Wealth First Portfolio Managers
WEALTH NSE
Wealth First Portfolio Managers
Financial ServicesNSE: WEALTH BSE: 544536 Finance
Key Fundamentals
MicrocapOther Financial ServicesFinancial ServicesMarket Cap
₹875 Cr
Volatility
Moderate
P/E Ratio
27.27
EBITDA
₹49.41 Cr
Return on Equity
26.57%
Debt to Equity
0
Book Value
₹141.23
52W High
₹1,294.8
52W Low
₹774.95
Tapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Strengths
5- Company is almost debt free.
- Company is expected to give good quarter
- Company has delivered good profit growth of 24.6% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 32.4%
- Company has been maintaining a healthy dividend payout of 23.4%
Weaknesses
1- Debtor days have increased from 36.3 to 45.2 days.
Growth Rate
Revenue Growth
13.79% lower than
3Y
Net Income Growth
12.64% lower than
3Y
Cash Flow Change
-32.75% higher than
3Y
ROE
-26.38% lower than
3Y
ROCE
-24.94% lower than
3Y
EBITDA Margin (Avg.)
-11.33% higher than
3Y
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 | 11 | 14 | 15 | 15 | 21 | 20 | 16 | -3 | 25 | 21 | 6 | 17 | 14 |
| Expenses | 3 | 3 | 3 | 2 | 3 | 4 | 3 | 3 | 3 | 5 | 5 | 5 | 5 |
| Operating Profit | 9 | 10 | 12 | 12 | 18 | 16 | 13 | -6 | 22 | 15 | 1 | 12 | 9 |
| OPM % | 77% | 76% | 81% | 83% | 87% | 80% | 79% | — | 87% | 74% | 15% | 71% | 65% |
| Other Income | 3 | 3 | 1 | 6 | 1 | 4 | -1 | 1 | 0 | 0 | 0 | 2 | 5 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PBT | 11 | 13 | 13 | 18 | 19 | 19 | 12 | -5 | 21 | 15 | 1 | 14 | 14 |
| Tax % | 25% | 20% | 25% | 23% | 25% | 22% | 24% | -21% | 26% | 28% | 34% | 24% | 24% |
| Net Profit | 8 | 10 | 10 | 14 | 14 | 15 | 9 | -4 | 16 | 11 | 1 | 10 | 10 |
| EPS in Rs | 7.93 | 9.63 | 9.48 | 13.02 | 13.15 | 14.23 | 8.7 | -4.03 | 14.98 | 10.39 | 1.05 | 9.87 | 9.69 |
Profit & Loss
| Particulars | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 151 | 199 | 224 | 331 | 10 | 25 | 33 | 29 | 67 | 60 | 68 | 58 |
| Expenses | 146 | 191 | 212 | 321 | 7 | 6 | 8 | 10 | 11 | 13 | 19 | 21 |
| Operating Profit | 4 | 8 | 12 | 10 | 2 | 18 | 25 | 19 | 56 | 47 | 49 | 37 |
| OPM % | 3% | 4% | 5% | 2.9% | 25% | 74% | 75% | 65% | 83% | 78% | 72% | 64% |
| Other Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1 | 3 | 7 |
| Interest | 1 | 2 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| PBT | 3 | 6 | 11 | 9 | 2 | 18 | 25 | 19 | 55 | 45 | 52 | 44 |
| Tax % | 20% | 20% | 18% | 23% | 28% | 29% | 24% | 26% | 23% | 24% | 26% | — |
| Net Profit | 3 | 5 | 9 | 7 | 1 | 13 | 19 | 14 | 43 | 34 | 38 | 33 |
| EPS in Rs | 2.43 | 4.49 | 8.18 | 6.62 | 1.2 | 12.08 | 17.69 | 12.98 | 40.06 | 32.05 | 36.28 | 31 |
| Div. Payout % | 12% | 13% | 7% | 9% | 50% | 8% | 11% | 23% | 17% | 50% | 3% | — |
Balance Sheet
| Particulars | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 6 | 6 | 6 | 6 | 6 | 11 | 11 | 11 | 11 | 11 | 11 |
| Reserves | 9 | 13 | 21 | 28 | 28 | 36 | 55 | 66 | 108 | 118 | 140 |
| Borrowings | 18 | 18 | 6 | 1 | 3 | 0 | 2 | 0 | 0 | 0 | 0 |
| Other Liabilities | 12 | 3 | 4 | 4 | 3 | 3 | 4 | 4 | 7 | 8 | 29 |
| Total Liabilities | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 | 180 |
| Fixed Assets | 0 | 0 | 0 | 1 | 1 | 0 | 1 | 1 | 1 | 1 | 3 |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 | 0 | 2 | 17 | 39 | 48 | 31 | 105 |
| Other Assets | 45 | 41 | 38 | 39 | 39 | 47 | 53 | 41 | 76 | 104 | 72 |
| Total Assets | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 | 180 |
Cash Flow
| Particulars | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | — | 0 | 16 | 8 | -8 | 7 | 21 | 20 | 16 | 10 | 75 |
| Investing | — | 3 | 1 | 0 | 2 | -2 | -18 | -19 | -10 | 8 | -79 |
| Financing | — | -2 | -14 | -6 | 0 | -4 | 1 | -4 | -4 | -21 | 2 |
| Net Cash Flow | — | 2 | 3 | 2 | -6 | 1 | 4 | -3 | 2 | -2 | -1 |
| Free Cash Flow | — | 0 | 16 | 7 | -8 | 7 | 20 | 20 | 15 | 10 | 73 |
| CFO/OP | — | 11 | 147 | 103 | -247 | 41 | 103 | 143 | 50 | 46 | 178 |
Ratios
| Particulars | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 1 | 3 | 4 | 3 | 45 | 23 | 37 | 42 | 26 | 38 | 45 |
| Inventory Days | 93 | 66 | 44 | 28 | — | — | — | — | — | — | — |
| Days Payable | 0 | 0 | 0 | 0 | — | — | — | — | — | — | — |
| Cash Conversion Cycle | 94 | 69 | 48 | 31 | 45 | 23 | 37 | 42 | 26 | 38 | 45 |
| Working Capital Days | 20 | 25 | 29 | 24 | 1,138 | 491 | 351 | 318 | 310 | 476 | 228 |
| ROCE % | — | 23% | 33% | 28% | 6% | 44% | 44% | 26% | 57% | 38% | 35% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Wealth First Portfolio Managers insights
46 extracted metrics + investor summaries across FY16–FY26.
Documents
1
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
11 Sep - Company to hold virtual group investor/analyst meeting on 17 September 2026, 4:00 pm onwards. 11 Sep - Company to hold virtual group investor/analyst meeting on 17 September 2026, 4:00 pm onwards.
2
Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure A
7 Apr - Company confirms it is not a Large Corporate; outstanding borrowings were Rs. 0 as of 31 March 2026. 7 Apr - Company confirms it is not a Large Corporate; outstanding borrowings were Rs. 0 as of 31 March 2026.
3
Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
6 Apr - RTA certificate under Regulation 74(5) for quarter ended March 31, 2026; no securities received for dematerialization. 6 Apr - RTA certificate under Regulation 74(5) for quarter ended March 31, 2026; no securities received for dematerialization.
4
Announcement under Regulation 30 (LODR)-Press Release / Media Release
27 Mar - 26/03/2026: Lakshya AMC (sponsored by Wealth First) received SEBI approval to launch mutual fund; Benchmark founders onboarded. 27 Mar - 26/03/2026: Lakshya AMC (sponsored by Wealth First) received SEBI approval to launch mutual fund; Benchmark founders onboarded.
5
Intimation Of Receipt Of SEBI Mutual Fund License In Subsidiary Company.
26 Mar - SEBI granted final AMC license to Lakshya Asset Management on 25 Mar 2026. 26 Mar - SEBI granted final AMC license to Lakshya Asset Management on 25 Mar 2026.
2
Corporate Action - Fixes Record Date As 17Th September 2026 For Final Dividend Of F.Y 2025-26. 2 Sept 2026
Intimation
Frequently Asked Questions about Wealth First Portfolio Managers
What does Wealth First Portfolio Managers Ltd do?
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]
Where is Wealth First Portfolio Managers Ltd (WEALTH) listed?
Wealth First Portfolio Managers Ltd trades as WEALTH on the NSE and under code 544536 on the BSE.
Which sector does Wealth First Portfolio Managers Ltd belong to?
Wealth First Portfolio Managers Ltd is classified under the Financial Services sector, in the Finance industry.
What is the market capitalisation of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd has a market capitalisation of ₹874.99 Cr, which places it in the Small Cap band.
What is the PE ratio of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd trades at a PE ratio of 27.27, against a book value of ₹141.23 per share.
What is the 52-week high and low of Wealth First Portfolio Managers Ltd?
Over the last 52 weeks Wealth First Portfolio Managers Ltd has traded between ₹774.95 and ₹1,294.8.
Does Wealth First Portfolio Managers Ltd pay dividends?
Wealth First Portfolio Managers Ltd has a dividend yield of 1.07%.
What is the Return on Equity (ROE) of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd reported a return on equity of 26.57%. Its debt-to-equity ratio is 0.00.
Company Information
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]
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