ANANDRATHI NSE filing

Anand Rathi Wealth Declares Bonus Issue, ₹7 Dividend, Releases Q4 & FY26 Earnings Call Transcript

The RealCase readHigh impact Positive

Anand Rathi Wealth declared a 1:1 bonus issue and ₹7 dividend. The company crossed ₹1 lakh crore AUM and achieved 18 consecutive quarters of over 20% PAT growth. FY26 revenue was ₹1,198 crore (up 22%) and PAT was ₹386 crore (up 28%). FY27 guidance includes ₹1,415 crore revenue and ₹460 crore PAT.

Why it matters

The declaration of a bonus issue and a substantial dividend, coupled with exceeding AUM milestones and consistent profit growth, are significant positive events for shareholders.

The market read

The announcement highlights positive financial performance, a bonus issue, and a dividend, indicating strong shareholder returns and confidence in future growth.

Anand Rathi Wealth Limited has announced a bonus issuance of 1:1 and a final dividend of ₹7 per equity share, subject to shareholder approval. The company's Joint CEO, Feroze Azeez, highlighted crossing ₹1 lakh crore in Assets Under Management (AUM) and a consistent PAT growth of over 20% for 18 consecutive quarters.

For FY26, excluding fair value gains on ESOP expenses, total revenue grew by 22% to ₹1,198 crores, with PAT growth of 28% to ₹386 crores. The company has provided guidance for FY27 with revenue projected at ₹1,415 crores and PAT at ₹460 crores, along with an AUM target of ₹1,20,000 crores.

The Wealth Management business added 1,600 new client families, bringing the total to 13,395, with a client attrition rate of 0.54% for FY26. The Digital Wealth business saw AUM growth of 22% to ₹2,218 crores, and the OFA business (SaaS platform) has 6,906 subscribers with ₹1.47 lakh crores in platform assets.

In Q4 FY26, excluding exceptional items, consolidated total revenue grew by 25% year-on-year to ₹302 crores, and PAT increased by 25% to ₹92 crores. The reported numbers, including fair value gains and ESOP expenses, showed a higher growth in revenue and PAT for both the quarter and the full year.

The company also clarified the subscription to ARGFL shares, ESOP accounting, and the concept of 'credibility marathon' in wealth management, emphasizing a client-centric, process-driven approach over rapid capital accumulation. The management reiterated its commitment to under-promise and over-deliver.

Filing to action

What to do with a filing like this

Anand Rathi Wealth Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Anand Rathi Wealth Limited. Read the original for the full detail.

View original filing