Anand Rathi Wealth Limited announced its financial results for the quarter ending June 2026 (Q1 FY27) through a press release dated 09th July, 2026, submitted under Regulation 30 of SEBI Listing Regulations.

Financial Performance - Adjusted Figures (Excluding Fair Value Gains and ESOP Expenses)

The company reported consolidated financial results adjusted to exclude fair value gains on investments, ESOP expenses, and related tax effects for better comparability with prior periods:

  • Profit After Tax: ₹116 crore, representing 24% year-on-year growth (Q1 FY26: ₹93.8 crore)
  • Total Revenue: ₹336 crore, representing 18% year-on-year growth (Q1 FY26: ₹284.1 crore)
  • Profit Before Tax: ₹156 crore, representing 24% year-on-year growth (Q1 FY26: ₹126.2 crore)
  • Assets Under Management (AUM): ₹1,06,300 crore, representing 21% year-on-year growth (Q1 FY26: ₹87,797 crore)

Financial Performance - Reported Figures (Including Fair Value Gains and ESOP Expenses)

The reported financial figures including all items:

  • Total Revenue: ₹432.3 crore (Q1 FY26: ₹284.1 crore)
  • Profit Before Tax: ₹206.2 crore (Q1 FY26: ₹126.2 crore)
  • Profit After Tax: ₹163.0 crore (Q1 FY26: ₹93.8 crore)
  • EPS: ₹9.8 (Q1 FY26: ₹5.7)

Operational Highlights

  • Crossed the significant AUM milestone of ₹1 lakh crore
  • Mutual Fund Distribution Revenue increased by 16% year-on-year to ₹132 crore
  • Net inflows of ₹2,743 crore despite volatile market conditions
  • Active client families grew by 13% year-on-year to 13,941 families
  • Relationship Managers increased by 35 over the last year to 417
  • Client attrition measured by AUM lost remained low at 0.09%
  • Zero regret RM attrition during the quarter

Subsidiary Performance

  • Digital Wealth (DW): AUM increased by 23% year-on-year to ₹2,526 crore
  • Omni Financial Advisor's (OFA): Subscriber base increased to 6,890 (Q1 FY26: 6,627)
  • UK subsidiary: Commenced operations during the quarter

Management Commentary

Chief Executive Officer Mr. Rakesh Rawal and Joint Chief Executive Officer Mr. Feroze Azeez commented on the performance, highlighting the company's "uncomplicated business model and unwavering focus on client outcomes" that enabled consistent growth despite volatile equity market conditions. They emphasized that wealth management is "a slow compounding trust business" built on patience, transparency, and long-term relationships.

Guidance Achievement

During Q1 FY27, the company achieved:

  • 24% of its full-year revenue guidance of ₹1,415 crore
  • 25% of its full-year PAT guidance of ₹460 crore

Management expressed confidence in achieving the full-year guidance given the strong business foundation and opportunities ahead.

Business Expansion

The company operates across 18 cities in India with a representative office in Dubai. It is in the process of obtaining regulatory approvals to establish presence in Bahrain and commence operations in GIFT City, India.