WE
Wealth First Portfolio Managers Ltd (WEALTH)
₹864.00
Mkt cap
₹897 Cr
P/E ratio
27.10
P/B
6.13
Div yield
1.07%
ROE
27.70%
ROCE
34.60%
EPS (TTM)
₹31.88
Book value
₹141
52W range
775–1,244
Sector
Financial Services
Price history
Previous close
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management [1]
NSE WEALTHBSE 544536
Health check
Cautious
ValuationFair
ProfitabilityStrong
GrowthLow
TechnicalsBearish
52-week range
−30.55% from high₹864
₹775+11.49% from low₹1,244
Current
₹864.00
Prev close
₹889.95
Day
−2.92%
Price performance
1D
−2.69%
1W
+3.72%
1M
+2.29%
3M
−13.43%
6M
+4.84%
1Y
−27.68%
YTD
−6.61%
Financials
Revenue, profit & margin
P/E ratio
27.1×
WEALTH is 11% above the sector median of 24.5×
WEALTH27.1×
Sector median24.5×
| 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 | Trend | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Profit before tax | 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 | 8.70 | -4.03 | 14.98 | 10.39 | 1.05 | 9.87 | 9.69 | |
| Raw PDF |
Earnings
Results dates & reactionsNo upcoming results date on calendar.
Fresh quarters land in the Financials table above, tagged NSE until screener catches up.
Avg earnings-day move −2.25% · closed higher next day 0 of last 1
| Q1FY27 | |
|---|---|
| Broadcast | 13 Aug '26 |
| Earnings day | −2.25% |
| +1 day | −3.38% |
| +5 days | −7.40% |
| +15 days | −9.23% |
| +30 days | −10.58% |
| Filing | XBRL |
Corporate actions
Last 6 monthsNo recent corporate actions
Dividends, splits, and bonuses in the last six months show up here.
Shareholding
as of Jun 202674.04%Promoter
Promoters74.04%
DIIs0.10%
Public25.85%0.02
Ownership trend
Peers
8 companiesValuation vs quality
P/E × ROCE · bubble = market cap| Name | CMP | P/E | Mkt Cap | Div Yld | NP Qtr | Qtr Profit Var | Sales Qtr | Qtr Sales Var | ROCE |
|---|---|---|---|---|---|---|---|---|---|
| CRISIL | ₹4,577.50 | 37.85 | 33,475 | 0.55% | 216 | +26.16% | 1,075 | +27.56% | 32.55% |
| RRPSemiconductor | ₹8,290.55 | — | 11,295 | 0.00% | 0 | −13.79% | 0 | — | −32.66% |
| Onemi Technology | ₹356.05 | 19.92 | 6,312 | 0.00% | 95 | +59.16% | 670 | +44.57% | 22.66% |
| A R C I | ₹136.37 | 12.60 | 4,431 | 0.00% | — | — | — | — | 14.05% |
| Colab Platforms | ₹131.10 | 552.57 | 2,674 | 0.01% | 1 | +18.33% | 33 | +49.79% | 23.14% |
| Algoquant Fin | ₹72.27 | 45.42 | 2,031 | 0.00% | 17 | +263.08% | 78 | +42.88% | 31.43% |
| GYFTR | ₹171.05 | 60.24 | 1,314 | 0.00% | 5 | — | 158 | — | 6.77% |
| Wealth First Por | ₹841.55 | 27.14 | 897 | 1.07% | 10 | −35.28% | 14 | −42.28% | 34.63% |
| Median: 34 Co. | ₹133.74 | 24.52 | 279 | 0.00% | 5 | +28.14% | 17 | +42.88% | 9.07% |
Filings
Annual reports6
Concall transcripts19
Announcements5
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.Announcement under Regulation 30 (LODR)-Newspaper Publication 3 Sep - Newspaper Advertisement for Post Dispatch Notice and Annual Report of AGMReg. 34 (1) Annual Report. 2 Sep - Submitted FY2025-26 annual report; AGM scheduled on 24 September 2026 via VC/OAVM.24Th AGM Of The Company To Be Held On Thursday, 24Th September, 2026. 2 SepCorporate Action - Fixes Record Date As 17Th September, 2026 For Final Dividend Of F.Y 2025-26. 2 Sep - 24th AGM on 24 Sep 2026; record date 17 Sep 2026; remote e-voting 21-23 Sep 2026.