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Anand Rathi Wealth Ltd (ANANDRATHI) Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating

BSE: 543415 NSE: ANANDRATHI | Finance - Others | Small Cap

Anand Rathi Wealth Share Price

3,597.65 11.40 (0.32%)
As on 30-Apr'26 16:59

Anand Rathi Wealth Ltd (ANANDRATHI)

BSE: 543415 NSE: ANANDRATHI
Key Metrics
Market Cap
₹29,868 Cr.
P/E Ratio
76.30
Price to Book (P/B)
30.30
Price to Sales (P/S)
26.97
EV/EBITDA
51.84
Return on Capital Employed (ROCE)
61.48%
Current Price
₹3,597.7
Return on Equity (ROE)
46.36%
Return on Assets (ROA)
34.03%
Operating Profit Margin
42.6%
Net Profit Margin
35.34%
Gross Profit Margin
50.2%
Book Value per Share
₹118.7
Sales Growth (YoY)
22.36%
Sales Growth (3 Years)
27.85%
Operating Profit Growth (1 Year)
20.67%
Operating Profit Growth (3 Years)
26.33%
Net Profit Growth (1 Year)
32.5%
52-Week Low / High
₹1,637 / 3,734
Net Profit Growth (3 Years)
32.52%
Dividend Yield
0.43%
Promoter Holding
43.11%
Pledged shares (%)
of Promoter's holding (%)
11.42%

Check Before You Invest

Q.1 Stock return of Anand Rathi Wealth Ltd over the last decade?
Over the last 3 year(s), the stock has delivered a CAGR of 101.59% based on the current price.
Q.1 Revenue growth of Anand Rathi Wealth Ltd?
Anand Rathi Wealth Ltd revenue growth is 22.4% for FY-2026, which is below its 5-year CAGR of 34.26%, indicating slower growth.
Q.1 Which industry/sub-sector does Anand Rathi Wealth Ltd belong to?
Anand Rathi Wealth Ltd belongs to the BFSI sector, operating specifically within the Finance - Others segment.
Q.1 Promoter shareholding and pledge status of Anand Rathi Wealth Ltd?
Promoters hold 43.11% of the Anand Rathi Wealth Ltd, with 11.42% of their stake pledged, indicating high pledge risk.
Q.1 Revenue growth of Anand Rathi Wealth Ltd vs industry peers?
Anand Rathi Wealth Ltd revenue CAGR is 34.26%, compared to the industry median CAGR of 28.9%, indicating faster growth and gaining its market share.

DeciZen - make an informed investing decision on Anand Rathi Wealth

Based on:

Overall Rating
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1. Quality


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2. Valuation


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3. Price Trend


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Anand Rathi Wealth stock performance

Key Ratios
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Is Anand Rathi Wealth Ltd an attractive stock to invest in?


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10 Year X-Ray : Login to view analysis.

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end.

Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Anand Rathi Wealth Ltd has performed well in majority of the past ten years indicating its past ten year financial track record is very good

Value Creation

Value Creation Index Colour Code Guide

Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26TTM
ROCE % 5.7%124%78.8%46.9%22.5%46.7%49.7%50.5%57.8%61.5%-
Value Creation
Index
-0.510.04.62.40.62.32.62.73.34.5-

Growth Parameters

Growth Parameters Colour Code Guide

Sales 372102683222544045306959051,1071,107
Sales YoY Gr.-469.7%27.1%20.5%-21.3%59%31.3%31.1%30.3%22.4%-
Adj EPS 0.16.28.18.85.415.120.226.535.647.247.2
YoY Gr.-5572.7%29.3%8.9%-39%181.2%33.8%31.2%34.4%32.5%-
BVPS (₹) 1.811.119.227.833.445.16081.384.7118.7118.7
Adj Net
Profit
0.950.365.271.344.2125168221295391391
Cash Flow from Ops. -4.995.357.4143-23.5147109267352254-
Debt/CF from Ops. -5000.3-1.40.20.200.10.1-

CAGR

CAGR Colour Code Guide

9 Years 5 Years 3 Years 1 Years
Sales 45.9%34.3%27.9%22.4%
Adj EPS 96.1%54.5%32.7%32.5%
BVPS59.4%28.9%25.6%40.2%
Share Price - - 101.6% 109.9%

Key Financial Parameters

Performance Ratio Colour Code Guide

Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26TTM
Return on
Equity %
8.89753.337.517.5383837.342.745.339.7
Op. Profit
Mgn %
-2.835.532.833.827.24344.242.443.242.642.6
Net Profit
Mgn %
2.423.924.422.117.431.131.731.932.635.335.4
Debt to
Equity
1.8000.20.10.100000
Working Cap
Days
21012214516015188150215200176119
Cash Conv.
Cycle
2038811111011121284

Recent Performance Summary

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Latest Financials

Standalone Consolidated
TTM EPS (₹) 47.2 47.7
TTM Sales (₹ Cr.) 1,107 1,149
BVPS (₹) 118.7 115.5
Reserves (₹ Cr.) 944 917
P/BV 30.30 31.15
PE 76.30 75.44
From the Market
52 Week Low / High (₹) 1636.75 / 3733.90
All Time Low / High (₹) 270.93 / 3733.90
Market Cap (₹ Cr.) 29,868
Equity (₹ Cr.) 41.5
Face Value (₹) 5
Industry PE 75

Management X-Ray

Shareholding Pattern

Promoter's Holding & Share Pledging

Pledged *0.010.010.010.014.264.320.010.010.0111.42
* Pledged shares as % of Promoter's holding (%)

Valuation of Anand Rathi Wealth - Standalone Basis

YTD 1Y 3Y 5Y 10Y Max
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YTD 1Y 3Y 5Y 10Y Max
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YTD 1Y 3Y 5Y 10Y Max
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YTD 1Y 3Y 5Y 10Y Max
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Event Update

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Analyst's Notes

data not found
No data found!

Key Ratios

Adj EPS (Rs.)

Sales (Cr.)

ROE (%)

ROCE (%)

Profit And Loss

(All Figures are in Crores.)
PARTICULARSMar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26
Income + 392192813282624095387209431,208
Interest Income372102683222544045306959051,107
Other Income 0425659111516
Exceptional Items 291368582638100
Expenditure + 39148187232200243311421546680
Interest Expense 193332461116
Operating Expenses 38135181224192236299403519649
Provisions 0425659111516
Exceptional Items 0000000000
Profit Before Tax 171949662166226300398527
Taxes -021282418415878102136
Profit After Tax 150657144125168221295391
Adjusted EPS (₹)0.16.28.18.85.415.120.226.535.647.2
Dividend Payout Ratio (%)0%0%0%0%31.10%36.50%29.70%26.50%39.30%27.60%

Balance Sheet

(All Figures are in Crores.)
PARTICULARSMar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26

Equity and Liabilities

Equity Capital +14901552252803815056827031,025
Share Capital 13131314142121214242
Reserves 176141212266360484661661984
Short term borrowings25000000000
Long Term Borrowings-0849106312526407589
Current Liabilities 3874581565094113172190218
Trade Payables3502000000
Other Liabilities-28-5-0-2-0-0-0-0-0-0
Total Liabilities 521722624873605006448949691,332

Assets

Non Current Asset +1232145356295333340338497503
Loan Asset 0000000000
Other Non Current Asset 1232145356295333340338497503
Current Asset +4014011713165166304555472830
Current Investment050752300111
Other Current Asset40894212963166304554471828
Total Assets 521722624873605006448949691,332

Cash Flow

(All Figures are in Crores.)
PARTICULARSMar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26
Cash Flow From Operating Activity -59557143-24147109267352254
Cash Flow From Investing Activity -24-90-43-15652-79-44-233-6789
Cash Flow From Financing Activity 31-7-328-17-49-64-72-282-142
Net Cash Flow 2-2111512190-373200

Finance Ratio

PARTICULARSMar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26

Operational & Financial Ratios

EPS (₹)0.7037.4024.2026.4016.1030.1040.3052.9035.6047.20
DPS (₹)000051112141413
BVPS (₹)10.766.857.583.3100.190.2119.9162.684.7118.7

Performance Ratios

ROA (%)3.045.030.119.010.429.229.428.831.734.0
ROE (%)8.897.053.337.517.738.638.437.542.746.4
ROCE (%)5.7124.078.846.922.546.749.750.557.861.5

Valuation Parameters

Price/Book(x)0.00.00.00.00.06.76.722.722.625.6

Top 5 Mutual Funds Holding

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Announcements

Anand Rathi Wealth Ltd FAQs

The current trading price of Anand Rathi Wealth on 30-Apr-2026 16:59 is ₹3,597.7.

Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 29-Apr-2026 the market cap of Anand Rathi Wealth stood at ₹29,867.9 Cr

The latest P/E ratio of Anand Rathi Wealth as of 29-Apr-2026 is 76.30.

The latest P/B ratio of Anand Rathi Wealth as of 29-Apr-2026 is 30.30.

The 52-week high of Anand Rathi Wealth is ₹3,733.9 and the 52-week low is ₹1,636.8.

The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of Anand Rathi Wealth is ₹1,107 ( Cr.) .

About Anand Rathi Wealth Ltd

Anand Rathi Wealth (ARWL), established in 2002, is one of India’s leading wealth solution providers, offering objective-driven and data-backed wealth solutions to High-Net-worth Individuals (HNIs) and Ultra High Net-worth Individuals (UHNIs). Initially starting as an AMFI-registered mutual fund distributor, ARWL has grown into a holistic wealth solution firm. The company helps clients grow their wealth over the long term with an uncomplicated investment approach. With operations in many cities across India and an international representative office in Dubai, ARWL ensures accessibility and convenience for its clients.

The company’s flagship Private Wealth (PW) vertical is pivotal in its service offering and managing assets. The company’s investment strategies are designed to optimise returns while minimising risks. It prioritises long-term relationships, with core values of fearlessness, transparency and a commitment to delivering precise financial data in an uncomplicated manner. Beyond investment planning, the company also provides comprehensive wealth management services. This includes strategic tax planning and robust mechanisms to protect wealth against potential liabilities. It also offers estate planning services to ensure seamless wealth transfer with minimal transmission loss, thereby securing its clients’ legacies.

Business area of the company

Anand Rathi Wealth is among India’s leading wealth management firms, catering to high and ultra-high-net-worth individuals with a unique and differentiated client strategy. 

Digital Business Verticals

Digital Wealth (DW): This segment focusses on integrating fintech innovations to provide wealth solutions to the mass affluent sector, employing a ‘phygital’ approach that combines the efficiency of digital tools with the personalised touch of human advisors.

Omni Financial Advisor (OFA): OFA supports Mutual Fund Distributors (MFDs) with a robust technology platform that enables them to serve their clients more effectively and expand their operational capabilities.

Certifications, Awards and Accreditations

  • 2012: Voted “The Overall Best Private Bank in India as voted by HNWIs” in AuM $1m-5m category in the Asiamoney Private Banking Polls 2012.
  • 2015: Best Wealth Manager India Award - Capital Finance International, London.
  • 2016: Best Wealth Manager India Award - Capital Finance International, London.
  • 2017: Voted the Best Wealth Manager India by Capital Finance International, London.
  • 2017: Ranked 34 in India’s Great Mid-Size Workplaces 2017 by HT Media Limited and Great Place to Work Institute India.
  • 2018: Best Wealth Manager India Award - Capital Finance International, London.
  • 2018: Great Place to Work - 2018 in the Small and Mid-Sized Organizations category, by the Great Place to Work Institute, India.
  • 2019: Amity Corporate Excellence Award for Most Strategic Private Wealth Management.
  • 2020: Fastest Growing Wealth Management Organisation by World BFSI Congress, 2020.
  • 2020: Customer Service Excellence Award by World BFSI Congress, 2020.
  • 2020: Great Place to Work -  2020 in the Small and Mid-Sized Organizations category, by the Great Place to Work Institute, India.
  • 2021: Customer Service Excellence Award by World Leadership Congress & Awards, 2021.
  • 2021: Great Place to Work - by the Great Place to Work Institute, India.
  • 2021-22: Great Place to Work 
  • 2021-22: The Extraordinaire - Game Changers, Brand Vision Summit 2022 by NexBrands Inc.
  • 2022-23: Great Place to Work (October 2022 to October 2023).
  • 2024-25: The company is certified as a 'Great Place to Work', six times in a row, which endorses the culture at its organization.

Major events and milestones

  • 2002: ARFSL received the certificate of registration from the Association of Mutual Funds in India with respect to its mutual fund distribution business.
  • 2008: The company entered into contractual arrangement with ARFSL to use their premises to commence overseas operations in Dubai; and expanded wealth operations in India by setting up office in Delhi.
  • 2015: AuM of wealth management business of ARFSL crossed Rs 50,000 million.
  • 2017: The company’s Subsidiary, AR Wealth Management Private Limited, acquired Freedom Wealth Solutions (involved in investment advisory business) and Ffreedom Intermediary Infrastructure.
  • 2017: The company acquired the mutual fund distribution business of ARAL which ARAL had acquired from ARFSL.
  • 2017: The company acquired the private wealth management business from Religare Wealth Management.
  • 2018: The company expanded wealth operations in eastern India by setting up office in Kolkata.
  • 2018: AuM of the company crossed Rs 150,000 million.
  • 2019: AuM of the company crossed Rs 200,000 million.
  • 2021: AuM of the company crossed Rs 250,000 million.
  • 2023: Crossed AUM of Rs 35,000 crore.
  • 2024: Crossed AUM of Rs 50,000 crore.
  • 2024: Number of RMs reached 300.
  • 2025: Crossed AUM of Rs 75,000 crore.
  • 2025: Number of RMs reached 350.
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