Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation
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Wealth First 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 dramatic turnaround with revenue of Rs. 16.5 crore versus a loss of Rs. 3.3 crore in Q4 FY25, and PAT of Rs. 10.5 crore versus a loss of Rs. 4.3 crore. Trail-based revenue grew 5% YoY to Rs. 49.8 crore. Assets Under Advisory increased 4.6% YoY to Rs. 12,157 crore. Key strategic milestones include receiving SEBI approval for AMC 'Lakshya' (now operational) and IRDAI license for Direct Insurance Broker 'Wealthshield'. The company also reduced its trading book to nil. Total client families grew 5% to 6,889 and total clients increased 5% to 21,746. The Board approved a final dividend of Rs. 1 per share, taking total dividend to Rs. 13 per share for FY26.
Strong turnaround in Q4 with robust business momentum, though cost-to-income ratio increased to 29.9% due to one-time setup costs for new businesses. The company is transitioning from pure wealth management to a comprehensive financial solutions provider with AMC and insurance broking verticals, which should diversify revenue streams going forward.