Skip to main content
Swing Capital

Wealth First Portfolio Managers Ltd

NSE: WEALTH BSE: 544536

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

₹826
52W: ₹690 — ₹1440
PE 39.5 · Book ₹137 · +503% vs book
Market Cap₹880 Cr
Stock P/E39.5Price to Earnings
ROCE37.5%Return on Capital
ROE28.5%Return on Equity
Div. Yield2.43%Face Value ₹10

Strengths

  • +Company is almost debt free.
  • +Company is expected to give good quarter
  • +Company has delivered good profit growth of 93.4% CAGR over last 5 years
  • +Company has a good return on equity (ROE) track record: 3 Years ROE 31.3%
  • +Company has been maintaining a healthy dividend payout of 30.6%

Shareholding Pattern

Promoters74.04%
FIIs0%
DIIs0.11%
Public25.83%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters74.01%74.04%▲0.074.04%74.04%74.04%74.04%74.04%74.04%
FIIs0%0%0%0%0%0%0%0%
DIIs0%0%0.04%▲0.00.04%0.09%▲0.00.12%▲0.00.1%▼0.00.11%▲0.0
Public25.99%25.96%▼0.025.92%▼0.025.91%▼0.025.86%▼0.125.83%▼0.025.85%▲0.025.83%▼0.0

Financial Statements

MetricSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales13.5614.9814.1620.3319.4715.78-3.5324.817.856.02
Expenses3.262.822.422.683.853.272.92.955.644.11
Operating Profit10.312.1611.7417.6515.6212.51-6.4321.8512.211.91
OPM %75.96%81.17%82.91%86.82%80.23%79.28%0%88.1%68.4%31.73%
Net Profit10.2310.1113.5913.7915.28.98-4.2716.238.911.38
EPS ₹9.69.4912.7512.9414.278.43-4.0115.238.361.3

AI Insights

Revenue Trend

TTM revenue at ₹45Cr, down 23.7% YoY. OPM at 65%.

Debt Position

Borrowings at ₹0Cr. Debt-to-equity ratio: 0.00x. Healthy balance sheet.

Institutional Flow

DIIs: 0.11% (+0.11pp change). FIIs: 0% (+0.00pp change). Promoters hold 74.04%.

Margin & Efficiency

ROCE improving from 9% (Mar 2014) to 38% (Mar 2025). Working capital days: 481.

Valuation

PE 39.5x with 37.5% ROCE. Price is 503% above book value of ₹137. Dividend yield: 2.43%.

Recent Announcements