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Anand Rathi Wealth Ltd

ANANDRATHI

Anand Rathi Wealth Ltd

ANANDRATHI
FinancialsAsset Management
SmallcapWith a market cap of ₹17,251 cr, stock is ranked 385
Moderate RiskStock is 2.29x as volatile as Nifty
4,180.750.59% (+24.70)
4,180.750.59% (+24.70)

Price Chart

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1D
1W
1M
1Y
5Y
Max
SIP
FinancialsAsset Management
SmallcapWith a market cap of ₹17,251 cr, stock is ranked 385
Moderate RiskStock is 2.29x as volatile as Nifty

How to use scorecard? Learn more

FinancialsAsset Management
SmallcapWith a market cap of ₹17,251 cr, stock is ranked 385
Moderate RiskStock is 2.29x as volatile as Nifty

Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
65.4126.080.34%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
17.902.480.97%

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

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Oct 10, 2024

PDF
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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 21.48%, vs industry avg of 12.6%

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 2.88% to 3.58%

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 30.6%, vs industry avg of 12.29%

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Financial YearFY 2019FY 2020FY 2021FY 2022FY 2023FY 2024TTM
Total Revenue284.19336.41279.25425.45558.91751.97879.51
Raw Materialssubtract499.31
Power & Fuel Costsubtract
Employee Costsubtract132.17166.57150.76192.04241.82322.22
Selling & Administrative Expensessubtract44.0652.9437.3641.6558.2285.53
Operating & Other expensessubtract8.588.8910.248.5313.8619.25
Depreciation/Amortizationsubtract16.2721.0517.2915.6516.6119.3622.03
Interest & Other Itemssubtract
Taxes & Other Itemssubtract23.9025.5718.5141.0959.9780.6494.40
EPS14.6715.1811.0230.5240.4453.8763.06
DPS0.000.003.3311.0012.0014.0014.00
Payout ratio0.000.000.300.360.300.260.22

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

PDF

Investor Presentation

Jul 12PDF
FY 2025

Annual Report Pending

Investor Presentation

Oct 10PDF
 

Peers & Comparison

Comparing 3 stocks from 
FinancialsAsset Management

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Anand Rathi Wealth Ltd76.6926.080.34%
Bajaj Holdings and Investment Ltd16.031.851.25%
HDFC Asset Management Company Ltd46.2412.701.66%
Nippon Life India Asset Management Ltd39.2110.902.39%

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

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 almost stayed constant

Tickertape Separator

Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding47.99%7.90%0.06%5.32%38.73%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Shareholding History

JunSepDec '23MarJunSep2.11%1.84%3.00%4.86%5.02%5.32%

Mutual Funds Holding Trend

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 almost stayed constant

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
2.6526%1.74%0.03%11/94 (+1)
SBI Small Cap Fund - Growth - Direct Plan

Growth
1.7902%0.93%0.07%47/63 (+2)
Canara Robeco Small Cap Fund - Growth - Direct Plan

Growth
0.7636%1.07%-0.11%33/105 (-14)

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 18, 2024

Interim 1
Interim 1 | Div/Share: ₹7.00

Dividend/Share

7.00

Ex DateEx Date

Oct 18, 2024

Cash Dividend

Ex DateEx DateJun 3, 2024

Final
Final | Div/Share: ₹9.00

Dividend/Share

9.00

Ex DateEx Date

Jun 3, 2024

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

News & Opinions
Spotlight
Anand Rathi Q2 PAT climbs 32% YoY to Rs 76 cr in FY25

Revenue from operations surged 32.80% YoY to Rs 242.48 crore in the quarter ended 30 September 2024. For the quarter ended 30 September 2024, profit before tax was Rs 102.18 crore, reflecting a growth of 31.47% compared to Rs 77.72 crore posted in the same quarter previous year. During the quarter, assets under management (AUM) stood at Rs 75,084 crore, up 57% as compared with Rs 47,957 crore recorded in Q2 FY24. Share of Equity Mutual Funds in AUM increased to 55% as of September 2024 and 50% as of September 2023. In Q2 FY25, the company's net inflows surged by 128% year-on-year to Rs 5,700 crore, while net inflows in Equity Mutual Funds increased by 64% YoY to Rs 3,116 crore for the quarter ended 30 September 2024. Mutual Fund distribution revenue rose by 70% YoY to Rs 195 crore, while the annualized Return on Equity (ROE) stood at 44%. On half-year basis, the company's consolidated net profit jumped 35.09% to Rs 149.35 crore in H1 FY25 as against 110.55 crore posted in H1 FY24. The compay's Revenue surged 34.25% YoY to Rs 480.09 crore in H1 FY25. Meanwhile, the company's board declared interim dividend of Rs 7 per share of face value of Rs 5 each for FY25. The company has fixed 18 October 2024 as record date for the said dividend. Rakesh Rawal, chief executive officer (CEO), said, 'We are thrilled to announce another exceptional financial result. In H1 FY25 our total revenue grew by 35% year-on-year to Rs 495 crore and Profit after Tax was Rs 150 crore, representing growth of 35% year-on-year. Our Assets Under Management (AUM) has seen a significant increase of 57% to Rs 75,084 crore. In the first half of FY25, we welcomed 1,066 new client families, bringing our total count of client families to 10,977. India's growth story is being celebrated as the global economy faces geopolitical challenges and slow growth. As the fastest-growing large economy, India is projected to achieve a 7% GDP growth for FY25, driven by strong domestic demand, government reforms and increased capital expenditure, which has also boosted its market capitalization. In light of such strong economic growth, the company's prospects are positive, supported by the rising HNI population who are seeking a strategic approach to wealth creation.' Feroze Azeez, deputy chief executive Officer said, 'India's strong economic fundamentals have driven increased interest from both domestic and foreign investors. This trend is reflected in consistent inflows into the equity markets, with new investments hitting record highs month-on-month. Such a positive momentum is expected to strengthen the Indian equity markets further, fostering an environment conducive to long-term capital appreciation and broadening of the investor base. Our client centric approach has resulted in 0.28% client attrition rate in terms of AUM lost during the first half of FY25. We take immense pride in achieving zero regret RM attrition for the fifth consecutive quarter'a true testament to our robust entrepreneurial work culture and unwavering commitment to our team's growth and satisfaction.' Anand Rathi Wealth is among India's leading non-bank wealth solutions firms, catering to high and ultra-high net worth individuals. The scrip shed 0.37% to settled at Rs 4,040.50 on the BSE.Powered by Capital Market - Live

1 month agoCapital Market - Live
Corporate
Anand Rathi Wealth fixes record date for 1st interim dividend

Anand Rathi Wealth has fixed 18 October 2024 as record date for first interim dividend of Rs 7 per share for FY 2025. Powered by Capital Market - Live

1 month agoCapital Market - Live
Earnings
Anand Rathi Wealth consolidated net profit rises 32.39% in the September 2024 quarter

Net profit of Anand Rathi Wealth rose 32.39% to Rs 76.11 crore in the quarter ended September 2024 as against Rs 57.49 crore during the previous quarter ended September 2023. Sales rose 32.81% to Rs 242.48 crore in the quarter ended September 2024 as against Rs 182.58 crore during the previous quarter ended September 2023. ParticularsQuarter EndedSep. 2024Sep. 2023% Var. Sales242.48182.58 33 OPM %42.9442.43 - PBDT108.3282.33 32 PBT102.1977.72 31 NP76.1157.49 32 Powered by Capital Market - Live

1 month agoCapital Market - Live
Corporate
Board of Anand Rathi Wealth recommends first interim dividend

Anand Rathi Wealth announced that the Board of Directors of the Company at its meeting held on 10 October 2024, inter alia, have recommended the first interim dividend of Rs 7 per equity Share (i.e. 140%) , subject to the approval of the shareholders.Powered by Capital Market - Live

1 month agoCapital Market - Live
Corporate
Anand Rathi Wealth to convene board meeting

Anand Rathi Wealth will hold a meeting of the Board of Directors of the Company on 10 October 2024.Powered by Capital Market - Live

1 month agoCapital Market - Live

‘Equity taxation is a 4D matrix, needs to be simplified’: Feroze Azeez on MF industry budget wishlist

4 months agoEconomic Times

Anand Rathi surges 4% on robust June quarter earnings; profit rises 38% YoY

4 months agoBusiness Standard

Anand Rathi gains after Q1 PAT jumps 38% YoY to Rs 73 cr in FY25

4 months agoBusiness Standard

Stock Alert: Tata Consultancy Services, Anand Rathi Wealth, Mahindra & Mahindra, Aditya Birla Fashion and Retail

4 months agoBusiness Standard

Anand Rathi Wealth Q1 net profit surges 38%; Canara Robeco MF launches BAF

4 months agoBusiness Standard