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Earnings Call

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.

Highlights
Revenue growthFY26 revenue from operations up 28.6% YoY to ₹68.4 Cr.
MarginsFY26 PAT margin at 53.9% versus 56.8% in FY25.
Demand visibility80% of clients associated for over 5 years; RM count up 17%.
Management confidenceConfident 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.

Source

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

Read the document ↗

Wealth First Portfolio Managers Ltd: key numbers

Share price
₹833.45
Market cap
₹888.0 Cr
Revenue (annual)
₹68.39 Cr
Net profit (annual)
₹38.66 Cr
P/E (TTM)
26.9×Sector 21.8×
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.

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