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Wealth First Portfolio Managers

WEALTH NSE
₹839.75 −13.00 (−1.52%)
P/E
27.09
View as Markdown
MCP
Close 4 Nov 2026 ₹839.75 −239.55 −22.2% 1Y
Start ₹1,079.30

Key Fundamentals

MicrocapFinanceFinancial Services

Price-based figures as of · EPS basis: Consolidated · TTM

ROCE
35.00%
Debt to Equity
0.00
EPS (TTM)
₹31.00
Book Value
₹141.23
Market Cap
—
P/E (TTM)
27.09
P/B
5.95
ROE
28.20%
Dividend Yield
1.06%
EBITDA
₹52.10 Cr
52W High
₹1,219.00
52W Low
₹774.95
Day Range
₹805.00 – ₹852.75
Volume
3,922

Tapetide Score

Data-driven rating, 0–100, as of . How it works →

Overall score

60 Good

Data confidence 97/100

Category scores

Quality
90
Strong
Returns, margins, earnings quality 22% weight
Valuation
50
Average
Cheap vs sector & own history 24% weight
Growth
41
Weak
Sales & profit trajectory 9% weight
Financial Health
73
Strong
Solvency, leverage, coverage 9% weight
Momentum
33
Poor
Trend strength, vol-adjusted 12% weight
Ownership
58
Good
FII/DII/promoter flows 24% weight

The Tapetide Score is data analysis, not investment advice. Tapetide is not a SEBI-registered research analyst or investment adviser.

Key Insights

Strengths

5
  • Company is almost debt free.
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 25.1% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 33.0%
  • Company has been maintaining a healthy dividend payout of 34.4%

Weaknesses

1
  • Debtor days have increased from 35.8 to 43.5 days.

Technical Indicators

Technical signals: verdict and indicator counts
GroupSignalBearishNeutralBullish
OverallStrong Bearish1072
OscillatorsBearish270
Moving AveragesStrong Bearish802

Key readings

RSI (14)
48.08
Neutral
MACD (12,26,9)
−8.43
Bearish
SMA (50)
851.15
Bearish
SMA (200)
903.24
Bearish

As of

Growth Rate

From the financial statements below. 10Y, 5Y, 3Y: compound annual growth to Mar 2026; 1Y: fiscal year to Mar 2026 against Mar 2025; TTM: four quarters to Jun 2026 against Jun 2025.

Revenue

Revenue growth by window
10Y−7.27%
5Y+23.22%
3Y+34.78%
1Y+18.33%
TTM0.00%

Net profit

Net profit growth by window
10Y+28.90%
5Y+23.93%
3Y+39.49%
1Y+11.76%
TTM−11.11%

Operating cash flow

Operating cash flow growth by window
10Y—
5Y+60.69%
3Y+55.36%
1Y+525.00%
TTM—

10Y: The statements do not go back far enough for this window.

TTM: Reported once a year, so there is no trailing-twelve-month figure.

Operating margin· change in pp

Operating margin growth by window
10Y+72.00 pp
5Y+2.65 pp
3Y+9.13 pp
1Y−5.35 pp
TTM−13.80 pp

Revenue by year

Revenue by year, ₹ crore
Mar 2017₹199 Cr
Mar 2018₹224 Cr
Mar 2019₹331 Cr
Mar 2020₹10.00 Cr
Mar 2021₹25.00 Cr
Mar 2022₹33.00 Cr
Mar 2023₹29.00 Cr
Mar 2024₹67.00 Cr
Mar 2025₹60.00 Cr
Mar 2026₹71.00 Cr

Net profit by year

Net profit by year, ₹ crore
Mar 2017₹5.00 Cr
Mar 2018₹9.00 Cr
Mar 2019₹7.00 Cr
Mar 2020₹1.00 Cr
Mar 2021₹13.00 Cr
Mar 2022₹19.00 Cr
Mar 2023₹14.00 Cr
Mar 2024₹43.00 Cr
Mar 2025₹34.00 Cr
Mar 2026₹38.00 Cr

Quarterly Results

₹ Cr
WEALTH quarterly results, ₹ crore
Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales
11
14
15
15
21
20
16
−3
25
21
6
17
14
15
Expenses
3
3
3
2
3
4
3
3
3
5
5
5
5
8
Operating Profit
9
10
12
12
18
16
13
−6
22
15
1
12
9
7
OPM %
77%
76%
81%
83%
87%
80%
79%
—
87%
74%
15%
71%
65%
46%
Other Income
3
3
1
6
1
4
0.97
1
0
0
0
2
5
2
Interest
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Depreciation
0
0
0
0
0
0
0
0
0
0
0
0
0
0
PBT
11
13
13
18
19
19
12
−5
21
15
1
14
14
9
Tax %
25%
20%
25%
23%
25%
22%
24%
−21%
26%
28%
34%
24%
24%
33%
Net Profit
8
10
10
14
14
15
9
−4
16
11
1
10
10
6
EPS (₹)
7.93
9.63
9.48
13.02
13.15
14.23
8.7
−4.03
14.98
10.39
1.05
9.87
9.69
—

Sep 2026: from the results filed on 3 Nov 2026, ahead of the full statement, so some rows are blank.

Profit & Loss

₹ Cr
WEALTH profit and loss, annual, ₹ crore
Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
151
199
224
331
10
25
33
29
67
60
71
58
Expenses
146
191
212
321
7
6
8
10
11
12
18
21
Operating Profit
4
8
12
10
2
18
25
19
56
48
53
37
OPM %
3%
4%
5%
2.9%
25%
74%
75%
65%
83%
79%
74%
64%
Other Income
0
0
0
0
0
0
0
0
0
−2
0
7
Interest
1
2
1
0
0
0
0
0
0
0
0
0
Depreciation
0
0
0
0
0
0
0
0
0
0
0
1
PBT
3
6
11
9
2
18
25
19
55
45
52
44
Tax %
20%
20%
18%
23%
28%
29%
24%
26%
23%
24%
26%
—
Net Profit
3
5
9
7
1
13
19
14
43
34
38
33
EPS (₹)
2.43
4.49
8.18
6.62
1.2
12.08
17.69
12.98
40.06
32.05
36.28
31
Div. Payout %
12%
13%
7%
9%
50%
8%
11%
23%
17%
50%
36%
—

Balance Sheet

₹ Cr
WEALTH balance sheet, annual, ₹ crore
Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
6
6
6
6
6
11
11
11
11
11
11
Reserves
9
13
21
28
28
36
55
66
108
118
140
Borrowings
18
18
6
1
3
0
2
0
0
0
0
Other Liabilities
12
3
4
4
3
3
4
4
7
8
29
Total Liabilities
45
41
38
40
40
50
72
80
125
136
180
Fixed Assets
0
0
0
1
1
0
1
1
1
1
3
CWIP
0
0
0
0
0
0
0
0
0
0
0
Investments
0
0
0
0
0
2
17
39
48
31
105
Other Assets
45
41
38
39
39
47
53
41
76
104
72
Total Assets
45
41
38
40
40
50
72
80
125
136
180

Cash Flow

₹ Cr
WEALTH cash flow, annual, ₹ crore
Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
—
0
16
8
−8
7
21
20
16
12
75
Investing
—
3
1
0
2
−2
−18
−19
−10
7
−79
Financing
—
−2
−14
−6
0
−4
1
−4
−4
−21
2
Net Cash Flow
—
2
3
2
−6
1
4
−3
2
−2
−1
Free Cash Flow
—
0
16
7
−8
7
20
20
15
12
73
CFO/OP
—
11
147
103
−247
41
103
143
50
49
167

Ratios

WEALTH financial ratios, annual
Particulars Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
1
3
4
3
45
23
37
42
26
38
44
Inventory Days
93
66
44
28
—
—
—
—
—
—
—
Days Payable
0
0
0
0
—
—
—
—
—
—
—
Cash Conversion Cycle
94
69
48
31
45
23
37
42
26
38
44
Working Capital Days
20
25
29
24
1,138
491
351
318
310
475
219
ROCE %
—
23%
33%
28%
6%
44%
44%
26%
57%
38%
35%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

Log in to view Wealth First Portfolio Managers insights

58 extracted metrics across FY16–FY27.

Shareholding Pattern

As of Sep 2026

  • Promoters 74.04%
  • Public 20.71%
  • Others 5.14%
  • DIIs 0.11%

No promoter shares pledged as of 14 Oct 2026

Change vs previous quarter

Documents

Frequently Asked Questions about Wealth First Portfolio Managers

What does Wealth First Portfolio Managers Ltd do?
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management
Where is Wealth First Portfolio Managers Ltd (WEALTH) listed?
Wealth First Portfolio Managers Ltd trades as WEALTH on the NSE and under code 544536 on the BSE.
Which sector does Wealth First Portfolio Managers Ltd belong to?
Wealth First Portfolio Managers Ltd is classified under the Financial Services sector, in the Other Financial Services industry.
What is the PE ratio of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd trades at a PE ratio of 27.09 as of 4 Nov 2026, on earnings per share of ₹31, against a book value of ₹141.23 per share.
What is the 52-week high and low of Wealth First Portfolio Managers Ltd?
Over the last 52 weeks Wealth First Portfolio Managers Ltd has traded between ₹774.95 and ₹1,219 as of 4 Nov 2026.
Does Wealth First Portfolio Managers Ltd pay dividends?
Wealth First Portfolio Managers Ltd has a dividend yield of 1.06%.
What is the Return on Equity (ROE) of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd reported a return on equity of 28.20%. Its debt-to-equity ratio is 0.00.

Company Information

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

Website wealth-firstonline.com
Listed 20 Jan 2021
Face Value ₹10

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