Anand Rathi Wealth Limited has fixed June 3, 2026, as the record date to determine shareholder eligibility for its 1:1 bonus issue. Following the approval received during the Annual General Meeting on May 21, 2026, the company secured in-principal approval from stock exchanges to 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.

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 Wealth Limited's promoter entity, Anand Rathi Financial Services Limited (ARFSL), submitted a disclosure to the National Stock Exchange of India Limited and BSE Limited on May 21, 2026. The filing, made under Regulation 31(1) and 31(2) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011, details the release and subsequent creation of a pledge on equity shares held by ARFSL on May 20, 2026. The transaction was executed for shifting collateral with another broker. The disclosure was signed by Divyani Shah, Company Secretary of ARFSL.

Pledge Modification Activity

The disclosure reports a release of 5,60,000 shares from Suresh Rathi Securities Private Limited and a simultaneous creation of a pledge for the same number of shares in favour of Yes Bank Limited. Following these events, the total encumbered shares held by ARFSL remained unchanged at 38,63,000, equivalent to 4.65% of the total share capital. The table below summarises the key details of the encumbrance:

Security and Financial Details

ARFSL pledged the said shares for availing margin limits. The value of the shares on the date of the event was Rs. 199,73,52,000/-, while the amount involved against which the shares were encumbered was Rs. 178,18,37,719/-. This results in a security cover ratio of 1.12. The encumbered shares represent 23.36% of the total promoter shareholding, which is below the 50% threshold for the promoter's total holding and below the 20% threshold for the total share capital of the listed company.

Promoter Shareholding Details

ARFSL holds 1,65,34,758 equity shares in Anand Rathi Wealth Limited, which constitutes 19.92% of the total share capital. The broader promoter group includes several individuals and entities. The table below outlines the shareholding of key promoter group entities:

Certain promoter entities hold previously encumbered shares not related to the current event. Asha Kailash Biyani holds 4,500 shares (0.01%) with a previously encumbered holding of 4,500 shares (0.01%). Anand Rathi IT Private Limited holds 2,97,706 shares (0.36%) with a previously encumbered holding of 97,000 shares (0.11%). Aqua Proof Wall Plast Private Limited holds 1,24,702 shares (0.15%) with a previously encumbered holding of 1,24,500 shares (0.15%).