Anand Rathi Wealth Limited has fixed June 3, 2026, as the record date to determine shareholder eligibility for its 1:1 bonus issue. The company will allot 8,30,20,634 fully paid-up bonus equity shares of ₹5 each. The deemed date of allotment is scheduled for June 4, 2026, with trading of the bonus shares commencing on June 5, 2026. This disclosure was made pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Following the approval received during the Annual General Meeting on May 21, 2026, the company secured in-principal approval from stock exchanges. The company undertakes to submit the requisite documents to the depository for credit of the bonus equity shares in the depository system latest by 12:00 p.m. on the deemed date of allotment.

Financial Performance

For the fiscal year ended March 31, 2026, the company reported a 28% year-on-year rise in Profit After Tax (PAT) to ₹386 Crores. Total revenue increased by 22% to ₹1,198 Crores, driven by strong performance across business segments. The Return on Equity (ROE) improved by 215 basis points to reach 46.7% on an annualized basis. The PAT margin expanded to 32.2% in FY26 from 30.7% in the previous year.

Dividend and Capital Actions

Shareholders approved a final dividend of ₹7 per equity share, totaling a payout of ₹58.11 Crores. Combined with an interim dividend of ₹6 per share, the total dividend distribution for FY26 amounted to ₹13 per share, or ₹107.93 Crores. The AGM also approved increasing the authorised share capital from ₹50 Crores to ₹100 Crores by creating 10 Crore new equity shares of ₹5 each.

Operational Highlights

Assets Under Management (AUM) reached ₹93,037 Crores on a consolidated basis. The Private Wealth segment AUM grew to ₹90,819 Crores, supported by an increase in Relationship Managers to 401 and active client families to 13,395. The Digital Wealth segment AUM increased to ₹2,218 Crores with a client base of 7,106.

Anand Rathi IT Private Limited has submitted a clarification to BSE Ltd regarding the invocation of pledged shares in anand rathi wealth . The disclosure, submitted under Regulation 31(1) and 31(2) of the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011, addresses discrepancies in previous filings related to the encumbrance of equity shares.

Details of Pledge Invocation

The promoter group had initially intimated the pledge of 97,000 shares on March 18, 2026. Subsequently, on May 11, 2026, 3 of these pledged shares were invoked. Following this event, the total number of shares remaining encumbered stands at 96,997. The shares were originally pledged to avail margin limits in favor of Orbis Financial Corporation Limited.

Shareholding and Encumbrance Status

The disclosure form outlines the promoter holding and the status of encumbrance post the invocation event. Anand Rathi IT Private Limited held a total of 2,97,706 shares, representing 0.36% of the total share capital of the target company. After the invocation of 3 shares, the promoter holding in the target company stands at 2,97,703 shares.

The clarification confirms that the type of encumbrance and the name of the entity in whose favor shares are encumbered are not applicable specifically for the disclosure form regarding the invocation event, as these details pertain to the original pledge creation. The resubmission was made to the stock exchange on May 25, 2026, to rectify the discrepancies in the earlier report dated May 18, 2026.