Anand Rathi Wealth Ltd
ANANDRATHIAnand Rathi Wealth Ltd
ANANDRATHI
Price Chart
Scorecard
Performance
LowHasn't fared well - amongst the low performers
Valuation
HighSeems to be overvalued vs the market average
Growth
AvgFinancials growth has been moderate for a few years
Profitability
HighShowing good signs of profitability & efficiency
Entry point
AvgThe stock is overpriced but is not in the overbought zone
Red flags
LowNo red flag found
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Key Metrics
| No LabelNo Label | PB RatioPB Ratio | Dividend YieldDiv. Yield |
|---|---|---|
| 65.87 | 24.41 | 0.36% |
| Sector PESector PE | Sector PBSector PB | Sector Div YldSctr Div Yld |
|---|---|---|
| 18.65 | 2.60 | 0.76% |
Forecast & Ratings
Detailed Forecast from 1 analyst
Price
Price Upside
Earnings
Earnings Growth
Revenue
Rev. Growth
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.
Peers
Compare with peersBajaj Holdings and Investment Ltd
HDFC Asset Management Company Ltd
Nippon Life India Asset Management Ltd
Tata Investment Corporation Ltd
Aditya Birla Sun Life Amc Ltd
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Forecasts
Price
Revenue
Earnings
Price Forecast
All values in ₹
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Revenue Forecast
All values in ₹ cr.
All values in ₹ cr.
Earnings Per Share Forecast
All values in ₹
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Income
Balance Sheet
Cash Flow
Income Statement
| Financial Year | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | TTM | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 284.19 | 336.41 | 279.25 | 425.45 | 558.91 | 751.97 | 818.95 | |||||||
Raw Materials | — | — | — | — | — | — | 464.72 | |||||||
| Power & Fuel Cost | — | — | — | — | — | — | ||||||||
| Employee Cost | 132.17 | 166.57 | 150.76 | 192.04 | 241.82 | 322.22 | ||||||||
| Selling & Administrative Expenses | 44.06 | 52.94 | 37.36 | 41.65 | 58.22 | 85.53 | ||||||||
| Operating & Other expenses | 8.58 | 8.89 | 10.24 | 8.53 | 13.86 | 19.25 | ||||||||
EBITDA | 99.38 | 108.01 | 80.89 | 183.23 | 245.01 | 324.97 | 354.23 | |||||||
| Depreciation/Amortization | 16.27 | 21.05 | 17.29 | 15.65 | 16.61 | 19.36 | 20.51 | |||||||
| PBIT | 83.11 | 86.96 | 63.60 | 167.58 | 228.40 | 305.61 | 333.72 | |||||||
| Interest & Other Items | — | — | — | — | — | — | — | |||||||
| PBT | 83.11 | 86.96 | 63.60 | 167.58 | 228.40 | 305.61 | 333.72 | |||||||
| Taxes & Other Items | 23.90 | 25.57 | 18.51 | 41.09 | 59.97 | 80.64 | 88.55 | |||||||
| Net Income | 59.21 | 61.39 | 45.09 | 126.49 | 168.43 | 224.97 | 245.17 | |||||||
| EPS | 14.67 | 15.18 | 11.02 | 30.52 | 40.44 | 53.87 | 58.61 | |||||||
| DPS | 0.00 | 0.00 | 3.33 | 11.00 | 12.00 | 14.00 | 14.00 | |||||||
| Payout ratio | 0.00 | 0.00 | 0.30 | 0.36 | 0.30 | 0.26 | 0.24 |
Company Updates
Peers & Comparison
FinancialsAsset Management
Valuation
Technical
Forecast
Compare valuation on Screener| Stock | PE RatioPE Ratio | PB RatioPB Ratio | Div. YieldDividend Yield |
|---|---|---|---|
| Anand Rathi Wealth Ltd | 71.78 | 24.41 | 0.36% |
| Bajaj Holdings and Investment Ltd | 16.27 | 1.88 | 1.23% |
| HDFC Asset Management Company Ltd | 48.08 | 13.20 | 1.60% |
| Nippon Life India Asset Management Ltd | 39.19 | 10.90 | 2.40% |
Price Comparison
Compare ANANDRATHI with any stock or ETFShareholdings
Promoter Holdings Trend
Total Promoter Holding
In last 6 months, promoter holding in the company has almost stayed constant
Low Pledged Promoter Holding
Pledged promoter holdings is insignificant
Institutional Holdings Trend
Total Retail Holding
In last 3 months, retail holding in the company has almost stayed constant
Foreign Institutional Holding
In last 3 months, foreign institutional holding of the company has almost stayed constant
Shareholding Pattern
Sep 2023
Dec 2023
Mar 2024
Jun 2024
Shareholding History
Mutual Funds Holding Trend
Mutual Fund Holding
In last 3 months, mutual fund holding of the company has almost stayed constant
Top 5 Mutual Funds holding Anand Rathi Wealth Ltd
| Funds (Top 5) | The rupee value of the stock held by the fund divided by the stock’s market cap Market-cap held | Percentage of the fund’s portfolio invested in the stock Weight | Change in the portfolio weight of the stock over the last 3 months 3M holding change | The rank of the stock in the fund’s portfolio based on its weight in the portfolio along with the change in the rank over the last 3 months Portfolio rank(3M change) |
|---|---|---|---|---|
Quant Small Cap Fund - Growth - Direct Plan Growth | The rupee value of the stock held by the fund divided by the stock’s market cap 2.6195% | Percentage of the fund’s portfolio invested in the stock 1.66% | Change in the portfolio weight of the stock over the last 3 months -0.23% | The rank of the stock in the fund’s portfolio based on its weight in the portfolio along with the change in the rank over the last 3 months 18/109 (-4) |
SBI Small Cap Fund - Growth - Direct Plan Growth | The rupee value of the stock held by the fund divided by the stock’s market cap 1.7679% | Percentage of the fund’s portfolio invested in the stock 0.86% | Change in the portfolio weight of the stock over the last 3 months -0.09% | The rank of the stock in the fund’s portfolio based on its weight in the portfolio along with the change in the rank over the last 3 months 51/62 (-8) |
Canara Robeco Small Cap Fund - Growth - Direct Plan Growth | The rupee value of the stock held by the fund divided by the stock’s market cap 0.8855% | Percentage of the fund’s portfolio invested in the stock 1.17% | Change in the portfolio weight of the stock over the last 3 months -0.11% | The rank of the stock in the fund’s portfolio based on its weight in the portfolio along with the change in the rank over the last 3 months 16/101 (-6) |
Compare 3-month MF holding change on Screener
Hmm, looks like there hasn't been any net deal activity in the last 6 monthssmallcases
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 DateJun 3, 2024
Dividend/Share
₹9.00
Ex DateEx Date
Jun 3, 2024
Cash Dividend
Ex DateEx DateOct 20, 2023
Dividend/Share
₹5.00
Ex DateEx Date
Oct 20, 2023
Cash Dividend
Ex DateEx DateMay 29, 2023
Dividend/Share
₹7.00
Ex DateEx Date
May 29, 2023
Cash Dividend
Ex DateEx DateOct 20, 2022
Dividend/Share
₹5.00
Ex DateEx Date
Oct 20, 2022
Cash Dividend
Ex DateEx DateAug 2, 2022
Dividend/Share
₹6.00
Ex DateEx Date
Aug 2, 2022
Anand Rathi Wealth will hold a meeting of the Board of Directors of the Company on 10 October 2024.Powered by Capital Market - Live
‘Equity taxation is a 4D matrix, needs to be simplified’: Feroze Azeez on MF industry budget wishlist
Anand Rathi surges 4% on robust June quarter earnings; profit rises 38% YoY
Anand Rathi gains after Q1 PAT jumps 38% YoY to Rs 73 cr in FY25
Stock Alert: Tata Consultancy Services, Anand Rathi Wealth, Mahindra & Mahindra, Aditya Birla Fashion and Retail
Anand Rathi Wealth Q1 net profit surges 38%; Canara Robeco MF launches BAF
Anand Rathi Wealth Q1 PAT, Revenue Grow By 38% YoY - News18
Anand Rathi Wealth consolidated net profit rises 38.03% in the June 2024 quarter
Lok Sabha Election 2024: How Should You Rejig Your Portfolio If Modi-led NDA Forms Govt Again? - News18
Big Decisions: The Rules Of The Mind And Heart That’ll Guide You As An Investor
Higher than Industry Revenue Growth
Over the last 5 years, revenue has grown at a yearly rate of 21.48%, vs industry avg of 12.6%
Increasing Market Share
Over the last 5 years, market share increased from 2.88% to 3.58%
Higher than Industry Net Income
Over the last 5 years, net income has grown at a yearly rate of 30.6%, vs industry avg of 12.29%