Wealth First Portfolio Managers Ltd
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]
- Market Cap ₹ 924 Cr.
- Current Price ₹ 867
- High / Low ₹ 1,440 / 690
- Stock P/E 26.9
- Book Value ₹ 142
- Dividend Yield 0.92 %
- ROCE 37.7 %
- ROE 28.9 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
- Company is expected to give good quarter
- Company has delivered good profit growth of 25.8% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 32.8%
- Company has been maintaining a healthy dividend payout of 23.6%
Cons
- Debtor days have increased from 34.4 to 43.5 days.
* 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
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Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 169 | 150 | 199 | 224 | 331 | 10 | 25 | 33 | 29 | 66 | 59 | 63 | 53 | |
| 164 | 146 | 191 | 212 | 321 | 7 | 6 | 8 | 10 | 11 | 13 | 16 | 17 | |
| Operating Profit | 4 | 4 | 8 | 12 | 10 | 2 | 18 | 25 | 19 | 55 | 46 | 47 | 36 |
| OPM % | 2.5% | 3.0% | 4.0% | 5% | 2.9% | 25% | 74% | 75% | 65% | 83% | 78% | 74% | 68% |
| 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1 | 6 | 9 | |
| Interest | 3 | 1 | 2 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 2 | 3 | 6 | 11 | 9 | 2 | 18 | 25 | 18 | 55 | 44 | 52 | 44 |
| Tax % | 16% | 20% | 20% | 18% | 23% | 28% | 29% | 24% | 26% | 23% | 24% | 23% | |
| 2 | 3 | 5 | 9 | 7 | 1 | 13 | 19 | 14 | 42 | 34 | 40 | 34 | |
| EPS in Rs | 10.10 | 2.43 | 4.50 | 8.19 | 6.59 | 1.21 | 12.00 | 17.62 | 12.68 | 39.77 | 31.64 | 37.76 | 32.22 |
| Dividend Payout % | 6% | 12% | 13% | 7% | 9% | 50% | 8% | 11% | 24% | 18% | 51% | 3% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | -8% |
| 5 Years: | 21% |
| 3 Years: | 30% |
| TTM: | -7% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 32% |
| 5 Years: | 26% |
| 3 Years: | 44% |
| TTM: | -8% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | 32% |
| 3 Years: | 39% |
| 1 Year: | -28% |
| Return on Equity | |
|---|---|
| 10 Years: | 29% |
| 5 Years: | 31% |
| 3 Years: | 33% |
| Last Year: | 29% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 1 | 6 | 6 | 6 | 6 | 6 | 11 | 11 | 11 | 11 | 11 | 11 |
| Reserves | 4 | 9 | 13 | 22 | 28 | 28 | 36 | 55 | 66 | 107 | 117 | 140 |
| 5 | 18 | 18 | 6 | 1 | 3 | 0 | 2 | 0 | 0 | 0 | 0 | |
| 1 | 12 | 3 | 4 | 4 | 3 | 3 | 4 | 4 | 7 | 8 | 9 | |
| Total Liabilities | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 | 160 |
| 0 | 0 | 0 | 0 | 1 | 1 | 0 | 1 | 1 | 1 | 1 | 1 | |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 1 | 0 | 0 | 0 | 3 | 18 | 39 | 49 | 31 | 88 |
| 11 | 45 | 41 | 37 | 38 | 39 | 46 | 52 | 40 | 75 | 103 | 71 | |
| Total Assets | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 | 160 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 16 | -21 | 1 | 16 | 8 | -8 | 7 | 21 | 21 | 16 | 9 | 72 | |
| 2 | 1 | 2 | 1 | -0 | 2 | -3 | -18 | -19 | -10 | 10 | -55 | |
| -17 | 19 | -2 | -14 | -6 | 0 | -4 | 1 | -4 | -4 | -21 | -18 | |
| Net Cash Flow | 2 | -1 | 2 | 3 | 2 | -6 | 1 | 4 | -3 | 2 | -2 | -1 |
| Free Cash Flow | 17 | -21 | 1 | 16 | 7 | -8 | 7 | 20 | 20 | 16 | 8 | 71 |
| CFO/OP | 390% | -455% | 16% | 147% | 103% | -247% | 42% | 103% | 148% | 51% | 43% | 176% |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 0 | 1 | 3 | 4 | 3 | 45 | 22 | 36 | 38 | 24 | 36 | 44 |
| Inventory Days | 16 | 93 | 65 | 44 | 28 | |||||||
| Days Payable | 0 | 0 | 0 | 0 | 0 | |||||||
| Cash Conversion Cycle | 16 | 94 | 68 | 47 | 30 | 45 | 22 | 36 | 38 | 24 | 36 | 44 |
| Working Capital Days | 5 | 20 | 24 | 29 | 24 | 1,126 | 485 | 346 | 310 | 301 | 481 | 244 |
| ROCE % | 27% | 22% | 23% | 33% | 27% | 6% | 44% | 44% | 26% | 57% | 38% | 38% |
Insights
In beta| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Total Client Families count |
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| Total Clients count |
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| Trail-based AUM (MF + PMS + AIF) Rs. Cr |
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| Insurance Premium Book Rs. Cr |
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| Net Equity Inflows (WFPML) Rs. Cr |
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| Relationship Managers count |
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| Total Assets Under Advisory (AUA) Rs. Cr |
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Extracted by Screener AI
Documents
Announcements
- Announcement under Regulation 30 (LODR)-Newspaper Publication
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Announcement under Regulation 30 (LODR)-Investor Presentation
- Investor Presentation on Financial Results for the quarter ended 30.06.2026.
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Announcement under Regulation 30 (LODR)-Investor Presentation
- Investor Presentation on Financial Result for the quarter ended 30th June, 2026
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Financial Results For The Quarter Ended 30.06.2026.
- Board approved Q1 FY27 unaudited results for quarter ended 30 June 2026; standalone profit Rs 1,034.43 lakh.
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Board Meeting Outcome for Outcome Of Board Meeting Dated 13Th August, 2026
- Board approved Q1 FY2026-27 unaudited standalone and consolidated results on 13 August 2026.
Annual reports
Concalls
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Aug 2026TranscriptAI SummaryPPT
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Aug 2026TranscriptAI SummaryPPT
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Jul 2026Transcript PPT REC
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May 2026TranscriptAI SummaryPPT
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Feb 2026TranscriptAI SummaryPPT
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Nov 2025TranscriptAI SummaryPPT
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Aug 2025TranscriptAI SummaryPPT
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May 2025Transcript PPT REC
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May 2025TranscriptAI SummaryPPT
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May 2025TranscriptAI SummaryPPT
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Jan 2025TranscriptAI SummaryPPT
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Oct 2024TranscriptAI SummaryPPT
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Oct 2024TranscriptAI SummaryPPT
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Jul 2024TranscriptAI SummaryPPT
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May 2024TranscriptAI SummaryPPT
Business Overview:[1]
WFPML is a client-centric, product agnostic and independent wealth management firm. It is the first independent financial advisor (IFA) listed on NSE and now also listed on BSE. The company ranks 33rd all-India in MF Distribution.
Headquartered in Ahmedabad with presence in Surat, Pune, and Mumbai, the company has over three decades of trusted wealth management expertise. It offers smart, end-to-end investment solutions through a direct-to-client mode