Anand Rathi Wealth Limited submitted a press release dated 09th October 2026 to the National Stock Exchange of India Ltd. and BSE Limited under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The document announces the company's financial results for the quarter (Q2 FY27) and half year (H1 FY27) ending September 2026.

Financial Performance (Standalone)

For Q2 FY27 (July-September 2026), the company reported a standalone business net profit of ₹121 crores, a 25% year-on-year (Y-o-Y) increase. Total revenue for the quarter was ₹345 crores, up 17% Y-o-Y.

For H1 FY27 (April-September 2026), the company reported a standalone net profit of ₹237 crores, a 25% Y-o-Y increase. Total revenue for the period was ₹671 crores, up 18% Y-o-Y.

Financial Performance (Consolidated - Business Performance)

The consolidated financial highlights for H1 FY27, adjusted to exclude fair value gains on investments, ESOP expenses, and related tax effects, are as follows:

  • Assets Under Management (AUM): ₹1,08,377 Crores (18% Y-o-Y growth)
  • Revenue: ₹693 Crores (17% Y-o-Y growth)
  • Profit Before Tax (PBT): ₹319 Crores (23% Y-o-Y growth)
  • Profit After Tax (PAT): ₹238 Crores (23% Y-o-Y growth)

A detailed comparative table was provided for Q2 and H1 FY27 versus the previous year:

| Particulars (₹ Crores) | Q2 FY26 | Q2 FY27 | Y-o-Y | H1 FY26 | H1 FY27 | Y-o-Y |

| Total Revenue | 307.0 | 356.6 | 16% | 591.2 | 693.0 | 17% |

| Profit Before Tax | 134.0 | 163.1 | 22% | 260.2 | 319.4 | 23% |

| Profit After Tax | 99.8 | 121.9 | 22% | 193.6 | 237.8 | 23% |

| EPS (₹) | 6.0 | 7.3 | 22% | 11.7 | 14.3 | 23% |

| AUM | 91,568 | 1,08,377 | 18% | 91,568 | 1,08,377 | 18% |

Financial Performance (Consolidated - Reported)

The reported consolidated figures, which include fair value gains on investments, ESOP expenses, and related tax effects, were also provided:

| Particulars (₹ Crores) | Q2 FY26 | Q2 FY27 | H1 FY26 | H1 FY27 |

| Total Revenue | 307.0 | 356.6 | 591.2 | 788.9 |

| Profit Before Tax | 134.0 | 116.9 | 260.2 | 323.1 |

| Profit After Tax | 99.8 | 89.3 | 193.6 | 252.3 |

| EPS (₹) | 6.0 | 5.4 | 11.7 | 15.2 |

Operational Highlights

  • Q2 FY27 Mutual Fund Distribution Revenue: Increased by 18% Y-o-Y to ₹145 crores.
  • Q2 FY27 Net Inflows: Achieved a highest-ever quarterly net inflow of ₹4,186 crores, up 39% Y-o-Y. This included a highest-ever Equity Mutual Fund net inflow of ₹2,867 crores, also up 39% Y-o-Y.
  • Interim Dividend: The Board declared an interim dividend of ₹4 per equity share.

Important H1 FY27 Highlights

Private Wealth (Holding Company):

  • Active client families grew by 12% Y-o-Y to 14,309.
  • Relationship Managers (RMs) increased by 45 over the last year to 431.

Subsidiary Companies:

  • Digital Wealth (DW) AUM increased by 14% Y-o-Y to ₹2,531 crores.
  • Omni Financial Advisor's (OFA) subscriber base increased to 6,898 (from 6,790 in the previous year).
  • The company recently started operations in London, UK.

Management Commentary

Mr. Rakesh Rawal, CEO, and Mr. Feroze Azeez, Joint CEO, commented on the results. They attributed the consistent performance to the company's business model despite challenging global market conditions, citing factors like geopolitical conflict, higher US bond yields, a strong US dollar, higher crude oil prices, and foreign portfolio outflows.

They stated that for H1 FY27, the company achieved 52% of its full-year PAT guidance of ₹460 crores and 49% of its full-year revenue guidance of ₹1,415 crores.

Key operational metrics highlighted include:

  • AUM lost due to client attrition was 0.26% for H1FY27.
  • Relationship Manager attrition was 0.48% for H1FY27.
  • Over 1,500 client families were added net over the last twelve months.

The management expressed confidence in delivering long-term growth of 20–25%.

Corporate Details

The document was signed by Pravin Jogani, Company Secretary and Compliance Officer (ICSI Membership No.: A25413). The company's registered office is at Floor No. 2, Block B & C, E-Wing, Trade Link, Kamala Mills Compound, Senapati Bapat Marg, Lower Parel, Mumbai - 400 013.

For investor relations, contact Mr. Vishal Sanghavi (vishalsanghavi@rathi.com). For public relations, contact Ms. Liena Thakur (lienathakur@rathi.com).

The document includes a standard disclaimer noting that it contains forward-looking statements and does not constitute a prospectus or recommendation. Financial figures are rounded to the nearest ₹1 Crore.