ANANDRATHI
Anand Rathi Wealth Limited (ANANDRATHI) Stock Analysis
Anand Rathi Wealth Limited is an Indian wealth management and financial advisory firm serving affluent clients. It offers portfolio management, financial planning, and investment products through a national network. The company is part of the Anand Rathi Group. It is a listed wealth management stock.
Financial Services › Asset Management
₹2,159.70
+5.94% 1W | +37.10% 52W
Market Cap
35.9k CR
P/E Ratio
79.6
52W High
₹2268.4
52W Low
₹1353.8
Div. Yield
0.35%
Beta
0.3
50 DMA
₹2167.4
200 DMA
₹1841.1
Profit Margin
31.3%
Inst. Own.
31%
📉 CONSOLIDATING DOWN
📉 CONSOLIDATING DOWN
Fundamentals
Profit & Loss
| Metric | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 183 | 182 | 184 | 238 | 242 | 237 | 222 | 274 | 297 | 290 | 288 | 322 | 344 |
| Expenses | 105 | 103 | 111 | 139 | 138 | 130 | 131 | 146 | 160 | 158 | 203 | 213 | 227 |
| Operating Profit | 77 | 80 | 73 | 98 | 104 | 107 | 91 | 128 | 137 | 131 | 85 | 109 | 117 |
| OPM % | 42% | 44% | 40% | 41% | 43% | 45% | 41% | 47% | 46% | 45% | 29% | 34% | 34% |
| Other Income | 6 | 5 | 13 | 8 | 7 | 7 | 19 | 10 | 10 | 16 | 68 | 110 | 13 |
| Interest | 2 | 2 | 2 | 1 | 3 | 4 | 4 | 4 | 5 | 4 | 3 | 4 | 3 |
| Depreciation | 5 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 9 | 10 | 9 | 9 |
| Profit before tax | 78 | 78 | 79 | 99 | 102 | 104 | 99 | 126 | 134 | 135 | 140 | 206 | 117 |
| Tax % | 26% | 26% | 28% | 26% | 25% | 26% | 26% | 26% | 26% | 26% | 26% | 21% | 24% |
| Net Profit | 58 | 58 | 57 | 73 | 76 | 77 | 74 | 94 | 100 | 100 | 103 | 163 | 89 |
| EPS in Rs | 3.44 | 3.46 | 3.38 | 4.42 | 4.58 | 4.64 | 4.42 | 5.64 | 5.98 | 6.02 | 6.21 | 9.80 | 5.36 |
| Metric | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Sales | 280 | 336 | 273 | 424 | 559 | 752 | 980 | 1,253 | 1,243 |
| Expenses | 179 | 225 | 196 | 240 | 310 | 421 | 539 | 667 | 802 |
| Operating Profit | 102 | 110 | 77 | 184 | 249 | 331 | 441 | 586 | 442 |
| OPM % | 36% | 33% | 28% | 43% | 45% | 44% | 45% | 47% | 36% |
| Other Income | 4 | 1 | 6 | 1 | 0 | 0 | 1 | 0 | 207 |
| Interest | 6 | 3 | 3 | 2 | 4 | 6 | 12 | 16 | 14 |
| Depreciation | 16 | 21 | 18 | 16 | 17 | 19 | 25 | 34 | 37 |
| Profit before tax | 83 | 87 | 63 | 168 | 228 | 306 | 405 | 536 | 599 |
| Tax % | 30% | 29% | 29% | 24% | 26% | 26% | 26% | 26% | |
| Net Profit | 58 | 62 | 45 | 127 | 169 | 226 | 301 | 397 | 456 |
| EPS in Rs | 5.50 | 5.67 | 4.06 | 7.60 | 10.10 | 13.44 | 18.06 | 23.83 | 27.39 |
| Dividend Payout % | 0% | 0% | 31% | 36% | 30% | 26% | 39% | 27% |
Growth — CAGR
| Metric | 3Y | 5Y | 10Y |
|---|---|---|---|
| Revenue CAGR | 31.0% | 36.0% | – |
| Profit CAGR | 33.0% | 55.0% | – |
Shareholding Pattern
Promoters42.71%
FIIs4.90%
DIIs8.40%
Public43.99%
Promoters42.71%
FIIs5.56%
DIIs8.73%
Public43.00%
Promoters43.11%
FIIs6.66%
DIIs9.45%
Public40.78%
Promoters43.11%
FIIs5.78%
DIIs9.10%
Public42.01%
Promoters41.37%
FIIs6.37%
DIIs10.40%
Public41.86%
Promoters48.74%
FIIs1.71%
DIIs9.99%
Public39.56%
Promoters48.02%
FIIs4.86%
DIIs8.78%
Public38.35%
Promoters47.29%
FIIs4.85%
DIIs7.21%
Public40.64%
Promoters43.11%
FIIs5.78%
DIIs9.10%
Public42.01%
Promoters41.37%
FIIs6.37%
DIIs10.40%
Public41.86%
ANANDRATHI
Holdings Analysis
Key strengths & risk signals
79
Overall
78
Fundamental
81
Technical
Risks (2)
NEGLIGIBLE DIVIDEND! 0.34% yield - little to no income.
OVERBOUGHT! RSI at 78.8 - caution, may pull back.
Strengths (4)
EXCELLENT EFFICIENCY! 31.6% profit margin - company keeps strong profits.
BULLISH TREND! 50-day average (1834.1) is above 200-day average (1619.4) - positive signal.
BREAKOUT! Stock has broken above resistance levels with momentum.
EXCELLENT YEAR! Stock gained 94.3% in the last year.
Fundamental & Technical Analysis
79Overall
78Fundamental
81Technical
Fundamental Breakdown
Growth Quality
30/30
Revenue CAGR: 27.9% (EXCELLENT, 15/15). Profit CAGR: 33.0% (EXCELLENT, 15/15).
Profit Margin
10/10
EXCELLENT EFFICIENCY! 31.6% profit margin - company keeps strong profits.
PEG Valuation
5/10
OVERVALUED! PEG of 2.77 means expensive relative to growth rate.
Dividend Yield
3/10
NEGLIGIBLE DIVIDEND! 0.34% yield - little to no income.
Debt to Equity
10/10
VERY LOW DEBT! D/E of 0.12 - excellent financial health.
Public Holding
10/20
SIGNIFICANT PUBLIC HOLDING! 39.21% public ownership - moderate retail influence.
Stability Index
10/10
PERFECT RECORD! Revenue has grown consistently every year. Exceptional business stability.
Technical Breakdown
Moving Averages
12/10
BULLISH TREND! 50-day average (1834.1) is above 200-day average (1619.4) - positive signal.
Price Position
8/10
STRONG POSITION! Current price (2146.8) is above both moving averages.
Trend Pattern
20/20
BREAKOUT! Stock has broken above resistance levels with momentum.
52W Performance
10/10
EXCELLENT YEAR! Stock gained 94.3% in the last year.
Volume Sentiment
15/30
BEARISH SENTIMENT! In last 30 days: 21 up days, 9 down days. Avg volume on up days: 844,104 vs down days: 981,573. Ratio: 0.86x
RSI
2/5
OVERBOUGHT! RSI at 78.8 - caution, may pull back.
52W Range
5/5
STRONG! Trading at 97.4% of 52W range - near yearly highs.
Momentum
4/5
GOOD MOMENTUM! Price has grown across all timeframes - up 4.1% (1 week), 23.6% (1 month), 20.0% (3 months).
Beta
5/5
LOW VOLATILITY! Beta of 0.30 - stable stock, less market risk.
ANANDRATHI
Concall / Investor Presentation
Earnings call transcripts & AI summaries
| Quarter | Concall | Summary |
|---|---|---|
| Q1FY272026-10-16 | Concall PDF | |
| Q4FY262026-07-15 | Concall PDF | |
| Q2FY262026-01-19 | Concall PDF | |
| Q1FY262025-10-18 | Concall PDF |
Peer Comparison
Financial Services · Asset Management · 8 stocks
| Stock | Price | P/E | Profit Margin | Revenue CAGR 5Y | Profit CAGR 5Y | 52W Change | Stock Strength | Trendline | YoY Profit | QoQ Profit | YoY Revenue | QoQ Revenue |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANANDRATHI | ₹2,159.70 | 79.6 | 31.3% | 36.0% | 55.0% | +37.1% | 79 | BOUNCE FROM SUPPORT | – | -45.3% | – | +6.8% |
| NUVAMA | ₹1,706.10 | 29.4 | 28.1% | 20.0% | 50.5% | +24.4% | 78 | APPROACHING SUPPORT | +15.8% | +13.6% | +9.4% | -10.3% |
| TATAINVEST | ₹613.50 | 104.3 | 105.2% | 19.5% | 19.9% | -32.6% | 66 | BOUNCE FROM SUPPORT | -1.9% | +124.9% | +7.7% | +179.7% |
| ABSLAMC | ₹972.00 | 27.9 | 47.6% | 14.6% | 17.8% | +13.9% | 76 | CONSOLIDATING DOWN | +11.7% | +65.4% | +3.5% | +1.0% |
| 360ONE | ₹1,075.00 | 36.3 | 26.5% | 24.0% | 22.7% | -7.9% | 77 | BREAKOUT | +16.1% | +14.5% | +35.5% | +10.8% |
| NAM-INDIA | ₹1,065.30 | 42.2 | 52.5% | 26.1% | 28.3% | +19.2% | 79 | BOUNCE FROM SUPPORT | +27.2% | +30.9% | +26.4% | +3.8% |
| HDFCAMC | ₹2,398.60 | 35 | 60.8% | 23.9% | 26.2% | -15.5% | 85 | APPROACHING RESISTANCE | +12.0% | +34.4% | +13.6% | +4.6% |
| BAJAJHLDNG | ₹11,198.00 | 14.1 | 734.6% | 19.0% | 25.7% | -14.9% | 73 | APPROACHING RESISTANCE | -22.4% | +5.1% | -26.0% | +18.8% |
Data from TradeAlone · Updated daily
ANANDRATHI News
