WEALTH

Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited (WEALTH) financial statements and selected valuation metrics through 30 June 2026.

Financial Services›Financial Services›Finance›Other Financial Services

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Key metrics

Price as of 2026-10-16

Stock price
₹882.75
Market cap
941 Cr
Stock P/E
28.5
P/B
6.25
Dividend yield
1.9%
ROE (FY26)
22.7%
ROCE (FY26)
30.4%
Operating margin (FY26)
71.7%
Debt / equity (FY26)
0.00

Full years shown; sign in free for the trailing twelve months. Learn about these metrics →

Price & valuation

Share price and valuation multiples (P/E, P/B and more) over time.

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Compare with peers

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What you need to know

Wealth First (Wealth First Portfolio Managers) is a wealth management firm that advises Indian families and sells them mutual funds, portfolio management services, alternative investment funds, bonds, fixed deposits, direct equity and insurance, earning commissions and brokerage on the money it looks after.

Company snapshot

7thBy market cap

Ranked among 15 companies in Other Financial Services.

What we see

Positives
  • ✓Net margin of 56.0% — the business keeps a healthy share of every rupee it earns.
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Statement tables · Consolidated

Switches quarterly, P&L, balance sheet, and cash flow. Key metrics and ratios stay on consolidated when available.

Amounts in ₹ Cr · tap + to expand rows

Quarterly results

Quarterly · ₹ Cr · tap + rows to expand

MetricSept 2023Dec 2023Mar 2024Jun 2024Sept 2024Dec 2024Mar 2025Jun 2025Sept 2025Dec 2025Mar 2026Jun 2026
Sales14 Cr15 Cr15 Cr21 Cr20 Cr16 Cr-3 Cr25 Cr21 Cr6 Cr17 Cr14 Cr
Operating expenses (approx.)3 Cr3 Cr2 Cr3 Cr4 Cr3 Cr3 Cr3 Cr5 Cr5 Cr5 Cr5 Cr
EBITDA10 Cr12 Cr12 Cr18 Cr16 Cr13 Cr-6 Cr21 Cr15 Cr1.00 Cr12 Cr9 Cr
OPM %76.0%81.2%83.1%86.9%79.7%79.3%190.9%86.6%73.7%15.4%71.2%64.9%
Other income3 Cr1 Cr6 Cr0.95 Cr4 Cr0.97 Cr0.97 Cr0.07 Cr0.19 Cr0.29 Cr2 Cr5 Cr
Interest0.0003 Cr0.0001 Cr0.05 Cr0.01 Cr0.01 Cr0.03 Cr0.04 Cr0.0001 Cr0.0043 Cr0.02 Cr0.01 Cr0.0064 Cr
Depreciation0.09 Cr0.09 Cr0.10 Cr0.08 Cr0.09 Cr0.09 Cr0.10 Cr0.08 Cr0.09 Cr0.10 Cr0.12 Cr0.21 Cr
Profit before tax13 Cr13 Cr18 Cr19 Cr19 Cr12 Cr-5 Cr21 Cr15 Cr1 Cr14 Cr14 Cr
Tax %19.9%24.7%22.5%25.5%22.2%24.2%20.6%25.7%27.5%34.3%23.8%24.1%
Net profit10 Cr10 Cr14 Cr14 Cr15 Cr9 Cr-4 Cr16 Cr11 Cr0.77 Cr10 Cr10 Cr
EPS (₹)₹9.63₹9.48₹13.02₹13.15₹14.23₹8.70₹-4.03₹14.98₹10.39₹1.05₹9.87₹9.69

Profit & loss (annual)

Annual · last column is TTM · ₹ Cr · tap + to expand

MetricMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales24 Cr31 Cr29 Cr54 Cr53 Cr68 CrSign in free for the trailing twelve months
Operating expenses (approx.)6 Cr8 Cr10 Cr11 Cr13 Cr19 CrSign in free for the trailing twelve months
EBITDA17 Cr23 Cr19 Cr43 Cr40 Cr49 CrSign in free for the trailing twelve months
OPM %73.6%73.7%65.4%79.5%75.6%72.2%Sign in free for the trailing twelve months
Other income1 Cr2 Cr-0.06 Cr13 Cr7 Cr3 CrSign in free for the trailing twelve months
Interest0.06 Cr0.07 Cr0.07 Cr0.05 Cr0.09 Cr0.03 CrSign in free for the trailing twelve months
Depreciation0.24 Cr0.32 Cr0.48 Cr0.37 Cr0.36 Cr0.39 CrSign in free for the trailing twelve months
Profit before tax18 Cr25 Cr19 Cr55 Cr45 Cr52 CrSign in free for the trailing twelve months
Tax %29.1%23.7%25.5%23.0%24.3%25.9%Sign in free for the trailing twelve months
Net profit13 Cr19 Cr14 Cr43 Cr34 Cr38 CrSign in free for the trailing twelve months
EPS (₹)₹15.10₹17.69₹12.98₹40.06₹32.05₹36.29Sign in free for the trailing twelve months
Dividend payout %6.2%0.0%15.1%7.5%59.3%46.6%Sign in free for the trailing twelve months
Sign in free for the trailing twelve months

The latest four quarters added up, next to each full year

Balance sheet

Annual · ₹ Cr · tap + rows to expand

MetricMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity capital11 Cr11 Cr11 Cr11 Cr11 Cr11 Cr
Reserves36 Cr55 Cr66 Cr108 Cr118 Cr140 Cr
Borrowings0.0001 Cr2 Cr0.04 Cr———
Other liabilities3 Cr4 Cr4 Cr7 Cr8 Cr10 Cr
Total liabilities50 Cr72 Cr80 Cr125 Cr136 Cr180 Cr
Fixed assets (net)0.48 Cr0.75 Cr0.66 Cr0.72 Cr0.75 Cr2 Cr
CWIP——0 Cr0 Cr0 Cr0 Cr
Investments3 Cr18 Cr39 Cr48 Cr31 Cr105 Cr
Inventories34 Cr31 Cr24 Cr57 Cr71 Cr27 Cr
Trade receivables1 Cr3 Cr3 Cr5 Cr6 Cr8 Cr
Cash & bank1 Cr5 Cr3 Cr5 Cr3 Cr1 Cr
Other assets10 Cr13 Cr11 Cr10 Cr24 Cr35 Cr
Total assets50 Cr72 Cr80 Cr125 Cr136 Cr180 Cr

Cash flows

Annual · ₹ Cr · tap + rows to expand · last column includes FCF

MetricMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from operating activity7 Cr19 Cr20 Cr16 Cr10 Cr75 Cr
Cash from investing0.84 Cr-16 Cr-19 Cr-10 Cr8 Cr-79 Cr
Cash from financing-7 Cr0.57 Cr-4 Cr-4 Cr-21 Cr2 Cr
Net cash flow1 Cr4 Cr-3 Cr2 Cr-2 Cr-1 Cr
Free cash flow (OCF − Capex)7 Cr18 Cr20 Cr15 Cr10 Cr73 Cr

Ratios

MetricMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
ROCE %39.7%37.9%24.9%46.9%35.2%30.4%
ROE %28.0%28.9%18.5%36.1%26.6%22.7%
Debtor days233841324245
Inventory days516365293383489144
Days payable—20110
Cash conversion cycle539401334415531188
Debt / equity0.170.090.00050.000.00060.00
Current ratio13.517.4610.5611.5012.535.79
Net debt / EBITDA0.000.00-0.13-0.11-0.07-0.03