ALFA Finder| Revenue growth | FY26 revenue from operations up 28.6% YoY to ₹68.4 Cr. |
|---|---|
| Margins | FY26 PAT margin at 53.9% versus 56.8% in FY25. |
| Demand visibility | 80% of clients associated for over 5 years; RM count up 17%. |
| Management confidence | Confident in long-term growth supported by new AMC and insurance initiatives. |
Growth
FY26 Revenue grew 28.6% YoY to ₹68.4 Cr; PAT increased 12.1% YoY to ₹38.3 Cr. Assets Under Advisory (AUA) grew 4.6% to ₹12,157 Cr.
Outlook
Final SEBI approval received for Lakshya AMC; IRDAI license obtained for insurance broking. Targeting ₹13 dividend per share for FY26.
Risks
Q4 AUA declined 5.5% QoQ due to 12-14% market correction. Higher employee and establishment costs for new AMC and insurance platforms.
Earnings Call filed with NSE, NSE: WEALTH. Summary written with AI assistance from the document.
Wealth First Portfolio Managers Ltd: key numbers
- Share price
- ₹818.85
- Market cap
- ₹872.5 Cr
- Revenue (annual)
- ₹68.39 Cr
- Net profit (annual)
- ₹38.66 Cr
- P/E (TTM)
- 31.3×Sector 20.8×
- Promoter holding
- 74.04%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Wealth First Portfolio Managers Ltd
All →Wealth First Portfolio Managers Investor Presentation: Key Takeaways
Q2 FY27 total revenue ₹17.2 Cr (-17.0% YoY) and PAT ₹5.9 Cr (-46.7%); H1 revenue ₹36.2 Cr (-20.7%). Recurring trail revenue up 4.7%; AUA ₹13,798 Cr (+9.7%). Investment-phase costs weigh on margins.
Wealth First Portfolio Managers Q2 FY27 Results: Net Profit ₹5.9 Cr, Down 46.8% YoY
Wealth First Portfolio Managers Ltd reported revenue from operations of ₹15.3 Cr (-25.7% YoY) and net profit of ₹5.9 Cr (-46.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5.9 Cr · -46.8% YoY
Wealth First Portfolio Managers Annual General Meeting
EGM notice seeks approval for preferential allotment and a ₹60 Crore RPT cap with Lakshya Asset Management. Meeting scheduled for November 21, 2026 via video conference.
Wealth First Portfolio Managers Preferential Issue
The company's 21 November EGM seeks approval for preferential issue of shares worth Rs.12.10 Crore. The shares will acquire an 11.84% stake in Wealth First Advisors.
- Value
- ₹12.10 Cr
- Execution
- Allotment within 15 days of passing the special resolution, subject to pending approvals
Wealth First Portfolio Managers Board Meeting Date
Wealth First Portfolio Managers Ltd scheduled a board meeting for 3 November 2026 to consider Q1 and H1 standalone and consolidated financial results.
Wealth First Portfolio Managers Preferential Issue
Wealth First Portfolio Managers issued 136,575 preferential equity shares to three allottees for ₹12.10 Crore. The board approved the allotment on 19 October 2026.
- Value
- ₹12.10 Cr