Wealth First Portfolio Managers Ltd

Q2 FY26Finance

Wealth First Portfolio Managers Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹839

Market cap₹897 Cr

P/E27.1

Updated24 Sept 2026

Read5 min read

Based on Wealth First Portfolio Managers Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Revenue from Business Activity Income for Q2 FY26 was Rs. EBITDA / Operating Profit: Not explicitly stated in the presentation. - Operating Margin: - Cost to Income ratio (inverse of operating margin) for Q2 FY26 is 30.7%, up from 24.8% in Q2 FY25. - Implies an operating margin of approximately 69.3% in Q2 FY26, down from about 75.2% in Q2 FY25. - Profit After Tax (PAT): - Q2 FY26 PAT is Rs.

From Wealth First Portfolio Managers Ltd's Q2 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Revenue from Business Activity Income for Q2 FY26 was Rs. 17.9 Cr, up 9.7% YoY (Rs. 16.3 Cr in Q2 FY25).
Total Revenue for Q2 FY26 stood at Rs. 20.8 Cr, down 11.8% YoY.
Trail Base Revenue remained flat at Rs. 12.9 Cr in Q2 FY26 compared to Q2 FY25.
Total AUA (Assets Under Advisory) grew 5.0% YoY to Rs. 12,574 Cr in Sep-25 from Rs. 11,973 Cr in Sep-24.
Total client base increased 5% YoY to 21,237 clients.

2 more points management made on revenue & sales performance

Profitability & Margins

EBITDA / Operating Profit: Not explicitly stated in the presentation.
Operating Margin:
Cost to Income ratio (inverse of operating margin) for Q2 FY26 is 30.7%, up from 24.8% in Q2 FY25.
Implies an operating margin of approximately 69.3% in Q2 FY26, down from about 75.2% in Q2 FY25.
Profit After Tax (PAT):
Q2 FY26 PAT is Rs. 11.1 Cr., a 27.0% decline YoY from Rs. 15.2 Cr. in Q2 FY25.
Margin Outlook:
No explicit margin outlook stated.

- The presentation notes that reduction in PAT and PAT margin is mainly due to lower trading and other income and increase in one-time expenses. - Cost to Income increase attributed to one-time expenses such as BSE listing, PMS renewal fee, SIF registration fee, CSR activities, and higher employee costs. Summary: Q2 FY26 PAT Rs. 11.1 Cr. (-27% YoY), operating margin around 69.3% down from ~75.2%, no explicit margin guidance provided.

2 more points management made on profitability & margins

See what Wealth First Portfolio Managers Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation mentions setting up a new Asset Management Company (AMC) named Lakshya Asset Management Private Limited as part of a strategic joint venture.
Investment details for the AMC setup: ~₹41 Cr from Wealth First Portfolio Managers and ~₹20 Cr from JV partners, holding 69.7% and 30.3% respectively.
Status: Received in-principle SEBI approval with final SEBI approval expected shortly.

2 more points management made on capital expenditure plans

Top-ranked in Finance

Ranked on what management guided this quarter

5x potential

1Mufin Green Finance Ltd₹2.6K Cr

Rev 1Mar 1

2Akiko₹454 Cr

Rev 1Mar 1

3₹972 Cr

Rev 1Mar 2

4₹358 Cr

Rev 1Mar 2

5₹1.5L Cr

Rev 1Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The presentation provides historical and recent balance sheet data showing no borrowings as of March 2025 and September 2025; borrowings were ₹0.04 Cr in Mar-23 and ₹1.9 Cr in Mar-22 but zero thereafter.
There is no mention of any new fundraising through debt or equity in the investor presentation.
Equity share capital remained stable at ₹10.7 Cr from Mar-22 through Sept-25 with no changes reported.
Other equity increased steadily, indicating internal accruals or retained earnings growth rather than fresh equity infusion.

2 more points management made on fundraising & capital structure

See what Wealth First Portfolio Managers Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation does not explicitly report specific figures or details on order book, order inflow, or pending orders. Based on the information provided: - The presentation highlights net inflows related to mutual fund investments, especially SIP (Systematic Investment Plan) purchases and equity-oriented schemes, showing trends from Mar-22 to Sept-25 on pages 9–10. - It reports net inflows and SIP purchases in crores but does not detail an order book or pending orders.

2 more points management made on order book & pipeline

Wealth First Portfolio Managers Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹6 Cr, net profit ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Wealth First Portfolio Managers Ltd's management said in earlier quarters

Others in Finance this season

Indian Renewable Energy Development Agency Ltd (Q2 FY26)
Revenue from operations for the quarter ended 30-Sep-2025 is Rs 2,057 crore, up 26% from Rs 1,630 crore in the quarter ended 30-Sep-2024. Key concall takeaways…
Authum Investment & Infrastructure Ltd (Q2 FY26)
629.1 Cr vs. Key concall takeaways from Authum Investment & Infrastructure Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
Sundaram Finance Ltd (Q2 FY26)
Q2FY26 Revenue from Operations: ₹1,547 crore, up from ₹1,729 crore in Q2FY25 (note: appears slightly lower but possibly an adjusted figure; overall trend shows…
CRISIL Ltd (Q2 FY26)
Research, Analytics & Solutions segment Q3 2025 income from operations: ₹643.6 crore, up 12.7% YoY from ₹571.2 crore in Q3 2024 (Page 19). Key concall…

Compare:vs Bajaj Finance vs Bajaj Finserv vs Shriram Finance Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Wealth First Portfolio Managers Ltd Q2 FY26 results?

What is Wealth First Portfolio Managers Ltd share price analysis?

Wealth First Portfolio Managers Ltd currently shows a neutral. The stock trades at a P/E of 27.1 with a market cap of ₹897 Cr. Investors should review the full earnings analysis for detailed insights.

Is Wealth First Portfolio Managers Ltd planning capital expenditure?

The presentation mentions setting up a new Asset Management Company (AMC) named Lakshya Asset Management Private Limited as part of a strategic joint venture.

Keep Wealth First Portfolio Managers Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.