| Quarterly Financials | Dec 2020 | Mar 2021 | Jun 2021 | Sept 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sept 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sept 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sept 2025 |
Revenue  | 70 | 77 | 98 | 104 | 109 | 115 | 134 | 138 | 140 | 147 | 178 | 189 | 187 | 197 | 245 | 250 | 244 | 241 | 284 | 307 |
| Expenses | 47 | 56 | 54 | 58 | 61 | 67 | 76 | 76 | 76 | 82 | 102 | 105 | 103 | 111 | 139 | 138 | 130 | 131 | 146 | 160 |
| EBITDA | 23 | 21 | 44 | 46 | 47 | 48 | 58 | 62 | 64 | 65 | 77 | 84 | 85 | 86 | 106 | 111 | 114 | 110 | 138 | 147 |
| Operating Profit % | 31 % | 21 % | 45 % | 43 % | 42 % | 41 % | 42 % | 44 % | 45 % | 43 % | 42 % | 42 % | 44 % | 40 % | 41 % | 43 % | 45 % | 41 % | 47 % | 46 % |
| Depreciation | 4 | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 |
| Interest | 1 | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 1 | 3 | 4 | 4 | 4 | 5 |
| Profit Before Tax | 18 | 16 | 40 | 41 | 43 | 44 | 53 | 58 | 58 | 60 | 71 | 78 | 78 | 79 | 99 | 102 | 104 | 100 | 126 | 134 |
| Tax | 5 | 6 | 10 | 11 | 11 | 10 | 13 | 15 | 15 | 17 | 18 | 20 | 20 | 22 | 26 | 26 | 27 | 26 | 32 | 34 |
| Net Profit | 13 | 10 | 30 | 31 | 32 | 35 | 40 | 43 | 43 | 43 | 53 | 58 | 58 | 57 | 73 | 76 | 77 | 74 | 94 | 100 |
| EPS in ₹ | 3.20 | 2.49 | 7.19 | 7.34 | 7.72 | 8.32 | 9.54 | 10.31 | 10.38 | 10.25 | 12.77 | 13.83 | 13.91 | 13.62 | 17.56 | 18.32 | 18.58 | 8.87 | 11.31 | 12.03 |
Anand Rathi Wealth
Anand Rathi Wealth
3,125.10
+21.90
(0.71%)
Company has added their latest Transcript1 day ago
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Key Fundamentals
Market Cap
25,763.00 Cr
EPS
36.17
PE Ratio
75.13
Dividend Yield
0.45 %
Industry
Capital Markets 52 Week High
3,321.40
52 Week Low
1,594.00
PB Ratio
32.05
Debt to Equity
0.10
Sector
Wealth Analyst Rating and Forecast
- By Refinitiv from2 analysts
Actual
Company News
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Anand Rathi Wealth Limited delivered strong quarterly results with consolidated revenue growing 23% year-on-year to ₹307 crores in Q2 FY26. Profit after tax increased 31% to ₹99.89 crores compared to ₹76 crores in the same quarter last year. The company's AUM reached ₹91,568 crores, adding over double the IPO-time AUM of ₹30,200 crores in four years. Equity mutual fund net flows surged 101% year-on-year to ₹2,062 crores during the quarter. For H1 FY26, total revenue grew 19% to ₹591 crores with PAT rising 29% to ₹194 crores. The company achieved a strong ROE of 45.5% on an annualized basis and declared 120% interim dividend of ₹6 per share. The firm added 1,800+ families in the last 12 months, bringing total clients to 12,781, while maintaining low client attrition at 0.09% for the quarter. Management expressed confidence in sustaining 20-25% growth rates and maintaining the AUM guidance of ₹1 lakh crores.
Anand Rathi Wealth has announced financial targets for FY26, aiming for ₹1,175 crore in revenue and ₹375 crore in profit. The company expects over 20% growth in assets under management (AUM), driven by high net worth individual (HNI) inflows and digital expansion initiatives.
Anand Rathi Wealth Limited's Board of Directors approved the disinvestment of its entire shareholding in Freedom Wealth Solutions Private Limited, a non-material subsidiary. The board meeting held on October 13, 2025, gave in-principle approval for transferring the complete stake to an identified purchaser at mutually agreed price and terms. This transaction will result in Freedom Wealth Solutions Private Limited ceasing to be a subsidiary of Anand Rathi Wealth Limited.
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Peer Comparison Compare Peers on Screener
Competitors | LTP | Market Cap (₹ Cr.) | P/E Ratio | Revenue (₹ Cr.) | YoY Revenue Growth % | Net Profit (₹ Cr.) | YoY Profit Growth % | RSI |
|---|---|---|---|---|---|---|---|---|
1,004.65 | #1 60,446.30 | 21.64 | #1 8,417.20 | 17.27 | #1 2,508 | 31.61 | 63.24 | |
1,164.90 | 47,142.20 | 44.48 | 3,684.40 | 25.98 | 1,015 | 28.51 | 71.15 | |
7,020.50 | 26,058.20 | 24.61 | 4,169.30 | 32.04 | 985 | 19.52 | 58.74 | |
3,125.10 | #4 25,763.00 | #10 75.13 | #5 980.70 | #4 30.41 | #4 301 | #4 30.93 | 64.83 | |
2,664.00 | 11,086.20 | 54.28 | 1,133.50 | 37.44 | 196 | 17.19 | 46.74 | |
162.37 | 2,185.40 | 40.75 | 168.90 | - | 46 | #1 517.65 | - | |
220.50 | 504.30 | -118.82 | 265.70 | #1 125.55 | 2 | -85.71 | 32.94 | |
326.50 | 320.10 | 16.28 | 18.70 | 9.36 | 9 | 66.67 | 45.09 | |
169.15 | 155.00 | #1 -16,915.00 | 0.50 | -28.57 | 0 | 0.00 | 12.56 | |
56.40 | 114.90 | 29.84 | 9.10 | -5.21 | 4 | 20.02 | 11.87 |
Automatic Screeners on ScanX
Growth Rate
Revenue Growth
30.41 %
Net Income Growth
33.22 %
Cash Flow Change
-12.08 %
ROE
28.12 %
ROCE
22.55 %
EBITDA Margin (Avg.)
2.20 %
Quarterly Financial Results
Balance Sheet
| Balance Sheet | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Total Assets | 231 | 409 | 340 | 480 | 624 | 880 | 961 |
| Fixed Assets | 50 | 74 | 55 | 124 | 136 | 152 | 188 |
| Current Assets | 112 | 151 | 94 | 201 | 347 | 610 | 524 |
| Capital Work in Progress | 32 | 65 | 69 | 0 | 0 | 1 | 0 |
| Investments | 75 | 103 | 105 | 104 | 106 | 112 | 244 |
| Other Assets | 75 | 166 | 111 | 253 | 383 | 614 | 530 |
| Total Liabilities | 231 | 409 | 340 | 480 | 624 | 880 | 961 |
| Current Liabilities | 70 | 160 | 54 | 98 | 118 | 177 | 196 |
| Non Current Liabilities | 24 | 52 | 33 | 27 | 27 | 42 | 78 |
| Total Equity | 137 | 197 | 253 | 355 | 480 | 662 | 688 |
| Reserve & Surplus | 111 | 172 | 228 | 323 | 447 | 628 | 633 |
| Share Capital | 14 | 14 | 14 | 21 | 21 | 21 | 42 |
Cash Flow
| Cash Flow | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Net Cash Flow | 11 | 17 | 37 | 22 | -22 | -32 | 11 |
| Investing Activities | -42 | -152 | 74 | -77 | -42 | -237 | 46 |
| Operating Activities | 67 | 140 | -18 | 146 | 84 | 278 | 244 |
| Financing Activities | -14 | 28 | -19 | -47 | -64 | -72 | -279 |
Share Holding
| % Holding | Dec 2021 | Mar 2022 | Jun 2022 | Sept 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sept 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sept 2025 |
| Promoter | 48.82 % | 48.82 % | 48.82 % | 48.74 % | 48.74 % | 48.74 % | 48.74 % | 48.69 % | 48.20 % | 48.03 % | 48.09 % | 47.99 % | 47.99 % | 47.29 % | 42.72 % | 42.72 % |
| FIIs | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 4.86 % | 5.02 % | 5.32 % | 5.74 % | 4.85 % | 4.90 % | 5.56 % |
| DIIs | 10.64 % | 10.02 % | 11.24 % | 11.30 % | 11.81 % | 9.99 % | 9.72 % | 10.12 % | 9.02 % | 8.78 % | 8.33 % | 7.96 % | 7.81 % | 7.21 % | 8.40 % | 8.74 % |
| Government | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.01 % | 0.00 % | 0.00 % |
| Public / Retail | 25.79 % | 25.71 % | 25.06 % | 22.59 % | 23.24 % | 23.54 % | 24.26 % | 25.56 % | 26.38 % | 26.22 % | 26.43 % | 26.44 % | 29.02 % | 31.25 % | 34.90 % | 34.33 % |
| Others | 14.75 % | 15.45 % | 14.87 % | 17.36 % | 16.20 % | 17.73 % | 17.27 % | 15.63 % | 16.40 % | 12.11 % | 12.13 % | 12.29 % | 9.44 % | 9.38 % | 9.07 % | 8.66 % |
| No of Share Holders | 1,55,839 | 45,437 | 41,960 | 39,028 | 36,831 | 35,643 | 35,821 | 37,141 | 44,369 | 44,307 | 68,256 | 54,189 | 52,392 | 53,058 | 59,186 | 74,121 |
Dividend History
| Annual Cash Flows | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Per Share (₹) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5 | 11 | 12 | 14 | 14 |
| Dividend Yield (%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.65 | 2.72 | 0.65 | 0.73 | 0.45 |
Corporate Action
| Record Date | Corporate Action | Information | Announcement Day | LTP at Annoucement | LTP at Record Day |
|---|---|---|---|---|---|
| 07 Jan 2021 |  Change Of Name | NA | 07 Jan 2021 | 0.00 | 0.00 |
| 20 Jan 2022 |  Dividend | ₹ 5.00 /share | 19 Jan 2022 | 318.68 | 304.83 |
| 03 Aug 2022 | Dividend | ₹ 6.00 /share | 02 Aug 2022 | 305.00 | 328.88 |
| 21 Oct 2022 | Dividend | ₹ 5.00 /share | 20 Oct 2022 | 330.90 | 348.40 |
| 29 May 2023 | Dividend | ₹ 7.00 /share | 29 May 2023 | 406.95 | 425.45 |
| 20 Oct 2023 | Dividend | ₹ 5.00 /share | 20 Oct 2023 | 954.53 | 946.15 |
| 03 Jun 2024 | Dividend | ₹ 9.00 /share | 03 Jun 2024 | 1,954.65 | 2,097.48 |
| 15 Jun 2024 |  Annual General Meeting | NA | 15 Jun 2024 | 2,021.00 | 1,997.03 |
| 10 Oct 2024 |  Quarterly Result Announcement | NA | 10 Oct 2024 | 1,958.33 | 2,058.73 |
| 18 Oct 2024 | Dividend | ₹ 7.00 /share | 18 Oct 2024 | 2,058.73 | 2,036.10 |
| 13 Jan 2025 | Quarterly Result Announcement | NA | 13 Jan 2025 | 1,971.68 | 2,073.53 |
| 05 Mar 2025 |  Bonus | 1:1 | 05 Mar 2025 | 2,002.58 | 2,030.18 |
| 10 Apr 2025 | Quarterly Result Announcement | NA | 10 Apr 2025 | 1,868.70 | 1,770.75 |
| 09 May 2025 | Dividend | ₹ 7.00 /share | 09 May 2025 | 1,770.75 | 1,683.95 |
| 23 May 2025 | Annual General Meeting | NA | 23 May 2025 | 1,697.85 | 1,844.75 |
| 10 Jul 2025 | Quarterly Result Announcement | NA | 10 Jul 2025 | 2,073.00 | 2,100.00 |
| 13 Oct 2025 | Quarterly Result Announcement | NA | 13 Oct 2025 | 2,808.85 | 2,955.65 |
| 17 Oct 2025 | Dividend | ₹ 6.00 /share | 17 Oct 2025 | 2,955.65 | 3,102.95 |
Announcements
Announcement under Regulation 30 (LODR)-Earnings Call Transcript
1 day ago
1 day agoAnnouncement under Regulation 30 (LODR)-Earnings Call Transcript5 days ago
5 days agoAnnouncement under Regulation 30 (LODR)-Newspaper Publication5 days ago
5 days agoBoard Meeting Outcome for Revised Outcome Of Board Meeting Held On Monday 13Th October 20256 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Investor Presentation6 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Change in Management6 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Change in Management6 days ago
6 days agoAppointment of Company Secretary and Compliance Officer6 days ago
6 days agoCorporate Action-Board approves Dividend6 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Press Release / Media Release6 days ago
6 days agoIntegrated Filing For The Second Quarter And Half Year Ended 30Th September 20256 days ago
6 days agoBoard Meeting Outcome for Outcome Of Board Meeting Held On Monday 13Th October 20256 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationOct 07, 2025
Oct 07, 2025Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Oct 06, 2025
Oct 06, 2025Fixed Record Date For Interim DividendOct 04, 2025
Oct 04, 2025Board Meeting Intimation for Quarterly ResultsSep 30, 2025
Sep 30, 2025Closure of Trading WindowSep 25, 2025
Sep 25, 2025Appointment of Company Secretary and Compliance OfficerAug 28, 2025
Aug 28, 2025Board Meeting Outcome For Circular Resolution Passed By The Directors Of The Company 28Th August 2025Aug 28, 2025
Aug 28, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationAug 26, 2025
Aug 26, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationAug 18, 2025
Aug 18, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationAug 09, 2025
Aug 09, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationAug 04, 2025
Aug 04, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationJul 25, 2025
Jul 25, 2025Announcement under Regulation 30 (LODR)-Earnings Call TranscriptJul 17, 2025
Jul 17, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationJul 16, 2025
Jul 16, 2025Announcement under Regulation 30 (LODR)-Earnings Call TranscriptJul 11, 2025
Jul 11, 2025Announcement under Regulation 30 (LODR)-Change in ManagementJul 11, 2025
Jul 11, 2025Announcement under Regulation 30 (LODR)-Resignation of Company Secretary / Compliance OfficerJul 11, 2025
Jul 11, 2025Announcement under Regulation 30 (LODR)-Newspaper PublicationJul 11, 2025
Jul 11, 2025Announcement under Regulation 30 (LODR)-Investor PresentationJul 10, 2025
Jul 10, 2025Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseJul 10, 2025
Jul 10, 2025Intergrated Financials For The First Quarter Ended 30Th June 2025Jul 10, 2025
Jul 10, 2025Outcome Of Board Meeting Held On Thursday 10Th July 2025Jul 10, 2025
Jul 10, 2025Board Meeting Outcome for Outcome Of Board Meeting Held On Thursday 10Th July 2025Jul 10, 2025
Jul 10, 2025Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Jul 08, 2025
Jul 08, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationJul 05, 2025
Jul 05, 2025Board Meeting Intimation for Consider Approve And Take On Record The Unaudited Standalone And Consolidated Financial Results Of The Company For The First Quarter Ended 30Th June 2025Jun 30, 2025
Jun 30, 2025Closure of Trading WindowJun 26, 2025
Jun 26, 2025Disclosure under Regulation 30A of LODRMay 23, 2025
May 23, 2025Shareholder Meeting / Postal Ballot-Scrutinizers ReportMay 23, 2025
May 23, 2025Shareholder Meeting / Postal Ballot-Outcome of AGMMay 23, 2025
May 23, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMay 21, 2025
May 21, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMay 14, 2025
May 14, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMay 07, 2025
May 07, 2025Announcement under Regulation 30 (LODR)-Newspaper PublicationMay 02, 2025
May 02, 2025Business Responsibility and Sustainability Reporting (BRSR)Apr 30, 2025
Apr 30, 2025Reg. 34 (1) Annual Report.Apr 30, 2025
Apr 30, 202530Th Annual General Meeting To Be Held On 23Rd May 2025Apr 30, 2025
Apr 30, 2025Announcement under Regulation 30 (LODR)-Newspaper PublicationApr 30, 2025
Apr 30, 2025Mutual Fund Holdings
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Motilal Oswal Nifty Capital Market Index Fund Direct-Growth 
Nippon India Nifty 500 Equal Weight Index Fund Direct-Growth 
DSP Nifty Smallcap250 Quality 50 Index Fund Direct - Growth 
Tata Nifty Capital Markets Index Fund Direct-Growth 
JioBlackRock Nifty Smallcap 250 Index Fund Direct - Growth 
Edelweiss Nifty Smallcap 250 Index Fund Direct - Growth 
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth 
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct - Growth 
HDFC BSE 500 Index Fund Direct - Growth 
SBI Nifty 500 Index Fund Direct-Growth 
Bandhan Nifty Smallcap 250 Index Fund Direct-Growth 
Kotak Nifty Smallcap 250 Index Fund Direct-Growth Technical Indicators
RSI(14)
Neutral 64.83
ATR(14)
Volatile 110.41
STOCH(9,6)
Neutral 63.14
STOCH RSI(14)
Overbought 82.60
MACD(12,26)
Bullish 18.16
ADX(14)
Strong Trend 28.89
UO(9)
Bearish 45.59
ROC(12)
Uptrend And Accelerating 10.55
WillR(14)
Neutral -34.97
About Anand Rathi Wealth
Anand Rathi Wealth Limited is an Indian wealth solutions provider for high and ultra-high net worth individuals. The company offers services for distribution and sale of financial products, with its flagship Private Wealth business managing assets under management totaling Rs 57,807 Crores as of March 31, 2024. It operates through three main verticals: Private Wealth, Digital Wealth, and Omni Financial Advisors. The company has expanded its presence to multiple cities across India and also serves non-resident Indian clients through a representative office in Dubai. Anand Rathi Wealth Limited went public in December 2021, raising Rs 659.38 Crores through an Initial Public Offering.
Listing Date
14 Dec, 2021(3 Years,
36 days)
Chairperson NameAnand Nandkishore Rathi
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