Announced Mon, 20 Apr · 16:12 IST

Anand Rathi Share and Stock Brokers Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ARSSBL · price

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Price reaction · full curve 14 horizons · vs prior close
+3.4%1-day move
₹577.00
prior close
₹578.00
base price
After-mkt
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+1.6+1.4+1.3+2.4+3.4+1.9+0.5+1.2+4.0+3.8-5.5-6.4-2.2-9.8
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AI summary

Anand Rathi Share and Stock Brokers reported strong Q4 FY26 results with revenue of ₹2,557 million (up 28.1% YoY), EBITDA of ₹1,103 million (up 51.4% YoY), and PAT of ₹416 million (up 125.7% YoY). For the full year FY26, revenue stood at ₹9,322 million with EBITDA margin of 41% and PAT margin of 14%. The company achieved a balanced 51:49 revenue mix between broking and non-broking segments, with distribution income growing 44.1% YoY to ₹1,129 million. The MTF book grew 61% YoY to ₹11,019 million but declined 10.5% in Q4 due to RBI policy changes affecting funding. The company maintains zero NPA on MTF and improved its debt-equity ratio from 1.8 to 0.62 post-IPO. The company proposes a dividend of ₹5 per share.

Likely market impact

The strong margin expansion and improving revenue diversification toward distribution income signals improving business quality. Management's explicit guidance of 15-20% overall revenue growth and 40-45% distribution growth provides clear visibility. The IPO proceeds and improved capital structure give the company flexibility to scale the MTF business despite near-term funding headwinds.