Anand Rathi Wealth Limited
Anand Rathi Wealth Limited provides financial advisory, brokerage, and consultancy services in India. The company offers wealth solutions, including investment planning and risk management solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, online mutual fund transactions, and goal planning products. It serves high net-worth individuals and ultra-high net-worth individuals. The company was formerly known as Anand Rathi Wealth Services Limited and changed its name to Anand Rathi Wealth Limited in January 2021. Anand Rathi Wealth Limited was founded in 1994 and is based in Mumbai, India.
Valuation
Profitability
Returns
Solvency
AI Summary
Indian StockStrengths1
- Strong 5-year revenue CAGR of 17.1%
Concerns1
- Valuation elevated β PE of 72.4x is 58% above Financial Services median of 45.9x
Rule-based from financial data. Not advice.
Monthly Returns
Year-to-Date ROI
Historical Volatility
Historical Performance
Revenue, profitability, and cash flow trends (βΉ Crores)
Revenue (10Y)
Operating Income (10Y)
Net Profit (10Y)
Operating Margin % (10Y)
Dividend Payout % (10Y)
Free Cash Flow (10Y)
Growth Summary
Latest fiscal year: Mar 2025
Historical Growth
Year-by-year revenue, profitability, and cash flow (βΉ Crores, last 9 years)
| Year | Revenue | Op. Income | Net Profit | CFO | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|---|
| Mar 2025 | βΉ943.00 Cr | β | βΉ295.00 Cr | β | β | 42.0% | 31.0% | 33.5% |
| Mar 2024 | βΉ720.00 Cr | β | βΉ221.00 Cr | β | β | 32.4% | 33.8% | 31.5% |
| Mar 2023 | βΉ538.00 Cr | β | βΉ168.00 Cr | β | β | 33.3% | 31.9% | 34.4% |
| Mar 2022 | βΉ408.00 Cr | β | βΉ125.00 Cr | β | β | 32.8% | 56.9% | 184.1% |
| Mar 2021 | βΉ260.00 Cr | β | βΉ44.00 Cr | β | β | 15.7% | -20.5% | -38.0% |
| Mar 2020 | βΉ327.00 Cr | β | βΉ71.00 Cr | β | β | 31.4% | 18.9% | 9.2% |
| Mar 2019 | βΉ275.00 Cr | β | βΉ65.00 Cr | β | β | 42.2% | 28.5% | 30.0% |
| Mar 2018 | βΉ214.00 Cr | β | βΉ50.00 Cr | β | β | 56.2% | 21300.0% | β |
| Mar 2016 | βΉ1.00 Cr | β | βΉ0.00 | β | β | 0.0% | β | β |
Financial Statements
Income statement, balance sheet, and cash flow (βΉ Crores, as reported)
Consolidated Figures in USD Millions.
| Unnamed: 0 | TTM |
|---|---|
| Revenue / Net Sales | 1,044 |
| Total Expenses | 566 |
| EBIT / Operating Profit | 477 |
| OPM % | 46% |
| Other Income | 52 |
| Finance Costs | 16 |
| Depreciation & Amortisation | 27 |
| Profit Before Tax | 487 |
| Tax % | - |
| Net Profit / PAT | 362 |
| EPS (βΉ) | 43.55 |
| Dividend Payout % | - |
Peer Comparison
Financials sector peers, ranked by market cap
| Company | Market Cap | Revenue | P/E | P/B | EV/EBITDA | Rev G 1Y |
|---|---|---|---|---|---|---|
| Anand Rathi Wealth Limitedthis co. | βΉ26.20 K Cr | βΉ943.00 Cr | 72.40 | 31.52 | 81.69 | 31.0% |
| HDFC Bank Ltd. | βΉ14.43 L Cr | βΉ3.01 L Cr | 20.30 | 2.78 | β | 16.3% |
| ICICI Bank Ltd. | βΉ10.28 L Cr | βΉ1.63 L Cr | 20.70 | 3.32 | β | 14.3% |
| State Bank Of India | βΉ9.49 L Cr | βΉ4.62 L Cr | 13.30 | 1.83 | β | 11.4% |
| Bajaj Finance Limited | βΉ5.91 L Cr | βΉ61.95 K Cr | 36.80 | 6.33 | β | 32.0% |
| LIFE INSURANCE CORPORATION OF INDIA | βΉ5.26 L Cr | βΉ8.87 L Cr | 10.30 | 3.73 | 9.87 | 5.2% |
| Kotak Mahindra Bank Ltd. | βΉ4.24 L Cr | βΉ52.92 K Cr | 31.70 | 3.39 | β | 15.5% |
| Industry Average | β | βΉ30.80 K Cr | 45.91 | 4.87 | 70.91 | 14.6% |