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
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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 4.84 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 5d ago360 ONE WAM Ltd is a capital markets firm with a market cap of ₹47,140 Cr trading at a PE of 37.4x. The company has delivered strong revenue growth of 37% TTM and profit CAGR of 27% over 5 years, but faces concerns around low promoter holding at 6.20% and a premium valuation at 4.77x book value.
- TTM revenue growth of 37% significantly outpaces the 5-year compounded sales CAGR of 21%, indicating accelerating business momentum
- 5-year compounded profit growth of 27% CAGR demonstrates consistent earnings scalability in the wealth management space
- 3-year stock CAGR of 32% reflects strong market recognition of the company's growth trajectory
- Healthy dividend payout ratio of 45.6% indicates shareholder-friendly capital allocation despite being in a growth phase
- 3-year compounded sales growth of 28% shows sustained demand for wealth and asset management services
- 5-year ROE average of 19% indicates efficient use of shareholder equity to generate returns
- Company is expected to deliver a good upcoming quarter, suggesting near-term earnings visibility remains intact
- 3-year compounded profit growth of 23% alongside 28% sales growth shows operating leverage in the business model
- 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 potential dilution or lack of promoter confidence
- PE ratio of 37.4x is elevated for a financial services firm, leaving limited margin of safety if growth slows
- Price-to-book of 4.77x is a significant premium, making the stock vulnerable to de-rating in adverse market conditions
- Last year ROE dropped to 14% from the 3-year average of 18%, indicating a potential deterioration in capital efficiency
- Dividend yield of only 0.52% offers limited income protection despite the 45.6% payout ratio, reflecting the high stock price
- TTM profit growth of 19% lags behind TTM sales growth of 37%, suggesting possible margin compression or one-time cost pressures
- As a capital markets-linked business, revenue is inherently cyclical and tied to market sentiment — a downturn could sharply impact AUM-based fees
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 19h ago- Major shareholder 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 license Aug 03
Subsidiary GAM received IFSCA certificate to act as Registered Fund Management Entity (Retail), following in-principle approval in April 2026. Expands international fund management capabilities.
- Active institutional investor engagement Aug 03
Company scheduled analyst and institutional investor meetings from Aug 12 to Sep 1, 2026, presenting Q2FY27 results at Emkay, Equirus, Motilal Oswal, and Goldman Sachs events.
- Multiple large block trades Aug 05
Three block trades recorded between Jul 21 and Aug 5: ~1.51L shares at Rs 1184.10 (Rs 17.93 Cr), ~1.52L shares at Rs 1172.50 (Rs 17.79 Cr), and 2L shares at Rs 1124 (Rs 22.48 Cr) on BSE. Indicates institutional activity.
- AGM scheduled for Sep 2 Aug 12
19th AGM set for Sep 2, 2026 via VC/OAVM with agenda including financial statements adoption, director re-appointments, and new ESAR Scheme 2026.
- Lock-in terms amended for acquisition Jul 28
Share purchase agreement for 360 ONE Capital acquisition amended to allow aggregate lock-in maintenance by Mr. Saahil Murarka and Batlivala & Karani Resources collectively rather than individually.
TL;DR: 360 ONE WAM shows steady institutional interest with multiple block trades in the Rs 1124-1184 range and active investor conference participation. The IFSCA fund license for subsidiary GAM is a meaningful positive for international growth. Capital Income Builder's stake sale is a mild overhang but appears orderly. Overall trend is stable with incremental expansion of business capabilities heading into Q2FY27 results season.
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 | 4,470 | 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 | 2,815 | 2,858 |
| OPM % | 62% | 63% | 54% | 57% | 56% | 63% | 58% | 65% | 63% | 62% |
| Other Income | 10 | 1 | 6 | 2 | 6 | 5 | 4 | -87 | 7 | 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 | 1,433 |
| Total Liabilities | 9,567 | 9,763 | 13,021 | 8,739 | 10,734 | 11,191 | 15,114 | 19,768 | 27,199 |
| 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 | 14,387 |
| Total Assets | 9,567 | 9,763 | 13,021 | 8,739 | 10,734 | 11,191 | 15,114 | 19,768 | 27,199 |
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 | -2,462 | -2,921 |
| Investing | 1,073 | -2,133 | -3,361 | 4,128 | -1,128 | 788 | -1,574 | -990 | -1,607 |
| Financing | 1,263 | -80 | 2,290 | -4,836 | 251 | 556 | 1,978 | 3,749 | 4,357 |
| Net Cash Flow | -437 | -362 | 557 | -245 | 52 | 21 | -67 | 297 | -171 |
| Free Cash Flow | -2,809 | 1,643 | 1,536 | 437 | 912 | -1,395 | -571 | -2,509 | -3,017 |
| CFO/OP | -251 | 203 | 213 | 62 | 98 | -84 | -12 | -90 | -86 |
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 | 41 |
| Inventory Days | — | — | — | — | — | — | 0 | — | — |
| Cash Conversion Cycle | 42 | 68 | 58 | 50 | 47 | 54 | 41 | 44 | 41 |
| Working Capital Days | -1,010 | -84 | -18 | 17 | -166 | -41 | -121 | -17 | 44 |
| 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]