360 One WAM
360 One WAM
Capital Markets F&OKey Fundamentals
MidcapWealthCapital MarketsTapetide Score
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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 4.29 times its book value
- Promoter holding is low: 6.20%
- Promoter holding has decreased over last 3 years: -14.6%
Growth Rate
AI Analysis — Bull vs Bear
360 ONE WAM Ltd is a wealth and asset management company with a market capitalisation of about ₹43,583 crore. It trades at a P/E of 34.7x and a P/B of 4.76x. Sales have grown at a 30% CAGR over 3 years and 37% on a TTM basis, while profit has grown at a 23% CAGR over 3 years and 19% on a TTM basis. ROE has fallen to 14% in the last year from a 3-year average of 18%, and promoter holding is low at 6.20%.
- Profit has compounded at a 26.8% CAGR over the last 5 years, ahead of the 5-year sales CAGR of 22%. This points to operating leverage in the wealth and asset management platform over a full cycle.
- Top-line growth has sped up. TTM sales growth of 37% is above both the 3-year CAGR of 30% and the 5-year CAGR of 22%, which suggests strong client inflows and asset growth recently.
- The stock has delivered a 28% CAGR over 3 years and 22% over 5 years, roughly in line with underlying profit growth of 23% and 27% over the same periods.
- ROE has averaged 19% over 5 years and 18% over 3 years, which shows the business can earn high returns on equity over time.
- The company pays out about 45.6% of profits as dividends. This fits a capital-light business model that doesn't need to hold back most of its earnings to grow.
- Profit still grew 19% on a TTM basis even as revenue grew 37%, so earnings are still rising at a double-digit rate.
- Near-term earnings momentum is flagged as positive: the company is expected to report a good quarter, on top of TTM sales growth of 37%.
- At 34.7x earnings and 4.76x book value, the valuation already assumes growth continues. A slowdown from the recent 37% TTM sales growth could put pressure on the multiple.
- Profit growth is lagging revenue growth. TTM profit grew 19% against TTM sales growth of 37%, which suggests margins are shrinking or costs are rising faster than income.
- ROE fell to 14% last year from a 3-year average of 18% and a 5-year average of 19%. Returns on capital are weakening, possibly because the equity base has grown faster than earnings.
- Promoter holding is only 6.20% and has dropped by 15.3 percentage points over the last 3 years. That means lower promoter ownership in the business and ongoing selling or dilution.
- Stock returns have slowed sharply, from a 28% CAGR over 3 years to 7% over the last year. The rerating may have run its course at a P/E of 34.7x.
- The dividend yield is 0.56%, even with a 45.6% payout. At the current valuation, cash returns to shareholders are small.
- As a capital markets business worth about ₹43,583 crore, its earnings depend on market-linked AUM and transaction income. A market downturn could quickly reverse the 37% TTM revenue growth.
This is AI-generated analysis, not financial advice. Do your own due diligence. Figures are based only on the data provided in the request: ROE uses the last-year figure of 14%, and the provided P/B of 4.76x differs from the 4.43x cited in the known cons. Debt-to-equity was not provided, and the 52-week high and low were given as 0, so those were left out and not independently checked.
AI News Digest
- UC Regents offload 0.89% stake Sep 29
The Regents of the University of California sold 36.33 lakh shares (0.89%) at an average ₹1,030.08 for ₹374.31 crore, cutting their holding from 1.87% to 1%. The buyers weren't disclosed, and the stock fell 1.2% to close at ₹1,033 on BSE. A separate large-trade signal flagged 35.16 lakh shares worth ₹362.14 crore at ₹1,030 the same day.
- Post-CEO rally fully reversed Sep 29
The stock hit an intraday high of ₹1,122 on Sep 23 and closed at ₹1,033 on Sep 29, a drop of about 8% in under a week. That wiped out the 4.43% gain from the CEO announcement, with the institutional selling adding pressure.
- Jefferies' Aashish Agarwal named CEO Sep 22
The board appointed Aashish Agarwal, MD and Country Head at Jefferies since April 2020, as CEO effective Feb 15, 2027. Karan Bhagat becomes Vice-Chairman and MD, with his MD term running until Jul 26, 2030. The stock jumped 4.43% to an intraday high of ₹1,122 on the news.
- Strong Q1 FY27 earnings growth Sep 22
Consolidated net profit rose 16.11% YoY to ₹330.53 crore, and revenue from operations grew 26.85% to ₹1,226.09 crore. AUM stood above ₹7.8 lakh crore ($82 billion) across 8,900+ clients as of Jun 30, 2026.
- Motilal Oswal Buy, ₹1,300 target Sep 21
Motilal Oswal's Sep 18 report reiterated Buy with an SOTP-based ₹1,300 target (36x FY28 PAT for ARR, 20x for TBR) and forecasts FY26-28 revenue/PAT CAGR of 18%/20%. Kantilal Chhaganlal Securities also sees a near-term move to ₹1,200-1,250.
- Large runway in UHNI wealth Sep 21
India's $30M+ population of about 19,900 is projected to exceed 25,000 by 2031. Only 15% of Indian wealth is professionally managed, versus 75% in mature markets. 360 ONE serves 4,000+ UHNI families out of an addressable base of 40,000-45,000.
- ₹98.58 crore block trade flagged Sep 24
A large-trade signal flagged about 8.99 lakh shares at ₹1,096.40, worth ₹98.58 crore. Buyer and seller identities were not available, and the trade is unconfirmed until exchange disclosures.
- AGM approves new ESAR scheme Sep 2
Shareholders at the 19th AGM on Sep 2, 2026 approved a new Employee Stock Appreciation Rights Scheme for FY26, along with routine ordinary business. It supports staff retention but carries some potential for minor equity dilution.
TL;DR: Fundamentals are strong: Q1 FY27 profit grew 16% and revenue 27%, AUM is above ₹7.8 lakh crore, and a high-profile CEO hire from Jefferies signals ambitions across wealth, asset management and capital markets. The near-term risk is supply. The UC Regents' ₹374 crore exit and other large block trades pushed the stock down about 8% from its ₹1,122 high to ₹1,033, giving back the leadership-driven rally. Price action is getting worse even though the business keeps improving. A re-rating toward Motilal's ₹1,300 target likely depends on institutional selling easing and Q2 FY27 results sustaining 18-20% growth.
Quarterly Results
| Particulars | 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
| Particulars | 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
| Particulars | 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
| Particulars | 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
| Particulars | 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% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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64 extracted metrics + investor summaries across FY18–FY27.
Documents
Frequently Asked Questions about 360 One WAM
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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]
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