| Management target | Revenue 5 years |
|---|
| Revenue growth | Consolidated Revenue ₹14.3 Cr |
|---|---|
| Margins | PAT margin at 54.9%; PBT margin 72.4% |
| Demand visibility | Strong; AUA grew 8.6% YoY to ₹13,647 Cr |
| Management confidence | High; citing 'important milestone' in growth engine setup |
Growth
Revenue fell YoY due to nil trading book and high base; Trail-based revenue grew 4.4% YoY to ₹12.3 Cr.
Outlook
Targets growing AUM platform to ₹20,000 Cr over five years; acquisition of WFA to strengthen Mumbai presence.
Risks
Rising operating costs from new business setups; removal of trading income impacts optical YoY comparisons.
Last quarter's promises, checked
Delivered
- Reduce trading book to zero → delivered nil trading book (= BEAT)
- Obtain SEBI AMC & IRDAI insurance licenses → delivered both operational (= BEAT)
- Launch index-based PMS for NRI clients → delivered launch in Q1 FY27 (= BEAT)
Partly delivered
- Cost-to-income ratio 20-30% → delivered 27.6% (PBT margin 72.4%) (= PARTIAL)
Investor Presentation filed with BSE, NSE: WEALTH. Summary written with AI assistance from 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.
More from Wealth First Portfolio Managers Ltd
All →Wealth First Portfolio Managers Annual General Meeting
Wealth First Portfolio Managers held its 24th AGM on September 24, 2026, to transact ordinary and special business, including dividend declaration and capital increase.
Wealth First Portfolio Managers Annual Report
Wealth First Portfolio Managers Limited has submitted its 24th Annual Report for the financial year 2025-26. The report includes the AGM notice and audited financial statements.
Wealth First Portfolio Managers Q1 FY27 Results: Net Profit ₹10.4 Cr, Down 35.0% YoY
Wealth First Portfolio Managers Ltd reported revenue from operations of ₹14.3 Cr (-42.3% YoY) and net profit of ₹10.4 Cr (-35.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹10.4 Cr · -35.0% YoY
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.
Wealth First Portfolio Managers Earnings Call: Key Takeaways
Wealth First reported a sharp turnaround in Q4 FY26 with operations revenue at ₹16.5 Cr. The firm is transitioning from pure wealth management to a comprehensive financial services provider via AMC and insurance broking.
Wealth First Portfolio Managers Q4 FY26 Results: Turns Profitable, Net Profit ₹10.5 Cr
Wealth First Portfolio Managers Ltd reported revenue from operations of ₹16.5 Cr and net profit of ₹10.5 Cr for Q4 FY26.
- Key figure
- Net profit ₹10.5 Cr