statements

Wealth First Portfolio Managers Ltd.

NSE: WEALTH

Sector: Financial Services

Industry Group: Finance

Industry: Other Financial Services

842.90+4.0 (+0.48%)

23 Oct, 2:59 PM

Overview Analysis Statements

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Income Statement

Abridged

Understanding Income Statement

Wealth First Portfolio Managers Ltd. income statement covering revenue, operating profit, EBITDA, PAT and EPS across annual and quarterly periods.

Consolidated

Standalone

Annual

Interim

	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31	TTM Jun 30
	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31	TTM Jun 30
Period length: Source:	12M PR	12M PR	12M PR	12M PR	12M AR	12M AR	12M AR	12M AR	12M AR	12M IR
Total Revenue	2.98	4.57	5.07	7.44	31.17	29.49	54.33	59.46	70.14	57.89
Cost of Operating Revenue	0.00	0.01	0.02	0.01	-	-	-	0.09	0.03	0.04
Total Operating Expenses	2.97	3.77	3.74	5.25	8.52	10.69	11.50	12.96	19.40	21.25
Operating Profit	0.01	0.80	1.33	2.19	22.64	18.81	42.83	46.50	50.73	36.64
Operating Margin	0.2	17.4	26.2	29.4	72.7	63.8	78.8	78.2	72.3	63.3
Financing Income/(Expense) - Net	-0.23	-0.87	-1.77	-2.50	-0.07	-0.07	-0.05	-0.10	0.85	-
Profit before Taxes	0.00	0.28	0.20	2.41	24.74	18.68	55.42	45.12	51.69	43.93
Income Taxes	0.04	0.09	0.06	0.39	5.89	4.84	12.74	10.98	13.40	11.19
Profit after Tax	-0.04	0.19	0.14	2.02	18.85	13.83	42.68	34.15	38.66	33.03
PAT Margin	-1.3	4.1	2.8	27.2	60.5	46.9	78.6	57.4	55.1	57.0
EPS - Basic - ex Extraordinary Items	-0.04	0.18	0.13	1.90	17.69	12.98	40.06	32.05	36.29	31.00
EPS - Diluted - ex Extraordinary Items	-0.04	0.18	0.13	1.90	17.69	12.98	40.06	32.05	35.93	30.73
EBIT	0.01	0.80	1.33	2.19	22.64	18.81	42.83	46.50	50.73	36.64
EBITDA	0.22	1.02	1.60	2.67	22.97	19.29	43.20	46.86	51.12	37.17
EBITDA Margin	7.5	22.3	31.6	35.9	73.7	65.4	79.5	78.8	72.9	64.2

Balance Sheet

Abridged

Understanding Balance Sheet

Wealth First Portfolio Managers Ltd. balance sheet covering assets, liabilities, equity and borrowings across annual and quarterly periods.

Consolidated

Standalone

Annual

Interim

	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31
	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31
Source:	PR	PR	PR	PR	AR	AR	AR	AR	AR
Property Plant & Equipment - Net	0.90	1.13	0.92	0.39	0.75	0.66	0.72	0.75	2.42
Total Assets	5.04	20.51	23.76	11.32	71.70	80.29	124.85	136.20	179.94
Long Term Debt	-	0.16	0.09	0.02	-	-	-	-	-
Total Liabilities	1.98	17.26	20.44	6.21	6.10	3.63	6.58	7.68	9.84
Total Shareholders' Equity	3.06	3.25	3.32	5.11	65.60	76.65	118.27	128.52	150.48
Minority Interest	-	-	-	-	-	-	-	-	19.62
Total Equity	3.06	3.25	3.32	5.11	65.60	76.65	118.27	128.52	170.10
Total Liabilities & Equity	5.04	20.51	23.76	11.32	71.70	80.29	124.85	136.20	179.94
Total Current Assets	3.74	19.05	21.85	10.44	40.92	31.12	67.88	87.88	53.13
Total Current Liabilities	1.98	17.01	20.19	5.99	5.41	2.95	5.90	7.01	9.17

Cash Flow

Abridged

Understanding Cash Flow Statement

Wealth First Portfolio Managers Ltd. cash flow statement covering operating, investing and financing activities across annual and quarterly periods.

Consolidated

Standalone

Annual

Interim

	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31
	2012 Mar 31	2013 Mar 31	2014 Mar 31	2015 Mar 31	2022 Mar 31	2023 Mar 31	2024 Mar 31	2025 Mar 31	2026 Mar 31
Period length: Source:	12M PR	12M PR	12M PR	12M PR	12M AR	12M AR	12M AR	12M AR	12M AR
Operating CF bef Changes in Working Cap	0.05	0.35	0.33	2.07	20.50	11.23	46.27	31.37	41.07
Working Capital - Increase/(Decrease)	5.49	-14.29	-3.05	13.22	0.38	9.12	-30.81	-20.65	32.57
Net CF from Operating Activities	5.54	-13.94	-2.72	15.29	20.88	20.34	15.46	10.72	73.64
Capital Expenditures - Net	0.05	0.45	0.06	-0.32	1.15	0.16	0.29	0.33	2.01
Net CF from Investing Activities	0.03	-0.39	-0.56	0.87	-17.65	-18.95	-9.58	8.08	-77.22
Dividends Paid - Cash - Total	-	-	-	-	1.23	2.43	3.60	20.89	17.83
Stock - Issuance/(Retirement) - Net	-	-	-	-	-	-	-	-	20.00
Debt - LT & ST - Issuance/(Retirement) - Total	-5.31	15.10	2.80	-14.50	1.87	-1.83	-0.05	-0.01	0.00
Net Cash Flow from Financing Activities	-5.31	15.10	2.73	-14.64	0.64	-4.26	-3.65	-20.90	2.17
Free Cash Flow to Equity	0.19	0.71	0.02	1.11	21.61	18.35	15.12	10.39	71.63
Free Operating CF net dividend	5.46	-14.39	-2.78	15.24	18.50	17.75	11.56	-10.49	53.79
Free Operating CF	5.46	-14.39	-2.78	15.24	19.74	20.18	15.17	10.40	71.62

Business Segment Analysis

FY End:

Mar 26

Wealth First Portfolio Managers Ltd. business segment breakdown covering revenue, operating income and assets across key divisions for the selected financial year.

Capex

Broking Services, Distributor of MF & Govt. Securities Trading (100.0%)₹ 2.02 Cr

Revenue / Sales

Broking Services, Distributor of MF & Govt. Securities Trading (100.0%)₹ 70.14 Cr

Assets

Broking Services, Distributor of MF & Govt. Securities Trading (100.0%)₹ 179.94 Cr

Operating Income

Broking Services, Distributor of MF & Govt. Securities Trading (100.0%)₹ 50.73 Cr

Regional Segment Analysis

FY End:

Mar 26

Wealth First Portfolio Managers Ltd. geographic revenue split showing domestic and international market performance across revenue and income for the selected financial year.

Revenue / Sales

India (100.0%)₹ 70.14 Cr

Assets

India (100.0%)₹ 179.94 Cr

Historical Segment Analysis

Track how Wealth First Portfolio Managers Ltd. segment contributions have evolved over multiple financial years to see which divisions are growing, shrinking or gaining strategic importance.

Capex

Sales

Assets

Operating Income

Business

Regional

Business

	2025 Mar 31	2026 Mar 31
	2025 Mar 31	2026 Mar 31
Broking Services, Distributor of MF & Govt. Securities Trading	0	2

Frequently Asked Questions

What is the revenue of Wealth First Portfolio Managers Ltd.?

The latest trailing twelve month revenue of Wealth First Portfolio Managers Ltd. is ₹ 62.55 Cr, reflecting a 1-year growth of 9.14% and a 3-year CAGR of 19.09%. Annual and quarterly revenue trends are available in the Income Statement section.

What is the net profit of Wealth First Portfolio Managers Ltd.?

The latest trailing twelve month net profit (PAT) of Wealth First Portfolio Managers Ltd. is ₹ 38.66 Cr, with a 3-year earnings CAGR of 17.22%. Detailed profit history across annual and quarterly periods is in the Income Statement section.

What is the EBITDA of Wealth First Portfolio Managers Ltd.?

The trailing twelve month EBITDA of Wealth First Portfolio Managers Ltd. is approximately ₹ 44.80 Cr (based on an operating margin of 71.63%). EBITDA reflects core operating profitability before interest, taxes, depreciation and amortisation.

What is the EPS of Wealth First Portfolio Managers Ltd.?

The trailing twelve month Earnings Per Share (EPS) of Wealth First Portfolio Managers Ltd. is 31.00. EPS trends across annual and quarterly periods are visible in the Income Statement section.

What is the debt level of Wealth First Portfolio Managers Ltd.?

The debt-to-equity ratio of Wealth First Portfolio Managers Ltd. stands at 0.00. The full breakdown of total borrowings is in the Balance Sheet section.

What is the book value per share of Wealth First Portfolio Managers Ltd.?

The estimated book value per share of Wealth First Portfolio Managers Ltd. is 141.90 (derived from a P/B ratio of 5.94 and market price of ₹ 842.90), reflecting the net asset value attributable to each share. See the Balance Sheet section for a full breakdown.

What is the cash flow from operations of Wealth First Portfolio Managers Ltd.?

The trailing twelve month operating cash flow of Wealth First Portfolio Managers Ltd. is ₹ 73.64 Cr. Annual and quarterly cash flow data is available in the Cash Flow section of the Statements tab.

Does Wealth First Portfolio Managers Ltd. report consolidated or standalone financials?

Wealth First Portfolio Managers Ltd. reports consolidated financials. You can toggle between consolidated and standalone views using the switch at the top of each statement section.