Wealth First Portfolio Managers Ltd

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Wealth First Portfolio Managers Ltd

₹ 860 -0.39%
22 May - close price
wealth-firstonline.com NSE: WEALTH
About

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

Key Points

Business Overview:[1]
WFPML is a client-centric, product agnostic
and independent wealth management firm. It is
an individual financial advisor (with no sub-brokers) and occupies 37th rank at all India
level. Company provides smart investment solutions through end-to-end handholding

Website NSE - BE
  • Market Cap ₹ 916 Cr.
  • Current Price ₹ 860
  • High / Low ₹ 1,720 / 750
  • Stock P/E 26.0
  • Book Value ₹ 121
  • Dividend Yield 1.40 %
  • ROCE 37.9 %
  • ROE 28.6 %
  • Face Value ₹ 10.0
Edit ratios

Pros

  • Company is almost debt free.
  • Company has delivered good profit growth of 94.1% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 31.4%
  • Company has been maintaining a healthy dividend payout of 30.2%

Cons

  • Stock is trading at 7.13 times its book value

* 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

Sector: Stock/ Commodity Brokers Industry: Finance & Investments

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Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Mar 2022 Jun 2022 Sep 2022 Dec 2022 Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025
7.90 4.16 11.55 8.46 5.23 11.18 13.59 14.98 14.59 20.65 19.51 16.25 -3.26
2.54 1.70 3.11 2.93 2.47 2.59 3.26 2.82 2.46 2.70 3.95 3.36 2.97
Operating Profit 5.36 2.46 8.44 5.53 2.76 8.59 10.33 12.16 12.13 17.95 15.56 12.89 -6.23
OPM % 67.85% 59.13% 73.07% 65.37% 52.77% 76.83% 76.01% 81.17% 83.14% 86.92% 79.75% 79.32%
0.73 0.00 0.61 0.06 -0.63 2.78 2.57 1.35 5.92 0.95 4.03 -0.54 0.97
Interest 0.05 0.00 0.00 0.00 0.07 0.00 0.00 0.00 0.05 0.01 0.01 0.03 0.04
Depreciation 0.11 0.11 0.12 0.12 0.12 0.08 0.09 0.09 0.10 0.08 0.09 0.09 0.10
Profit before tax 5.93 2.35 8.93 5.47 1.94 11.29 12.81 13.42 17.90 18.81 19.49 12.23 -5.40
Tax % 19.39% 25.11% 25.20% 25.05% 34.02% 25.16% 19.91% 24.66% 22.51% 25.47% 22.22% 24.20% -20.74%
4.77 1.76 6.68 4.09 1.28 8.45 10.26 10.10 13.87 14.01 15.16 9.27 -4.29
EPS in Rs 4.48 1.65 6.27 3.84 1.20 7.93 9.63 9.48 13.02 13.15 14.23 8.70 -4.03
Raw PDF

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
151 199 224 331 10 25 33 29 67 53
146 191 212 321 7 6 8 10 11 13
Operating Profit 4 8 12 10 2 18 25 19 56 40
OPM % 3% 4% 5% 3% 25% 74% 75% 65% 83% 76%
0 0 0 0 0 0 0 0 0 5
Interest 1 2 1 0 0 0 0 0 0 0
Depreciation 0 0 0 0 0 0 0 0 0 0
Profit before tax 3 6 11 9 2 18 25 19 55 45
Tax % 20% 20% 18% 23% 28% 29% 24% 26% 23% 24%
3 5 9 7 1 13 19 14 43 34
EPS in Rs 2.43 4.49 8.18 6.62 1.20 12.08 17.69 12.98 40.06 32.05
Dividend Payout % 12% 13% 7% 9% 50% 8% 11% 23% 17% 50%
Compounded Sales Growth
10 Years: %
5 Years: 40%
3 Years: 17%
TTM: -20%
Compounded Profit Growth
10 Years: %
5 Years: 94%
3 Years: 23%
TTM: -17%
Stock Price CAGR
10 Years: %
5 Years: 70%
3 Years: 54%
1 Year: 4%
Return on Equity
10 Years: %
5 Years: 32%
3 Years: 31%
Last Year: 29%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Equity Capital 6 6 6 6 6 11 11 11 11 11
Reserves 9 13 21 28 28 36 55 66 108 118
18 18 6 1 3 0 2 0 0 0
12 3 4 4 3 3 4 4 7 8
Total Liabilities 45 41 38 40 40 50 72 80 125 136
0 0 0 1 1 0 1 1 1 1
CWIP 0 0 0 0 0 0 0 0 0 0
Investments 0 0 0 0 0 2 17 39 48 31
45 41 38 39 39 47 53 41 76 104
Total Assets 45 41 38 40 40 50 72 80 125 136

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
0 16 8 -8 7 21 20 16 10
3 1 -0 2 -2 -18 -19 -10 8
-2 -14 -6 0 -4 1 -4 -4 -21
Net Cash Flow 2 3 2 -6 1 4 -3 2 -2

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Debtor Days 1 3 4 3 45 23 37 42 26 42
Inventory Days 93 66 44 28
Days Payable 0 0 0 0
Cash Conversion Cycle 94 69 48 31 45 23 37 42 26 42
Working Capital Days 63 59 39 26 1,236 491 351 318 310 537
ROCE % 23% 33% 28% 6% 44% 44% 26% 57% 38%

Shareholding Pattern

Numbers in percentages

Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025
74.00% 74.00% 74.00% 74.00% 74.01% 74.01% 74.01% 74.01% 74.01% 74.04% 74.04% 74.04%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.04% 0.04%
26.00% 26.00% 25.99% 26.00% 25.98% 25.99% 25.99% 25.99% 25.99% 25.96% 25.92% 25.91%
No. of Shareholders 5125406768268009781,1782,1724,2328,52710,1619,801

* 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.

Click on the line-items to see the names of individual entities.

Documents

Announcements

Annual reports

DRHP

Concalls

  • May 2025
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    PPT REC
  • May 2025
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  • May 2025
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  • Jan 2025
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  • Oct 2024
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  • Oct 2024
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  • Jul 2024
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  • May 2024
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    PPT