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Anand Rathi Wealth (ANANDRATHI) had a P/E of 87.5× on 6 Nov 2026, above the industry P/E of 25.9×, and the shares are close to their 52-week high. It earns ROCE of 50% and ROE of 43%, and sales and net profit grew 28% and 33% a year over 3 years. It has almost no debt, and its dividend yield is 0.3%. It is a mid-cap company with a market cap of ₹39,410 Cr, ranked 8th of 69 Asset Management companies by market cap; the shares rose 52% over the past year.

As of 6 Nov 2026Prices are delayed about 15 minutes; fundamentals are from the quarter ended Sep 2026.How we calculate this

past year
Open
₹2,370.00
Day high
₹2,390.00
Day low
₹2,360.30
Prev. close
₹2,370.00
Volume
2.5 L

Health check

4 good · 2 to check
  • ReturnsAhead

    +51.9% over a year, better than 7 of 7 peers.

  • Price tagPricier

    P/E 87.5 vs industry 25.9.

  • GrowthStrong

    Sales +27.9%, profit +33.0% a year over 3 years.

  • ProfitabilityStrong

    ROCE 50.0% vs peer median 38.5%.

  • Balance sheetSolid

    Debt 0.05× equity, interest covered 34.9×, Piotroski 6 of 9.

  • Red flags3 to check

    Quarterly profit down 11.9% on a year ago.

Compared with 7 industry peers. Computed from reported figures. Educational, not a recommendation.

Asset Management

68 listed peers. Screen the industry

Mid cap

₹39,410 Cr, #8 of 69 in its industry by size.

Defensive

Beta 0.33 vs the NIFTY 50: moves less than the market.

Key metrics

Last 12 months to Sep 2026: sales ₹1,451 Cr · profit ₹455 Cr
Market cap
₹39,410 Cr
Mid cap
P/E
87.5
Industry 25.9
Price to book
30.58
Peers 13.19
Dividend yield
0.32%
ROE
43.0%
Peers 35.3%
ROCE
50.0%
Peers 38.5%
Debt to equity
0.05
Debt ₹69 Cr
EPS (TTM)
₹27.14
Face value ₹5
OPM (TTM)
35.5%
Net margin 31.3%
Sales growth
+16.1%
Latest quarter vs a year ago
Profit growth
−11.9%
Latest quarter vs a year ago
Price to sales
27.16
EV/EBITDA 61.2

Strengths and risks

Strengths

  • Return on equity of 43.0%.
  • Return on capital employed of 50.0%.
  • Practically debt-free.
  • Quarterly sales up 16.1% on a year ago.
  • Net margin of 31.3%.

Risks to check

  • Quarterly profit down 11.9% on a year ago.
  • P/E of 87.5 against an industry P/E of 25.9.
  • Promoter stake down from 43.1% to 41.0%.

Derived automatically from reported figures. Not a recommendation.

About Anand Rathi Wealth

Anand Rathi Wealth Limited engages in the distribution and sale of financial products in India. The company offers wealth solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, online mutual fund transactions, and goal planning products. In addition, the company is involved in business brokerage…

Headquarters
Mumbai
Employees
1,256
Sector
Financial Services
ISIN
INE463V01026
Website
anandrathiwealth.in

Price range

52 weeks

₹1,353.85₹2,390.00

Today

₹2,360.30₹2,390.00
Avg volume (3M)
3.6 L
1-year return
plus 51.9%
From 52-week high
minus 0.7%

Peers · Asset Management

Compare with peersScreen the whole industry
Company
JIOFINJio Financial Services231.20plus 0.69%1,58,44587.91.191.7%1.3%75.8%431.5%268.2%0.26%minus 23.9%
ICICIAMCICICI Prudential Asset Management Company2,935.80minus 1.45%1,45,10441.127.1698.3%76.2%74.1%28.9%29.6%1.44%plus 13.5%
BAJAJHLDNGBajaj Holdings & Investment11,044.00plus 1.80%1,22,91313.21.67–11.6%78.8%19.0%25.7%1.18%minus 10.3%
HDFCAMCHDFC Asset Management Company2,649.80plus 0.37%1,13,70138.313.1938.5%36.4%81.4%23.9%26.2%2.04%minus 2.3%
SBIFUNDSSBI Funds Management499.55minus 1.30%1,01,75033.313.47–40.4%78.5%––0.00%minus 18.1%
NAM-INDIANippon Life India Asset Management1,065.20minus 0.37%68,17742.814.2940.0%35.3%67.3%26.1%28.3%2.07%plus 21.3%
360ONE360 ONE WAM1,145.00plus 0.36%49,10738.74.5013.5%12.7%47.3%24.0%22.7%1.18%plus 5.7%
ANANDRATHIAnand Rathi Wealth2,373.50plus 0.15%39,41087.530.5850.0%43.0%35.5%27.9%33.0%0.32%plus 51.9%
Median of 7 peers–0.36%1,13,70138.713.1938.5%35.3%75.8%25.0%27.2%1.18%−2.3%

Quarterly results

Consolidated, ₹ crore
SalesSelect a row below to chart it
₹ CrJun 25Sep 25Dec 25Mar 26Jun 26Sep 26
274–290288322344
––158203213227
–12913184.8109117
––45.4%29.5%33.7%34.0%
–4.816.168.411012.6
4–3.63.43.63.2
7.7–8.69.59.19.3
–134135140206117
–25.5%26.0%26.2%20.9%23.7%
93.6–99.910316389
–6.026.046.149.675.30

Profit & loss

Yearly, ₹ crore
Sales CAGR 3Y
+27.9%
Profit CAGR 3Y
+33.0%
EPS CAGR 3Y
+32.8%
ROE
43.0%
Net profitSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
5497249391,149
–+32.0%+29.7%+22.3%
310421538667
239304401481
43.5%41.9%42.7%41.9%
8.12127.740.7
3.96.511.515.8
16.619.425.534.1
2.26.613.163.6
228306404536
26.2%26.1%25.7%25.9%
168225300396
–+33.6%+33.3%+32.0%
10.0713.5118.0923.59

Forecast

Your assumptions, not a prediction

Balance sheet

At each financial year end, ₹ crore
Total assetsSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
20.820.941.541.5
447628632957
36.751.779.383.5
119179208247
6248809611,329
111133173181
–0.8––
108111243264
296542448761
11092.597.4124
6248809611,329

Cash flow

Yearly, ₹ crore
Cash from operationsSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
83.9278239281
−42.1−23745.663.6
−64.2−72−279−142
−22.3−31.611.1202
−16.9−4.5−35.8−13.3
67273203268
−45.9−50.1−66.7−108

Shareholding pattern

Source: NSE filings
41.0%
promoters
  • Promoters40.95%
  • Public59.05%
  • As of 30 Sep 2026
QuarterSplitPromotersPublicPromoter change
30 Sep 202640.95%59.05%minus 0.42
30 Jun 202641.37%58.63%0.00
4 Jun 202641.37%58.63%minus 1.74
31 Mar 202643.11%56.89%0.00
31 Dec 202543.11%56.89%–

Major shareholders

NSE filing

Filings & events

News

No recent news coverage found.

My notes

Private to you