Anand Rathi Wealth Ltd

Anand Rathi Wea. Summary Chart Analysis Peers Quarters Profit & Loss Balance Sheet Cash Flow Ratios Investors Documents

Anand Rathi Wealth Ltd

₹ 3,558 -0.63%
27 Apr - close price
rathi.com BSE: 543415 NSE: ANANDRATHI
About

Anand Rathi Wealth Ltd was incorporated on March 22, 1995. It is an AMFI registered mutual fund distributor and is one of the leading non-bank wealth solutions firms in India, being ranked amongst the top three non-bank mutual fund distributors in the country. The company offers a wide product portfolio of wealth solutions, financial product distribution, and technology solutions to its clients.[1]

Key Points

Part of Anand Rathi Group[1]
Anand Rathi Group, established in 1994 provides a range of Investment Services across asset classes, as well as Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC with a total AUM of 91,568 Crs as of Q2 FY26.[2]

Website BSE NSE
  • Market Cap ₹ 29,555 Cr.
  • Current Price ₹ 3,558
  • High / Low ₹ 3,735 / 1,637
  • Stock P/E 75.5
  • Book Value ₹ 123
  • Dividend Yield 0.37 %
  • ROCE 57.5 %
  • ROE 45.3 %
  • Face Value ₹ 5.00
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Pros

  • Company is almost debt free.
  • Company has delivered good profit growth of 54.7% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 42.2%
  • Company has been maintaining a healthy dividend payout of 31.1%
  • Company's median sales growth is 29.8% of last 10 years

Cons

  • Stock is trading at 28.8 times its book value
  • Promoter holding has decreased over last 3 years: -5.62%

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

Peer comparison

Financial Services Financial Services Capital Markets Financial Products Distributor

Part of BSE 500 Nifty 500 Nifty Smallcap 100 BSE Financial Services BSE SmallCap Select Index

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Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026
137 168 175 175 177 229 234 228 213 265 286 279 277
78 96 100 97 106 133 132 124 125 139 152 150 194
Operating Profit 59 71 75 78 71 96 102 104 89 125 134 130 83
OPM % 43% 43% 43% 44% 40% 42% 44% 46% 42% 47% 47% 46% 30%
3 3 6 4 12 7 6 6 18 9 9 16 67
Interest 1 1 2 2 2 1 3 4 4 4 5 4 3
Depreciation 3 3 3 4 4 4 5 5 6 6 7 7 8
Profit before tax 59 70 76 76 77 97 101 102 98 124 130 134 138
Tax % 26% 25% 26% 26% 28% 26% 25% 26% 26% 26% 26% 26% 26%
43 52 57 57 56 72 75 76 72 92 97 100 102
EPS in Rs 5.18 6.28 6.78 6.82 6.63 8.71 9.04 9.12 8.72 11.11 11.70 12.02 12.31
Raw PDF

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
1 214 275 327 260 408 538 720 943 1,107
1 136 180 213 185 230 296 400 514 636
Operating Profit 0 78 95 114 75 178 242 320 429 472
OPM % 26% 36% 35% 35% 29% 44% 45% 44% 45% 43%
0 6 6 1 2 1 0 0 1 100
Interest 0 9 3 3 3 2 4 6 11 16
Depreciation 0 4 4 16 12 11 12 14 20 29
Profit before tax 0 71 94 96 62 166 226 300 398 527
Tax % 21% 29% 30% 26% 29% 24% 26% 26% 26% 26%
0 50 65 71 44 125 168 221 295 391
EPS in Rs 4.00 18.71 12.11 13.18 8.03 15.08 20.17 26.46 35.58 47.15
Dividend Payout % 0% 0% 0% 0% 31% 36% 30% 26% 39% 28%
Compounded Sales Growth
10 Years: 108%
5 Years: 34%
3 Years: 27%
TTM: 17%
Compounded Profit Growth
10 Years: 118%
5 Years: 55%
3 Years: 33%
TTM: 33%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: 102%
1 Year: 102%
Return on Equity
10 Years: %
5 Years: 41%
3 Years: 42%
Last Year: 45%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Equity Capital 0.19 13 13 14 14 21 21 21 42 42
Reserves 6 76 141 212 266 360 484 661 661 984
0 1 1 42 33 39 36 51 79 83
0 79 58 162 49 82 102 160 187 224
Total Liabilities 7 169 213 429 362 501 644 894 969 1,332
0 9 9 32 20 93 110 131 172 180
CWIP 0 0 0 65 69 0 0 1 0 0
Investments 4 62 129 193 194 193 195 202 320 316
3 98 75 139 79 215 338 559 477 836
Total Assets 7 169 213 429 362 501 644 894 969 1,332

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
0 97 57 143 -24 147 109 267 352 254
0 -91 -43 -156 52 -79 -44 -233 -67 89
0 -7 -3 28 -17 -49 -64 -72 -282 -142
Net Cash Flow 0 -2 11 15 12 19 0 -37 3 200
Free Cash Flow 0 93 34 92 -29 129 97 262 316 240
CFO/OP 0% 150% 97% 143% 0% 122% 65% 98% 106% 81%

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 248 18 12 9 14 13 11 14 13 14
Inventory Days
Days Payable
Cash Conversion Cycle 248 18 12 9 14 13 11 14 13 14
Working Capital Days 816 22 -36 -48 -24 26 100 192 106 128
ROCE % 79% 47% 22% 46% 48% 48% 54% 57%

Insights

In beta
Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Total Assets Under Management (AUM) - Consolidated
Rs. Crores

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Active Client Families - Private Wealth
Numbers
AUM Per RM - Private Wealth
Rs. Crores
Client Attrition Rate (AUM Lost)
Percentage
Relationship Managers (RMs) - Private Wealth
Numbers
Total Net Inflows - Cumulative (9 Months/Full Year)
Rs. Crores
OFA Platform Assets
Rs. Crores
OFA Platform Subscribers (MFDs/IFAs)
Numbers
Assets Under Influence (AUI) - Consolidated
Rs. Crores
Equity Mutual Fund Net Inflows - Cumulative
Rs. Crores

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
48.75% 48.69% 48.20% 48.02% 48.09% 47.99% 47.99% 47.29% 42.71% 42.71% 43.11% 43.11%
2.11% 1.84% 3.01% 4.86% 5.02% 5.32% 5.75% 4.85% 4.90% 5.56% 6.66% 5.78%
9.72% 10.26% 9.16% 8.78% 8.32% 7.96% 7.81% 7.21% 8.40% 8.73% 9.45% 9.10%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.01% 0.00% 0.00% 0.00% 0.00%
39.42% 39.21% 39.64% 38.35% 38.56% 38.72% 38.45% 40.64% 43.98% 43.00% 40.78% 42.01%
No. of Shareholders 35,82137,14144,36944,30768,25654,18952,39254,93859,18674,12173,90864,931

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

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Documents

Announcements

Annual reports

DRHP

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