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Wealth First Portfolio Managers Limited WEALTH NSEFINANCIAL

Financial Services · Capital Markets · India
https://www.wealth-firstonline.com
Company Profile ↓
₹954.45
-14.47% 1Y
Mkt Cap₹1,016.97 Cr
P/E29.78
P/B6.79
Div. Yield1.62%
52W High₹1,265.43
52W Low₹796.36
Book Value₹141.23
EPS (TTM)₹32.05

Company Overview

Wealth First Portfolio Managers Limited provides share and stock broking services in India. It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services. The company's products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products. In addition, it offers investment strategizing asset research, asset allocation, trade-execution-broking, tax and retirement planning, treasury management, portfolio review and accounting, and inheritance planning services. Further, the company invests in, buys, sells, and deals in various securities and other related activities. The company was founded in 1990 and is based in Ahmedabad, India.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 25.7%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 30.3%.

Consistent Profit Growth

Net profit has compounded at 40.9% per year over the last five years.

Healthy Margins

Maintains a net profit margin of 56.5%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.00.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Mar 2026 Revenue of ₹68.39 Cr (+28.7% YoY); net profit ₹38.66 Cr.
  • Trailing 12 Months Year-on-year growth — revenue +28.6%, earnings +13.2%.
  • 5-Year Trend Long-term compounding — revenue CAGR -44.0%, profit CAGR 40.9%.

Growth & Price Performance

Compounded Sales Growth

5 Years:-44.01%
1 Year:28.65%

Compounded Profit Growth

5 Years:40.86%
1 Year:13.23%

Stock Price Performance

1 Year:-14.47%
6 Months:+9.61%
3 Months:+0.82%
1 Month:-1.81%

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

Technical Snapshot Mixed
52-Week Range 34% of range
₹796.36 ₹1,265.43
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)47.29 · Neutral
Price Performance
1M-1.81%
3M+0.82%
6M+9.61%
1Y-14.47%
Valuation vs Sector

P/E of 29.78 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 25.7%.
  • Healthy ROCE of 30.3%.
  • Excellent profit margin of 56.5%.
  • Profit CAGR of 40.9% over 5 years.
  • Generates positive free cash flow.

CONS

  • Revenue declined at -44.0% CAGR over 5 years.
  • In a downtrend (50-DMA below 200-DMA).

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

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Valuation

Stock P/E
29.78
Industry PE
19.81
Forward P/E est.
26.30
PEG Ratio
-
Book Value
₹141.23
Price to Book
6.79
P/S
14.37
EV/EBITDA
19.57
Dividend Yield
1.62%

Growth (CAGR)

Revenue 5Y
-44.01%
Profit 5Y
40.86%
Revenue (YoY)
28.65%
Earnings (YoY)
13.23%

Profitability & Returns

ROCE
30.29%
ROE
25.69%
ROA
21.49%
Profit Margin
56.54%
Op Margin
71.68%
Gross Margin
82.70%
EPS (Latest Qtr)
₹9.87
EPS (TTM)
₹32.05

Balance Sheet & Liquidity

Debt/Equity
0.00
Quick Ratio
2.85
Current Ratio
5.79
Debt
₹0
Total Assets
₹179.94 Cr
Current Assets
₹53.13 Cr
Working Capital
₹43.96 Cr

Ownership

Promoter Holding
76.23%
Chg in Prom Hold
-0.02%
FII / Inst Holding
0.04%
Chg in FII Hold
-0.07%

Financial Snapshot

Enterprise Value
₹1,016.97 Cr
Total Revenue (TTM)
₹68.39 Cr
EBITDA
₹52.11 Cr
Free Cash Flow
₹73.40 Cr
Operating Cash Flow
₹75.41 Cr
Shares Outstanding
₹1.07 Cr
Gross Margin
82.70%
Payout Ratio
44.09%

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 WEALTH Wealth First Portfolio Managers Limited NSEFINANCIAL 954.45 29.78 ₹1,016.97 Cr 1.62% 30.29% 25.69% -44.01% 40.86%
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 2026
Revenue 5.00 Cr11.00 Cr14.00 Cr15.00 Cr15.00 Cr21.00 Cr---3.26 Cr24.81 Cr20.57 Cr6.49 Cr16.51 Cr
Cost of Revenue --------2.14 Cr1.90 Cr4.23 Cr3.09 Cr2.61 Cr
Gross Profit ---------5.40 Cr22.91 Cr16.35 Cr3.40 Cr13.90 Cr
Operating Expenses 2.00 Cr3.00 Cr3.00 Cr3.00 Cr2.00 Cr3.00 Cr--92.96 L1.49 Cr1.27 Cr2.51 Cr2.27 Cr
Operating Income 3.00 Cr9.00 Cr10.00 Cr12.00 Cr12.00 Cr18.00 Cr---6.33 Cr21.42 Cr15.08 Cr89.35 L11.63 Cr
EBITDA 3.00 Cr9.00 Cr10.00 Cr12.00 Cr12.00 Cr18.00 Cr---5.26 Cr21.57 Cr15.36 Cr1.29 Cr13.89 Cr
Interest Expense 000000--3.82 L1,00043,0001.93 L1.04 L
Pretax Income 2.00 Cr11.00 Cr13.00 Cr13.00 Cr18.00 Cr19.00 Cr---5.41 Cr21.49 Cr15.26 Cr1.17 Cr13.76 Cr
Tax Provision 68.00 L2.75 Cr2.60 Cr3.25 Cr4.14 Cr4.75 Cr---1.11 Cr5.53 Cr4.20 Cr40.11 L3.28 Cr
Net Income 1.00 Cr8.00 Cr10.00 Cr10.00 Cr14.00 Cr14.00 Cr---4.29 Cr15.96 Cr11.07 Cr1.12 Cr10.52 Cr
Diluted EPS 1.207.939.639.4813.0213.15---4.0314.9810.391.059.87

Profit & Loss (Annual)

Figures in INR.

Metric Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Revenue 151.00 Cr199.00 Cr224.00 Cr331.00 Cr10.00 Cr25.00 Cr-389.58 Cr847.33 Cr53.16 Cr68.39 Cr
Cost of Revenue -------359.02 Cr834.78 Cr9.00 Cr11.83 Cr
Gross Profit -------30.56 Cr12.55 Cr44.15 Cr56.56 Cr
Operating Expenses 146.00 Cr191.00 Cr212.00 Cr321.00 Cr7.00 Cr6.00 Cr-12.49 Cr-29.14 Cr4.34 Cr7.54 Cr
Operating Income 4.00 Cr8.00 Cr12.00 Cr10.00 Cr2.00 Cr18.00 Cr-18.07 Cr41.69 Cr39.81 Cr49.02 Cr
EBITDA 4.00 Cr8.00 Cr12.00 Cr10.00 Cr2.00 Cr18.00 Cr-19.17 Cr55.80 Cr45.58 Cr52.11 Cr
Interest Expense 1.00 Cr2.00 Cr1.00 Cr000-1.13 L1.40 L9.41 L3.41 L
Pretax Income 3.00 Cr6.00 Cr11.00 Cr9.00 Cr2.00 Cr18.00 Cr-18.68 Cr55.42 Cr45.12 Cr51.69 Cr
Tax Provision 60.00 L1.20 Cr1.98 Cr2.07 Cr56.00 L5.22 Cr-4.84 Cr12.74 Cr10.98 Cr13.40 Cr
Net Income 3.00 Cr5.00 Cr9.00 Cr7.00 Cr1.00 Cr13.00 Cr-13.83 Cr42.68 Cr34.15 Cr38.66 Cr
Diluted EPS 2.434.498.186.621.2012.0817.6912.9840.0632.05-

Balance Sheet (Annual)

Figures in INR.

Metric Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Total Assets 45.00 Cr41.00 Cr38.00 Cr40.00 Cr40.00 Cr50.00 Cr-80.29 Cr124.85 Cr136.20 Cr179.94 Cr
Current Assets -------31.12 Cr67.88 Cr87.88 Cr53.13 Cr
Cash & Equivalents -------2.57 Cr4.80 Cr2.71 Cr1.30 Cr
Inventory -------23.77 Cr56.99 Cr71.45 Cr26.98 Cr
Receivables -------3.36 Cr4.80 Cr12.16 Cr8.46 Cr
Total Liabilities -------3.63 Cr6.58 Cr7.68 Cr9.84 Cr
Current Liabilities -------2.95 Cr5.90 Cr7.01 Cr9.17 Cr
Long Term Debt -----------
Total Debt 18.00 Cr18.00 Cr6.00 Cr1.00 Cr3.00 Cr0-3.57 L000
Total Equity 15.00 Cr19.00 Cr27.00 Cr34.00 Cr34.00 Cr47.00 Cr-76.65 Cr118.27 Cr128.52 Cr150.48 Cr
Shares Outstanding -------1.07 Cr1.07 Cr1.07 Cr1.07 Cr

Cash Flows (Annual)

Figures in INR.

Metric Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating Cash Flow -016.00 Cr8.00 Cr-8.00 Cr7.00 Cr-20.42 Cr15.51 Cr12.33 Cr75.41 Cr
Investing Cash Flow -3.00 Cr1.00 Cr-02.00 Cr-2.00 Cr--18.95 Cr-9.58 Cr6.57 Cr-78.96 Cr
Financing Cash Flow --2.00 Cr-14.00 Cr-6.00 Cr0-4.00 Cr--4.34 Cr-3.70 Cr-21.00 Cr2.13 Cr
Capital Expenditure -00-1.00 Cr00--16.34 L-29.48 L-32.79 L-2.02 Cr
Free Cash Flow -016.00 Cr7.00 Cr-8.00 Cr7.00 Cr-20.25 Cr15.22 Cr12.00 Cr73.40 Cr
Net Change in Cash -2.00 Cr3.00 Cr2.00 Cr-6.00 Cr1.00 Cr--2.87 Cr2.23 Cr-2.09 Cr-1.41 Cr

Ratios (Annual)

Figures in %.

Metric Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Gross Margin % -------7.8%1.5%83.1%82.7%
Operating Margin % 2.6%4.0%5.4%3.0%20.0%72.0%-4.6%4.9%74.9%71.7%
Net Margin % 2.0%2.5%4.0%2.1%10.0%52.0%-3.6%5.0%64.2%56.5%
ROE % 20.0%26.3%33.3%20.6%2.9%27.7%-18.0%36.1%26.6%25.7%
ROCE % -------23.4%35.1%30.8%28.7%

Shareholding Pattern

Insiders
76.23%
Institutions
0.04%
Public Float
0.18%

Analyst View

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WEALTH — Frequently Asked Questions

What is the current share price of Wealth First Portfolio Managers Limited (WEALTH)?

As of 2026-07-15 09:52 IST, Wealth First Portfolio Managers Limited (WEALTH) trades at ₹954.45 on NSE. Its 52-week range is ₹796.36 to ₹1,265.43.

What is the market capitalisation of WEALTH?

Wealth First Portfolio Managers Limited (WEALTH) has a market capitalisation of ₹1,016.97 Cr on NSE.

What is the P/E ratio of WEALTH?

WEALTH trades at a trailing price-to-earnings (P/E) ratio of 29.78. The industry average P/E is 19.81. Its price-to-book (P/B) ratio is 6.79.

Does WEALTH pay a dividend?

Wealth First Portfolio Managers Limited (WEALTH) currently offers a dividend yield of 1.62%.

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

WEALTH has a return on equity (ROE) of 25.69%. Its return on capital employed (ROCE) is 30.29%.

Is WEALTH a good stock to buy?

This page provides a data-driven analysis of Wealth First Portfolio Managers Limited (WEALTH), 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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