Wealth First Portfolio Managers Ltd
Wealth First Portfolio Managers Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #33 of 59 in Finance
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The short version
Wealthshield Insurance business is expected to grow at a rate of 20% to 25% over the next 2-3 years. FY26 PAT stood at INR 38.3 crores, up from INR 34.1 crores in FY25, showing steady earnings growth despite strategic investments. - Q4 FY26 saw a strong turnaround with consolidated PAT at INR 10.5 crores versus loss in Q4 FY25, reflecting improved earnings stability. - Cost-to-income ratio expected to normalize between 20-30% post maturity of new businesses, improving profitability. - Insurance segment expected to grow 20-25% annually over next 2-3 years, contributing approx.
From Wealth First Portfolio Managers Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Wealthshield Insurance business is expected to grow at a rate of 20% to 25% over the next 2-3 years.
- Insurance revenue, already contributing INR7.5 crores in FY26, is projected to grow to approximately 15%-20% of total revenue by FY28.
- Lakshya AMC, recently licensed and operational, is anticipated to become a significant contributor to revenue, though exact figures are not yet defined.
- Core wealth management business is growing steadily with a 5% year-on-year increase in client families and overall client base.
- Total Assets Under Advisory (AUA) grew by 4.6% in FY26 despite negative equity markets, driven by net new money inflows, indicating strong business momentum.
2 more points from Wealth First Portfolio Managers Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Wealth First has capitalized INR41 crores in Lakshya Asset Management Company (AMC) as part of setting it up.
- No significant additional capital expected for AMC in the near term (at least one year).
- They are planning inorganic expansion for AMC within the next 3 to 6 months.
- Capital released from winding down the trading book has been redeployed towards capitalizing Lakshya AMC and infrastructure expansion.
- Infrastructure expansion is scheduled for Q3 of FY27.
2 more points from Wealth First Portfolio Managers Ltd's call on capex
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Top-ranked in Finance
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Wealth First Portfolio Managers Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹14 Cr, net profit ₹10 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Wealth First Portfolio Managers Ltd's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Wealth First Portfolio Managers Ltd Q4 FY26 results?
Wealthshield Insurance business is expected to grow at a rate of 20% to 25% over the next 2-3 years. FY26 PAT stood at INR 38.3 crores, up from INR 34.1 crores in FY25, showing steady earnings growth despite strategic investments. - Q4 FY26 saw a strong turnaround with consolidated PAT at INR 10.5 crores versus loss in Q4 FY25, reflecting improved earnings stability. - Cost-to-income ratio expected to normalize between 20-30% post maturity of new businesses, improving profitability. - Insurance segment expected to grow 20-25% annually over next 2-3 years, contributing approx.
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 25.8 with a market cap of ₹998 Cr. Investors should review the full earnings analysis for detailed insights.
Is Wealth First Portfolio Managers Ltd planning capital expenditure?
Wealth First has capitalized INR41 crores in Lakshya Asset Management Company (AMC) as part of setting it up.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.