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Wealth First Portfolio Managers Limited
NSE: WEALTH · Unclassified
₹844.75+1.97%06 Nov 2026
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Instant answers about Wealth First Portfolio Managers Limited — computed from its filings, no language modelMarket cap₹900 cr
Current price₹844.75
High / Low₹1,190 / ₹800
P/E32.3
P/B5.45
Book value₹155.0
ROE16.9%
ROCE22.7%
Debt / equity0.00
Dividend yield1.98%
EPS (TTM)₹26.16
Face value₹10
Price & valuation
split & bonus adjusted · pick a metric and rangeAnnual performance
annual · ₹ crore · line = operating margin| FY21 | FY22 | FY23 | FY24 | FY26 | |
|---|---|---|---|---|---|
| Revenue | 23.7 | 31.2 | 29.5 | 54.3 | 68.4 |
| EBITDA | 17.5 | 23.0 | 19.3 | 43.2 | 49.4 |
| Operating margin | 73.6% | 73.7% | 65.4% | 79.5% | 72.2% |
| Interest | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 |
| Depreciation | 0.2 | 0.3 | 0.5 | 0.4 | 0.4 |
| Profit before tax | 18.2 | 24.7 | 18.7 | 55.4 | 51.7 |
| Tax | 5.3 | 5.9 | 4.8 | 12.7 | 13.4 |
| Net profit | 0.0 | 0.0 | 0.0 | 0.0 | 38.7 |
| EPS ₹ | 15.10 | 17.69 | 12.98 | 40.06 | 36.29 |
| Operating cash flow | — | 18.9 | 20.4 | 15.5 | 75.4 |
| Capex | — | 1.1 | 0.2 | 0.3 | 2.0 |
| Dividend paid | — | 0.0 | 2.1 | 3.2 | 17.8 |
| Total assets | — | — | 80.3 | 124.8 | 179.9 |
| Equity | — | — | 76.7 | 118.3 | 150.5 |
Quarterly performance
last 23 quarters · ₹ crore| DEC '20 | MAR '21 | JUN '21 | SEP '21 | DEC '21 | MAR '22 | JUN '22 | SEP '22 | DEC '22 | MAR '23 | JUN '23 | SEP '23 | DEC '23 | MAR '24 | JUN '24 | SEP '24 | DEC '24 | JUN '25 | SEP '25 | DEC '25 | MAR '26 | JUN '26 | SEP '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.5 | 4.7 | 10.6 | 7.3 | 5.3 | 7.9 | 4.2 | 11.6 | 8.5 | 5.2 | 10.9 | 13.6 | 15.0 | 14.6 | 20.6 | 19.5 | 16.2 | 24.8 | 20.6 | 6.5 | 16.5 | 14.3 | 15.3 |
| Operating profit | 4.8 | 2.7 | 9.2 | 5.2 | 3.2 | 5.4 | 2.6 | 8.4 | 5.5 | 2.8 | 8.3 | 10.3 | 12.2 | 12.1 | 17.9 | 15.6 | 12.9 | 21.5 | 15.2 | 1.0 | 11.8 | 9.3 | 7.1 |
| Operating margin | 75.0% | 57.7% | 86.3% | 71.1% | 60.8% | 67.8% | 60.2% | 73.1% | 65.4% | 53.0% | 76.3% | 76.0% | 81.2% | 83.1% | 86.9% | 79.8% | 79.3% | 86.6% | 73.7% | 15.4% | 71.2% | 64.9% | 46.4% |
| Other income | 0.1 | 0.2 | 0.5 | 0.3 | 0.7 | 0.7 | -0.1 | 0.6 | 0.1 | -0.6 | 3.0 | 2.6 | 1.4 | 5.9 | 0.9 | 4.0 | 1.0 | 0.1 | 0.2 | 0.3 | 2.1 | 4.7 | 1.9 |
| Interest | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Depreciation | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 |
| Profit before tax | 4.9 | 2.8 | 9.6 | 5.4 | 3.8 | 5.9 | 2.4 | 8.9 | 5.5 | 1.9 | 11.3 | 12.8 | 13.4 | 17.9 | 18.8 | 19.5 | 12.2 | 21.5 | 15.3 | 1.2 | 13.8 | 13.7 | 8.8 |
| Tax | 0.0 | 5.3 | 2.4 | 1.4 | 0.9 | 1.1 | 0.6 | 2.2 | 1.4 | 0.7 | 2.8 | 2.5 | 3.3 | 4.0 | 4.8 | 4.3 | 3.0 | 5.5 | 4.2 | 0.4 | 3.3 | 3.3 | 2.9 |
| Net profit | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 16.0 | 0.0 | 1.1 | 10.5 | 10.3 | 5.9 |
| EPS ₹ | 4.63 | -2.38 | 6.76 | 3.80 | 2.65 | 5.23 | 1.65 | 6.27 | 3.84 | 1.20 | 7.93 | 9.63 | 9.48 | 13.02 | 13.15 | 14.23 | 8.70 | 14.98 | 10.39 | 1.05 | 9.87 | 9.69 | 5.54 |
| Revenue YoY | — | — | — | — | -17.4% | 69.5% | -59.9% | 57.6% | 58.7% | -33.8% | 157.2% | 17.7% | 77.1% | 179.0% | 88.9% | 43.6% | 8.5% | 20.1% | 5.4% | -60.1% | — | -42.3% | -25.7% |
| Profit YoY | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | -100.0% | — | — | — | — | — | -35.3% | — |
Returns & margins
trailing-twelve-month, per quarter| SEP '21 | DEC '21 | MAR '22 | JUN '22 | SEP '22 | DEC '22 | MAR '23 | JUN '23 | SEP '23 | DEC '23 | MAR '24 | JUN '24 | SEP '24 | DEC '24 | MAR '26 | JUN '26 | SEP '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | — | — | — | — | 0.0% | 0.0% | 0.0% | 0.0% | 11.0% | 11.0% | 8.7% | 8.7% | 0.0% | 0.0% | 18.3% | 14.6% | 16.9% |
| ROCE | — | — | — | — | 27.5% | 29.7% | 24.4% | 36.1% | 33.9% | 42.4% | 46.9% | 53.3% | 46.3% | 45.6% | 34.4% | 29.2% | 22.7% |
| Net margin | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 26.9% | 22.9% | 19.0% | 16.1% | 0.0% | 0.0% | 40.4% | 38.0% | 53.0% |
| EBITDA margin | 75.4% | 72.7% | 73.7% | 66.0% | 67.5% | 68.1% | 65.4% | 69.3% | 70.6% | 75.1% | 79.4% | 82.4% | 82.9% | 82.4% | 72.3% | 64.3% | 55.4% |
| Debt / equity | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.04 | 0.00 | 0.00 | 0.00 |
| Interest coverage | 1138.50 | 1081.00 | 354.43 | 250.57 | 420.60 | 454.20 | 267.71 | 395.43 | 451.00 | 564.71 | 1109.40 | 1050.00 | 995.57 | 685.30 | 1723.67 | 1099.25 | 936.75 |
| Asset turnover | — | — | — | — | 0.34 | 0.38 | 0.37 | 0.45 | 0.39 | 0.46 | 0.43 | 0.51 | 0.35 | 0.36 | 0.38 | 0.32 | 0.27 |
Balance sheet
equity vs borrowings over time · ₹ crore| SEP '22 | MAR '23 | SEP '23 | MAR '24 | SEP '24 | SEP '25 | MAR '26 | SEP '26 | |
|---|---|---|---|---|---|---|---|---|
| Share capital | 10.7 | 10.7 | 10.7 | 10.7 | 10.7 | 10.7 | 10.7 | 10.7 |
| Other equity / reserves | 65.9 | 66.0 | 82.5 | 107.6 | 133.8 | 140.1 | 139.8 | 154.5 |
| Total equity | 76.5 | 76.7 | 93.2 | 118.3 | 144.5 | 150.7 | 150.5 | 165.1 |
| Borrowings | 0.0 | 0.0 | 0.0 | 0.0 | 5.9 | 0.0 | 0.0 | 0.0 |
| Current liabilities | 7.2 | 3.0 | 4.0 | 5.9 | 53.6 | 8.6 | 9.2 | 11.0 |
| Non-current liabilities | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 |
| Total assets | 84.3 | 80.3 | 97.8 | 124.8 | 198.8 | 160.0 | 179.9 | 196.3 |
| Property, plant & equipment | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 1.0 | 2.4 | 2.5 |
| Capital work-in-progress | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Investments | 26.6 | 38.6 | 37.5 | 47.6 | 40.5 | 31.1 | 105.5 | 106.5 |
| Inventories | 29.5 | 23.8 | 43.7 | 57.0 | 81.9 | 94.9 | 27.0 | 12.7 |
| Receivables | 4.4 | 3.4 | 2.9 | 4.8 | 18.7 | 1.1 | 8.5 | 5.4 |
| Cash & equivalents | 6.6 | 2.6 | 2.8 | 4.8 | 4.2 | 4.2 | 1.3 | 2.7 |
Cash flow
annual · ₹ crore · line = free cash flow| FY22 | FY23 | FY24 | FY26 | |
|---|---|---|---|---|
| Cash from operations | 18.9 | 20.4 | 15.5 | 75.4 |
| Cash from investing | -15.7 | -18.9 | -9.6 | -79.0 |
| Cash from financing | 0.6 | -4.3 | -3.7 | 2.1 |
| Capex | 1.1 | 0.2 | 0.3 | 2.0 |
| Free cash flow | 17.8 | 20.2 | 15.2 | 73.4 |
| Dividends paid | 0.0 | 2.1 | 3.2 | 17.8 |
Where the assets sit
Sep '26 · ₹ croreFixed assets (PPE)₹2.5 cr1%
Investments₹106.5 cr54%
Inventories₹12.7 cr6%
Receivables₹5.4 cr3%
Cash & equivalents₹2.7 cr1%
Other assets₹66.5 cr34%
Peer comparison
largest in Unclassified · this company in bold| Company | Market cap ₹cr | Price | P/E | P/B | ROE |
|---|---|---|---|---|---|
| Avantel Limited | 36,86,04,549 | 138.69 | — | 1059360.68 | 0.0% |
| Ducol Organics And Colours Limited | 19,55,275 | 120.00 | — | 20089.13 | 0.0% |
| Jio Platforms Limited | 12,57,181 | 1,406.40 | — | 3.57 | — |
| SBI Funds Management Limited | 1,01,750 | 499.55 | — | — | — |
| Tamilnadu Telecommunication Limited | 91,314 | 9.93 | — | — | — |
| Manipal Health Enterprises Limited | 76,294 | 646.70 | — | — | — |
| INDO-MIM Limited | 59,042 | 1,219.50 | — | — | — |
| AvenuesAI Limited | 45,138 | 129.25 | 153.6 | 9.51 | 6.2% |
| Dhoot Transmission Limited | 32,761 | 1,601.60 | — | 8.11 | — |
| 3M India Limited | 31,071 | 27,570.00 | 53.8 | 17.57 | 32.7% |
| Wealth First Portfolio Managers Limited | 900 | 844.75 | 32.3 | 5.45 | 16.9% |
StoxGud checklist: Neutral setup · 4/10
- Price above 50-day average
- Price above 200-day average
- 50-day average above 200-day (uptrend)
- RSI in healthy 40–70 zone
- Positive 1-year return
- Return on equity above 15%
- Debt to equity below 1
- Revenue growing year on year
- Net profit margin above 10%
- P/E below industry median
A rules-based screen of trend, momentum, quality and valuation. Educational only — not a buy or sell recommendation.
Returns & technicals
1 month+1.4%
6 months-11.8%
1 year-26.8%
3Y CAGR+27.0%
5Y CAGR+27.2%
10Y CAGR+33.2%
50-day avg₹850.40
200-day avg₹903.17
RSI (14)44
FAQs
What is the share price of Wealth First Portfolio Managers Limited?
Wealth First Portfolio Managers Limited (WEALTH) closed at ₹844.75 on NSE on 06 Nov 2026.
What is the market cap of Wealth First Portfolio Managers Limited?
₹900 crore at the latest close.
What is the P/E ratio of Wealth First Portfolio Managers Limited?
32.3, on trailing-twelve-month earnings from its filings.
How fast is Wealth First Portfolio Managers Limited growing?
Wealth First Portfolio Managers Limited: revenue has compounded at 29.9% a year over three years. Latest-quarter revenue is down 25.7% year on year.
How profitable is Wealth First Portfolio Managers Limited?
On a trailing-twelve-month basis return on equity is 16.9%, return on capital employed 22.7%, operating margin 55.4%, net margin 53.0%.
How much debt does Wealth First Portfolio Managers Limited have?
Wealth First Portfolio Managers Limited is debt-free: debt to equity is 0.00 with borrowings of ₹0 cr against cash of ₹3 cr (balance sheet of 2026-09-30). Operating profit covers interest 936.8 times.
Financials parsed from Wealth First Portfolio Managers Limited's own XBRL filings to NSE (consolidated), ₹ crore unless marked. Quarterly from DEC '20, annual from FY21, balance sheet from Sep '22. * = derived (full year or half year minus earlier quarters). Information only, not investment advice.
Wealth First Portfolio Managers Limited · advanced chart