Arthneeti

Wealth First Portfolio Managers Q2 FY27 Share Price & Earnings Call Analysis

₹820.50-0.08% today
Market cap
₹874 Cr
P/E
26.46
ROE
28.24%
PEG
0.63
Price to sales
15.10
Debt to equity
0.00
52W high / low
₹1,166 / ₹800
Sales growth (5Y)
23.67%
EBITDA margin
64.26%
Net profit margin
54.97%
Promoter holding
74.04%
Sales (last year)
₹58 Cr

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

Guidance scorecard · Q2 FY27 call

What Wealth First Por's management guided
and where it ranks in Finance

#36of 67 in
Finance
Revenue20–40%MarginsFlatCapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ1 FY27 call

20–40%
  • Wealth First expects insurance revenue to grow at 20%-25% annually over the next 2-3 years.
  • Insurance segment could contribute around 15%-20% to total business revenue by FY28.
  • The AMC business, Lakshya AMC, is a significant future growth driver; although exact revenue projections aren't specified, it is expected to become a meaningful contributor once operational.
  • Wealthshield insurance broking business is scaling its team and expects to expand both B2C and B2B franchises.
  • Asset under advisory and management (AUA) showed 4.6% YoY growth in FY26, driven entirely by net client inflows despite negative equity markets, indicating strong underlying business momentum.

2 more points from Wealth First Por's call on revenue

Create a free account to keep reading this call

Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Wealth First Por said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Wealth First has already capitalized INR41 crores in Lakshya AMC as part of its strategic investment.
  • There are plans for an inorganic expansion related to AMC within the next 3 to 6 months.
  • Additional capital will be used for infrastructure expansion anticipated around Q3 of FY27.
  • Capital released from winding down the trading book has been redeployed towards Lakshya AMC and supporting future infrastructure and growth initiatives.
  • No significant further capital investment is expected for at least a year post current investments.
  • The AMC setup included investment of approximately INR61 crores, with Wealth First's share being INR41 crores.

2 more points from Wealth First Por's call on capex

Create a free account to keep reading this call

Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Planned

See what Wealth First Por said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what Wealth First Por said on the order book →

Full Q1 FY27 analysis
Full Finance ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Finance
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Wealth First Por rank?

Portfolio builder

Build your portfolio
from the top-ranked stocks

  1. 1. Pick 3–15 stocks
  2. 2. Choose large, mid or small cap and your sectors
  3. 3. Get a portfolio built from the rankings
Build my portfolio

Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Wealth First Portfolio Managers latest results (Sep 2026)

Revenue

₹15 Cr

-25.72% YoY

Net profit

₹6 Cr

-47% YoY

Operating margin

46.47%

EPS

₹5.54

What management said on the call →

Wealth First Portfolio Managers shareholding (Sep 2026)

Promoters

74.04%

unchanged QoQ

FIIs

—

— QoQ

DIIs

0.11%

+0.01 pp QoQ

Public

25.85%

unchanged QoQ

Full shareholding pattern →Dividend history →

Peers

Finance companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹2,826 Cr59.9
240%+Up 2%+₹844 Cr—
340%+Flat₹41,424 Cr38.1
440%+Flat₹16,712 Cr—
540%+Flat₹7,256 Cr19.1
640%+Flat₹948 Cr28.6

Sign up free to see every company in the sector ranking and track Wealth First Por.

Pro shows every company guiding 40%+ revenue growth →Full Finance ranking

Financials of Wealth First Por

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Wealth First Por

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +74.01%74.01%74.01%74.04%74.04%74.04%74.04%74.04%74.04%74.04%74.04%74.04%
DIIs +0.00%0.00%0.00%0.00%0.04%0.04%0.09%0.12%0.10%0.11%0.10%0.11%
Public +25.99%25.99%25.99%25.96%25.92%25.91%25.86%25.83%25.85%25.83%25.85%25.85%
No. of Shareholders1,1782,1724,2328,52710,1619,8019,5389,1098,8018,1427,9457,678

Financials of Wealth First Por

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +13.5914.9814.5920.6519.5116.25-3.2624.8120.576.4916.5114.3215.28
YoY Sales growth+17.66%+77.07%+178.97%+84.70%+43.56%+8.48%-122.34%+20.15%+5.43%-60.06%+606.44%-42.28%-25.72%
Expenses +3.262.822.462.703.953.362.973.315.415.494.775.028.18
Operating Profit10.3312.1612.1317.9515.5612.89-6.2321.5015.161.0011.749.307.10
OPM %76.01%81.17%83.14%86.92%79.75%79.32%86.66%73.70%15.41%71.11%64.94%46.47%
Other Income +2.571.355.920.954.03-0.540.970.070.190.292.154.661.94
Interest0.000.000.050.010.010.030.040.000.000.020.010.010.00
Depreciation0.090.090.100.080.090.090.100.080.090.100.120.210.28
Profit before tax12.8113.4217.9018.8119.4912.23-5.4021.4915.261.1713.7613.748.76
Tax %19.91%24.66%22.51%25.47%22.22%24.20%-20.74%25.73%27.52%34.19%23.84%24.09%32.65%
Net Profit +10.2610.1013.8714.0115.169.27-4.2915.9611.070.7710.4910.435.90
EPS in Rs9.639.4813.0213.1514.238.70-4.0314.9810.391.059.879.695.54

Financials of Wealth First Por

Profit & Loss

Annual income statement trend

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +1511992243311025332967607153
Sales growth+32%+13%+48%-97%+149%+36%-12%+127%-10%+18%-10%
Expenses +1461912123217681011121823
Operating Profit481210218251956485329
OPM %3.0%4.0%5%2.9%25%74%75%65%83%79%74%55%
Other Income +000000000-2-09
Interest121000000000
Depreciation000000000001
Profit before tax36119218251955455237
Tax %20%20%18%23%28%29%24%26%23%24%26%
Net Profit +3597113191443343828
EPS in Rs2.434.498.186.621.2012.0817.6912.9840.0632.0536.2826.15
Dividend Payout %12%13%7%9%50%8%11%23%17%50%36%

Financials of Wealth First Por

Balance Sheet

Capital structure and asset base

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital6666611111111111111
Reserves913212828365566108118140154
Borrowings +18186130200000
Other Liabilities +123443344782931
Total Liabilities4541384040507280125136180196
Fixed Assets +000110111133
CWIP000000000000
Investments00000217394831105106
Other Assets +4541383939475341761047287
Total Assets4541384040507280125136180196

Financials of Wealth First Por

Cash Flows

Operating, investing and financing cash movement

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +0168-872120161275
Cash from Investing Activity +31-02-2-18-19-107-79
Cash from Financing Activity +-2-14-60-41-4-4-212
Net Cash Flow232-614-32-2-1
Free Cash Flow0167-872020151273
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit11%147%103%-247%41%103%143%50%49%167%

Financials of Wealth First Por

Ratios

Working capital efficiency and return ratios

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days134345233742263844
Inventory Days93664428
Days Payable0000
Cash Conversion Cycle9469483145233742263844
Working Capital Days202529241,138491351318310475219
ROCE %23%33%28%6%44%44%26%57%38%35%

Guidance history

How Wealth First Por's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%FlatPlannedPlanned—
Q4 FY26 call →20–40%FlatPlannedNone planned—
Q4 FY25 call →20–40%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

12out of 100

Momentum score · price trend

12 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,937 stocks
Last 12 months−29.6%16%
Last 6 months−9.3%29%
Last 3 months−9.1%34%

The price is 49.4% below its all-time high of ₹1,622.45 (13 Dec 2024). Stocks more than 20% below their peak have their score halved, so 25 became 12.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,937 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Wealth First Por: 0.4 × 16 + 0.4 × 29 + 0.2 × 34 = 25, halved to 12 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 13 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Wealth First Portfolio Managers: frequently asked questions

What is Wealth First Portfolio Managers share price today?

Wealth First Portfolio Managers last traded at ₹820.5, with a market capitalisation of ₹874 Cr and a P/E ratio of 26.5.

What were Wealth First Portfolio Managers's latest quarterly results?

For the quarter ended Sep 2026, Wealth First Portfolio Managers reported revenue of ₹15 Cr (-25.72% year on year) and net profit of ₹6 Cr, with an operating margin of 46.47%.

Is Wealth First Portfolio Managers's profit growing?

Net profit was ₹6 Cr in Sep 2026 against ₹11 Cr in Sep 2025, a change of -47%.

What is Wealth First Portfolio Managers's EPS?

Wealth First Portfolio Managers's earnings per share for the quarter ended Sep 2026 was ₹5.54.

What is the promoter holding in Wealth First Portfolio Managers?

Promoters held 74.04% of Wealth First Portfolio Managers in Sep 2026 (unchanged versus Jun 2026).

How much do FIIs and DIIs hold in Wealth First Portfolio Managers?

In Sep 2026, foreign institutional investors held — and domestic institutions (including mutual funds) held 0.11% of Wealth First Portfolio Managers.

What is Wealth First Portfolio Managers's ROE and ROCE?

Wealth First Portfolio Managers's return on equity is 28.2% and its return on capital employed is 35%.

Does Wealth First Portfolio Managers pay a dividend?

Yes. Wealth First Portfolio Managers's dividend yield is 1.07% at the current price. The full payout history is on the Wealth First Portfolio Managers dividends page.

Which sector does Wealth First Portfolio Managers belong to?

Wealth First Portfolio Managers is in the Finance sector. Its peer comparison and sector ranking are on this page.

What did Wealth First Portfolio Managers's management say on the latest earnings call?

Arthneeti's analysis of the Q2 FY27 earnings call covers revenue, margins, capex and fundraising guidance from Wealth First Portfolio Managers's management.

How does Arthneeti AI analyse Wealth First Portfolio Managers?

Arthneeti reads Wealth First Portfolio Managers's earnings call transcripts and filings and scores revenue growth, margins, capex and fundraising, then ranks the company against its sector.

Continue your research

What Wealth First Por's management said in earlier quarters

Others in Finance this season

  • Starteck Finance (Q2 FY27)

    944.42 lakhs in the same quarter of the previous year, reflecting an approximate 12.7% year-on-year increase. Key results statement takeaways from Starteck Fina

  • GYFTR (Q2 FY27)

    308.80 lakhs): Approximately 2.48% profit before tax margin for the quarter. Key results statement takeaways from GYFTR Ltd's Q2 FY27 results statement — and ho

  • Centrum Capital (Q2 FY27)

    Total revenue from operations for the quarter ended September 30, 2026, was ₹87,374.69 lakhs, up from ₹82,293.89 lakhs in the same quarter last year…

  • Naga Dhunseri (Q2 FY27)

    Quarter EBITDA:** Rs 419 crore, up 33% YoY . Key results statement takeaways from Naga Dhunseri Group Ltd's Q2 FY27 results statement — and how it ranks against