Anand Rathi Wealth Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Published 11 Aug 2026 | Capital Markets | Market Cap: ₹33.8K Cr

FY '27 revenue guidance is INR 1,415 crore, reflecting a 18-25% expected growth, aligned with past consistent PAT growth of 20-25%. The company has provided FY '27 PAT guidance of approximately INR 460 crores, reflecting an 18-19% growth over the prior year.

From Anand Rathi Wealth Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

📊 Revenue & Sales Performance

→FY '27 revenue guidance is INR 1,415 crore, reflecting a 18-25% expected growth, aligned with past consistent PAT growth of 20-25%.
→Long-term PAT guidance of around INR 460 crore for FY '27, indicating 18-22% growth, suggesting conservative but steady growth expectations.
→AUM expected to reach INR 1,20,000 crore by FY '27, up from INR 1 lakh crore, showing asset growth ambitions.
→Net inflow growth was 7% year-on-year with INR 13,457 crore added; management aims for similar or accelerated inflows as new client families ramp up.
→Emphasis on patient, steady growth rather than rapid scaling; cautious approach to growth to maintain quality and client satisfaction.
→Expansion of the Platinum segment from about 211 families to projected 450-500 within two years, indicating targeted growth in high-ticket clients.
→Company is focusing on broadening wealth management services and deepening relationships rather than quick, large-scale acquisition.

📈 Profitability & Margins

→The company has provided FY '27 PAT guidance of approximately INR 460 crores, reflecting an 18-19% growth over the prior year.
→This guidance is slightly conservative compared to the usual long-term range of 20-25% PAT growth but remains in line when considering the base effect.
→The management follows a principle of under-committing and over-delivering; thus actual growth could exceed guidance.
→Revenue guidance for FY '27 is INR 1,415 crores.
→The firm plans for long-term growth, working on a 5-year horizon up to 2031.
→The PAT growth track record shows consistent performance with 18 quarters of over 20% YoY PAT growth.
→Management expects the long-term guidance range of 20-25% PAT growth to remain intact unless unforeseen circumstances arise.

See what Anand Rathi Wealth Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

The transcript from the Anand Rathi Wealth Limited Q4 FY26 call does not explicitly mention any current or planned capex, capital investment, or strategic investment initiatives. However, some relevant points include: - No new branches were opened in the recent quarter; expansion is based on relationship managers (RMs) with personal ties to cities rather than rapid branch additions. - The company prefers wholly owned offices over franchise models for new branches. - Strategic growth focus is on building the Platinum segment and deepening client relationships rather than rapid scaling or capital-heavy expansion. - The group invested INR 40 crores in the rights issue of Anand Rathi Global Finance Limited (ARGFL) to maintain an ~8% stake, showing strategic capital deployment within group entities. - Emphasis on organic growth through trained RMs (mostly homegrown) and controlled scaling. No direct mention of any future big-ticket capex or strategic investments beyond these points.

💰 Fundraising & Capital Structure

Based on the provided transcript from Anand Rathi Wealth Limited's Q4 FY26 call: - There is no specific mention of any current or planned new fundraising through equity. - Debt fundraising is discussed in terms of Money Market Linked Debentures (MLD) issuances: - Gross issuances in Q4 FY26 were INR 1,895 crores compared to INR 1,815 crores in Q3 FY26. - Secondary issuances in Q4 FY26 were INR 1,101 crores compared to INR 716 crores in Q3 FY26. - No explicit future fundraising plans through debt or equity are disclosed in these pages. - The company discusses cautious growth and self-governance, indicating a preference for steady expansion rather than aggressive fundraises. - ESOP issuance discussed is done at face value as part of employee compensation, not equity fundraising. In summary, no explicit announcements of new fundraising activities through debt or equity are made in the provided content.

See what Anand Rathi Wealth Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→The document mentions a large inflow of over INR 1,000 crores from a promoter for potential alignment to Anand Rathi Wealth's strategy, but this amount is not counted in the net inflow figures.
→Gross issuances in the latest quarter were INR 1,895 crores, up from INR 1,815 crores in the previous quarter.
→Secondary issuances stood at INR 1,101 crores in Q4 FY26, compared to INR 716 crores in Q3 FY26.
→The company has a policy of rollover options on most structured products, indicating a stable and recurring order book.
→No explicit consolidated "order book" figure is stated, but ongoing issuances and rollover provisions show a robust pipeline.

Key Metrics

How does Anand Rathi Wealth Ltd rank vs peers in Capital Markets?

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Price

₹2,188

Market Cap

₹33.8K Cr

P/E Ratio

73.2

Anand Rathi Wealth Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹277 Cr, net profit ₹102 Cr.

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What Anand Rathi Wea.'s management said in earlier quarters

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Frequently Asked Questions

What were Anand Rathi Wealth Ltd Q4 FY26 results?

What is Anand Rathi Wealth Ltd share price analysis?

Anand Rathi Wealth Ltd currently shows a neutral. The stock trades at a P/E of 73.2 with a market cap of ₹33,833 Cr. Investors should review the full earnings analysis for detailed insights.

Is Anand Rathi Wealth Ltd planning capital expenditure?

The transcript from the Anand Rathi Wealth Limited Q4 FY26 call does not explicitly mention any current or planned capex, capital investment, or strategic investment initiatives.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.