India · Delayed Price · Currency is INR Anand Rathi Wealth Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw 21% YoY AUM growth to INR 106,300 crore and 24% YoY PAT growth to INR 116 crore, with strong client and RM retention. The company remains confident in achieving full-year guidance and continues to expand digital, SaaS, and international operations.
Fiscal Year 2026
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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.
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Q3 FY26 saw 30% YOY PAT growth and 25% revenue growth, with strong AUM expansion and improved margins. The company maintains its full-year guidance and expects 20%-25% growth next year, while continuing to focus on a distribution-only model and robust client retention.
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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.
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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
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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.
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Revenue and PAT grew over 30% YoY for both Q3 and 9M FY25, with AUM up 39% and record net flows despite market headwinds. The company declared a 1:1 bonus share, maintained low attrition, and is expanding internationally with a new UK subsidiary.
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Revenue and profit after tax for H1 FY2025 grew 35% year-over-year, with AUM up 57% and net flows rising 128%. Guidance for FY2025 was raised, and the company remains debt-free with strong client and RM retention. Market share in lump sum equity inflows stands at 4%.
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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%.