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Anand Rathi Wealth Ltd

ANANDRATHI

Anand Rathi Wealth Ltd

ANANDRATHI
FinancialsAsset Management
SmallcapWith a market cap of ₹17,096 cr, stock is ranked 338
High RiskStock is 3.61x as volatile as Nifty
4,087.350.00% (+0.00)
4,087.350.00% (+0.00)

Price Chart

High
Low
Returns
1D
1W
1M
1Y
5Y
Max
SIP
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1D
1W
1M
1Y
5Y
Max
SIP
FinancialsAsset Management
SmallcapWith a market cap of ₹17,096 cr, stock is ranked 338
High RiskStock is 3.61x as volatile as Nifty
Scorecard

Performance

Avg

Price return has been average, nothing exciting

Valuation

High

Seems to be overvalued vs the market average

Growth

Avg

Financials growth has been moderate for a few years

Profitability

High

Showing good signs of profitability & efficiency

Entry point

Avg

The stock is overpriced but is not in the overbought zone

Red flags

Avg

The stock has a moderate number of red flags

How to use scorecard? Learn more

FinancialsAsset Management
SmallcapWith a market cap of ₹17,096 cr, stock is ranked 338
High RiskStock is 3.61x as volatile as Nifty

Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
75.9935.610.34%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
20.602.790.84%

Forecast & Ratings

Detailed Forecast 
100%
Analysts have suggested that investors can buy this stock

from 1 analyst

Price

Price Upside

Earnings

Earnings Growth

Revenue

Rev. Growth

See Detailed Forecast

Company Profile

Anand Rathi Wealth offers non-bank wealth solutions. The Company serves a range of clients through a mix of wealth solutions, financial product distribution and technology solutions.

Investor Presentation

View older 

Jul 12, 2023

PDF
View Older Presentations

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Forecasts

Price

Revenue

Earnings

Income

Balance Sheet

Cash Flow

Income Statement

Industry refers to the sub-sector this company belongs to.

Higher than Industry Revenue Growth

A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Over the last 5 years, revenue has grown at a yearly rate of 20.57%, vs industry avg of 8.46%

Increasing Market Share

Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Over the last 5 years, market share increased from 1.64% to 2.78%

Higher than Industry Net Income

Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Over the last 5 years, net income has grown at a yearly rate of 27.27%, vs industry avg of 18.11%

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Financial YearFY 2015FY 2016FY 2018FY 2019FY 2020FY 2021FY 2022FY 2023FY 2024TTM
Total Revenue0.180.72219.28284.19336.41279.25425.45558.69751.97751.97
Raw Materialssubtract427.00427.00
Power & Fuel Costsubtract
Employee Costsubtract0.090.1099.90132.17166.57150.75192.04241.82
Selling & Administrative Expensessubtract44.0652.9437.5941.6558.20
Operating & Other expensessubtract0.000.4344.548.588.8910.298.5313.80
Depreciation/Amortizationsubtract0.000.003.5216.2721.0517.7315.6516.6119.3619.35
Interest & Other Itemssubtract
Taxes & Other Itemssubtract0.120.0420.9823.9025.5718.2741.0960.1980.6480.63
EPS-0.020.0816.8914.6815.1810.9130.5240.3554.1053.97
DPS0.000.000.000.000.003.3311.0012.0014.0012.00
Payout ratio0.000.000.000.000.000.310.360.300.260.22

Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2022

Annual report

PDF

Investor Presentation

Apr 13PDF
Apr 12PDF
Jan 7PDF
FY 2023

Annual report

PDF

Investor Presentation

Apr 12PDF
Jan 12PDF
Oct 13PDF
Jul 12PDF
FY 2024

Annual Report Pending

Investor Presentation

Jul 12PDF
 

Peers & Comparison

Comparing 3 stocks from 
FinancialsAsset Management

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Anand Rathi Wealth Ltd76.0035.610.34%
Bajaj Holdings and Investment Ltd18.131.711.56%
HDFC Asset Management Company Ltd55.9313.031.29%
Nippon Life India Asset Management Ltd48.229.922.05%

Price Comparison

Compare ANANDRATHI with any stock or ETF
Compare ANANDRATHI with any stock or ETF
ANANDRATHI
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Shareholdings

Promoter Holdings Trend

Total Promoter Holding

Increasing promoter holding is considered good and reflects management’s positive view about the future outlook

In last 6 months, promoter holding in the company has almost stayed constant

Low Pledged Promoter Holding

Lower pledged promoter holdings is considered better

Pledged promoter holdings is insignificant

Institutional Holdings Trend

Total Retail Holding

Increasing retail holding can be considered bad as it can reflect that institutions and promoters are selling their stake which is being absorbed by retail investors.

In last 3 months, retail holding in the company has almost stayed constant

Increased Foreign Institutional Holding

Foreign Institutional Holding is quantum of stock held by foreign large-quantities-trading entities. Increasing value indicates growing support and comfort for the stock

In last 3 months, foreign institutional holding of the company has increased by 1.16%

Tickertape Separator

Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding48.20%9.02%0.14%3.00%39.64%

Mar 2023

Jun 2023

Sep 2023

Dec 2023

Shareholding History

SepDec '22MarJunSepDec '230.84%0.81%1.71%2.11%1.84%3.00%

Mutual Funds Holding Trend

Decreased Mutual Fund Holding

Increasing Mutual Fund holdings are generally considered good, as it reflects that fund managers are becoming more bullish about the stock

In last 3 months, mutual fund holding of the company has decreased by 1.11%

Top 5 Mutual Funds holding Anand Rathi Wealth Ltd




Funds (Top 5)Market-cap heldWeight3M holding changePortfolio rank
(3M change)
Quant Small Cap Fund - Growth - Direct Plan

Growth
1.9363%1.93%0.40%26/123 (+3)
SBI Small Cap Fund - Growth - Direct Plan

Growth
1.6359%1.10%0.49%43/62 (+7)
Canara Robeco Small Cap Fund - Growth - Direct Plan

Growth
0.9102%1.62%0.45%6/102 (+13)

Compare 3-month MF holding change on Screener

Insider Trades & Bulk Deals

Hmm, looks like there hasn't been any net deal activity in the last 6 months

smallcases

Looks like this stock is not in any smallcase yet.

Events

Dividend Trend

No dividend trend available

Dividends

Corp. Actions

Announcements

Legal Orders

Upcoming Dividends

No upcoming dividends are available

Past Dividends

Cash Dividend

Ex DateEx DateOct 20, 2023

Interim 1
Interim 1 | Div/Share: ₹5.00

Dividend/Share

5.00

Ex DateEx Date

Oct 20, 2023

Cash Dividend

Ex DateEx DateMay 29, 2023

Final
Final | Div/Share: ₹7.00

Dividend/Share

7.00

Ex DateEx Date

May 29, 2023

Cash Dividend

Ex DateEx DateOct 20, 2022

Interim
Interim | Div/Share: ₹5.00

Dividend/Share

5.00

Ex DateEx Date

Oct 20, 2022

Cash Dividend

Ex DateEx DateAug 2, 2022

Final
Final | Div/Share: ₹6.00

Dividend/Share

6.00

Ex DateEx Date

Aug 2, 2022

Cash Dividend

Ex DateEx DateJan 19, 2022

Interim
Interim | Div/Share: ₹5.00

Dividend/Share

5.00

Ex DateEx Date

Jan 19, 2022