ANANDRATHINSEAnand Rathi Wealth LimitedMediumNeutral
Announced Thu, 9 Apr · 14:31 IST

Anand Rathi Wealth Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ANANDRATHI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.3%1-day move
₹1704.00
prior close
₹1768.10
base price
In-mkt
timing
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+0.3+0.7+0.7+0.7+5.3+5.3+7.1+6.8+7.7+7.1+5.6+5.2+1.5+24.4
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AI summary

Anand Rathi Wealth reported FY26 total revenue of Rs 1,198.5 Cr (up 22.3% YoY) and PAT of Rs 385.7 Cr (up 28.4% YoY), with PAT margin expanding to 32.2% from 30.7% in FY25. AUM grew 20.7% to Rs 93,037 Cr. The company beat its PAT guidance of Rs 375 Cr but missed revenue (Rs 1,198 vs Rs 1,175 guided) and AUM (Rs 93,037 Cr vs Rs 1,00,000 Cr guided) targets. FY27 guidance targets revenue of Rs 1,415 Cr, PAT of Rs 460 Cr, and AUM of Rs 1,20,000 Cr — implying ~18% revenue growth and margin improvement to ~32.5%. ROE stands at a strong 46.7%. Client families grew 14% to 13,395 and RMs increased to 401 from 380.

Likely market impact

The company delivered robust 28.4% PAT growth with margin expansion, beating profit guidance and providing strong FY27 targets. The wealth management business continues to show consistent, market-agnostic performance with best-in-class ROE, making it attractive for long-term investors.