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India
As of 18 Sept 2026, 03:30 pm
This past week's news for ANANDRATHI did not contain direct company announcements or verified corporate developments. The provided evidence focused on broader mutual fund industry news, including a report on the Bank of India Small Cap Fund's seven-year performance and an explanation of what happens to investor units if an Asset Management Company (AMC) shuts down. These reports do not offer specific insights into ANANDRATHI's business operations, financial performance, or strategic initiatives.
Between March 2019 and March 2020, Anand Rathi Wealth Limited saw significant changes in its balance sheet. Total Assets more than doubled from ₹213.0 crore to ₹429.0 crore. This growth was driven by increases in Investments, which rose from ₹129.0 crore to ₹193.0 crore, and Other Assets, which grew from ₹75.0 crore to ₹139.0 crore. Fixed Assets also increased substantially from ₹9.0 crore to ₹32.0 crore, alongside a rise in Construction Work-in-Progress (CWIP) from ₹0.0 to ₹65.0 crore. On the liabilities side, Total Liabilities also grew from ₹213.0 crore to ₹429.0 crore. Borrowings increased from ₹1.0 crore to ₹42.0 crore, and Other Liabilities rose from ₹58.0 crore to ₹162.0 crore. Equity Capital saw a modest increase from ₹13.0 crore to ₹14.0 crore, while Reserves grew from ₹141.0 crore to ₹212.0 crore.
Anand Rathi Wealth Limited's cash flow from operating activities increased from ₹57.0 crore in March 2019 to ₹143.0 crore in March 2020. Correspondingly, Free Cash Flow also grew from ₹34.0 crore to ₹92.0 crore over the same period. However, Cash from Investing Activities became more negative, moving from ₹-43.0 crore in March 2019 to ₹-156.0 crore in March 2020, indicating increased investment outflows.
Anand Rathi Wealth Limited has made several recent announcements. On September 14, 2026, its wholly owned subsidiary, Anand Rathi FME (IFSC) Private Limited, received a certificate of registration from the IFSCA to operate as a 'Registered Fund Management Entity (Non-Retail)' at the IFSC in GIFT City, Gujarat. This followed an earlier announcement on July 16, 2026, where the subsidiary received in-principle approval for the same. Additionally, the company announced on September 2, 2026, that it had invested ₹5,49,00,000 in its subsidiary via a rights issue to support its fund management entity activities at GIFT City. The company also announced its participation in the Anand Rathi G200 Summit on September 21, 2026, to meet with investors and analysts, stating that discussions would be based on publicly available information.
As of September 18, 2026, Anand Rathi Wealth Limited's stock is exhibiting a bullish trend on daily, weekly, and monthly timeframes, as indicated by the Supertrend indicator. The daily trend shows a positive EMA 20 slope of 9.6. Recent performance shows a Year-to-Date (YTD) return of 44% and a 1-year return of 45%. Over the last 6 months, the stock has returned 46%, and over the last 3 months, it has returned 23%.
As of 18 Sept 2026, 03:30 pm
Showing 3 of 5 candles
Recent drawdown and price variability remain within the producer's contained-risk thresholds.
Trading volume was unusually high, but the closing price did not show a clear directional move.
This indicates increased participation without a clear directional signal.
The session opened materially below the previous close, indicating a sharp repricing at the open.
The price gap may increase short-term downside uncertainty and warrants review of the underlying context.
Trading activity was substantially higher than usual and the price closed higher.
This may reflect stronger-than-usual market participation; follow-through and relevant company or market news merit review.
Downward price movement of 3.49 standard deviations recorded on 2026-09-09.
Unusual market activity that may warrant review of the underlying price, volume, or news context.
Latest complete financial results for Q1 FY2027 and comparative quarterly trends.
| Metric | Q1 FY2026-27(Latest) | Q4 FY2025-26 | Q3 FY2025-26 | Q2 FY2025-26 | Q1 FY2025-26 |
|---|---|---|---|---|---|
| Revenue From Operations | PEAK₹321.99 crore | ₹287.82 crore | ₹289.62 crore | ₹297.37 crore | ₹274.02 crore |
| Income | PEAK₹432.26 crore | ₹356.21 crore | ₹305.73 crore | ₹307.18 crore | ₹284.26 crore |
| Expenses | PEAK₹226.06 crore | ₹215.95 crore | ₹170.40 crore | ₹173.03 crore | ₹157.91 crore |
| Profit Before Exceptional Items And Tax | PEAK₹206.20 crore | ₹140.27 crore | ₹135.33 crore | ₹134.15 crore | ₹126.35 crore |
| Profit Before Tax | PEAK₹206.20 crore | ₹140.27 crore | ₹135.33 crore | ₹134.15 crore | ₹126.35 crore |
| Profit Loss For Period | PEAK₹163.01 crore | ₹103.45 crore | ₹100.19 crore | ₹99.90 crore | ₹93.91 crore |
Anand Rathi Wealth reported a sharp increase in net profit for the first quarter of FY2026‑27, but the jump was heavily influenced by a surge in other income, while its core revenue from operations grew at a more moderate pace. Meanwhile, earnings per share fell sharply from the previous quarter, pointing to a significant increase in the number of shares outstanding.
Revenue from operations increased 11.87% from the preceding quarter to ₹321.99 crore and rose 17.51% compared to the same quarter last year. While this steady growth added to total income, it was not the primary driver of the quarter’s headline profit performance. The sequential revenue expansion was considerably smaller than the 21.35% jump in total income, highlighting the large contribution from non‑operating income.
Basic earnings per share from continuing operations fell to ₹9.82, down 21.19% from ₹12.46 in the prior quarter. Diluted EPS showed a similar decline. This drop occurred even though net profit increased 57.57% sequentially, indicating that the weighted average number of shares used in the EPS calculation grew materially. Consequently, while the company’s absolute earnings rose strongly, each share now represents a smaller claim on those earnings.
Exchange disclosures and regulatory announcements for Anand Rathi Wealth.
Anand Rathi Wealth Limited will participate in the Anand Rathi G200 Summit on Monday, 21st September 2026, in Mumbai, where company officials will meet with individual investors, institutional investors, and analysts. The company stated that discussions will be based on publicly available information and no unpublished price sensitive information is intended to be shared.
On 14th September 2026, Anand Rathi Wealth Limited announced that its wholly owned subsidiary, Anand Rathi FME (IFSC) Private Limited, received a certificate of registration from the International Financial Services Centres Authority (IFSCA) dated 11th September 2026. The certificate authorizes ARFME to operate as a 'Registered Fund Management Entity (Non-Retail)' at the IFSC in GIFT City, Gujarat, enabling it to commence fund management activities.
Anand Rathi Wealth Limited has infused additional capital into its wholly owned subsidiary, Anand Rathi FME (IFSC) Private Limited, by subscribing to 54,90,000 equity shares at ₹10 each for a total consideration of ₹5,49,00,000 through a rights issue. The subsidiary, incorporated on February 16, 2026, has received in-principle approval from the International Financial Services Centres Authority (IFSCA) to set up a fund management entity for Alternative Investment Fund (AIF) activities at GIFT City, Gujarat.
Anand Rathi IT Private Limited reported the invocation of a pledge on 38,63,000 equity shares of Anand Rathi Wealth Limited on May 11, 2026. This invocation represents 4.65% of the total share capital. The disclosure was made on May 18, 2026, in accordance with SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.
Anand Rathi Wealth Limited's wholly owned subsidiary, ANAND RATHI FME (IFSC) PRIVATE LIMITED, received in-principle approval from the International Financial Services Centres Authority (IFSCA) for registration as a Fund Management Entity (Non-retail) at GIFT City, Gujarat. The subsidiary will now proceed with regulatory, operational, and capital requirements to obtain final registration and commence business activities.
Anand Rathi Wealth Limited reported its Q1 FY27 earnings conference call transcript on July 15, 2026. The company highlighted a 21% year-over-year growth in total Assets Under Management (AUM) to INR 1,06,300 crores as of June 30, 2026, with net flows of INR 2,743 crores for the quarter. Consolidated total revenue grew 18% year-over-year to INR 336 crores, and Profit After Tax (PAT) increased by 24% year-over-year to INR 116 crores for Q1 FY27.
Anand Rathi Wealth Limited officials will meet with a group of individual investors on July 16, 23, and 30, 2026. Discussions will be based on publicly available information, and no unpublished price-sensitive information will be shared.
Anand Rathi Wealth Limited has uploaded the audio recording of its Q1 & FY27 Earnings Conference Call, held on July 10, 2026, to its website. The transcript will be shared with stock exchanges and uploaded to the company website later.
Recent market and company developments associated with Anand Rathi Wealth.
Bank of India Small Cap Fund delivered the highest CAGR of 25.21% over seven years among equity funds, excluding sectoral and thematic schemes, according to ETMutualFunds analysis. The fund outperformed peers with seven-year returns ranging from 9.14% to 22.97%. Launched in December 2018, the scheme has also received four-star ratings from both Value Research and Morningstar.
An AMC shutting down does not mean investors lose their mutual fund units or the underlying stocks and bonds held by the scheme. Here’s what happens when a fund house closes, transfers schemes to another AMC or winds up a mutual fund.
Debt mutual funds swung from a ₹1.87 lakh crore net inflow in July to a ₹8,127 crore outflow in August. Experts say the reversal reflects seasonal corporate and institutional cash movements, while investors continued to favour liquid, money market and ultra-short duration funds.
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HSBC Midcap Fund achieved a remarkable 24% return over three years. A Rs 10,000 monthly SIP grew to over Rs 2 crore since inception. The fund manager emphasizes bottom-up stock selection and long-term growth potential. Experts attribute recent outperformance to strong stock picking within key sectors. Investors are advised to focus on long-term strategy and portfolio suitability.
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Comprehensive Section Breakdown for Anand Rathi Wealth
Strategic Vision: Provides wealth solutions for high-net-worth individuals.
• Focus on serving High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).
• Technology-driven platforms for financial advisors and distributors.
• Integrated services within the Anand Rathi Group.
Other income surged to ₹110.28 crore, up from ₹68.39 crore in the previous quarter (Q4 FY2025‑26) and from ₹10.24 crore in the same quarter last year. As a result, other income accounted for 25.5% of total income of ₹432.26 crore, compared with only 3.6% in Q1 FY2025‑26.
The year‑on‑year increase in total income of ₹148 crore was largely driven by higher other income, which rose by ₹100 crore, while revenue from operations contributed an increase of ₹48 crore. This shift in income composition had a meaningful impact on overall profitability.
Total expenses rose 43.16% year‑on‑year to ₹226.06 crore. Employee benefit expense was the largest cost item at ₹176.17 crore. Because total income grew at a faster 52.07%, profit before tax (PBT) increased 63.19% to ₹206.20 crore.
The effective tax rate declined from 25.67% in Q1 FY2025‑26 to 20.95%, further boosting net profit, which rose 73.58% to ₹163.01 crore. The PBT margin on total income improved from 44.4% to 47.7%, but this expansion accompanied a substantial shift in income composition toward other income, which rose from a very low base. The overall margin improvement therefore does not necessarily reflect a fundamental strengthening of the core wealth‑management business alone.
Anand Rathi Wealth delivered a large increase in net profit, but the gain was driven primarily by a surge in other income and a lower effective tax rate, rather than by a proportional acceleration in core revenue growth. Revenue from the wealth‑management business recorded a steady 17.5% year‑on‑year increase, yet the headline profit story was dominated by non‑operating income. Meanwhile, earnings per share dropped sharply from the previous quarter, reflecting a significant increase in the number of shares in circulation. The quarter’s results therefore present a mixed picture: absolute profitability is up, but per‑share earnings are diluted, and profit growth is concentrated in a non‑operating line that surged from a very low base.
Category: Financial Services
Specializes in providing structured and data-backed financial insights for long-term wealth goals to High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).
Category: Financial Services
Focuses on distributing financial products and operates as a Mutual Fund Distributor registered with AMFI.
Category: B2B Services
A technology solution for mutual fund distributors and independent financial advisors, offering client reporting, business dashboards, and online transactions.
Key Products & Services: Omni Financial Advisor
Category: Financial Services
Involves activities related to business brokerage.
Core Thesis: The company integrates wealth solutions, financial product distribution, and technology platforms to guide clients through wealth creation and planning.
• Client-Centric Wealth Management: Provides structured and data-backed financial insights to help clients achieve long-term wealth goals, focusing on clarity, consistency, and discipline. • Technology-Driven Platforms: Utilizes technology solutions like the 'Omni Financial Advisor' platform to enhance services for distributors and advisors, including online transactions and client reporting. • Comprehensive Financial Services: Offers a range of services including private wealth management, financial product distribution, and business brokerage, supported by the broader Anand Rathi Group.