India · Delayed Price · Currency is INR Anand Rathi Wealth Earnings Call Transcripts
Fiscal Year 2026
-
AUM surpassed INR 1 lakh crore, with FY 2026 revenue up 22% and PAT up 28% YoY. FY 2027 guidance targets INR 1,415 crore revenue and INR 460 crore PAT, while client attrition remains low and digital segments show strong growth.
-
Q3 FY26 saw 30% PAT growth and 25% revenue growth year-over-year, with strong AUM expansion and high client retention. Nine-month results achieved over 75% of full-year guidance, and next year’s growth is guided at 20%-25%.
-
Reported strong YoY growth in revenue and profit, with AUM nearing INR 1 lakh crore and robust client retention. Maintains 25% growth guidance, expects above-median market returns, and continues to diversify structured product risk.
-
Q1 FY26 saw 28% PAT growth and 27% AUM growth, with record net mobilization and strong client additions. Management reaffirmed FY26 guidance and remains focused on long-term growth, international expansion, and shareholder returns.
Fiscal Year 2025
-
Revenue and PAT grew 30% and 33% year-over-year, respectively, with AUM up 30% to INR 77,103 crore. FY26 guidance targets 20% revenue and 24% PAT growth, supported by strong client additions, low attrition, and expanding global presence.
-
Revenue and profit after tax grew over 33% YoY for 9M FY25, with AUM up 39% and strong net flows despite market volatility. Consistency in growth, low attrition, and expansion plans in the UK highlight robust performance and future aspirations.
-
Revenue and PAT grew 35% year-over-year in H1 FY25, with AUM up 57% and net flows up 128%. Guidance for FY25 was raised, and the business remains debt-free with strong client and RM retention. Yield compression risk is considered low due to the all-trail model.
-
Q1 FY2025 saw 38% revenue and PAT growth, 59% AUM growth, and a 173% rise in net flows. ROE reached 42.8%, with strong client and RM retention, and a successful buyback. Long-term growth is projected at 20%-25%.