Anand Rathi Wealth (ANANDRATHI) investor relations material

Executive summary

• Achieved 19th consecutive quarter of profit growth, with Q1 FY27 revenue up 18% and PAT up 24% year-over-year, demonstrating resilience and scalability.

• Asset under management (AUM) increased 21% YoY to ₹1,06,300 crore as of June 30, 2026.

• Q1 FY27 results exclude fair value gains, ESOP expenses, and related tax effects.

• The Board approved a 1:1 bonus share issue, doubling the equity base to 16,60,41,268 shares.

• Business model remains focused on client outcomes, with strong client retention and low attrition rates.

Financial highlights

• Consolidated total revenue (excluding fair value gains, ESOP expenses, and related tax) for Q1 FY27 was ₹33,600 lakhs, up 18% YoY from ₹28,400 lakhs.

• Profit after tax (PAT) stood at ₹16,300.77 lakhs, a 24% YoY increase from ₹9,391.01 lakhs.

• PAT margin improved to 34.4% from 33% YoY.

• Including fair value gains and ESOP expenses, total revenue was ₹43,000 lakhs and PAT was ₹16,300.77 lakhs.

• Other income of ₹11,000 lakhs included ₹9,600 lakhs mark-to-market gain from holdings in Anand Rathi Global Finance.

Outlook and guidance

• Achieved 24% of full-year revenue guidance (₹1,41,500 lakhs) and 25% of PAT guidance (₹46,000 lakhs) in Q1.

• AUM reached 89% of FY27 guidance by Q1 FY27.

• Confident in meeting full-year guidance based on strong business fundamentals and opportunities ahead.

• Targeting 20%-25% annual AUM growth over the next 3-4 years, driven by embedded growth, new client acquisition, capacity utilization, and new RMs.

• The newly incorporated subsidiary at GIFT City has not yet commenced operations and has no material impact on current results.