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Anand Rathi Wealth Limited ANANDRATHI NIFTY_SMALLNSEFINANCIAL

Financial Services · Asset Management · India
https://www.anandrathiwealth.in
Company Profile ↓
₹2,097.90
+98.70% 1Y
Mkt Cap₹34,833.80 Cr
P/E88.95
P/B35.23
Div. Yield0.33%
52W High₹2,146.80
52W Low₹1,055.83
Book Value₹60.11
EPS (TTM)₹23.59

Company Overview

Anand Rathi Wealth Limited engages in the distribution and sale of financial products in India. The company offers wealth solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, online mutual fund transactions, and goal planning products. In addition, the company is involved in business brokerage activities. It serves high net-worth individuals and ultra-high net-worth individuals. The company was formerly known as Anand Rathi Wealth Services Limited and changed its name to Anand Rathi Wealth Limited in January 2021. Anand Rathi Wealth Limited was founded in 1994 and is headquartered in Mumbai, India.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 39.7%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 50.0%.

Consistent Profit Growth

Net profit has compounded at 33.0% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 27.9% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 34.5%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.08.

Recent Developments

  • Mar 2026 Revenue of ₹1,148.83 Cr (+22.3% YoY); net profit ₹395.91 Cr.
  • Trailing 12 Months Year-on-year growth — revenue +22.3%, earnings +32.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 27.9%, profit CAGR 33.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:27.94%
1 Year:22.33%

Compounded Profit Growth

5 Years:32.97%
1 Year:32.05%

Stock Price Performance

1 Year:+98.70%
6 Months:+33.66%
3 Months:+15.72%
1 Month:+17.75%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 96% of range
₹1,055.83 ₹2,146.80
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)69.08 · Neutral
Price Performance
1M+17.75%
3M+15.72%
6M+33.66%
1Y+98.70%
Valuation vs Sector

P/E of 88.95 is above the sector median of 19.81 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

NSE TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 39.7%.
  • Healthy ROCE of 50.0%.
  • Excellent profit margin of 34.5%.
  • Compounding revenue at 27.9% over 5 years.
  • Profit CAGR of 33.0% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading at a high P/E of 89.0.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
88.95
Industry PE
19.81
Forward P/E
62.24
PEG Ratio
-
Book Value
₹60.11
Price to Book
35.23
P/S
25.09
EV/EBITDA
53.90
Dividend Yield
0.33%

Growth (CAGR)

Revenue 5Y
27.94%
Profit 5Y
32.97%
Revenue (YoY)
22.33%
Earnings (YoY)
32.05%

Profitability & Returns

ROCE
50.03%
ROE
39.66%
ROA
29.80%
Profit Margin
34.46%
Op Margin
38.94%
Gross Margin
59.28%
EPS (Latest Qtr)
₹9.67
EPS (TTM)
₹23.59

Balance Sheet & Liquidity

Debt/Equity
0.08
Quick Ratio
-
Current Ratio
3.83
Debt
₹83.48 Cr
Total Assets
₹1,328.77 Cr
Current Assets
₹866.03 Cr
Working Capital
₹639.89 Cr

Ownership

Promoter Holding
29.70%
Chg in Prom Hold
-0.03%
FII / Inst Holding
30.50%
Chg in FII Hold
0.17%

Financial Snapshot

Enterprise Value
₹34,833.80 Cr
Total Revenue (TTM)
₹1,148.83 Cr
EBITDA
₹585.78 Cr
Free Cash Flow
₹267.63 Cr
Operating Cash Flow
₹280.97 Cr
Shares Outstanding
₹16.60 Cr
Gross Margin
59.28%
Payout Ratio
23.56%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP ₹P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ANANDRATHI Anand Rathi Wealth Limited NIFTY_SMALLNSEFINANCIAL 2,097.90 88.95 ₹34,833.80 Cr 0.33% 50.03% 39.66% 27.94% 32.97%
2 HDFCBANK HDFC Bank Limited NIFTY50NSEAIFINANCIAL 815.55 16.51 ₹12.48 L Cr 1.58% - 13.62% 32.50% 20.39%
3 ICICIBANK ICICI Bank Limited NIFTY50NSEAIFINANCIAL 1,423.10 19.03 ₹10.19 L Cr 0.86% - 14.93% 19.65% 16.78%
4 SBIN State Bank of India NIFTY50NSEAIFINANCIALPSU 1,031.00 11.31 ₹9.52 L Cr 1.67% - 13.97% 12.19% 14.39%
5 BAJFINANCE Bajaj Finance Limited NIFTY50NSEAIFINANCIAL 1,032.90 33.85 ₹6.43 L Cr 0.53% - 16.68% 22.58% 18.23%
6 LICI Life Insurance Corporation of India NIFTY_MIDNSEFINANCIALPSU 443.80 9.77 ₹5.61 L Cr 2.26% - 32.53% 7.26% 16.86%
7 AXISBANK Axis Bank Limited NIFTY50NSEAIFINANCIAL 1,340.20 15.86 ₹4.17 L Cr 0.08% - 12.27% 12.16% 34.61%
8 KOTAKBANK Kotak Mahindra Bank Limited NIFTY50NSEAIFINANCIAL 381.30 19.66 ₹3.79 L Cr 0.17% - 10.64% 13.48% 8.92%
9 BAJAJFINSV Bajaj Finserv Ltd. NIFTY50NSEAIFINANCIAL 1,887.10 34.31 ₹3.02 L Cr 0.07% - 12.58% 22.92% 15.16%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in INR.

Metric Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue 143.00 Cr175.00 Cr183.00 Cr182.00 Cr184.00 Cr238.00 Cr242.00 Cr237.04 Cr221.96 Cr274.02 Cr-289.62 Cr287.82 Cr321.99 Cr
Cost of Revenue -------100.59 Cr101.11 Cr114.81 Cr-121.66 Cr168.50 Cr176.17 Cr
Gross Profit -------136.45 Cr120.85 Cr159.20 Cr-167.97 Cr119.32 Cr145.81 Cr
Operating Expenses 82.00 Cr102.00 Cr105.00 Cr103.00 Cr111.00 Cr139.00 Cr138.00 Cr35.91 Cr37.13 Cr39.10 Cr-45.18 Cr44.05 Cr46.31 Cr
Operating Income 57.00 Cr68.00 Cr72.00 Cr75.00 Cr68.00 Cr92.00 Cr98.00 Cr100.54 Cr83.71 Cr120.10 Cr-122.79 Cr75.27 Cr99.50 Cr
EBITDA 61.00 Cr73.00 Cr77.00 Cr80.00 Cr73.00 Cr98.00 Cr104.00 Cr114.14 Cr110.14 Cr137.90 Cr-147.54 Cr153.19 Cr218.93 Cr
Interest Expense 1.00 Cr1.00 Cr2.00 Cr2.00 Cr2.00 Cr1.00 Cr3.00 Cr3.54 Cr3.67 Cr3.99 Cr-3.57 Cr3.40 Cr3.58 Cr
Pretax Income 60.00 Cr71.00 Cr78.00 Cr78.00 Cr79.00 Cr99.00 Cr102.00 Cr104.08 Cr99.35 Cr126.23 Cr-135.33 Cr140.27 Cr206.20 Cr
Tax Provision 16.80 Cr17.75 Cr20.28 Cr20.28 Cr22.12 Cr25.74 Cr25.50 Cr26.84 Cr25.70 Cr32.41 Cr-35.22 Cr36.82 Cr43.19 Cr
Net Income 43.00 Cr53.00 Cr58.00 Cr58.00 Cr57.00 Cr73.00 Cr76.00 Cr77.02 Cr73.45 Cr93.62 Cr-99.85 Cr103.09 Cr162.73 Cr
Diluted EPS 2.553.183.443.463.384.424.58--5.665.986.046.149.67

Profit & Loss (Annual)

Figures in INR.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Revenue 280.00 Cr336.00 Cr273.00 Cr-548.63 Cr724.32 Cr939.09 Cr1,148.83 Cr
Cost of Revenue ----225.43 Cr299.51 Cr401.31 Cr467.79 Cr
Gross Profit ----323.21 Cr424.81 Cr537.79 Cr681.04 Cr
Operating Expenses 179.00 Cr225.00 Cr196.00 Cr-101.16 Cr140.38 Cr162.54 Cr233.69 Cr
Operating Income 86.00 Cr89.00 Cr59.00 Cr-222.04 Cr284.43 Cr375.24 Cr447.35 Cr
EBITDA 102.00 Cr110.00 Cr77.00 Cr-248.93 Cr331.43 Cr441.43 Cr585.78 Cr
Interest Expense 6.00 Cr3.00 Cr3.00 Cr-3.93 Cr6.47 Cr11.54 Cr15.80 Cr
Pretax Income 83.00 Cr87.00 Cr63.00 Cr-228.39 Cr305.61 Cr404.44 Cr535.84 Cr
Tax Provision 24.90 Cr25.23 Cr18.27 Cr-59.79 Cr79.79 Cr103.93 Cr138.68 Cr
Net Income 58.00 Cr62.00 Cr45.00 Cr-168.41 Cr224.97 Cr299.83 Cr395.91 Cr
Diluted EPS 5.505.674.06-10.0713.5118.0923.59

Balance Sheet (Annual)

Figures in INR.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Total Assets 231.00 Cr409.00 Cr340.00 Cr-624.12 Cr879.74 Cr961.36 Cr1,328.77 Cr
Current Assets ----347.06 Cr610.23 Cr524.18 Cr866.03 Cr
Cash & Equivalents ----64.76 Cr33.11 Cr44.07 Cr240.94 Cr
Inventory --------
Receivables ----14.85 L7.52 L6.87 L41.41 Cr
Total Liabilities ----144.03 Cr218.18 Cr273.72 Cr316.91 Cr
Current Liabilities ----117.49 Cr176.69 Cr195.99 Cr226.14 Cr
Long Term Debt ----8.49 Cr12.74 L18.04 Cr13.08 Cr
Total Debt 1.00 Cr42.00 Cr48.00 Cr-36.72 Cr51.67 Cr79.30 Cr83.48 Cr
Total Equity 123.00 Cr186.00 Cr242.00 Cr-468.23 Cr648.85 Cr673.98 Cr998.15 Cr
Shares Outstanding ----16.65 Cr16.73 Cr16.60 Cr16.60 Cr

Cash Flows (Annual)

Figures in INR.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating Cash Flow 67.00 Cr140.00 Cr-18.00 Cr-83.89 Cr277.57 Cr239.17 Cr280.97 Cr
Investing Cash Flow -42.00 Cr-152.00 Cr74.00 Cr--42.08 Cr-237.21 Cr45.59 Cr63.62 Cr
Financing Cash Flow -14.00 Cr28.00 Cr-19.00 Cr--64.16 Cr-72.01 Cr-279.10 Cr-142.29 Cr
Capital Expenditure -31.00 Cr-59.00 Cr1.00 Cr--16.93 Cr-4.50 Cr-35.77 Cr-13.34 Cr
Free Cash Flow 36.00 Cr81.00 Cr-17.00 Cr-66.96 Cr273.07 Cr203.40 Cr267.63 Cr
Net Change in Cash 11.00 Cr17.00 Cr37.00 Cr--22.35 Cr-31.65 Cr11.09 Cr202.30 Cr

Ratios (Annual)

Figures in %.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Gross Margin % ----58.9%58.6%57.3%59.3%
Operating Margin % 30.7%26.5%21.6%-40.5%39.3%40.0%38.9%
Net Margin % 20.7%18.5%16.5%-30.7%31.1%31.9%34.5%
ROE % 47.2%33.3%18.6%-36.0%34.7%44.5%39.7%
ROCE % ----43.8%40.5%49.0%40.6%

Shareholding Pattern

Insiders
29.70%
Institutions
30.50%
Public Float
43.38%

Analyst View

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Latest News

Recent headlines for ANANDRATHI

Google News ue, 14 Jul 2026

Anand Rathi Share Q1 revenue rises 22.37% y-o-y - BusinessLine

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Google News ue, 14 Jul 2026

Anand Rathi Share Q1 results: Profit rises 71% to Rs 39 crore before one-time charge - The Economic Times

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Google News ue, 14 Jul 2026

Stocks to Watch for July 15: Tata Elxsi, L&T Tech, Anand Rathi and more - CNBC TV18

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Google News Fri, 10 Jul 2026

Anand Rathi Wealth Shares Hit 52-Week High as Q1 Profit Surges 74% on Strong Revenue Growth - India Infoline

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Google News hu, 09 Jul 2026

Stocks to Watch Today: TCS, IC Electricals, Anand Rathi Wealth, Dixon Tech, Vikram Solar, Havells, Pace... - Moneycontrol.com

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Google News ue, 12 May 2026

Be Sure To Check Out Anand Rathi Wealth Limited (NSE:ANANDRATHI) Before It Goes Ex-Dividend - simplywall.st

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ANANDRATHI — Frequently Asked Questions

What is the current share price of Anand Rathi Wealth Limited (ANANDRATHI)?

As of 2026-07-15 09:52 IST, Anand Rathi Wealth Limited (ANANDRATHI) trades at ₹2,097.90 on NSE. Its 52-week range is ₹1,055.83 to ₹2,146.80.

What is the market capitalisation of ANANDRATHI?

Anand Rathi Wealth Limited (ANANDRATHI) has a market capitalisation of ₹34,833.80 Cr on NSE.

What is the P/E ratio of ANANDRATHI?

ANANDRATHI trades at a trailing price-to-earnings (P/E) ratio of 88.95. The industry average P/E is 19.81. Its price-to-book (P/B) ratio is 35.23.

Does ANANDRATHI pay a dividend?

Anand Rathi Wealth Limited (ANANDRATHI) currently offers a dividend yield of 0.33%.

What is the return on equity (ROE) of ANANDRATHI?

ANANDRATHI has a return on equity (ROE) of 39.66%. Its return on capital employed (ROCE) is 50.03%.

Is ANANDRATHI a good stock to buy?

This page provides a data-driven analysis of Anand Rathi Wealth Limited (ANANDRATHI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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