ANANDRATHI · NSE
Anand Rathi Wealth Limited
₹2,229.4
+1.00% (+₹22)
Prev. close
₹2,207.4
Volume
8,80,377
Delivery %
54.9%
As of
18 Sept 2026
Price history
Analyst sentiment
Analysts lean bullish
1 analyst stance · last 90 days · one per analyst
Trackable
1 · 1 bull / 0 neutral / 0 bear
Long-Horizon
none in window
Commentary
none in window
Trackable = verdict-bearing calls · Long-Horizon = 1yr+ horizon, verdict pending · Commentary = context, not graded
Analyst opinions
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bullish on Anand Rathi Wealth, which is in a strong uptrend across all timeframes, forming higher tops and bottoms. The …” | Rajesh PalviyaAxis Securities | Anand Rathi Wealth Ltd | NOT GRADED |
Fundamentals
About Anand Rathi Wealth Limited
Anand Rathi Wealth Limited engages in the distribution and sale of financial products in India. The company offers wealth solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, online mutual fund transactions, and goal planning products. In addition, the company is involved in business brokerage activities. It serves high net-worth individuals and ultra-high net-worth individuals. The company was formerly known as Anand Rathi Wealth Services Limited and changed its name to Anand Rathi Wealth Limited in January 2021. Anand Rathi Wealth Limited was founded in 1994 and is headquartered in Mumbai, India.
Details
Sector
Financial Services
Industry
Asset Management
CEO
Mr. Rakesh Rawal
Headquarters
Mumbai
Employees
1,256
Website
anandrathiwealth.inExchange
View on NSE ↗Key stats
Market cap
₹37,017.24 Cr
P/E ratio (TTM)
80.8
Dividend yield
0.32%
EPS (TTM)
₹27.59
Beta (1Y · daily vs NIFTY 50)
0.48
Beta (5Y · monthly vs NIFTY 50)
0.23
Shares float
7.88 Cr
EPS · quarter ended Jun 2026
₹9.67
Financial Performance
01 · Financials
FY21 growth needs FY20 filings, which the data source doesn't provide. EBITDA is omitted from this chart: coverage begins inside the plotted window, and every plotted period must carry a complete point set — the P&L table below has the available figures.
02 · Earnings Per Share (EPS)
03 · Dividend Profile
Growth compares completed fiscal-year dividend totals on the company's own calendar: April–March (Indian FY), taken from its reported period-ends. Payout ledger: NSE corporate actions.
04 · Operating Efficiency (Growth Rates)
Balance-sheet-based · pre-FY23 not filed in verifiable form
05 · Capital Structure & Asset Utilization
Pre-FY23 not filed in verifiable form
Asset turnover needs a prior year of assets — omitted for the earliest available year.
06 · Asset Base Composition
Pre-FY23 not filed in verifiable form
07 · Debt Level & Coverage
Pre-FY23 not filed in verifiable form
08 · Profit & Loss
Annual
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| — | ₹417.49 Cr | ₹548.63 Cr | ₹724.32 Cr | ₹939.09 Cr | ₹1,148.83 Cr | |
| EBITDA | — | ₹185.34 Cr | ₹248.44 Cr | ₹331.43 Cr | ₹441.80 Cr | ₹585.78 Cr |
| ₹45.00 Cr | ₹126.00 Cr | ₹168.41 Cr | ₹224.97 Cr | ₹299.83 Cr | ₹395.91 Cr | |
| Diluted EPS | — | ₹7.59 | ₹10.07 | ₹13.51 | ₹18.09 | ₹23.59 |
Revenue, Total expenses (as filed), Employee benefit expense, Other expenses, EBITDA, Tax provision, Interest expense, Other income, Diluted EPS have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated.
09 · Balance Sheet
Annual
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| ₹339.75 Cr | ₹480.16 Cr | ₹624.00 Cr | ₹880.00 Cr | ₹961.00 Cr | ₹1,329.00 Cr | |
| ₹47.55 Cr | ₹39.25 Cr | ₹36.72 Cr | ₹51.67 Cr | ₹79.30 Cr | ₹83.48 Cr | |
| Stockholders' equity | ₹241.57 Cr | ₹343.67 Cr | ₹468.00 Cr | ₹649.00 Cr | ₹674.00 Cr | ₹999.00 Cr |
CWIP, Others have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated. Inventory shows ₹0 for 2023-03-31, 2024-03-31, 2025-03-31, 2026-03-31 — this deck's own annual-report reading has no Inventory figure for this filer in any year shown (2023-03-31, 2024-03-31, 2025-03-31, 2026-03-31, 2021-03-31, 2022-03-31 alike); the ₹0 shown here comes from this filer's own reported data feed rather than this deck's own extraction, and is positively consistent with a filer that holds no physical inventory (typical for lenders and other financial-services companies) rather than a display default. 2021-03-31, 2022-03-31 have no Inventory figure reaching this deck at all — not shown as zero, not shown as positive — left blank rather than assumed to match the other years.
Annual only — the data source doesn’t publish quarterly balance-sheet detail for most NSE-listed companies.
10 · Cash Flow Statement
Annual
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| ₹-18.00 Cr | ₹145.70 Cr | ₹84.00 Cr | ₹278.00 Cr | ₹244.00 Cr | ₹281.00 Cr | |
| Investing cash flow | — | ₹-77.42 Cr | ₹-42.66 Cr | ₹-237.21 Cr | ₹46.00 Cr | ₹63.62 Cr |
| ₹-19.00 Cr | ₹-46.50 Cr | ₹-64.00 Cr | ₹-72.00 Cr | ₹-279.00 Cr | ₹-142.00 Cr | |
| Capital expenditure | — | ₹-3.20 Cr | ₹-16.93 Cr | ₹-4.50 Cr | ₹-35.77 Cr | ₹-13.34 Cr |
| End cash position | — | ₹57.24 Cr | ₹64.76 Cr | ₹33.11 Cr | ₹44.07 Cr | ₹240.94 Cr |
Change in working capital, Investing cash flow, Capital expenditure, End cash position have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated.
Annual only — the data source has no quarterly cash-flow-statement coverage.
11 · Shareholding Pattern
NSE, quarterly
| Line item | Dec 21–Jun 22(4Q) | Sep 22–Jun 23(4Q) | Sep 23 | Dec 23 | Mar 24 | Jun 24 | Sep 24–Dec 24(2Q) | Mar 25 | Mar 25 | Jun 25–Sep 25(2Q) | Dec 25–Mar 26(2Q) | Jun 26–Jun 26(2Q) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter | 48.82% | 48.74% | 48.69% | 48.20% | 48.03% | 48.09% | 47.99% | 47.27% | 47.29% | 42.72% | 43.11% | 41.37% |
| Public | 51.18% | 51.26% | 51.31% | 51.80% | 51.97% | 51.91% | 52.01% | 52.73% | 52.71% | 57.28% | 56.89% | 58.63% |
| Employee trusts | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Source: NSE quarterly shareholding-pattern filings, collapsed to periods where the reported percentages held steady — a column spanning several quarters means no change was filed across them. No FII/DII sub-split available from this source — Public includes all non-promoter, non-employee-trust holders.
12 · Peer Comparison
Financial Services
| Company | ||||||||
|---|---|---|---|---|---|---|---|---|
| HDFC Bank Limited | ₹11.27 L Cr | ₹731 | 16.2 | 1.38 | 8.6% | 0.81 | +4.7% | -25.2% |
| ICICI Bank Limited | ₹9.75 L Cr | ₹1,347.6 | 17.6 | 2.69 | 14.9% | 0.57 | +9.1% | -5.0% |
| State Bank of India | ₹9.16 L Cr | ₹996.2 | 10.6 | 1.54 | 14.0% | 1.22 | +9.2% | +16.6% |
| Bajaj Finance Limited | ₹6.31 L Cr | ₹1,040.3 | 31.1 | 5.54 | 16.7% | 3.10 | +19.7% | +4.4% |
| Life Insurance Corporation Of India | ₹5.06 L Cr | ₹407.7 | 8.4 | 2.87 | 32.5% | — | +8.7% | -54.2% |
| Kotak Mahindra Bank Limited | ₹4.08 L Cr | ₹415 | 20.5 | 2.25 | 10.6% | 0.53 | -0.3% | -79.5% |
| Axis Bank Limited | ₹3.86 L Cr | ₹1,240 | 14.0 | 1.80 | 12.3% | 1.30 | +4.0% | +10.1% |
| Bajaj Finserv Limited | ₹2.98 L Cr | ₹1,852.5 | 29.4 | 3.82 | 12.6% | 4.64 | +13.6% | -10.5% |
| Shriram Finance Limited | ₹2.34 L Cr | ₹1,010 | 17.6 | 3.55 | 15.2% | 2.76 | +13.9% | +61.1% |
| SBI Life Insurance Company Limited | ₹1.77 L Cr | ₹1,731 | 68.0 | 9.29 | 12.9% | — | -4.3% | -5.0% |
| ICICI Prudential Asset Management Company Limited | ₹1.53 L Cr | ₹3,098 | 43.8 | 36.57 | 79.1% | — | +23.1% | — |
| Anand Rathi Wealth Limited | ₹36,651.95 Cr | ₹2,229.4 | 80.0 | 36.72 | 39.7% | 0.08 | +22.3% | -27.3% |
Ranked by market cap within Financial Services, same metrics as the Fundamentals screener. Click a column to sort.
Documents
IPO documents
Annual reports
Concall transcripts
Show all 23
Official documents linked from their sources — offer documents as filed with SEBI (sebi.gov.in), annual reports and earnings-call transcripts as published on BSE (bseindia.com) and NSE (nseindia.com). Links open the source's own hosting; nothing is re-hosted here.