360 ONE WAM Ltd
360 ONE WAM Ltd
Capital Markets F&OKey Fundamentals
MidcapWealthCapital MarketsInsights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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46 extracted metrics + investor summaries across FY18–FY27.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Key Insights
Strengths
3- Company is expected to give good quarter
- Company has delivered good profit growth of 26.8% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 45.6%
Weaknesses
3- Stock is trading at 4.77 times its book value
- Promoter holding is low: 6.20%
- Promoter holding has decreased over last 3 years: -15.3%
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 3d ago360 ONE WAM Ltd is a capital markets firm with a market cap of ₹48,161 crore, trading at a PE of 37.4x and delivering 37% TTM sales growth. The company has shown strong profit compounding at 27% CAGR over 5 years but faces concerns around low promoter holding at 6.20% and a valuation of 4.77x book value.
- TTM revenue growth of 37% indicates strong momentum in AUM accretion and fee income generation
- 5-year compounded profit growth of 27% CAGR demonstrates consistent earnings scalability
- 5-year compounded sales growth of 21% CAGR shows sustained business expansion over a longer horizon
- 3-year stock CAGR of 32% reflects market recognition of the company's growth trajectory
- Healthy dividend payout ratio of 45.6% signals capital discipline and shareholder return focus
- 3-year ROE average of 18% indicates efficient utilization of shareholder equity
- Expected to deliver a good upcoming quarter, suggesting near-term earnings visibility remains intact
- 3-year compounded sales growth of 28% CAGR outpaces the 5-year figure of 21%, suggesting accelerating revenue momentum
- Promoter holding is extremely low at 6.20%, raising questions about skin-in-the-game and alignment with minority shareholders
- Promoter holding has declined by 15.3% over the last 3 years, signaling sustained dilution or stake sale
- Stock trades at 4.77x book value, which is elevated for an asset management business and leaves limited margin of safety
- PE ratio of 37.4x is demanding and prices in significant future growth, increasing downside risk if earnings disappoint
- Last year ROE dropped to 14% from a 3-year average of 18%, indicating potential compression in return metrics
- Dividend yield of only 0.52% despite a 45.6% payout ratio means the high valuation dilutes effective income return
- TTM profit growth of 19% lags TTM sales growth of 37%, suggesting margin pressure or one-time cost escalation
- Capital markets businesses are inherently cyclical and a market downturn could compress AUM-linked revenues significantly
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 1d ago- Capital Income Builder sells stake Jul 28
Capital Income Builder sold 62.78 lakh shares on Apr 8, 2026, reducing its stake to 3.11% via open market transaction under SEBI Regulation 29(2).
- GAM gets IFSCA fund manager license Aug 03
Subsidiary GAM received IFSCA certificate to act as Registered Fund Management Entity (Retail), following in-principle approval in April 2026, expanding offshore fund management capabilities.
- UBS collaboration targets $500-600M Jul 17
Management guided for $500-600M asset exchange via UBS collaboration with offshore capital access anticipated this year, net flow targets of 12-15% of opening ARR AUM, and cost-to-income ratio target of 49-49.5%.
- Multiple investor conference lineup Aug 03
360 ONE WAM scheduled analyst meetings from Aug 12 to Sep 1, 2026 at Emkay, Equirus, Motilal Oswal, and Goldman Sachs events to discuss Q2FY27 results.
- Large institutional block trades Aug 05
Multiple block trades recorded between Jul 10 and Aug 5 ranging from Rs 17.79 Cr to Rs 127.50 Cr at prices between Rs 1124-1184 per share, indicating sustained institutional activity.
- Lock-in terms amended for acquisition Jul 28
360 ONE WAM amended share purchase agreement for 360 ONE Capital acquisition, allowing Mr. Saahil Murarka and Batlivala & Karani Resources to hold shares collectively rather than individually.
- Q1FY27 earnings call scheduled Jul 10
Q1FY27 results announced on Jul 16, 2026, with management discussion from 5:30 PM to 6:30 PM IST.
TL;DR: 360 ONE WAM is executing well on growth levers with the IFSCA license for GAM and UBS collaboration targeting $500-600M in asset exchange, while guiding for cost-to-income improvement of 100-150 bps. The main risk is institutional stake reduction by Capital Income Builder, though sustained block trade activity at Rs 1124-1184 suggests steady institutional interest. The trend is constructive with expanding offshore capabilities and clear margin improvement guidance heading into H2FY27.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 573 | 550 | 630 | 791 | 849 | 865 | 780 | 821 | 911 | 1,098 | 1,181 | 1,115 | 1,226 |
| Expenses | 220 | 237 | 255 | 505 | 272 | 324 | 336 | 360 | 346 | 401 | 456 | 452 | 454 |
| Operating Profit | 353 | 313 | 375 | 286 | 577 | 541 | 444 | 461 | 566 | 697 | 725 | 663 | 773 |
| OPM % | 62% | 57% | 60% | 36% | 68% | 63% | 57% | 56% | 62% | 63% | 61% | 59% | 63% |
| Other Income | 8 | 73 | 41 | 260 | -1 | 28 | 154 | 101 | 69 | 9 | 39 | 54 | 47 |
| Interest | 125 | 146 | 167 | 207 | 214 | 232 | 222 | 218 | 229 | 254 | 296 | 312 | 354 |
| Depreciation | 13 | 14 | 14 | 17 | 16 | 17 | 17 | 20 | 32 | 39 | 41 | 43 | 42 |
| PBT | 224 | 227 | 235 | 323 | 345 | 319 | 359 | 324 | 374 | 413 | 427 | 363 | 424 |
| Tax % | 18% | 18% | 18% | 25% | 29% | 23% | 23% | 23% | 24% | 24% | 23% | 20% | 22% |
| Net Profit | 184 | 186 | 192 | 243 | 244 | 245 | 276 | 250 | 285 | 315 | 327 | 289 | 331 |
| EPS in Rs | 5.15 | 5.2 | 5.36 | 6.76 | 6.72 | 6.73 | 7.12 | 6.35 | 7.04 | 7.79 | 8.08 | 7.11 | 8.13 |
Profit & Loss
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,705 | 1,578 | 1,521 | 1,654 | 2,072 | 2,057 | 2,921 | 3,684 | 4,362 | 4,621 |
| Expenses | 652 | 589 | 698 | 715 | 915 | 766 | 1,216 | 1,292 | 1,655 | 1,763 |
| Operating Profit | 1,053 | 990 | 823 | 939 | 1,157 | 1,291 | 1,705 | 2,391 | 2,707 | 2,858 |
| OPM % | 62% | 63% | 54% | 57% | 56% | 63% | 58% | 65% | 62% | 62% |
| Other Income | 10 | 1 | 6 | 2 | 6 | 5 | 4 | -87 | 116 | 149 |
| Interest | 559 | 431 | 502 | 414 | 370 | 399 | 643 | 887 | 1,090 | 1,216 |
| Depreciation | 14 | 22 | 41 | 43 | 42 | 46 | 57 | 71 | 155 | 165 |
| PBT | 490 | 538 | 286 | 485 | 751 | 850 | 1,009 | 1,347 | 1,577 | 1,627 |
| Tax % | 22% | 30% | 30% | 24% | 23% | 23% | 20% | 25% | 23% | — |
| Net Profit | 380 | 375 | 201 | 369 | 578 | 658 | 804 | 1,015 | 1,216 | 1,262 |
| EPS in Rs | — | — | 5.77 | 10.5 | 16.28 | 18.48 | 22.41 | 25.83 | 29.94 | 31.11 |
| Div. Payout % | 19% | 23% | 87% | 167% | 84% | 373% | 74% | 23% | 40% | — |
Balance Sheet
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 16 | 17 | 17 | 18 | 18 | 36 | 36 | 39 | 41 |
| Reserves | 1,847 | 2,894 | 2,974 | 2,810 | 3,006 | 3,086 | 3,414 | 7,026 | 9,795 |
| Borrowings | 6,966 | 6,103 | 8,838 | 5,077 | 5,808 | 6,784 | 9,472 | 11,160 | 15,931 |
| Other Liabilities | 737 | 749 | 1,191 | 834 | 1,903 | 1,285 | 2,193 | 1,543 | 1,434 |
| Total Liabilities | 9,567 | 9,763 | 13,021 | 8,739 | 10,734 | 11,191 | 15,114 | 19,768 | 27,201 |
| Fixed Assets | 31 | 337 | 608 | 837 | 816 | 880 | 940 | 1,281 | 3,969 |
| CWIP | 22 | 173 | 1 | 2 | 0 | 39 | 64 | 88 | 0 |
| Investments | 1,111 | 3,053 | 6,512 | 2,513 | 4,072 | 3,609 | 5,948 | 7,608 | 8,842 |
| Other Assets | 8,403 | 6,200 | 5,899 | 5,386 | 5,846 | 6,663 | 8,163 | 10,791 | 14,389 |
| Total Assets | 9,567 | 9,763 | 13,021 | 8,739 | 10,734 | 11,191 | 15,114 | 19,768 | 27,201 |
Cash Flow
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| Operating | -2,772 | 1,852 | 1,628 | 463 | 929 | -1,323 | -470 | -2,411 | -2,921 |
| Investing | 1,073 | -2,133 | -3,361 | 4,128 | -1,128 | 788 | -1,574 | -1,065 | -1,613 |
| Financing | 1,263 | -80 | 2,290 | -4,836 | 251 | 556 | 1,978 | 3,773 | 4,357 |
| Net Cash Flow | -437 | -362 | 557 | -245 | 52 | 21 | -67 | 297 | -177 |
| Free Cash Flow | -2,809 | 1,643 | 1,536 | 437 | 912 | -1,395 | -571 | -2,458 | -3,017 |
| CFO/OP | -251 | 203 | 213 | 62 | 98 | -84 | -12 | -88 | -90 |
Ratios
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 42 | 68 | 58 | 50 | 47 | 54 | 41 | 44 | 42 |
| Inventory Days | — | — | — | — | — | — | 0 | — | — |
| Cash Conversion Cycle | 42 | 68 | 58 | 50 | 47 | 54 | 41 | 44 | 42 |
| Working Capital Days | -1,010 | -84 | -18 | 17 | -166 | -41 | -121 | -15 | 40 |
| ROCE % | — | 11% | 8% | 9% | 13% | 13% | 14% | 15% | 12% |
Documents
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Company Information
IIFL Wealth Management Limited, founded in 2008, is one of the largest private wealth management firms in India. The company mainly acts as wealth manager and provides services relating to financial products distribution, advisory, portfolio management services by mobilizing funds and assets of various classes of investors including High Networth Individuals. [1][2]