Wealth First Portfolio Managers Ltd
WEALTHWealth First Portfolio Managers Ltd
WEALTH
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 not in the overbought zone
Red flags
AvgThe stock has a moderate number of red flags
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Key Metrics
| No LabelNo Label | PB RatioPB Ratio | Dividend YieldDiv. Yield |
|---|---|---|
| 21.08 | 9.32 | 0.68% |
| Sector PESector PE | Sector PBSector PB | Sector Div YldSctr Div Yld |
|---|---|---|
| 16.74 | 2.33 | 1.03% |
Forecast & Ratings
Detailed Forecast Price
Price Upside
Earnings
Earnings Growth
Revenue
Rev. Growth
Company Profile
Wealth First Portfolio Managers is a financial services provider engaged in sale of bonds and equity
Investor Presentation
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Forecasts
Price
Revenue
Earnings
Price Forecast
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Hmm, looks like data is unavailable here. Please come back after some timeIncome
Balance Sheet
Cash Flow
Income Statement
| Financial Year | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | TTM | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 150.91 | 199.22 | 224.45 | 331.30 | 10.02 | 24.77 | 33.33 | 29.43 | 66.97 | 82.87 | ||||||||||
Raw Materials | — | — | — | — | — | — | — | — | — | 14.09 | ||||||||||
| Power & Fuel Cost | — | — | — | — | — | — | — | — | — | |||||||||||
| Employee Cost | 3.12 | 3.13 | 3.09 | 3.29 | 4.15 | 3.71 | 4.62 | 5.97 | 7.21 | |||||||||||
| Selling & Administrative Expenses | 141.81 | 187.81 | 209.10 | 317.70 | 3.04 | 2.31 | 3.38 | 3.90 | 3.52 | |||||||||||
| Operating & Other expenses | 2.59 | 2.22 | 1.50 | 0.78 | 0.57 | 0.33 | 0.25 | 0.41 | 0.44 | |||||||||||
EBITDA | 3.39 | 6.06 | 10.76 | 9.53 | 2.26 | 18.42 | 25.08 | 19.15 | 55.80 | 68.78 | ||||||||||
| Depreciation/Amortization | 0.12 | 0.07 | 0.12 | 0.30 | 0.33 | 0.23 | 0.32 | 0.48 | 0.37 | 0.36 | ||||||||||
| PBIT | 3.27 | 5.99 | 10.64 | 9.23 | 1.93 | 18.19 | 24.76 | 18.67 | 55.43 | 68.42 | ||||||||||
| Interest & Other Items | — | — | — | — | — | — | — | — | — | — | ||||||||||
| PBT | 3.27 | 5.99 | 10.64 | 9.23 | 1.93 | 18.19 | 24.76 | 18.67 | 55.43 | 68.42 | ||||||||||
| Taxes & Other Items | 0.67 | 1.19 | 1.90 | 2.15 | 0.50 | 5.32 | 5.89 | 4.85 | 12.73 | 16.11 | ||||||||||
| Net Income | 2.60 | 4.80 | 8.74 | 7.08 | 1.43 | 12.87 | 18.87 | 13.82 | 42.70 | 52.31 | ||||||||||
| EPS | 1.46 | 2.70 | 4.92 | 3.99 | 0.81 | 9.06 | 17.71 | 12.97 | 40.08 | 49.09 | ||||||||||
| DPS | 0.30 | 0.60 | 0.60 | 0.60 | 0.60 | 1.00 | 2.00 | 3.00 | 7.00 | 15.00 | ||||||||||
| Payout ratio | 0.20 | 0.22 | 0.12 | 0.15 | 0.75 | 0.11 | 0.11 | 0.23 | 0.17 | 0.31 |
Company Updates
Investor Presentation
Peers & Comparison
FinancialsDiversified Financials
Valuation
Technical
Forecast
Compare valuation on Screener| Stock | PE RatioPE Ratio | PB RatioPB Ratio | Div. YieldDividend Yield |
|---|---|---|---|
| Wealth First Portfolio Managers Ltd | 25.83 | 9.32 | 0.68% |
| Aditya Birla Capital Ltd | 12.45 | 1.45 | — |
| Motilal Oswal Financial Services Ltd | 15.87 | 4.42 | 0.54% |
| Authum Investment & Infrastructure Ltd | 6.66 | 2.76 | — |
Price Comparison
Compare WEALTH 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
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Shareholding History
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
Increasing Dividends
WEALTH has increased dividends consistently over the last 5 years
Dividend Yield
Current dividend yield is 0.68%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹6.76 every year
Dividends
Corp. Actions
Announcements
Legal Orders
Upcoming Dividends
No upcoming dividends are available
Past Dividends
Cash Dividend
Ex DateEx DateJan 31, 2025
Dividend/Share
₹4.00
Ex DateEx Date
Jan 31, 2025
Cash Dividend
Ex DateEx DateOct 25, 2024
Dividend/Share
₹8.00
Ex DateEx Date
Oct 25, 2024
Cash Dividend
Ex DateEx DateAug 20, 2024
Dividend/Share
₹7.00
Ex DateEx Date
Aug 20, 2024
Cash Dividend
Ex DateEx DateSep 8, 2023
Dividend/Share
₹3.00
Ex DateEx Date
Sep 8, 2023
Cash Dividend
Ex DateEx DateSep 20, 2022
Dividend/Share
₹2.00
Ex DateEx Date
Sep 20, 2022
Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 27 January 2024, has recommended a Second Interim dividend of Rs.4 per share (i.e.40%), subject to the approval of the shareholders.Powered by Capital Market - Live
Net profit of Wealth First Portfolio Managers declined 8.22% to Rs 9.27 crore in the quarter ended December 2024 as against Rs 10.10 crore during the previous quarter ended December 2023. Sales rose 8.48% to Rs 16.25 crore in the quarter ended December 2024 as against Rs 14.98 crore during the previous quarter ended December 2023. ParticularsQuarter EndedDec. 2024Dec. 2023% Var. Sales16.2514.98 8 OPM %79.3281.17 - PBDT13.8313.51 2 PBT13.7413.42 2 NP9.2710.10 -8 Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 27 January 2025.Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 12 November 2024Powered by Capital Market - Live
Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 14 October 2024, inter alia, have recommended the first interim dividend of Rs 8 per equity Share (i.e. 80%) , subject to the approval of the shareholders.Powered by Capital Market - Live
Net profit of Wealth First Portfolio Managers rose 47.76% to Rs 15.16 crore in the quarter ended September 2024 as against Rs 10.26 crore during the previous quarter ended September 2023. Sales rose 43.56% to Rs 19.51 crore in the quarter ended September 2024 as against Rs 13.59 crore during the previous quarter ended September 2023. ParticularsQuarter EndedSep. 2024Sep. 2023% Var. Sales19.5113.59 44 OPM %79.7576.01 - PBDT19.5812.90 52 PBT19.4912.81 52 NP15.1610.26 48 Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 14 October 2024.Powered by Capital Market - Live
Stock market update: Stocks that hit 52-week highs on NSE in today’s trade
Stock market update: Stocks that hit 52-week highs on NSE
Stock market update: Stocks that hit 52-week highs on NSE in today’s trade
Lower than Industry Revenue Growth
Over the last 5 years, revenue has grown at a yearly rate of -27.37%, vs industry avg of 11.37%
Decreasing Market Share
Over the last 5 years, market share decreased from 0.34% to 0.05%
Higher than Industry Net Income
Over the last 5 years, net income has grown at a yearly rate of 43.24%, vs industry avg of 24.27%