Capital Markets · Investment Managers · NSE: WEALTH · data 2026-11-01
Wealth First Portfolio Managers Ltd.
In plain words
Price: 33.2% below its 52-week high of ₹1,219.
Delivery: 68.1% of traded shares were kept for delivery over the last 10 sessions, against 74.4% over the last 60.
Latest results: a net profit of ₹10 cr for the quarter ended Jun 2026 (-35.3% on the same quarter a year earlier).
A description of the data, not a recommendation.
Key figures
Growth
| Revenue (last 12 months) | ₹65 cr |
| Net profit (last 12 months) | ₹36 cr |
| Sales growth, 3 years (yearly) | 34.1% |
| Profit growth, 3 years (yearly) | 40.9% |
At a glance
Promoters 74.0% (unchanged in a year), pledged 0.0%, institutions 0.1%.
P/E 24.0, dividend yield 1.6%. Price relative to earnings and book value (low is cheaper, not better).
ROE 27.7%, ROCE —, operating margin 67.4%: how much profit it earns on the money it uses.
Debt/equity 0.00, Profit growth 40.9% and sales growth 34.1% a year over 3 years.
Ratings use fixed thresholds on the latest reported figures. They describe the numbers and are not a recommendation.
Strengths and limitations
- Virtually debt-free (debt/equity 0.1 or less).
- High return on equity (27.7%).
- Healthy operating margin (67.4%).
- Profit grew 40.9% a year over 3 years.
None flagged by these rules.
Picked automatically from the latest reported figures with fixed rules; check the company's filings before relying on them.
Latest results in brief (Q1 FY27)
WEALTH Q1 FY27 results (consolidated figures, as filed on NSE).
Revenue was ₹14.32 crore, down 42.3% YoY and down 13.3% QoQ.
Net profit was ₹10.33 crore, down 35.3% YoY and down 1.8% QoQ.
Operating margin was 64.9% (86.6% a year ago).
EPS was ₹9.69, down 35.3% YoY and down 1.8% QoQ.
WEALTH के Q1 FY27 नतीजे (कंसोलिडेटेड आंकड़े, NSE पर दाखिल)।
राजस्व: ₹14.32 करोड़; पिछले साल की तुलना में 42.3% की गिरावट, पिछली तिमाही की तुलना में 13.3% की गिरावट।
शुद्ध मुनाफ़ा: ₹10.33 करोड़; पिछले साल की तुलना में 35.3% की गिरावट, पिछली तिमाही की तुलना में 1.8% की गिरावट।
ऑपरेटिंग मार्जिन: 64.9% (एक साल पहले 86.6%)।
EPS: ₹9.69; पिछले साल की तुलना में 35.3% की गिरावट, पिछली तिमाही की तुलना में 1.8% की गिरावट।
WEALTHના Q1 FY27 પરિણામો (કન્સોલિડેટેડ આંકડા, NSE પર ફાઇલ કરેલા).
આવક (રેવન્યુ): ₹14.32 કરોડ; ગયા વર્ષની સરખામણીએ 42.3% ઘટાડો, ગયા ક્વાર્ટરની સરખામણીએ 13.3% ઘટાડો.
ચોખ્ખો નફો: ₹10.33 કરોડ; ગયા વર્ષની સરખામણીએ 35.3% ઘટાડો, ગયા ક્વાર્ટરની સરખામણીએ 1.8% ઘટાડો.
ઓપરેટિંગ માર્જિન: 64.9% (એક વર્ષ પહેલાં 86.6%).
EPS: ₹9.69; ગયા વર્ષની સરખામણીએ 35.3% ઘટાડો, ગયા ક્વાર્ટરની સરખામણીએ 1.8% ઘટાડો.
Written from the filed numbers. Not a recommendation.
Smart-money activity
20/100 · Weak over the last ~60 sessions, data 2026-10-30
- Delivery vs usual 15/30: Delivery 50.2% over the last 20 sessions vs 89.9% in the 40 before (0.56x); shares delivered per day 1.58x usual; 2 delivery-spike days (3x usual shares delivered, 40%+ delivery) in the last 20 sessions.
- Bulk/block deals 0/20: No bulk or block deals in the last 90 days.
- Insider / SAST buys 0/15: No insider buy or SAST acquisition filings in the last 90 days. Insider sells are not collected by the site, so only buy filings count.
- Mutual fund holding 0/15: No mutual fund scheme lists this stock. Latest monthly portfolios only (top 60 holdings per scheme); month-on-month change is not stored.
- Accumulation evidence 0/15: No accumulation evidence row (only saved-scan stocks have one; 0 points).
- Promoter pledges 5/5: No promoter pledge filings in 90 days.
A description of recorded activity (delivery, deals, insider buys, fund holding, pledges), not a recommendation. Today's most active stocks.
Story so far
● Dividend ● Results
- 17 Sept 26Dividend Dividend ₹1 (ex-date) +0.5% next session
- 13 Aug 26Results Q1 FY27 results: profit −35.3% YoY -3.4% next session
- 29 May 26Results Q4 FY26 results: turned to profit vs a year ago +5.1% next session
- 10 Feb 26Dividend Dividend ₹4 (ex-date) +10.2% next session
- 4 Feb 26Results Q3 FY26 results: profit −87.9% YoY -0.8% next session
- 19 Nov 25Dividend Dividend ₹4 (ex-date) -1.4% next session
- 13 Nov 25Results Q2 FY26 results: profit −27.0% YoY -8.3% next session
- 29 Aug 25Dividend Dividend ₹4 (ex-date) +0.6% next session
- 8 Aug 25Dividend Dividend ₹4 (ex-date) +2.5% next session
- 5 Aug 25Results Q1 FY26 results: profit +13.9% YoY -2.8% next session
- 12 May 25Results Q4 FY25 results: turned to loss vs a year ago -3.4% next session
- 31 Jan 25Dividend Dividend ₹4 (ex-date) +1.1% next session
- 27 Jan 25Results Q3 FY25 results: profit −8.2% YoY -9.5% next session
From official exchange filings and NSE data. How the price moved after an event describes the past, not what comes next.
Quarterly results (consolidated)
| Quarter | Revenue | Net profit | Profit YoY | Op. margin | EPS ₹ |
|---|---|---|---|---|---|
| Jun 2026 | ₹14 cr | ₹10 cr | -35.3% | 64.9% | 9.69 |
| Mar 2026 | ₹17 cr | ₹11 cr | — | 71.2% | 9.87 |
| Dec 2025 | ₹6 cr | ₹1 cr | -87.9% | 15.4% | 1.05 |
| Sept 2025 | ₹21 cr | ₹11 cr | -27.0% | 73.7% | 10.39 |
Shareholding trend
| Holder | Sept 2026 | Jun 2026 | Mar 2026 | Dec 2025 |
|---|---|---|---|---|
| Promoters | 74.04% | 74.04% | 74.04% | 74.04% |
| Foreign institutions (FII) | 0.00% | 0.00% | 0.00% | 0.00% |
| Domestic institutions (DII) | 0.11% | 0.10% | 0.11% | 0.10% |
| Mutual funds | — | — | — | — |
| Retail investors | 12.31% | 12.41% | 12.36% | 12.67% |
| Number of shareholders | 7,678 | 7,945 | 8,142 | 8,801 |
Common questions
What was Wealth First Portfolio Managers Ltd.'s latest quarterly profit?
Wealth First Portfolio Managers Ltd. reported a net profit of ₹10 cr for the quarter ended Jun 2026 (-35.3% on the same quarter a year earlier), on revenue of ₹14 cr.
How much do promoters hold in Wealth First Portfolio Managers Ltd.?
Promoters held 74.04% of Wealth First Portfolio Managers Ltd. at the end of Sept 2026, with 0.00% of promoter shares pledged.
Is Wealth First Portfolio Managers Ltd. debt-free?
Its latest reported debt-to-equity ratio is 0, so it carries little or no borrowing on the balance sheet.
What is Wealth First Portfolio Managers Ltd.'s P/E ratio?
About 24, based on the last 12 months' earnings and a price of ₹814.9 (data 2026-11-01).
What is the 52-week high and low of Wealth First Portfolio Managers Ltd.?
The 52-week high is ₹1,219 and the 52-week low is ₹774.95.
Compared with similar companies
| Company | Price | Market cap | P/E | P/B | ROE | ROCE | Debt/eq. | 1-yr return |
|---|---|---|---|---|---|---|---|---|
| Wealth First Portfolio Managers Ltd. | ₹814.9 | ₹868 cr | 24 | — | 27.7% | — | 0 | -29.1% |
| Abans Financial Services Ltd | ₹202.45 | ₹1,029 cr | 8 | — | 8.3% | — | 0.6 | -0.6% |
| Crest Ventures Limited | ₹361 | ₹1,025 cr | 29.8 | — | 3.7% | — | 0.16 | -4.4% |
| Jindal Poly Investment and Finance Co. Ltd. | ₹882.9 | ₹938 cr | 1.2 | — | 54.8% | — | 0.01 | -11.4% |
| Centrum Capital Limited | ₹18.44 | ₹915 cr | — | — | -46.8% | — | 51.52 | -44.1% |
| Emkay Global Financial Services Limited | ₹251.45 | ₹691 cr | 14.8 | 1.6 | 4.4% | — | 0.26 | -19.4% |
Compare WEALTH with AFSL in detail →
The full analysis has the price chart, every quarterly result with YoY/QoQ growth, the balance sheet and cash flow with an accounting red-flag check, shareholding quarter by quarter with big investors, news, filings and bulk/block deals.
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