Stocks
Mutual Funds
ETFs
Pro Tools
Terminal
WealthView
Pricing
Learn More
stocks
ANANDRATHI
ANANDRATHI
2,229.50+5.5 (+0.25%)
8 Sep, 12:00 AM

Stock Scores

Quality Score

100.0 / 100

Value Score

9.1 / 100

Price Momentum Score

92.6 / 100

QVM Score

84.6 / 100

Key Metrics

Market Cap
37018.80
P/E (TTM)
79.61
P/B
37.09
P/S (TTM)
30.93
EV/EBITDA
79.34
CAPE (5Y)
53.77
ROE (TTM)
47.35
ROCE (TTM)
49.02
ROA (TTM)
34.58
Avg 3Y ROE
44.32
Earnings 3Y CAGR
36.41
Sales 3Y CAGR
26.44
Sales 5Y CAGR
34.00
Debt/Equity
0.08
Consensus TP
1615.00
Strong Buy %
-
Promoter Holding
41.37
Pledged %
13.83

Share Price

Track Anand Rathi Wealth Ltd.'s current share price, historical price chart, 52-week high/low, and performance across different time periods.

2,229.505.5 (0.25%)
-24.51% in past 1 year
1 Week returns: 1.48 %
Low
2,182.0
High
2,255.0
1 Month returns: 6.09 %
Low
2,090.0
High
2,255.0
1 Year returns: -24.51 %
Low
1,449.6
High
3,323.9
3 Year CAGR: 47.41 %
Low
675.5
High
3,323.9
5 Year CAGR: –
Note: Prices may be delayed by a few minutes. For historical calculations, prices are adjusted for splits, bonus and rights issue. Percentage change shown is absolute irrespective of the period.

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 92.6 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?

92.6 / 100

High and improving ROE

The company reported strong ROE of 47.35% for 12-month ended 30 Jun 2026 and ROE improved by 201 bps from 1 year ago

What is ROE (FY)?

Strong revenue growth and above median growth of market

The company delivered strong revenue growth of 22.69% for 12-month ended 30 Jun 2026 and the growth was 10.71 percentage points higher than median growth of market

What is Sales growth (1Y)?

Median: 11.98
Value 22.69
-2151.92179204992
Strong EPS growth and above median growth of market

The company delivered strong EPS growth of 42.57% for 12-month ended 30 Jun 2026 and the growth was 35.37 percentage points higher than median growth of market

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 30 Jun 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 37.09 indicates that the stock is expensive on a standalone basis and is at a 754.61% premium to industry median P/B

What is P/B Ratio?

Median: 4.34
Value 37.09
3.0737.09
Analysts have been downgrading forward EPS estimates

Analyst EPS estimate (consensus) for forward EPS has decreased by -6.53% in the last 3 months, indicating weak earnings momentum

What is Earnings upgrade (3M)?

28.65Apr 2629.24May 2628.27Jun 2628.56Jul 2629.08Aug 2629.25Sep 26
Low dividend yield

The company has a low dividend yield of 0.29%

What is Dividend yield?

Neutral
High operating margin but declining trend

The company reported strong operating margin of 35.66% for 12-month ended 30 Jun 2026 but operating margin declined by -557 bps from 1 year ago

What is Operating profit margin?

No red flags found!
No significant red flags found in the stock.

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
01k1k2k550.8 CrMar 2023725.1 CrMar 2024941.3 CrMar 20251.2 K CrMar 2026
Profit After Tax FY
00k0k0k0k168.4 CrMar 2023225.0 CrMar 2024299.8 CrMar 2025395.9 CrMar 2026
ROE FY
0%20%40%60%41.5%Mar 202340.3%Mar 202445.3%Mar 202547.4%Mar 2026
ROA FY
0%10%20%30%40%30.5%Mar 202329.9%Mar 202432.6%Mar 202534.6%Mar 2026

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 2013Sep 2014Mar 2018Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 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
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
41.20
Foreign Promoter
0.00
0.00
0.00
-
-
-
-
-
-
-
-
-
-
-
-
-
-
0.17
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
16.76
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
9.23
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
0.93
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
6.37
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
0.24
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
41.87
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
3.50
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
38.37
80,109

Holdings and Presence

Indices and prominent investors with a stake in this stock.

Index Presence
#IndexWeightRank
1Nifty Smallcap250 Quality 504.94%2 / 50
2Nifty Alpha 502.51%13 / 50
3Nifty Smallcap 502.39%16 / 49
4Nifty 500 Momentum Quality 502.19%16 / 50
5Nifty 500 Momentum 501.14%32 / 50
6Nifty Smallcap 2500.87%19 / 249
7Nifty 5000.09%205 / 499
8Nifty Total Market0.09%207 / 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.

NameMonthTransactionHolding % pre transactionAverage priceQty.Transaction value
Rajan Sarkar
Employee
March-2022
Market Purchase (Acquisition)
15th Mar 2022
0.42 %₹ 568.501.02 k₹ 5.80 lac
Rajan Sarkar
Employee
March-2022
Market Purchase (Acquisition)
15th Mar 2022
0.04 %₹ 568.501.56 k₹ 8.90 lac
Bharath Rajsingh Rathore
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.07 %₹ 555.95899.00₹ 5.00 lac
Subhendu B Harichandan
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.06 %₹ 555.982.52 k₹ 14.01 lac
Niranjan Babu
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.02 %₹ 556.44895.00₹ 4.98 lac
Niranjan Babu
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.02 %₹ 561.13890.00₹ 4.99 lac
Niranjan Babu
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.02 %₹ 555.52900.00₹ 5.00 lac
Niranjan Babu
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.01 %₹ 559.14890.00₹ 4.98 lac
Bharath Rajsingh Rathore
Employee
March-2022
Market Purchase (Acquisition)
7th Mar 2022
0.08 %₹ 561.33901.00₹ 5.06 lac
Subhendu B Harichandan
Employee
March-2022
Market Purchase (Acquisition)
4th Mar 2022
0.06 %₹ 558.611.50 k₹ 8.38 lac

Corporate Actions

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

  1. 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.
  2. Dividend₹ 7/share
    Record date: 15th May 2026Ex-date: 15th May 2026
    Announced on: 9th Apr 2026
  3. Dividend₹ 6/share
    Record date: 17th Oct 2025Ex-date: 17th Oct 2025
    Announced on: 5th Oct 2025
  4. Dividend₹ 7/share
    Record date: 9th May 2025Ex-date: 9th May 2025
    Announced on: 10th Apr 2025
  5. 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
30 Jun 2026
No. of Employees
2,512
IPO date
14 Dec 2021
Free Float
8,74,39,946
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 ₹ 2,229.50 as of 8 Sep 2026.
What is the market capitalisation of Anand Rathi Wealth Ltd.?
The market capitalisation of Anand Rathi Wealth Ltd. stands at ₹ 37,018.80 Cr.
What is the PE ratio of Anand Rathi Wealth Ltd.?
The Price-to-Earnings (PE) ratio of Anand Rathi Wealth Ltd. is 79.61 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 0.29% based on the current market price.
What is the FII and DII holding in Anand Rathi Wealth Ltd.?
Foreign Institutional Investors (FII) hold 6.37%, Domestic Institutional Investors (DII) hold 10.16% and retail/public investors hold 38.37% 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 0.45, indicating its price volatility relative to the broader market. Over the past 1 year, Anand Rathi Wealth Ltd. has delivered an absolute return of 51.87%.
What is the RSI of Anand Rathi Wealth Ltd.?
The 14-day Relative Strength Index (RSI) of Anand Rathi Wealth Ltd. is 67.57, placing it approaching overbought territory. An RSI above 70 is considered overbought and below 30 is considered oversold.