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ANANDRATHI - Anand Rathi Wea.

📊 NSE: ANANDRATHI 🏢 Finance & Investments 📅 Last Updated: 12/13/2025 18:18

📢 Recent Corporate Announcements

Anand Rathi Wealth to Hold Investor Webinars on May 5 and May 6, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 29 Apr 2026, 07:34 PM

Anand Rathi Wealth Limited has announced a schedule for interacting with a group of individual investors through webinars. These sessions are slated for May 5, 2026, and May 6, 2026, as part of the company's investor engagement program. The company has clarified that the discussions will be based strictly on publicly available information. No unpublished price sensitive information (UPSI) is intended to be shared during these interactions.

Webinar interactions scheduled for May 5 and May 6, 2026.
Meetings intended for a group of individual investors to discuss company performance.
Compliance with Regulation 30(6) of SEBI (Listing Obligations and Disclosure Requirements).
Company confirms no unpublished price sensitive information (UPSI) will be disclosed.

💡 No immediate action is required as this is a routine investor relations event. Investors may monitor the company's website for any presentation materials or transcripts released after the webinars.

Anand Rathi Wealth Reports FY26 Revenue of ₹1,107 Cr and Zero Customer Grievances

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 27 Apr 2026, 08:43 PM

Anand Rathi Wealth Limited has released its Business Responsibility and Sustainability Report for FY 2025-26, disclosing a standalone revenue of ₹1,107.48 Crores. The company's business model remains focused on structured products, which account for 57% of turnover, and mutual fund distribution at 43%. With a net worth of ₹1,025.06 Crores, the firm maintains a strong financial position while reporting zero pending complaints from investors or customers. The report also highlights a workforce of 1,280 employees with a female representation of 36%.

Reported standalone revenue of ₹1,107.48 Crores and a net worth of ₹1,025.06 Crores for FY 2025-26.
Revenue mix consists of 57% from sales of structured products and 43% from mutual fund distributions.
Achieved a 100% resolution rate with zero complaints filed by shareholders, investors, or customers during the year.
Total employee strength stands at 1,280 with a 12.33% turnover rate and 36% female participation.
Operates across 18 national locations and one international representative office in Dubai.

💡 This is a routine regulatory disclosure confirming the company's stable financial and governance standing. Investors should view this as a confirmation of operational stability and look for the full annual report for deeper profitability analysis.

Anand Rathi Wealth FY26 PAT Up 28% to ₹386 Cr; Announces 1:1 Bonus and ₹13 Total Dividend

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 27 Apr 2026, 08:27 PM

Anand Rathi Wealth Limited reported a strong financial performance for FY 2025-26, with revenue growing 22% YoY to ₹1,198 crore and PAT increasing 28% to ₹386 crore. The company achieved a major milestone as Assets Under Management (AUM) crossed ₹1,00,000 crore, supported by net inflows of ₹13,457 crore. Shareholders are rewarded with a 1:1 bonus issue and a total dividend of ₹13 per share for the year. The company also secured FCA approval for its UK operations, marking a significant step in its international expansion strategy.

Consolidated Revenue grew 22% YoY to ₹1,198 crore with a high Return on Equity (ROE) of 46.7%.
Profit After Tax (PAT) rose 28% YoY to ₹386 crore, excluding fair value gains and ESOP expenses.
Total Assets Under Management (AUM) reached ₹1,00,000 crore as of April 2026.
Board approved a 1:1 bonus share issuance and a final dividend of ₹7, taking the total FY26 dividend to ₹13.
International expansion progressed with the UK unit receiving regulatory approval from the FCA.

💡 The 1:1 bonus issue and high ROE of 46.7% reflect strong capital efficiency and management confidence. Long-term investors should remain positive given the consistent AUM growth and successful expansion into international markets.

Anand Rathi Wealth Schedules Group Investor Webinar for April 30, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 27 Apr 2026, 04:09 PM

Anand Rathi Wealth Limited has announced a webinar interaction with a group of individual investors scheduled for April 30, 2026. The meeting is being conducted in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be discussed during the session. This event serves as a platform for management to engage with the investor community using existing public disclosures.

Webinar interaction scheduled for April 30, 2026, with a group of individual investors.
Compliance with SEBI Regulation 30(6) regarding investor meet disclosures.
Management confirms discussions will be based strictly on publicly available information.
The schedule is subject to change based on participant or company exigencies.

💡 No immediate action is required as this is a routine investor relations activity. Investors may look for any subsequent filings or transcripts to gain qualitative insights into the company's business outlook.

Anand Rathi Wealth Schedules Group Investor Webinar for April 29, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 24 Apr 2026, 06:32 PM

Anand Rathi Wealth Limited has announced a webinar interaction with a group of individual investors scheduled for April 29, 2026. The meeting is conducted in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Management intends to discuss only publicly available information, ensuring transparency without disclosing price-sensitive data. Such interactions are standard practice for maintaining investor relations and providing clarity on existing business operations.

Webinar interaction scheduled for April 29, 2026, with a group of individual investors.
The announcement was made on April 24, 2026, in compliance with SEBI Regulation 30(6).
Management confirmed that no unpublished price sensitive information (UPSI) will be discussed during the session.
The schedule is subject to change based on exigencies on the part of participants or the company.

💡 No immediate action is required as this is a routine investor engagement. Investors should monitor for any post-meeting presentations or transcripts that may provide qualitative insights into the company's growth strategy.

Anand Rathi Wealth Sets May 15 as Record Date for Rs 7 Final Dividend

🟢 POSITIVE ⭐ 7/10

DIVIDEND 📅 20 Apr 2026, 05:06 PM

Anand Rathi Wealth Limited has fixed Friday, May 15, 2026, as the record date to determine shareholder eligibility for a final dividend of Rs 7 per equity share for FY 2025-26. The dividend is subject to approval by shareholders at the upcoming Annual General Meeting (AGM). Once approved, the company will distribute the payment within 30 days. Investors should be aware that the dividend is taxable, and Tax Deducted at Source (TDS) will be applied as per current regulations.

Final dividend recommended at Rs 7 per equity share for the financial year 2025-26
Record date for dividend eligibility is fixed as May 15, 2026
Dividend payment to be completed within 30 days of shareholder approval at the AGM
Tax Deducted at Source (TDS) will be applicable on the dividend payout as per the Income Tax Act

💡 Investors looking to qualify for the Rs 7 dividend should ensure they hold the stock before the ex-dividend date, typically one day prior to the May 15 record date.

Anand Rathi Wealth FY26 PAT Up 28% to ₹386 Cr; 1:1 Bonus & ₹7 Dividend Declared

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 14 Apr 2026, 01:50 PM

Anand Rathi Wealth reported a strong FY26 with adjusted Profit After Tax (PAT) rising 28% year-on-year to ₹386 crores and revenue growing 22% to ₹1,198 crores. The company achieved a major milestone by crossing ₹1 lakh crore in Assets Under Management (AUM) and has guided for ₹1.2 lakh crore AUM for FY27. To reward shareholders, the board approved a 1:1 bonus issue and a final dividend of ₹7 per share. The firm maintains an industry-leading ROE of 46.74% and has delivered 18 consecutive quarters of over 20% PAT growth.

AUM crossed the ₹1,00,000 crore milestone with FY27 guidance set at ₹1,20,000 crore.
Adjusted PAT for FY26 grew 28% to ₹386 crores, marking the 18th consecutive quarter of >20% growth.
Board approved a 1:1 bonus share issuance and a final dividend of ₹7 per equity share.
Annualized Return on Equity (ROE) stood at 46.74% for FY26, with a low client AUM attrition rate of 0.54%.
FY27 guidance projects revenue of ₹1,415 crores and PAT of ₹460 crores.

💡 The company's consistent growth and high ROE make it a strong performer in the wealth management space; investors should hold for long-term compounding. Monitor the achievement of the ₹460 crore PAT guidance for FY27.

Anand Rathi Wealth Releases Q4 & FY26 Earnings Call Audio Recording

🟡 NEUTRAL ⭐ 3/10

EARNINGS 📅 10 Apr 2026, 07:16 PM

Anand Rathi Wealth Limited has officially released the audio recording of its earnings conference call for the fourth quarter and full financial year ended March 31, 2026. The call, held on April 10, 2026, provides management's detailed perspective on the company's financial performance and strategic direction. This disclosure is a routine regulatory requirement following the announcement of periodic financial results. A written transcript of the session is expected to be filed with the stock exchanges and uploaded to the company's website in the coming days.

Audio recording for the Q4 and FY26 earnings conference call is now available via the company's website.
The call was conducted on April 10, 2026, following the conclusion of the financial year ended March 31, 2026.
Management has committed to providing a written transcript of the investor interaction in due course.
The filing ensures compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations.

💡 Investors should review the audio recording or the upcoming transcript to understand management's guidance on AUM growth and market outlook. No immediate action is required as this is a procedural disclosure.

Anand Rathi Wealth Crosses Major Milestone of ₹1 Lakh Crore Assets Under Management (AUM)

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 10 Apr 2026, 02:01 PM

Anand Rathi Wealth Limited has achieved a significant milestone by crossing ₹1 Lakh Crore in Assets Under Management (AUM) as of April 10, 2026. The company attributed this growth to positive equity market movements and its scalable business model catering to high-net-worth individuals. With operations in 18 Indian cities and international expansion including Dubai and the UK (FCA approved), the firm demonstrates strong geographical and regulatory reach. This milestone reflects the company's ability to capture market share in the competitive Indian wealth management space.

Assets Under Management (AUM) officially surpassed the ₹1,00,000 crore threshold.
Growth supported by favorable equity market trends following the end of March 2026.
Strategic international footprint established with Dubai office and UK FCA approval.
Business model remains focused on high-net-worth (HNI) and ultra-high-net-worth (UHNI) segments.

💡 This milestone confirms the company's growth trajectory and scalability; investors should maintain a positive outlook while monitoring revenue conversion from the increased AUM.

Anand Rathi Wealth FY26 PAT Grows 28% to ₹386 Cr; Proposes 1:1 Bonus Issue

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 09 Apr 2026, 02:31 PM

Anand Rathi Wealth reported a strong financial performance for FY26, with PAT growing 28.4% YoY to ₹385.7 crore and total revenue increasing 22.3% to ₹1,198.5 crore. The company's Assets Under Management (AUM) reached ₹93,037 crore, marking a 20.7% growth, driven by robust equity mutual fund inflows. High profitability is reflected in a PAT margin of 32.2% and a superior ROE of 46.7%. Additionally, the board has proposed a 1:1 bonus issue for FY27 and a final dividend of ₹7 per share, bringing the total FY26 dividend to ₹13.

FY26 PAT grew by 28.4% YoY to ₹385.7 crore with an improved PAT margin of 32.2%
Total AUM increased by 20.7% YoY to ₹93,037 crore, with active client families rising to 13,395
Proposed a 1:1 bonus share issue for FY27 and declared a total dividend of ₹13 per share for FY26
FY27 guidance targets Revenue of ₹1,415 crore and PAT of ₹460 crore
Maintained a high Return on Equity (ROE) of 46.7% for the financial year

💡 Investors should consider the consistent growth in AUM and high ROE as strong indicators of business scalability and market leadership in the HNI segment. The 1:1 bonus proposal and optimistic FY27 guidance reinforce a positive long-term outlook for the stock.

Anand Rathi Wealth FY26 PAT Up 28% to ₹386 Cr; Announces 1:1 Bonus and ₹7 Dividend

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 09 Apr 2026, 12:58 PM

Anand Rathi Wealth reported a strong performance for FY26, with adjusted Profit After Tax (PAT) growing 28% YoY to ₹386 crores and revenue increasing 22% to ₹1,198 crores. The company's Assets Under Management (AUM) reached ₹93,037 crores, a 21% growth despite a 5% decline in the Nifty index during the same period. To reward shareholders, the board has recommended a 1:1 bonus issue and a final dividend of ₹7 per share, bringing the total FY26 dividend to ₹13. The company maintained a high Return on Equity (ROE) of 46.7% and reported extremely low client attrition of 0.54%.

FY26 Adjusted PAT grew 28% YoY to ₹386 crores, exceeding management guidance of ₹375 crores.
Assets Under Management (AUM) rose 21% YoY to ₹93,037 crores with net inflows of ₹13,457 crores.
Board approved a 1:1 bonus issue and a final dividend of ₹7 per share, totaling ₹13 for the year.
Return on Equity (ROE) remains robust at 46.7% with a very low client attrition rate of 0.54%.
Active client families increased by 14% YoY to 13,395 families.

💡 The company continues to demonstrate strong growth and high capital efficiency even in volatile markets. Investors should view the bonus issue and consistent dividend as signs of management confidence in future cash flows.

Anand Rathi Wealth Announces 1:1 Bonus Issue and ₹7 Final Dividend for FY26

🟢 POSITIVE ⭐ 8/10

DIVIDEND 📅 09 Apr 2026, 12:49 PM

Anand Rathi Wealth Limited has approved a 1:1 bonus issue, providing one additional share for every share held by eligible shareholders. Alongside the bonus, the board recommended a final dividend of ₹7 per share (140% of face value) for the financial year ended March 31, 2026. The company will capitalize ₹41.51 crore from its total free reserves of ₹950.22 crore to issue 8.30 crore new shares. This move is supported by an increase in authorized share capital from ₹50 crore to ₹100 crore.

Approved a 1:1 bonus issue, doubling the total equity shares to 16.60 crore.
Recommended a final dividend of ₹7 per equity share (140% of face value) for FY26.
Authorized share capital increased from ₹50 crore to ₹100 crore to facilitate the issuance.
Bonus shares expected to be credited or dispatched on or before June 7, 2026.
Strong financial position with ₹950.22 crore in free reserves available for capitalization.

💡 Existing shareholders should monitor for the upcoming record date to qualify for both the bonus shares and the ₹7 dividend. The bonus issue is likely to enhance stock liquidity and reflects management's confidence in the company's growth.

Anand Rathi Wealth Announces 1:1 Bonus Issue and Rs. 7 Final Dividend

🟢 POSITIVE ⭐ 8/10

DIVIDEND 📅 09 Apr 2026, 12:46 PM

Anand Rathi Wealth Limited has announced a significant 1:1 bonus issue, meaning shareholders will receive one new share for every one share held. Alongside the bonus, the board recommended a final dividend of Rs. 7 per equity share (140% of face value) for FY26. To accommodate the bonus issue, the company is doubling its authorized share capital from Rs. 50 crore to Rs. 100 crore. These corporate actions are backed by a strong reserve position of Rs. 950.22 crore as of March 31, 2026.

Recommended 1:1 bonus issue involving 8,30,20,634 new equity shares
Declared a final dividend of Rs. 7 per equity share for the financial year 2025-26
Authorized share capital increased from Rs. 50 crore to Rs. 100 crore
Free reserves and share premium available for capitalization total Rs. 950.22 crore
Estimated credit/dispatch date for bonus shares is on or before June 7, 2026

💡 Investors should maintain a positive outlook as the 1:1 bonus and healthy dividend payout signal strong management confidence and will likely improve stock liquidity. Existing shareholders should monitor the upcoming record date to ensure eligibility for both the dividend and bonus shares.

Anand Rathi Wealth Announces 1:1 Bonus Issue and ₹7 Final Dividend for FY26

🟢 POSITIVE ⭐ 9/10

BOARD_MEETING 📅 09 Apr 2026, 12:28 PM

Anand Rathi Wealth has recommended a 1:1 bonus issue, effectively doubling its share count by issuing over 8.3 crore new shares. Alongside this, the board approved a final dividend of ₹7 per share (140% of face value) for the financial year ended March 31, 2026. To facilitate the bonus, the company is increasing its authorized share capital from ₹50 crore to ₹100 crore. The company maintains a robust financial position with free reserves of ₹950.22 crore available for capitalization as of March 2026.

Recommended 1:1 Bonus Issue involving 8,30,20,634 equity shares of ₹5 each
Declared a final dividend of ₹7 per equity share for the financial year 2025-26
Authorized Share Capital increased to ₹100 crore from ₹50 crore to accommodate the bonus
Total free reserves and share premium available for capitalization stand at ₹950.22 crore
Bonus shares are estimated to be credited or dispatched on or before June 7, 2026

💡 Existing shareholders should maintain their positions to qualify for the 1:1 bonus and the ₹7 dividend. The bonus issue is likely to improve trading liquidity while the dividend provides a healthy yield based on the face value.

Anand Rathi Wealth Files Q4 FY26 SEBI Regulation 74(5) Compliance Certificate

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 08 Apr 2026, 09:47 PM

Anand Rathi Wealth Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations for the quarter ended March 31, 2026. The company's Registrar and Share Transfer Agent (RTA), MUFG Intime India, confirmed that no dematerialization or rematerialization requests were received or processed during this period. This filing is a routine administrative requirement to ensure the integrity of the company's share register. The submission also corrects a minor typographical error regarding the certificate's issue date in a previous version.

Compliance certificate submitted for the fourth quarter ended March 31, 2026.
Registrar MUFG Intime India confirmed zero (0) demat or remat requests were received during the quarter.
The filing corrects a typographical error in the 'date of issue' of the certificate previously provided by the RTA.
Confirmation that all regulatory timelines for share register updates have been maintained.

💡 No action is required as this is a routine regulatory filing with no impact on the company's financial performance or operations.

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💰 Financial Performance

Revenue Growth by Segment

Consolidated total revenue for H1 FY26 grew 19.5% YoY to INR 591.4 Cr. The Mutual Fund (Equity & Debt) segment grew 21.2% YoY to INR 236.0 Cr in H1 FY26. Q2 FY26 total revenue was INR 307.2 Cr, up 23.1% YoY from INR 249.6 Cr.

Geographic Revenue Split

The company operates in 18 Indian cities including Mumbai, Delhi, Bengaluru, and Chennai. A wholly-owned subsidiary, Anand Rathi Wealth UK Limited, was incorporated in London in February 2025 but has not yet commenced business operations as of late 2025.

Profitability Margins

Net Profit After Tax (PAT) margin improved from 30.2% in H1 FY25 to 32.8% in H1 FY26. Q2 FY26 PAT margin was 32.5%, up from 30.6% YoY. This improvement is driven by operational efficiencies and growth in high-yield equity mutual fund inflows.

EBITDA Margin

The company maintains a high PBT margin of approximately 46%, though management intends to reinvest a portion of this into technology and HR to sustain a long-term growth rate of 20-25%.

Capital Expenditure

The company infused GBP 499,900 (approx. INR 5.3 Cr) into its UK subsidiary in November 2025 to fund global expansion. Historical CAGR for AUM from Mar-19 to Mar-25 was 27%, reaching INR 77,103 Cr.

Credit Rating & Borrowing

Not disclosed in available documents. However, the company's NBFC arm maintains a secured portfolio with 60-65% in government securities and AAA bonds, with a net NPA of 0.4%.

⚙️ Operational Drivers

Raw Materials

Not applicable (Service Industry). The primary operational resources are Human Capital (Relationship Managers) and Technology.

Key Suppliers

The company distributes products from various Asset Management Companies (AMCs) and financial institutions, acting as a distributor rather than a manufacturer.

Capacity Expansion

Current Assets Under Management (AUM) stood at INR 91,568 Cr as of H1 FY26, representing 92% of the FY26 guidance of INR 1,00,000 Cr. The company is expanding its 'capacity' by hiring Relationship Managers and expanding into the UK market.

Raw Material Costs

Employee Benefit Expenses are the primary operational cost, amounting to INR 109.4 Cr in Q2 FY25. These costs are critical as the business model relies on Relationship Managers to drive AUM growth.

Manufacturing Efficiency

AUM per Relationship Manager (RM) and Clients per RM are the key efficiency metrics used to track operational productivity.

Logistics & Distribution

Distribution is handled through 18 physical locations in India and a growing digital presence via the 'Uncomplicated' app.

📈 Strategic Growth

Expected Growth Rate

20-25%

Growth Strategy

Growth is driven by 'four engines': delivering superior risk-adjusted performance to clients (implied growth), maintaining low client attrition (one decimal point), acquiring new client families, and increasing market share in net inflows (2.33% in H1FY26).

Products & Services

Private wealth management, Equity Mutual Funds, Structured Products (SP), Debt Mutual Funds, and NBFC lending services.

Brand Portfolio

Anand Rathi Wealth, AR Digital Wealth, Uncomplicated by ARWL (App).

New Products/Services

Beta testing of the 'Uncomplicated by ARWL' app to strengthen digital delivery. Expected to enhance client engagement and RM productivity.

Market Expansion

Expansion into the European market via the London-based UK subsidiary, which received FCA authorization on December 4, 2025.

Market Share & Ranking

Market share in Equity Mutual Fund net inflows increased to 2.33% in H1 FY26 from 1.85% in FY25.

🌍 External Factors

Industry Trends

The industry is seeing a shift toward professional wealth management and financialization of savings, evidenced by SIP inflows growing 37.9% YoY to INR 80 Cr in September 2025.

Competitive Landscape

Competes with private banks, boutique wealth managers, and digital-first robo-advisors.

Competitive Moat

Moat is built on an 'uncomplicated' wealth model and high client retention, resulting in a high ROE of 45.5%. This relationship-based model creates high switching costs for HNI clients.

Macro Economic Sensitivity

Highly sensitive to Indian equity market cycles; a 10% market correction would theoretically reduce AUM-linked revenue by a similar magnitude.

Consumer Behavior

Increasing preference for risk-adjusted returns and structured products, which now comprise 27% of the company's AUM mix.

Geopolitical Risks

UK expansion introduces regulatory risks associated with the Financial Conduct Authority (FCA) and European financial market volatility.

⚖️ Regulatory & Governance

Industry Regulations

Compliance with SEBI (LODR) Regulations 2015 and the Companies Act 2013. UK operations are regulated by the Financial Conduct Authority (FCA).

Environmental Compliance

The company publishes a Business Responsibility and Sustainability Report (BRSR) in compliance with SEBI mandates.

Taxation Policy Impact

Effective tax rate is approximately 25-26% based on H1 FY26 PAT of INR 194 Cr and PBT figures.

Legal Contingencies

The company has certified compliance with all corporate governance conditions; no specific high-value pending court cases were disclosed in the provided text.