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.
Growth: Awesome revenue growth! Revenue grew 27.8% over last year and 124.4% in last three years on TTM basis.
Past Returns: Outperforming stock! In past three years, the stock has provided 103.5% return compared to 8.9% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Insider Trading: There's significant insider buying recently.
Profitability: Very strong Profitability. One year profit margin are 32%.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
No major cons observed.
Valuation | |
|---|---|
| Market Cap | 29.78 kCr |
| Price/Earnings (Trailing) | 74.94 |
| Price/Sales (Trailing) | 23.76 |
| EV/EBITDA | 50.44 |
| Price/Free Cashflow | 111.28 |
| MarketCap/EBT | 55.55 |
| Enterprise Value | 29.56 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 1.25 kCr |
| Rev. Growth (Yr) | 47.6% |
| Earnings (TTM) | 397.44 Cr |
| Earnings Growth (Yr) | 40.3% |
Profitability | |
|---|---|
| Operating Margin | 43% |
| EBT Margin | 43% |
| Return on Equity | 39.28% |
| Return on Assets | 29.91% |
| Free Cashflow Yield | 0.90% |
Growth & Returns | |
|---|---|
| Price Change 1W | 0.60% |
| Price Change 1M | 0.20% |
| Price Change 6M | 24.1% |
| Price Change 1Y | 87.1% |
| 3Y Cumulative Return | 103.5% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | 63.62 Cr |
| Cash Flow from Operations (TTM) | 280.97 Cr |
| Cash Flow from Financing (TTM) | -142.29 Cr |
| Cash & Equivalents | 240.94 Cr |
| Free Cash Flow (TTM) | 267.63 Cr |
| Free Cash Flow/Share (TTM) | 32.24 |
Balance Sheet | |
|---|---|
| Total Assets | 1.33 kCr |
| Total Liabilities | 316.91 Cr |
| Shareholder Equity | 1.01 kCr |
| Current Assets | 866.03 Cr |
| Current Liabilities | 226.14 Cr |
| Net PPE | 180.67 Cr |
| Inventory | 0.00 |
| Goodwill | 2.49 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.01 |
| Debt/Equity | 0.02 |
| Interest Coverage | 32.94 |
| Interest/Cashflow Ops | 18.79 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 13 |
| Dividend Yield | 0.18% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | -0.40% |
Size: Market Cap wise it is among the top 20% companies of india.
Growth: Awesome revenue growth! Revenue grew 27.8% over last year and 124.4% in last three years on TTM basis.
Past Returns: Outperforming stock! In past three years, the stock has provided 103.5% return compared to 8.9% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Insider Trading: There's significant insider buying recently.
Profitability: Very strong Profitability. One year profit margin are 32%.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
No major cons observed.
Investor Care | |
|---|---|
| Dividend Yield | 0.18% |
| Dividend/Share (TTM) | 13 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 47.87 |
Financial Health | |
|---|---|
| Current Ratio | 3.83 |
| Debt/Equity | 0.02 |
Technical Indicators | |
|---|---|
| RSI (14d) | 45.49 |
| RSI (5d) | 55.47 |
| RSI (21d) | 50.74 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| 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 Anand Rathi Wealth'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.
The management of Anand Rathi Wealth Limited presented an optimistic outlook for FY27, projecting total revenue of INR 1,415 crores and a profit after tax (PAT) of INR 460 crores. This guidance reflects a disciplined approach with a principle of "under commit, over deliver." The company reported a year-on-year revenue growth of 22% for FY26, totaling INR 1,198 crores, with a PAT of INR 386 crores, marking a 28% increase.
Management highlighted a significant milestone achieved on April 9, 2026, as the company crossed INR 1 lakh crores in assets under management (AUM), fulfilling a previously set guidance. For FY26, the net inflows reached INR 13,457 crores, reflecting a 7% increase compared to the previous year.
In terms of operational performance, during FY26, the company added 1,600 new client families in its Wealth Management business, bringing the total to 13,395. The client attrition rate was recorded at 0.54%. Moreover, the digital wealth business experienced a 22% growth in AUM, amounting to INR 2,218 crores, with clients increasing by 17% to 7,106.
The management emphasized their goal of maintaining consistent PAT growth, having reported 18 consecutive quarters of over 20% year-on-year PAT growth. They also reiterated the intention to strengthen their competitive edge through strategic client engagement and innovative service offerings.
The final dividend declared for the year stood at INR 7 per equity share, alongside a proposed 1:1 bonus issuance, both pending shareholder approval. Overall, management expressed confidence in sustaining growth through a balanced mix of operational excellence and client-centric strategies in the evolving financial landscape.
Here are the major questions and detailed answers from the Q&A section of the earnings transcript for Anand Rathi Wealth Limited:
Question: "Can you just explain what is the asset sale that is leading to profit being recognized in other income?" Answer: We recognized a fair value gain of INR 54.6 crores with our stake in Anand Rathi Global Finance Limited (ARGFL). This is a non-cash accounting adjustment, reflecting the increase in value without a sale. Our total subscribed equity was around INR 500 crores, and we own approximately 8%.
Question: "Could you elaborate on the ESOPs? Are they concentrated in KMPs?" Answer: Yes, the ESOPs are primarily distributed among key management personnel, including myself, Rakesh Sir, and others. They are issued at face value, and we incurred a hit of INR 39.3 crores in Q4 FY '26 as an accounting adjustment in employee costs, consistent with our policy.
Question: "Regarding the guidance, why is the PAT growth estimate lower this year?" Answer: Our guidance of INR 460 crores for FY '27 reflects a conservative approach, which factors in the larger base effect from previous years. We aim for a consistent growth target of 20% to 25%, and this guidance aligns with our long-term strategic goals and commitment to under-promise and over-deliver.
Question: "What are the trends around ESOP costs over the next few years?" Answer: While I can't provide precise projections for ESOP costs, I can confirm that our guidance of INR 460 crores for PAT excludes any such exceptional items. The costs will depend on future grants and valuations.
Question: "How do you expect net flows to trend in FY '27?" Answer: While we observed 7% growth in net flows this year, we aim for improvement. However, there's variability in inflows based on market conditions and client sentiment. We anticipate that as we onboard more clients, we might see acceleration in incoming funds as well.
Question: "What is your approach towards opening new branches?" Answer: We plan to expand into Tier 2 and 3 cities where we have local talent. Our philosophy emphasizes opening branches where we have a loyal, knowledgeable representative who understands our culture. We'll do this directly rather than through a franchise model to maintain control over our service quality.
These answers encapsulate the management's insights while providing important details regarding financial performance and strategic directions.
Understand Anand Rathi Wealth ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Anand Rathi Financial Services Limited | 19.92% |
| Anand Rathi | 9.97% |
| Pradeep Kumar Gupta | 4.43% |
| Priti Pradeep Gupta | 2.66% |
| Feroze Azeez - Azeez Family Trust | 2.17% |
| Pradeep Kumar Gupta HUF | 1.79% |
| Feroze Azeez | 1.53% |
| Jaipur Securities Private Limited | 1.48% |
| Navratan Mal Gupta HUF | 1.41% |
| Fahim Sultan Ali | 1.13% |
| Echjay Industries Private Limited | 1.01% |
| Munix(India)private Limited | 1% |
| Twelfth Tier Property Limited | 0.43% |
| Anand Rathi IT Private Limited | 0.36% |
| Anand Rathi Insurance Brokers Limited | 0.25% |
| Aqua Proof Wall Plast Private Limited | 0.15% |
| Pooja Maru | 0.14% |
| Amit Capital And Securities Pvt Ltd | 0.06% |
| Tara Mantri | 0.03% |
| Krishnav Pradeep Gupta | 0.02% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Anand Rathi Wealth 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 |
|---|---|---|---|---|---|---|---|---|---|
| MOTILALOFS | Motilal Oswal Financial Services | 52.37 kCr | 9.42 kCr | +11.40% | +11.20% | 27.93 | 5.56 | - | - |
| 360ONE | 360 ONE WAM | 45.7 kCr | 4.48 kCr | +8.20% | +10.70% | 37.31 | 10.21 | - | - |
| NUVAMA | Nuvama Wealth Management | 27.64 kCr | 4.65 kCr | +12.80% | +10.10% | 26.36 | 5.94 | - | - |
Comprehensive comparison against sector averages
ANANDRATHI metrics compared to Capital
| Category | ANANDRATHI | Capital |
|---|---|---|
| PE | 74.94 | 34.68 |
| PS | 23.76 | 11.73 |
| Growth | 27.8 % | 11.1 % |
Anand Rathi Wealth is a prominent Financial Products Distributor based in Mumbai, India. With a stock ticker of ANANDRATHI, the company boasts a market capitalization of Rs. 7,303.3 Crores.
The company offers a range of financial and insurance services, primarily focusing on distributing equity and debt mutual funds, non-principal protected structured products, and other financial instruments. Moreover, Anand Rathi Wealth operates a sophisticated technology platform designed for financial advisors. This platform includes features for client reporting, business dashboards, client engagement, online mutual fund transactions, and goal planning products.
Founded in 1995, Anand Rathi Wealth was originally known as Anand Rathi Wealth Services Limited before rebranding to its current name in January 2021.
In terms of financial performance, the company has recently reported trailing 12 months revenue of Rs. 936.5 Crores and a profit of Rs. 283.9 Crores over the past four quarters. Notably, Anand Rathi Wealth achieved a substantial revenue growth of 33.5% over the past year.
Anand Rathi Wealth also distributes dividends to its investors, currently yielding 0.6% annually, with a recent return of Rs. 10.5 dividend per share. The company is active in share buybacks, having repurchased 0.6% of its stock last year, which positively influences its share price.
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.
ANANDRATHI vs Capital (2022 - 2026)