Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation
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Wealth First Portfolio Managers filed its investor presentation for Q4 and FY25. Total revenue fell 10.3% YoY to Rs. 60.1 crore, dragged down by a Rs. 5.2 crore loss in trading activity income and a 45% drop in other income due to mark-to-market drawdowns. However, the core business activity income (commissions, brokerage, trail-based fees) grew 40.1% YoY to Rs. 58.3 crore, and trail-based AUM rose 20% to Rs. 5,386 crore. PAT declined 20.1% to Rs. 34.1 crore, partly hurt by a Rs. 1.5 crore one-time cyber fraud loss, but PAT from core business jumped 87% to Rs. 32.4 crore. AUA crossed Rs. 11,623 crore (+15% YoY), the client base grew to 20,759, and the Board declared a total FY25 dividend of Rs. 16 per share (160% of face value).
Positive for shareholders on the strength of the core wealth advisory business, with trail revenue, AUM, and client additions all showing robust growth and cost-to-income ratio improving. However, the headline PAT decline and a one-time cyber fraud hit may weigh on near-term sentiment; the trading-book losses and market-linked drawdowns highlight earnings volatility tied to broader market conditions.