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Earnings Call

Wealth First Portfolio Managers Earnings Call: Key Takeaways

Wealth First delivered record FY26 PAT of ₹38.3cr, a 12.3% YoY increase, while pivoting strategy by exiting its equity trading book to focus on recurring wealth, AMC, and insurance verticals.

Why this was an Alfa AlertNot a filter event. Financials showed strong growth but no specific prior guided range was provided to determine a 10%+ beat.
Highlights
Revenue growthFY26 consolidated revenue up 28.7% YoY to ₹68.4cr.
MarginsCost-to-income ratio at 29.9% for FY26.
Demand visibilityStrong momentum in net equity inflows and insurance sales.
Management confidenceHigh, citing strategic transformation and successful licensing for AMC and Insurance.

Growth

Consolidated FY26 revenue grew 28.7% to ₹68.4cr; Q4 PAT saw a sharp turnaround to ₹10.5cr vs ₹4.3cr loss YoY.

Outlook

Launching first innovative AMC products June 2026; targeting 20-25% insurance growth and sustainable 20-30% cost-to-income ratio.

Risks

Market volatility impacting AUA valuations; increased operating costs from new business expansions.

Source

Earnings Call filed with BSE, NSE: WEALTH. Summary written with AI assistance from the document.

Read the document ↗

Wealth First Portfolio Managers Ltd: key numbers

Share price
₹834.95
Market cap
₹889.6 Cr
Revenue (annual)
₹68.39 Cr
Net profit (annual)
₹38.66 Cr
P/E (TTM)
26.9×Sector 22.0×
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.

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Key figure
Net profit ₹10.5 Cr