Anand Rathi Wealth Limited (ANANDRATHI) has reported impressive financial results for the first quarter of FY27, reflecting a robust performance across various metrics. The company’s total revenue increased by 18.4% year-on-year to Rs. 336.4 crore, while the profit after tax (PAT) rose by 23.5% to Rs. 115.9 crore. The asset under management (AUM) also saw a significant growth of 21.1% to Rs. 1,06,300 crore.

Consolidated Financial Highlights

The consolidated financial highlights for Q1FY27 show a strong performance with total revenue of Rs. 336.4 crore, PAT of Rs. 115.9 crore, and an AUM of Rs. 1,06,300 crore. These figures underscore the company’s ability to drive growth and manage client assets efficiently.

Private Wealth Business

In the private wealth business, ANANDRATHI has maintained its focus on delivering consistent and market-agnostic performance. Key operational highlights include an increase in the number of active client families, rising AUM per relationship manager, and a lower regret relationship manager (RM) attrition rate. The company’s portfolio returns have consistently delivered risk-adjusted returns, contributing to its strong reputation in the wealth management sector.

Future Prospects

Looking ahead, Anand Rathi Wealth Limited is poised to continue its growth trajectory by leveraging its robust capability-building programs and expanding its market share in the wealth management sector. The company’s strategic focus on intergenerational wealth management and client-centric services positions it well for sustained success.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Anand Rathi Wealth Limited

Anand Rathi Wealth Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.

Anand gains 17.1% over three months and trades near its 52-week highs. Industry-leading margins of 31.6% reflect exceptional pricing power and operational efficiency. Revenue grows at 27.9% and profits at 33.0% CAGR. Both numbers are exceptional. RSI hits 76, a level that signals the stock runs hot. Notably, buyers drove volume on 20 recent sessions — though at these levels, some profit-taking is normal. The business grows revenue at 27.9% and profits at 33.0%, with D/E of 0.12. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 2.69 premium is usually justified. Check Fundamentals of Anand Rathi Wealth Limited.

Anand Rathi Wealth Limited (ANANDRATHI) announced its financial results for the first quarter of FY27, showing a robust performance. The company reported a consolidated Profit After Tax (PAT) of ₹ 116 crore, marking a year-on-year growth of 24%. Total revenue for the period increased by 18% to ₹ 336 crore, while Assets Under Management (AUM) grew by 21% year-on-year to ₹ 1,06,300 crore.

Key Financial Highlights

The financial results for Q1 FY27 presented in this press release have been adjusted to exclude fair value gains on investments, ESOP expenses, and the related combined tax effects, to enable better comparability with corresponding prior period. Reported financials including fair value gains, ESOP expenses, and related tax effects show a significant increase in revenue and profit before tax.

Operational Milestones

The company achieved a significant milestone during the quarter, with its AUM crossing ₹ 1 lakh crore. This performance reflects our continued ability to attract new clients and deepen existing relationships, even in a challenging market environment. We onboarded 1,611 new client families on a net basis over the last twelve months, taking our total client base to 13,941 families.

As a result, the company remains confident of achieving its guidance for the full year, driven by its strong business foundation and future opportunities.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Anand Rathi Wealth Limited

Anand Rathi Wealth Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.

Anand gains 17.1% over three months and trades near its 52-week highs. Industry-leading margins of 31.6% reflect exceptional pricing power and operational efficiency. Revenue grows at 27.9% and profits at 33.0% CAGR. Both numbers are exceptional. RSI hits 76, a level that signals the stock runs hot. Notably, buyers drove volume on 20 recent sessions — though at these levels, some profit-taking is normal. The business grows revenue at 27.9% and profits at 33.0%, with D/E of 0.12. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 2.69 premium is usually justified. Check Fundamentals of Anand Rathi Wealth Limited.