EDELWEISS

Edelweiss Financial Services Ltd.

NSE: EDELWEISS

BSE: 532922

Sector: Financial Services

Industry Group: Finance

Industry: Holding Company

123.93+0.1 (+0.04%)

3 Jul, 2:29 PM

Overview

Analysis Statements Technicals Forecast Peers Resources News

Stock Scores

Quality Score

51.8 / 100

Value Score

58.6 / 100

Price Momentum Score

81.1 / 100

QVM Score

77.1 / 100

Key Metrics

Market Cap

11725.60

P/E (TTM)

21.45

P/B

2.54

P/S (TTM)

1.13

EV/EBITDA

7.08

CAPE (5Y)

28.03

ROE (TTM)

12.08

ROCE (TTM)

13.54

ROA (TTM)

1.28

Avg 3Y ROE

9.36

Earnings 3Y CAGR

23.11

Sales 3Y CAGR

8.45

Sales 5Y CAGR

2.52

Debt/Equity

4.02

Consensus TP

Strong Buy %

Promoter Holding

32.26

Pledged %

8.90

Stock Analysis

Fundamental analysis overview of Edelweiss Financial Services Ltd. covering key investment insights, growth drivers, risk factors, and potential red flags.

Views

Red Flags

Positive

Strong price momentum

Price Momentum score of 81.1 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?

81.1 / 100

Moderate ROE but improving trend

The company reported moderate ROE of 12.08% for 12-month ended 31 Mar 2026 but ROE improved by 340 bps from 1 year ago

What is ROE (FY)?

High and stable operating margin

The company reported strong operating margin of 31.5% for 12-month ended 31 Mar 2026 and operating margin improved marginally by 148 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 22.51% for 12-month ended 31 Mar 2026 and the growth was 0.25 percentage points lower than median growth of industry

What is Sales growth (1Y)?

Median: 22.76

Value 22.51

-11.72754.94

Strong EPS growth and above median growth of industry

The company delivered strong EPS growth of 65.28% for 12-month ended 31 Mar 2026 and the growth was 38.24 percentage points higher than median growth of industry

What is EPS growth (1Y)?

Consistently pays dividend

The company has not missed dividend payments once in the last 10 financial years

What is Dividend streak?

Negative

High Debt to Equity, not much change from last year

The company has reasonable Debt to Equity of 4.02 as on 31 Mar 2026 and Debt to Equity decreased marginally by 0.05 in the last 1 year

What is Debt to Equity?

Neutral

Reasonably valued but PB is at a premium to industry median P/B

PB of 2.54 indicates that the stock is reasonably valued on a standalone basis but is at a 37.3% premium to industry median P/B

What is P/B Ratio?

Median: 1.85

Value 2.54

0.210.4

Moderate dividend yield

The company has a moderate dividend yield of 1.21%

What is Dividend yield?

Financial Snapshot

See detailed analysis

Multi-year trends for Edelweiss Financial Services 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

Edelweiss Financial Services Ltd. Shareholding Pattern

Quarterly breakdown of Edelweiss Financial Services Ltd. ownership including promoter, FII, DII, mutual fund, and public holdings as disclosed to NSE/BSE.

	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	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	32.89	32.92	32.91	32.91	32.88	32.85	32.82	32.63	32.62	32.62	32.62	32.62	32.62	32.78	32.77	32.76	32.76	32.76	32.74	32.72	32.71	32.71	32.70	32.69	32.26
Indian Promoter	32.78	32.82	32.81	32.81	32.78	31.28	31.24	32.31	32.31	32.31	32.31	32.31	32.31	32.46	32.46	32.45	32.45	32.44	32.43	32.62	32.61	32.61	32.60	32.59	32.16
Foreign Promoter	0.10	0.10	0.10	0.10	0.10	1.57	1.57	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.31	0.10	0.10	0.10	0.10	0.10	0.10
Institutions	35.61	34.43	36.06	36.79	36.63	34.38	34.95	34.89	33.63	32.73	34.17	34.73	34.89	33.98	33.91	33.19	31.59	31.02	31.06	30.10	31.36	29.07	24.64	24.11	25.48
Mutual Funds / UTI	2.11	1.88	1.87	1.87	1.88	1.88	0.54	0.04	0.04	0.05	0.05	0.06	0.07	-	-	0.07	0.09	0.08	0.21	0.29	0.24	0.27	0.58	0.72	1.01
FI/Bank/Insurance	2.37	2.30	2.29	2.29	2.63	2.63	2.63	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61	2.61
Govt	-	-	-	-	-	-	-	-	0.00	0.00	0.00	-	-	-	-	-	-	-	-	-	-	-	-	-	-
FII	31.05	30.16	31.84	32.58	32.10	29.85	31.77	32.24	30.98	30.07	31.51	32.06	32.22	31.36	31.29	30.51	28.89	28.32	27.98	26.89	28.23	25.33	19.55	18.42	19.04
Other Institutions	0.08	0.08	0.07	0.05	0.02	0.01	0.01	0.01	0.00	0.00	0.00	0.00	0.00	0.01	0.01	0.00	0.00	0.00	0.26	0.32	0.28	0.86	1.90	2.38	2.82
Non-Institution	31.50	32.65	31.03	30.30	30.49	32.76	32.24	32.48	33.74	34.65	33.20	32.64	32.50	33.24	33.31	34.05	35.65	36.23	36.20	37.18	35.93	38.22	42.66	43.20	42.27
Bodies Corporate	2.58	2.67	2.31	2.24	2.38	2.73	2.41	2.45	2.47	2.94	2.98	2.80	2.72	2.96	2.85	3.46	3.78	3.07	6.05	5.86	5.38	5.98	6.89	6.73	6.28
Others (incl. Retail) No. of shareholders	28.92 1,61,308	29.98 1,69,220	28.72 1,70,072	28.06 1,67,314	28.11 1,69,755	30.03 1,88,169	29.83 2,19,866	30.03 2,17,528	31.27 2,21,159	31.71 2,24,852	30.22 2,21,988	29.84 2,15,522	29.78 2,12,630	30.28 2,20,021	30.46 2,22,874	30.59 2,39,748	31.87 2,30,481	33.16 2,38,456	30.15 2,28,479	31.32 2,51,032	30.55 2,60,709	32.24 2,60,662	35.77 2,75,321	36.47 2,83,823	35.99 3,74,201

Holdings and Presence

Indices and prominent investors with a stake in this stock.

Index Presence

#	Index	Weight	Rank
1	Nifty Microcap 250	0.87%	15 / 250
2	Nifty Total Market	0.04%	369 / 749

Prominent Investor Holdings

Bulk, Block and Insider Trades

Recent bulk deals, block deals, and insider trading activity in Edelweiss Financial Services Ltd. shares as reported to NSE and BSE.

Name	Month	Transaction	Holding % pre transaction	Average price	Qty.	Transaction value
Aparna T.C. Promoter	July-2025	Inter-se Transfer (Acquisition) 2nd Jul 2025	1.29 %	₹ 0.00	1.18 cr	₹ 0.00
Kavya Venkat Arakoni Promoter Group	July-2025	Inter-se Transfer (Disposal) 2nd Jul 2025	1.25 %	₹ 0.00	1.18 cr	₹ 0.00
Avanti Rashesh Shah Promoter Group	December-2024	Inter-se Transfer (Disposal) 30th Dec 2024	0.21 %	₹ 0.00	20.00 lac	₹ 0.00
Neel Rashesh Shah Promoter Group	December-2024	Inter-se Transfer (Disposal) 30th Dec 2024	0.21 %	₹ 0.00	20.00 lac	₹ 0.00
Vidya Rashesh Shah Promoter & Director	December-2024	Inter-se Transfer (Acquisition) 30th Dec 2024	3.29 %	₹ 0.00	40.00 lac	₹ 0.00
Rujan Harchand Panjwani Designated Person	September-2024	Market Sale (Disposal) 30th Sep 2024	0.82 %	₹ 141.90	1.00 lac	₹ 1.42 cr
Edelweiss Employees Welfare Trust Designated Person	September-2024	Market Sale (Disposal) 25th Sep 2024	2.11 %	₹ 136.05	18.37 lac	₹ 24.99 cr
Salus Family Trust Trust of Mr. Rujan Harchand Panjwani Other	September-2024	Market Sale (Disposal) 25th Sep 2024	0.30 %	₹ 135.00	52.76 k	₹ 71.22 lac
Rujan Harchand Panjwani Designated Person	September-2024	Market Sale (Disposal) 23rd Sep 2024	0.82 %	₹ 134.95	25.00 k	₹ 33.74 lac
Salus Family Trust Trust of Mr. Rujan Harchand Panjwani Other	September-2024	Market Sale (Disposal) 23rd Sep 2024	0.32 %	₹ 135.41	1.47 lac	₹ 1.99 cr

…

Corporate Actions

History of Edelweiss Financial Services Ltd. dividends, bonus issues, stock splits, rights issues, and other corporate events.

Dividend₹ 1.50/share
Record date: 11th Sep 2025Ex-date: 11th Sep 2025
Announced on: 14th May 2025
Dividend₹ 1.50/share
Record date: 17th Sep 2024Ex-date: 17th Sep 2024
Announced on: 15th May 2024
Dividend₹ 1.25/share
Record date: 19th Sep 2023Ex-date: 18th Sep 2023
Announced on: 26th May 2023
Others
Ex-date: 2nd Jun 2023Announced on: 24th Feb 2023
Demerger of Edelweiss Financial Services Ltd with Nuvama Wealth Management Limited.
Dividend₹ 0.25/share
Record date: 13th Apr 2023Ex-date: 13th Apr 2023
Announced on: 30th Mar 2023

Company Profile

Overview of Edelweiss Financial Services Ltd. covering business description, industry classification, key management, financial ratios, and listed exchange details.

Edelweiss Financial Services Limited is an India-based diversified financial services company providing a broad range of financial products and services to a various client base that includes corporations, institutions and individuals. The Companys segments include alternatives business, capital bus...

Key personnel

Ms. Ananya Suneja

Chief Financial Officer

Mr. Tarun Khurana

Compliance Officer, Company Secretary

Mr. Rashesh Chandrakant ShahD

Executive Chairman of the Board, Managing Director

Mr. Venkatchalam Arakoni (Venkat) RamaswamyD

Non-Executive Vice Chairman of the Board

Ms. Vidya Rashesh ShahD

Non-Executive Non-Independent Director

Mr. Chandrasekhar BalagopalD

Non-Executive Independent Director

Dr. Ashima GoyalD

Non-Executive Independent Director

Mr. Ashok KiniD

Non-Executive Independent Director

View all

Incorporated on

21 Nov 1995

Last Annual

31 Mar 2026

Last Interim

31 Mar 2026

No. of Employees

IPO date

12 Dec 2007

Free Float

56,19,67,099

Website

https://www.edelweissfin.com/

Phone no.

+912240795199

Address

EDELWEISS HOUSE, OFF. C.S.T ROAD, KALINA, NA MUMBAI, , 400098, India

Frequently Asked Questions

What is the current share price of Edelweiss Financial Services Ltd.?

The current share price of Edelweiss Financial Services Ltd. is ₹ 123.93 as of 3 Jul 2026.

What is the market capitalisation of Edelweiss Financial Services Ltd.?

The market capitalisation of Edelweiss Financial Services Ltd. stands at ₹ 11,725.60 Cr.

What is the PE ratio of Edelweiss Financial Services Ltd.?

The Price-to-Earnings (PE) ratio of Edelweiss Financial Services Ltd. is 21.45 as of the latest trailing twelve months data.

What is the ROE and ROCE of Edelweiss Financial Services Ltd.?

Edelweiss Financial Services Ltd. has a Return on Equity (ROE) of 12.08% and a Return on Capital Employed (ROCE) of 13.54% as per the latest financial reports.

What is the 52-week high and low of Edelweiss Financial Services Ltd.?

The 52-week high of Edelweiss Financial Services Ltd. is - and the 52-week low is -.

What is the dividend yield of Edelweiss Financial Services Ltd.?

The dividend yield of Edelweiss Financial Services Ltd. is 1.21% based on the current market price.

What is the FII and DII holding in Edelweiss Financial Services Ltd.?

Foreign Institutional Investors (FII) hold 19.04%, Domestic Institutional Investors (DII) hold 3.62% and retail/public investors hold 35.99% of Edelweiss Financial Services Ltd. shares.

What sector does Edelweiss Financial Services Ltd. belong to?

Edelweiss Financial Services Ltd. operates in the Financial Services sector.

What is the beta of Edelweiss Financial Services Ltd.?

The beta of Edelweiss Financial Services Ltd. is 1.44, indicating its price volatility relative to the broader market. Over the past 1 year, Edelweiss Financial Services Ltd. has delivered an absolute return of 13.71%.

What is the RSI of Edelweiss Financial Services Ltd.?

The 14-day Relative Strength Index (RSI) of Edelweiss Financial Services Ltd. is 57.61, placing it in the neutral zone. An RSI above 70 is considered overbought and below 30 is considered oversold.

Edelweiss Financial Services Ltd.

Stock Scores

Key Metrics

Share Price

Stock Analysis

Financial Snapshot

Edelweiss Financial Services Ltd. Shareholding Pattern

Holdings and Presence

Bulk, Block and Insider Trades

Corporate Actions

Company Profile

Frequently Asked Questions

Company Profile

Corporate Actions

Stock Analysis

Holdings and Presence