ANANDRATHI

Anand Rathi Wealth Ltd.

NSE: ANANDRATHI

BSE: 543415

Sector: Financial Services

Industry Group: Capital Markets

Industry: Financial Products Distributor

2,064.00+74.3 (+3.73%)

3 Jul, 12:59 PM

Overview

Analysis Statements Technicals Forecast Peers Resources News

Stock Scores

Quality Score

100.0 / 100

Value Score

8.9 / 100

Price Momentum Score

96.4 / 100

QVM Score

86.2 / 100

Key Metrics

Market Cap

33037.20

P/E (TTM)

83.45

P/B

33.10

P/S (TTM)

28.53

EV/EBITDA

66.67

CAPE (5Y)

95.97

ROE (TTM)

47.35

ROCE (TTM)

49.02

ROA (TTM)

34.58

Avg 3Y ROE

44.32

Earnings 3Y CAGR

5.36

Sales 3Y CAGR

28.10

Sales 5Y CAGR

34.00

Debt/Equity

0.08

Consensus TP

1457.50

Strong Buy %

Promoter Holding

41.37

Pledged %

13.83

Stock Analysis

Fundamental analysis overview of Anand Rathi Wealth Ltd. covering key investment insights, growth drivers, risk factors, and potential red flags.

Views

Red Flags

Positive

Strong price momentum

Price Momentum score of 96.4 indicates that the stock has strong price momentum. Research has shown that stocks with higher momentum continue to outperform in the near term

What is Price Momentum score?

96.4 / 100

High and improving ROE

The company reported strong ROE of 47.35% for 12-month ended 31 Mar 2026 and ROE improved by 201 bps from 1 year ago

What is ROE (FY)?

High and stable operating margin

The company reported strong operating margin of 39.42% for 12-month ended 31 Mar 2026 and operating margin declined marginally by -75 bps from 1 year ago

What is Operating profit margin?

Strong revenue growth and in line with median growth of industry

The company delivered strong revenue growth of 23.01% for 12-month ended 31 Mar 2026 and the growth was 0.0 percentage points lower than median growth of industry

What is Sales growth (1Y)?

Median: 23.01

Value 23.01

10.8846.44

Strong EPS growth and above median growth of industry

The company delivered strong EPS growth of 30.25% for 12-month ended 31 Mar 2026 and the growth was 9.16 percentage points higher than median growth of industry

What is EPS growth (1Y)?

Low Debt to Equity, not much change from last year

The company has low Debt to Equity of 0.08 as on 31 Mar 2026 and Debt to Equity decreased marginally by 0.04 in the last 1 year

What is Debt to Equity?

Consistently pays dividend

The company has not missed dividend payments once in the last 5 financial years

What is Dividend streak?

Negative

Expensive and at a premium to industry median P/B

PB of 33.1 indicates that the stock is expensive on a standalone basis and is at a 545.22% premium to industry median P/B

What is P/B Ratio?

Median: 5.13

Value 33.1

2.5533.1

Analysts have been downgrading forward EPS estimates

Analyst EPS estimate (consensus) for forward EPS has decreased by -9.17% in the last 3 months, indicating weak earnings momentum

What is Earnings upgrade (3M)?

Low dividend yield

The company has a low dividend yield of 0.33%

What is Dividend yield?

Neutral

Not enough talking points with neutral stance

Financial Snapshot

See detailed analysis

Multi-year trends for Anand Rathi Wealth Ltd. covering revenue, net profit, ROE, and EBITDA for a quick view of financial health over time.

Net Revenue FY

Profit After Tax FY

ROE FY

ROA FY

Anand Rathi Wealth Ltd. Shareholding Pattern

Quarterly breakdown of Anand Rathi Wealth Ltd. ownership including promoter, FII, DII, mutual fund, and public holdings as disclosed to NSE/BSE.

	Mar 2013	Sep 2014	Mar 2018	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Total Promoter	79.46	79.45	77.48	48.82	48.82	48.82	48.74	48.74	48.74	48.74	48.69	48.20	48.03	48.09	47.99	47.99	47.29	42.72	42.72	43.11	41.37
Indian Promoter	79.46	79.45	77.48	48.82	48.82	48.82	48.74	48.74	48.74	48.74	48.69	48.20	48.03	48.09	47.99	47.99	47.29	42.54	42.54	42.94	41.20
Foreign Promoter	0.00	0.00	0.00	-	-	-	-	-	-	-	-	-	-	-	-	-	-	0.17	0.17	0.17	0.17
Institutions	0.00	0.00	0.00	12.11	11.04	12.22	12.25	12.62	11.70	11.83	12.10	12.16	13.64	13.35	13.28	13.55	12.07	13.30	14.30	16.12	16.19
Mutual Funds / UTI	0.00	0.00	0.00	10.30	10.02	11.24	11.30	11.59	9.86	9.59	10.12	9.02	8.71	8.25	7.90	7.74	7.13	7.92	8.07	9.12	8.93
FI/Bank/Insurance	0.00	0.00	0.00	0.34	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.01	0.01	0.01	0.29	0.48	0.21	0.24
Govt	0.00	0.00	0.00	-	-	-	-	-	-	-	-	-	-	-	-	-	0.01	-	-	-	-
FII	0.00	0.00	0.00	1.03	1.02	0.90	0.84	0.81	1.71	2.11	1.84	3.01	4.86	5.02	5.32	5.75	4.85	4.90	5.56	6.66	6.78
Other Institutions	0.00	0.00	0.00	0.44	0.00	0.08	0.11	0.23	0.13	0.13	0.14	0.14	0.07	0.07	0.05	0.06	0.07	0.19	0.18	0.12	0.23
Non-Institution	20.54	20.55	22.52	39.07	40.14	38.95	39.01	38.64	39.57	39.43	39.21	39.64	38.34	38.57	38.73	38.45	40.63	43.98	42.99	40.77	42.44
Bodies Corporate	0.00	0.00	0.00	8.09	9.34	9.34	9.03	8.07	7.63	6.80	4.75	4.38	3.43	3.37	3.43	3.46	3.64	3.25	3.24	3.66	3.60
Others (incl. Retail) No. of shareholders	20.54 0	20.55 2	22.52 0	30.98 57,762	30.80 45,252	29.61 41,792	29.98 38,854	30.57 36,647	31.94 35,388	32.63 35,555	34.46 36,837	35.26 44,017	34.91 43,936	35.20 67,830	35.30 53,768	34.99 51,938	36.99 54,492	40.73 58,753	39.75 73,570	37.11 73,333	38.84 74,160

Holdings and Presence

Indices and prominent investors with a stake in this stock.

Index Presence

#	Index	Weight	Rank
1	Nifty Smallcap 50	2.05%	23 / 49
2	Nifty 500 Momentum Quality 50	1.53%	22 / 50
3	Nifty Smallcap 250	0.74%	28 / 249
4	Nifty 500 Momentum 50	0.65%	40 / 50
5	Nifty 500	0.08%	220 / 499
6	Nifty Total Market	0.07%	234 / 749

Bulk, Block and Insider Trades

Recent bulk deals, block deals, and insider trading activity in Anand Rathi Wealth Ltd. shares as reported to NSE and BSE.

Name	Month	Transaction	Holding % pre transaction	Average price	Qty.	Transaction value
Rajan Sarkar Employee	March-2022	Market Purchase (Acquisition) 15th Mar 2022	0.42 %	₹ 568.50	1.02 k	₹ 5.80 lac
Rajan Sarkar Employee	March-2022	Market Purchase (Acquisition) 15th Mar 2022	0.04 %	₹ 568.50	1.56 k	₹ 8.90 lac
Bharath Rajsingh Rathore Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.07 %	₹ 555.95	899.00	₹ 5.00 lac
Subhendu B Harichandan Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.06 %	₹ 555.98	2.52 k	₹ 14.01 lac
Niranjan Babu Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.02 %	₹ 556.44	895.00	₹ 4.98 lac
Niranjan Babu Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.02 %	₹ 561.13	890.00	₹ 4.99 lac
Niranjan Babu Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.02 %	₹ 555.52	900.00	₹ 5.00 lac
Niranjan Babu Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.01 %	₹ 559.14	890.00	₹ 4.98 lac
Bharath Rajsingh Rathore Employee	March-2022	Market Purchase (Acquisition) 7th Mar 2022	0.08 %	₹ 561.33	901.00	₹ 5.06 lac
Subhendu B Harichandan Employee	March-2022	Market Purchase (Acquisition) 4th Mar 2022	0.06 %	₹ 558.61	1.50 k	₹ 8.38 lac

Corporate Actions

History of Anand Rathi Wealth Ltd. dividends, bonus issues, stock splits, rights issues, and other corporate events.

Bonus1 new shares for 1 existing shares
Ex-date: 3rd Jun 2026Announced on: 9th Apr 2026
Bonus shares would be credited/dispatched on or before 07 June 2026.
Dividend₹ 7/share
Record date: 15th May 2026Ex-date: 15th May 2026
Announced on: 9th Apr 2026
Dividend₹ 6/share
Record date: 17th Oct 2025Ex-date: 17th Oct 2025
Announced on: 5th Oct 2025
Dividend₹ 7/share
Record date: 9th May 2025Ex-date: 9th May 2025
Announced on: 10th Apr 2025
Bonus1 new shares for 1 existing shares
Ex-date: 5th Mar 2025Announced on: 13th Jan 2025

Company Profile

Overview of Anand Rathi Wealth Ltd. covering business description, industry classification, key management, financial ratios, and listed exchange details.

Anand Rathi Wealth Limited is an India-based wealth solutions provider. The Company is engaged in the business of services for the distribution and sale of financial products. It works with high and ultra-high net worth individuals (HNIs and UHNIs) to facilitate their investments in financial instru...

Key personnel

Mr. Feroze Azeez

Joint Chief Executive Officer

Mr. Rajesh Kumar Bhutara

Chief Financial Officer

Mr. Jugal Kishor Mantri

Group Chief Financial Officer

Ms. Tejal Shah

Chief Human Resources Officer

Mr. Pravin Rajendraprasad Jogani

Compliance Officer, Company Secretary

Mr. Ashish Bhandia

Business Head - Kolkata

Mr. Adil Chacko

Business Head - Delhi

Mr. Swapan Chakraborty

Business Head - Pune

View all

Incorporated on

22 Mar 1995

Last Annual

31 Mar 2026

Last Interim

31 Mar 2026

No. of Employees

2,512

IPO date

14 Dec 2021

Free Float

8,64,98,500

Website

https://www.anandrathiwealth.in/

Phone no.

+912269815400

Address

Floor No 2nd & 3rd, Block B & C, E, Wing, Trade Link, Kamala Mills Compound,, Senapati Bapat Marg, Lower Parel, MUMBAI, 400013, India

Frequently Asked Questions

What is the current share price of Anand Rathi Wealth Ltd.?

The current share price of Anand Rathi Wealth Ltd. is ₹ 2,064.00 as of 3 Jul 2026.

What is the market capitalisation of Anand Rathi Wealth Ltd.?

The market capitalisation of Anand Rathi Wealth Ltd. stands at ₹ 33,037.20 Cr.

What is the PE ratio of Anand Rathi Wealth Ltd.?

The Price-to-Earnings (PE) ratio of Anand Rathi Wealth Ltd. is 83.45 as of the latest trailing twelve months data.

What is the ROE and ROCE of Anand Rathi Wealth Ltd.?

Anand Rathi Wealth Ltd. has a Return on Equity (ROE) of 47.35% and a Return on Capital Employed (ROCE) of 49.02% as per the latest financial reports.

What is the 52-week high and low of Anand Rathi Wealth Ltd.?

The 52-week high of Anand Rathi Wealth Ltd. is - and the 52-week low is -.

What is the dividend yield of Anand Rathi Wealth Ltd.?

The dividend yield of Anand Rathi Wealth Ltd. is 0.33% based on the current market price.

What is the FII and DII holding in Anand Rathi Wealth Ltd.?

Foreign Institutional Investors (FII) hold 6.78%, Domestic Institutional Investors (DII) hold 9.17% and retail/public investors hold 38.84% of Anand Rathi Wealth Ltd. shares.

What sector does Anand Rathi Wealth Ltd. belong to?

Anand Rathi Wealth Ltd. operates in the Financial Services sector.

What is the beta of Anand Rathi Wealth Ltd.?

The beta of Anand Rathi Wealth Ltd. is 0.46, indicating its price volatility relative to the broader market. Over the past 1 year, Anand Rathi Wealth Ltd. has delivered an absolute return of 91.17%.

What is the RSI of Anand Rathi Wealth Ltd.?

The 14-day Relative Strength Index (RSI) of Anand Rathi Wealth Ltd. is 74.55, placing it in the overbought zone. An RSI above 70 is considered overbought and below 30 is considered oversold.

Anand Rathi Wealth Ltd.

Stock Scores

Key Metrics

Share Price

Stock Analysis

Financial Snapshot

Anand Rathi Wealth Ltd. Shareholding Pattern

Holdings and Presence

Bulk, Block and Insider Trades

Corporate Actions

Company Profile

Frequently Asked Questions

Corporate Actions

Holdings and Presence

Stock Analysis

Company Profile