Anand Rathi Wealth reported a 22% year-on-year rise in consolidated net profit to ₹122 crore for Q2FY27, alongside an 18% growth in assets under management to ₹1,08,377 crore. The company declared an interim dividend of ₹4 per share.

The firm’s standalone profit after tax for the half-year ended September 2026 (H1FY27) grew 25% to ₹237 crore, reflecting robust client acquisition and inflows despite market volatility. Total revenue for the quarter rose 16% YoY to ₹357 crore on a consolidated basis.

Consolidated financial performance

The company’s Q2FY27 results showed consistent growth in revenue and profitability when adjusted for fair value gains and ESOP expenses. The table below summarises the adjusted consolidated performance:

For the first half of FY27, consolidated revenue increased 17% YoY to ₹693 crore, while adjusted PAT rose 23% to ₹238 crore. The company noted that these figures exclude fair value gains on investments and ESOP expenses to reflect underlying business performance.

Standalone highlights and inflows

On a standalone basis, Q2FY27 business net profit grew 25% YoY to ₹121 crore, with total revenue rising 17% to ₹345 crore. For H1FY27, standalone PAT climbed 25% to ₹237 crore, and revenue expanded 18% to ₹671 crore.

Key operational metrics for the period include:

• Highest-ever quarterly net inflows of ₹4,186 crore, up 39% YoY.
• Equity Mutual Fund net inflows reached ₹2,867 crore, also up 39% YoY.
• Active client families grew 12% YoY to 14,309.
• Relationship Managers increased by 45 over the last year to 431.
• Monthly SIP inflows rose to ₹110 crore in September 2026 from ₹89 crore in September 2025.

The record inflows underscore strong domestic investor conviction, even as foreign portfolio outflows persisted. AUM growth of 18% significantly outperformed the Nifty 50 index, which declined 8% over the same period.

Subsidiary and international updates

The company’s subsidiaries contributed to growth across digital and advisory segments. Digital Wealth (DW) AUM increased 14% YoY to ₹2,531 crore. Omni Financial Advisor’s subscriber base rose to 6,898 from 6,790 in the previous year. Additionally, Anand Rathi Wealth commenced operations in London, UK, expanding its international footprint beyond Dubai.

What the numbers show

The divergence between reported and adjusted profits highlights the impact of non-operating items. While adjusted consolidated PAT grew 22% YoY in Q2FY27, reported PAT declined to ₹89.3 crore from ₹99.8 crore in the year-ago period. This gap is driven by fair value gains on investments and ESOP expenses, which were significant in the prior year but weighed on current reported figures. Despite this accounting variance, core business metrics like AUM and net inflows demonstrate sustained operational momentum.

Furthermore, the company’s market share in equity mutual fund net inflows expanded to 2.11% in Q1FY27 from 1.85% in FY25, indicating increasing penetration within the industry. The AUM per Relationship Manager also improved to ₹246 crore from ₹231 crore a year ago, suggesting enhanced productivity per headcount even as the RM base expanded by 12%.

Anand Rathi Wealth Limited has fixed Wednesday, October 14, 2026, as the record date for the payment of its interim dividend for FY27. Shareholders holding shares on this date will be eligible for the payout, subject to board approval.

The company’s Board of Directors is scheduled to meet on Friday, October 9, 2026, to consider and approve the declaration of the interim dividend. This intimation was issued pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Key dates and regulatory compliance

The announcement follows an earlier intimation letter dated September 30, 2026. The company confirmed that the record date determination aligns with standard listing obligations regarding dividend declarations.

The Company Secretary and Compliance Officer, Pravin Jogani, signed the digital notification to the National Stock Exchange and BSE. No specific dividend amount per share was disclosed in this initial intimation; details are expected to be finalized during the upcoming board meeting.