Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation
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Wealth First Portfolio Managers submitted a revised investor presentation for Q4 & FY25, primarily correcting typo errors in Trail-based AUM and Total AUA figures for March 2025 (revised Trail-based AUM to Rs. 5,386 Cr from Rs. 5,304 Cr; Total AUA to Rs. 11,623 Cr from Rs. 11,541 Cr). For FY25, total revenue declined 10.3% YoY to Rs. 60.1 Cr, dragged by trading activity losses of Rs. 5.2 Cr (vs profit of Rs. 12.7 Cr in FY24) due to mark-to-market drawdowns. However, core Business Activity Income grew 40.1% YoY to Rs. 58.3 Cr, and PAT from this segment jumped 87.3% YoY to Rs. 32.4 Cr. Overall PAT was Rs. 34.1 Cr (down 20.1% YoY), impacted by trading losses and a Rs. 1.5 Cr exceptional item from a cyber fraud. Cost-to-income ratio improved to 26% from 28%, and the board declared a total FY25 dividend of Rs. 16 per share (160% of face value).
The revised AUM numbers are marginally higher, slightly positive for sentiment. Core business momentum remains strong with healthy AUA and client growth, but weak trading income weighed on headline profits. The 160% dividend payout signals confidence in cash generation and is a positive for shareholders.