Announced Fri, 29 May · 15:01 IST

Announcement under Regulation 30 (LODR)-Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

WEALTH · price

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Price reaction · full curve 14 horizons · vs prior close
+1.6%1-day move
₹923.85
prior close
₹1000.00
base price
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-1.5-1.4-1.4+1.6+1.5+1.1+1.7+0.0+2.2+5.4+7.5
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AI summary

Wealth First Portfolio Managers reported strong FY26 results with revenue from operations rising 28.6% YoY to Rs. 68.4 crore and PAT growing 12.1% to Rs. 38.3 crore. Q4 FY26 showed a sharp turnaround with PAT of Rs. 10.5 crore versus a loss of Rs. 4.3 crore in Q4 FY25, driven by robust insurance sales and improved net sales. Assets Under Administration grew 4.6% to Rs. 12,157 crore. The company received SEBI approval for its AMC 'Lakshya' and IRDAI license for insurance broking 'Wealthshield', expanding into new business segments. Client base expanded with 6,889 client families and 21,746 total clients, each up 5% YoY. The board approved total dividend of Rs. 13 per share for FY26.

Likely market impact

Positive for shareholders - strong revenue and profit growth, new AMC and insurance licensing creates additional revenue streams, and attractive dividend payout of Rs. 13 per share demonstrates commitment to shareholder returns. However, cost-to-income ratio increased to 29.9% due to one-time setup costs for new businesses.