
Compared with its industry
Financial Products Distributor: 5 companies →Anand Rathi Wealth against the typical company in its industry. The rank is out of the companies that report each figure; green means the better quarter of the pack, red the worse quarter.
- Valuation (P/E)82.7 against a typical 50.1: pricier than most peers (1st = cheapest).5th of 5
- Sales growth+16.8% against a typical +34% from a year earlier.4th of 4
- Profit growth−9.3% against a typical +46.5% from a year earlier.4th of 4
- Share price, 3 months+11.3% against a typical −6.7%.1st of 5
- Size₹ 37,034.5 Cr. market value against a typical ₹ 112.6 Cr. (1st = largest).1st of 5
Latest announcements
Exchange filings and their impact on the company.
- 16 Oct 2026Analysts/Institutional Investor Meet/Con. Call UpdatesMedium impactPositivePrice +0.8% that dayQ2 call confirms 22 percent PAT growth, record Rs 4186 cr flows and FY27 guidance on track.
Anand Rathi Wealth published the transcript of its Q2 and H1 FY27 call held on 12 October 2026. Q2 revenue rose 16 percent to Rs 357 cr and net profit rose 22 percent to Rs 122 cr, while H1 revenue rose 17 percent to Rs 693 cr and adjusted PAT rose 23 percent to Rs 238 cr. Management reported record quarterly net flows of Rs 4186 cr up 39 percent, equity mutual fund flows of Rs 2867 cr, AUM of Rs 1.08 lakh cr, an interim dividend of Rs 4 per share post-bonus, and maintained FY27 guidance of Rs 1415 cr revenue and Rs 460 cr PAT, with GIFT City approval and a mutual fund licence filing by October-end.
- H1FY27 presentation confirms Rs 1 lakh cr+ AUM scale and on-track growth guidance.
Anand Rathi Wealth submitted its investor presentation for the quarter and half year ended 30 September 2026. The deck highlights AUM crossing Rs 1,00,000 crore with over 400 relationship managers, shift toward Rs 5 crore+ HNI clients, low regret attrition and growing digital wealth and OFA platforms. It reaffirms the FY27 growth guidance and the long-term India wealth opportunity, indicating continued business momentum.
- Q2 revenue grew ~16% YoY to Rs 344 cr with Rs 4 interim dividend, though ESOP costs cut Q2 PAT ~11% YoY.
Anand Rathi Wealth reported Q2 FY27 consolidated revenue of Rs 344 cr, up 15.7% YoY, and H1 revenue of Rs 666 cr, up 16.6% YoY, with H1 net profit of Rs 252.3 cr, up 30% YoY. Q2 net profit fell to Rs 89.3 cr from Rs 99.9 cr last year as employee costs jumped 50% on a Rs 92.1 cr H1 ESOP charge, while other income was boosted by fair-value gains. The board declared an interim dividend of Rs 4 per share (Rs 66.42 cr total) with record date 15 October 2026.
Board meetings
Results dates and other board meetings. Full calendar
| Details | ||
|---|---|---|
| 9 Oct 2026 | Financial Results/Dividend | i. Consider, approve and take on record the Unaudited standalone and consolidated financial results of the Company for the Second quarter and Half year ended 30th September, 2026 after these results are reviewed by the Audit Committee of the Board.ii. Consider declaration of interim dividend on equity shares of the Company for the Financial Year 2026-27, if any.iii. Any Other matter with permission of the chair. |
| 9 Jul 2026 | Financial Results | Anand Rathi Wealth Limited hereby inform you that the meeting of the Board of Directors of the Company is scheduled to be held on Thursday, 09th July, 2026 to, inter-alia:i. Consider, approve and take on record the Unaudited standalone and consolidated financial results of the Company for the First Quarter ended 30th June, 2026 after these results are reviewed by the Audit Committee of the Board.ii. Any Other matter with permission of the chair. |
| 9 Apr 2026 | Bonus | In furtherance to our intimation dated 30th March, 2026, regarding proposed Board Meeting scheduled to be held on Thursday i.e. 09th April, 2026, this is to inform you that the Board of Directors in its meeting inter alia would consider a proposal for Issuance of Bonus Shares to the Shareholders of the Company |
| 12 Jan 2026 | Financial Results | ANAND RATHI WEALTH LIMITED has informed the Exchange about Board Meeting to be held on 12-Jan-2026 to i. Consider, approve and take on record the unaudited standalone and consolidated financial results of the Company for the third quarter and nine months ended 31st December, 2025 after these results are reviewed by the Audit Committee of the Board.ii. Any Other matter with permission of the chair |
| 13 Oct 2025 | Financial Results/Dividend | i. To consider and approve and take on record the unaudited standalone and consolidated financial results of the Company for the second quarter and half year ended 30th September, 2025 after these results are reviewed by the Audit Committee of the Board.ii. Consider declaration of interim dividend on equity shares of the Company for the Financial Year 2025-26, if any.iii. Any Other matter with permission of the chair. |
| 10 Jul 2025 | Other business matters | ANAND RATHI WEALTH LIMITED has informed the Exchange about Board Meeting to be held on 10-July-2025 to inter-alia consider and approve the Unaudited Financial results of the Company for the Quarterly ended June 2025 |
Financials
Consolidated figures in ₹ crore.
| ₹ Cr. | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 175 | 177 | 229 | 234 | 228 | 213 | 265 | 286 | 279 | 277 | 313 | 334 |
| Expenses | 97 | 106 | 133 | 132 | 124 | 125 | 139 | 152 | 150 | 194 | 205 | 217 |
| Operating Profit | 78 | 71 | 96 | 102 | 104 | 89 | 125 | 134 | 130 | 83 | 108 | 116 |
| OPM % | 44% | 40% | 42% | 44% | 46% | 42% | 47% | 47% | 46% | 30% | 35% | 35% |
| Other Income | 4 | 12 | 7 | 6 | 6 | 18 | 9 | 9 | 16 | 67 | 109 | 11 |
| Interest | 2 | 2 | 1 | 3 | 4 | 4 | 4 | 5 | 4 | 3 | 4 | 3 |
| Depreciation | 4 | 4 | 4 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 8 |
| Profit before tax | 76 | 77 | 97 | 101 | 102 | 98 | 124 | 130 | 134 | 138 | 206 | 116 |
| Tax % | 26% | 28% | 26% | 25% | 26% | 26% | 26% | 26% | 26% | 26% | 21% | 24% |
| Net Profit | 57 | 56 | 72 | 75 | 76 | 72 | 92 | 97 | 100 | 102 | 163 | 88 |
| EPS in Rs | 3.41 | 3.32 | 4.36 | 4.52 | 4.56 | 4.36 | 5.56 | 5.85 | 6.01 | 6.16 | 9.83 | 5.32 |
Growth and returns
Compounded yearly rates over each period.
- 10 Years
- 110%
- 5 Years
- 36%
- 3 Years
- 31%
- TTM
- 21%
- 10 Years
- 118%
- 5 Years
- 55%
- 3 Years
- 33%
- TTM
- 34%
- 10 Years
- —
- 5 Years
- —
- 3 Years
- 64%
- TTM
- —
- 10 Years
- —
- 5 Years
- 41%
- 3 Years
- 42%
- TTM
- —
P/E and EPS over time
Daily P/E and trailing 12-month EPS. EPS updates with each result.
Peers
Listed companies in the same business.
| Anand Rathi Wealth | ₹ 2,264.60 | ₹ 37,035 Cr. | 82.7x | 37x | 45% | — |
| ICICI Prudential Asset Management Company Ltd | ₹ 2,655.00 | ₹ 1,30,928 Cr. | 47.7x | 37.7x | — | 56% |
| HDFC Asset Management Company | ₹ 2,250.00 | ₹ 96,542 Cr. | 39.9x | 12.3x | — | 69.3% |
| Nippon Life India Asset Management | ₹ 922.10 | ₹ 59,010 Cr. | 50.1x | 16.3x | 34.5% | 56.4% |
| Multi Commodity Exchange Of India | ₹ 3,017.00 | ₹ 76,931 Cr. | 52.6x | 16.6x | 37.9% | 57.8% |
| Motilal Oswal Financial Services | ₹ 925.00 | ₹ 55,715 Cr. | 30.8x | 4.5x | 15.6% | 21.2% |
Management
- Rakesh Rawal
- Chief Executive Officer, Whole-Time Director
- Feroze Azeez
- Joint Chief Executive Officer
- Rajesh Kumar Bhutara
- Chief Financial Officer
- Jugal Kishor Mantri
- Group Chief Financial Officer
- Tejal Shah
- Chief Human Resources Officer
- Pravin Rajendraprasad Jogani
- Compliance Officer, Company Secretary
- Ashish Bhandia
- Business Head - Kolkata
- Adil Chacko
- Business Head - Delhi
Prices are delayed and for information only. Nothing on this page is investment advice.