Announced Mon, 12 May · 18:13 IST

Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

WEALTH · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Wealth First Portfolio Managers filed a revised investor presentation for Q4 and FY25, with the only change being a correction from 'December' to 'March' in the covering letter. For FY25, total revenue declined 10.3% YoY to Rs. 60.1 crore, hit by a Rs. 5.2 crore loss in trading activities and a 45.3% drop in other income. However, the core business activity income grew 40.1% YoY to Rs. 58.3 crore, with trail-based revenue up 50.4% at Rs. 47.5 crore. PAT fell 20.1% to Rs. 34.1 crore (margin contracting to 56.8% from 63.7%), partly due to a Rs. 1.5 crore exceptional loss from a cyber fraud. AUM/AUA rose 15% to Rs. 11,623 crore, cost-to-income improved to 26%, and the company declared a total dividend of Rs. 16 per share (160% of face value).

Likely market impact

Mixed signals for shareholders: strong underlying business growth (core revenue +40%, AUA +15%) and improved cost efficiency are positives, but headline PAT declined sharply due to trading losses and a one-time cyber fraud. Investors may view the core business strength as supportive, though the volatile trading income remains a concern for consistent earnings.