ALFA Finder| Revenue growth | H1 revenue from ops ₹29.6 Cr vs ₹45.4 Cr (-34.8%) |
|---|---|
| Margins | Q2 PAT margin 34.2% vs 53.3%; PBT margin 50.9% vs 73.5% |
| Demand visibility | Trail AUM ₹6,438 Cr; total AUA ₹13,798 Cr, +9.7% YoY |
Growth
H1 FY27 revenue from operations ₹29.6 Cr vs ₹45.4 Cr; PAT ₹16.3 Cr vs ₹27.0 Cr (-39.6%). Trail revenue ₹25.9 Cr, up 4.7% YoY.
Outlook
WFA 51% stake (₹52.1 Cr) by Dec 2026; remaining 49% in FY30. Cost-to-income expected to improve medium term.
Risks
Decline from absent one-time insurance and secondary brokerage income. Cost-to-income rose to 55.4% in Q2 from 30.7%.
Last quarter's promises, checked
Partly delivered
- Guided insurance growth 20-25% over 2-3 yrs → insurance book +16.1% YoY (= PARTIAL)
- Guided 3 Lakshya products in 12 months → ETF SID resubmitted, SEBI approval pending (= PARTIAL)
- Guided inorganic deal in 3-6 months → WFA 51% stake (₹52.1 Cr) targeted by Dec 2026, not closed (= PARTIAL)
Missed
- Guided cost-to-income <30% (20-30%) → 55.4% in Q2 (= MISS)
Investor Presentation 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 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
Wealth First Portfolio Managers Acquisition Worth ₹52.1 Cr
Wealth First Portfolio Managers acquired 51% of Wealth First Advisors Private Limited for INR 52.10 Cr via SPA, partly in cash and partly through a preferential share swap of Rs.12.10 Cr.
- Value
- ₹52.10 Cr