| 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
- ₹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.
More from Wealth First Portfolio Managers Ltd
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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
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