High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Size: Market Cap wise it is among the top 20% companies of india.
Profitability: Very strong Profitability. One year profit margin are 27%.
Growth: Awesome revenue growth! Revenue grew 21.6% over last year and 118.1% in last three years on TTM basis.
Past Returns: Outperforming stock! In past three years, the stock has provided 39.3% return compared to 8.9% by NIFTY 50.
Smart Money: Smart money has been increasing their position in the stock.
Momentum: Stock price has a strong positive momentum. Stock is up 8.2% in last 30 days.
Balance Sheet: Reasonably good balance sheet.
No major cons observed.
Valuation | |
|---|---|
| Market Cap | 45.7 kCr |
| Price/Earnings (Trailing) | 37.31 |
| Price/Sales (Trailing) | 10.21 |
| EV/EBITDA | 15.99 |
| Price/Free Cashflow | -15.14 |
| MarketCap/EBT | 28.98 |
| Enterprise Value | 45.13 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.48 kCr |
| Rev. Growth (Yr) | 26.9% |
| Earnings (TTM) | 1.22 kCr |
| Earnings Growth (Yr) | 15.7% |
Profitability | |
|---|---|
| Operating Margin | 35% |
| EBT Margin | 35% |
| Return on Equity | 12.37% |
| Return on Assets | 4.47% |
| Free Cashflow Yield | -6.61% |
Growth & Returns | |
|---|---|
| Price Change 1W | 2.4% |
| Price Change 1M | 8.2% |
| Price Change 6M | -3.5% |
| Price Change 1Y | 10.7% |
| 3Y Cumulative Return | 39.3% |
| 5Y Cumulative Return | 31% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -1.61 kCr |
| Cash Flow from Operations (TTM) | -2.92 kCr |
| Cash Flow from Financing (TTM) | 4.36 kCr |
| Cash & Equivalents | 569.24 Cr |
| Free Cash Flow (TTM) | -3.02 kCr |
| Free Cash Flow/Share (TTM) | -74.33 |
Balance Sheet | |
|---|---|
| Total Assets | 27.2 kCr |
| Total Liabilities | 17.37 kCr |
| Shareholder Equity | 9.84 kCr |
| Net PPE | 363.06 Cr |
| Inventory | 0.00 |
| Goodwill | 2.5 kCr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 0.45 |
| Interest/Cashflow Ops | -1.68 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 12 |
| Dividend Yield | 1.07% |
| Shares Dilution (1Y) | 3.3% |
| Shares Dilution (3Y) | 14.1% |
Size: Market Cap wise it is among the top 20% companies of india.
Profitability: Very strong Profitability. One year profit margin are 27%.
Growth: Awesome revenue growth! Revenue grew 21.6% over last year and 118.1% in last three years on TTM basis.
Past Returns: Outperforming stock! In past three years, the stock has provided 39.3% return compared to 8.9% by NIFTY 50.
Smart Money: Smart money has been increasing their position in the stock.
Momentum: Stock price has a strong positive momentum. Stock is up 8.2% in last 30 days.
Balance Sheet: Reasonably good balance sheet.
No major cons observed.
Investor Care | |
|---|---|
| Dividend Yield | 1.07% |
| Dividend/Share (TTM) | 12 |
| Shares Dilution (1Y) | 3.3% |
| Earnings/Share (TTM) | 30.16 |
Financial Health | |
|---|---|
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 61.02 |
| RSI (5d) | 72.01 |
| RSI (21d) | 66.36 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Sell |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of 360 ONE WAM's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management provided an optimistic outlook for FY27, highlighting strong anticipated growth and strategic initiatives across various segments. They project a 20-25% growth in AUM, with net flows from Wealth Management expected to grow by 12-15% annually. They also aim to expand their Relationship Manager (RM) base by 20-25% to support this growth.
Key forward-looking points include:
Overall, the management emphasized their commitment to maintaining a customer-centric approach while navigating market challenges and seizing growth opportunities.
Here are the major questions asked during the Q&A session of the earnings call along with detailed answers from Karan Bhagat, MD & CEO of 360 ONE WAM:
Question 1: "On the transactional income, the transactional income was very strong at 230 odd crores in Quarter 4. What has helped this and do you want to revise that guidance of about 125 to 130 odd crores per quarter?"
Answer: "We've seen consistent TBR growth mainly due to our strategic focus on various asset classes "” both fixed income and equity. The enhanced efforts from our acquisition of 360 ONE Capital have contributed positively. I would revise our guidance to a TBR of 175-180 crores quarterly, expecting growth towards 200 crores in the future."
Question 2: "What is your strategy to address outflows in the discretionary PMS segment?"
Answer: "We're aware of softer growth in discretionary PMS and are pivoting strategies to be more active rather than benchmark-hugging. We'll be launching a custom build mandate soon to attract clients seeking tailored advice, anticipating a positive impact on AUM moving forward."
Question 3: "Can you provide guidance on yields excluding carry over the next 2 to 3 years? Will there be a decline or remain stable?"
Answer: "I expect yields to stabilize around 10-14 basis points annually. With roughly 70-75% of our carryable AUM, annual accruals should see a range from 150-325 crores. Management fees contribute an additional 85-90 basis points, positioning our alternate yields effectively within 95-100 basis points."
Question 4: "Are you talking about cost-to-income pressures due to hiring given your AUM growth target of 20-25% with PAT growth of 15-25%?"
Answer: "We anticipate maintaining our cost-to-income ratio within 44-46% as we scale. New hires will naturally add to costs but are expected to enhance productivity. Our core Wealth and Asset Management continues to perform well on these metrics, allowing us to manage growth effectively."
Question 5: "How do you perceive the competitive landscape in the UHNI segment going forward?"
Answer: "I believe the industry will see consolidation with a strong foothold for 3-4 significant players. With our reputation and ability to attract talent, we feel confident maintaining and potentially growing our market share from 8-10% towards the 12-15% range in the coming years."
These condensed summaries encapsulate the questions and responses, reflecting the concerns and strategic insights shared during the earnings call.
Analysis of 360 ONE WAM's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Mar 31, 2026
| Description | Share | Value |
|---|---|---|
| Wealth Management | 76.2% | 891.2 Cr |
| Asset Management | 23.8% | 277.8 Cr |
| Total | 1.2 kCr |
Understand 360 ONE WAM ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Bc Asia Investments X Limited | 18.13% |
| Smallcap World Fund, Inc | 7% |
| Icici Prudential Balanced Advantage Fund | 3.97% |
| Capital Income Builder | 3.89% |
| Nirmal Bhanwarlal Jain | 3.85% |
| Government Pension Fund Global | 2.4% |
| Yatin Shah | 2.39% |
| Fidelity Investment Trust : Fidelity Emerging Markets Fund | 1.97% |
| Rimco (Mauritius) Limited | 1.96% |
| The Regents Of The University Of California - State Street Global Advisors | 1.87% |
| Bank Muscat India Fund | 1.77% |
| Kotak Flexicap Fund | 1.58% |
| Wf Asian Smaller Companies Fund Limited | 1.31% |
| Kyra Family Private Trust(trustee being 360 ONE Investment Adviser and Trustee Services Ltd) | 1.3% |
| Kush Family Private Trust(trustee being 360 ONE Investment Adviser and Trustee Services Ltd) | 1.3% |
| Saahil Manoj Murarka | 1.26% |
| Batlivala And Karani Resources Management Pvt Ltd | 1.21% |
| Franklin Templeton Investment Funds - Franklin India Fund | 1.13% |
| Kush Bhagat | 0.33% |
| Kyra Bhagat | 0.33% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of 360 ONE WAM against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| HDFCAMC | HDFC Asset Management Co. | 1.17 LCr | 4.62 kCr | +0.20% | +13.40% | 41.01 | 25.38 | - | - |
| NAM-INDIA | NIPPON LIFE INDIA ASSET MANAGEMENT | 68.94 kCr | 2.93 kCr | +11.90% | +51.20% | 44.94 | 23.51 | - | - |
| MOTILALOFS | Motilal Oswal Financial Services | 52.39 kCr | 9.42 kCr | +11.50% | +11.20% | 27.94 | 5.56 | - | - |
| ANANDRATHI | Anand Rathi Wealth | 29.78 kCr | 1.25 kCr | +0.20% | +87.10% | 74.94 | 23.76 | - | - |
| UTIAMC | UTI Asset Management Co. | 12.24 kCr | 1.89 kCr | +3.00% | -20.60% | 30.19 | 6.48 | - | - |
360 ONE WAM is a prominent stockbroking and allied financial services company operating primarily in India. With a stock ticker of 360ONE and a market capitalization of Rs. 38,195 Crores, it emphasizes wealth and asset management.
The company is divided into two main segments:
Wealth Management: This segment focuses on distributing financial products and offers services such as advisory, equity and debt broking, estate planning, and managing financial products. It also participates in lending and investment activities.
Asset Management: Here, 360 ONE WAM manages pooled funds across various investment products and structures, including mutual funds, alternative asset funds, and portfolio management services.
Their clientele consists of a wide range of professionals, including industrialists, corporate treasuries, senior executives, large traders, and family offices.
Originally known as IIFL Wealth Management Limited, the company rebranded to 360 One Wam Limited in January 2023. Established in 2008 and headquartered in Mumbai, India, it has demonstrated significant financial performance, with a trailing twelve-month revenue of Rs. 3,682 Crores and a profit of Rs. 1,015.3 Crores over the last four quarters.
360 ONE WAM also distributes dividends to its shareholders, boasting a dividend yield of 1.48% per year, with a return of Rs. 14.5 dividend per share in the last year. However, it's noteworthy that the company has diluted shareholdings in the past, with a 121.6% dilution over the last three years. Furthermore, it has experienced impressive revenue growth of 77.1% during the same period.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.