Share Price and Basic Stock Data
Last Updated: February 7, 2026, 8:15 pm
| PEG Ratio | 4.12 |
|---|
Analyst Insight & Comprehensive Analysis
AI Stock Ranker – Real-Time Fundamental Strength Score
Business Overview and Revenue Trends
Wealth First Portfolio Managers Ltd operates in the finance and investments sector, with a current stock price of ₹816 and a market capitalization of ₹869 Cr. The company reported a trailing twelve months (TTM) revenue of ₹55 Cr, a decline from ₹59 Cr in FY 2025 and a rise from ₹29 Cr in FY 2023, reflecting considerable volatility in its revenue streams. Quarterly sales exhibited fluctuations, with a peak of ₹20.33 Cr in June 2024 and a dip to ₹4.88 Cr in March 2023. The most recent quarter, September 2023, saw sales rise to ₹13.56 Cr, indicating a recovery trend. Over the past several years, the company has experienced significant revenue challenges, especially notable in FY 2020 when sales plummeted to ₹10 Cr due to adverse market conditions. However, a rebound began in FY 2021, with a steady increase observed until a slight drop in FY 2025. This volatility in sales underscores the company’s need to stabilize its revenue generation strategies amidst fluctuating market conditions.
Profitability and Efficiency Metrics
Wealth First’s profitability metrics reveal a robust operational performance, with an operating profit margin (OPM) of 68.40% and a return on equity (ROE) of 28.5%. The net profit for the last reported period stood at ₹30 Cr, contributing to an impressive net profit margin of 64.23% for FY 2025. The company’s earnings per share (EPS) was reported at ₹32.05, reflecting strong profitability relative to its share price. Efficiency ratios also indicate effective cost management, evidenced by an interest coverage ratio of 500.20x, which suggests that the company has ample earnings to cover its interest obligations, a notable strength given its zero borrowing. However, the cash conversion cycle (CCC) of 36 days highlights a potential area for improvement, as it indicates the time taken to convert investments in inventory and other resources into cash flows. Overall, Wealth First demonstrates strong profitability metrics that significantly exceed typical sector benchmarks.
Balance Sheet Strength and Financial Ratios
The balance sheet of Wealth First Portfolio Managers Ltd reflects a strong financial position, characterized by zero borrowings and total reserves of ₹136 Cr. The company’s current ratio stands at an impressive 12.53, indicating excellent liquidity and ability to meet short-term obligations. The price-to-book value (P/BV) ratio of 7.33x suggests that the market is valuing the company significantly higher than its book value, indicative of investor confidence in future growth potential. Additionally, the return on capital employed (ROCE) is recorded at 37.5%, showcasing efficient utilization of capital to generate earnings. However, the company’s reliance on promoter shareholding at 74% can be seen as a double-edged sword; while it indicates strong control and commitment from insiders, it may also raise concerns about liquidity and public participation in ownership. The financial ratios present a picture of stability and growth potential, underscoring the company’s capability to leverage its assets effectively.
Shareholding Pattern and Investor Confidence
The shareholding structure of Wealth First Portfolio Managers Ltd reveals a concentrated ownership model, with promoters holding 74% of the shares. This high level of promoter ownership can instill confidence among investors regarding the commitment to the company’s long-term growth; however, it may also limit the participation of institutional investors, given that domestic institutional investors (DIIs) hold a negligible 0% stake. The public shareholding stands at 26%, with the number of shareholders increasing from 676 in December 2022 to 9,109 by September 2025, indicating growing interest among retail investors. This trend reflects a positive shift in investor sentiment, likely driven by the company’s strong profitability metrics and operational efficiency. However, the absence of foreign institutional investment (FIIs) may raise questions about broader market perception. Overall, the shareholding pattern suggests a committed management team but also highlights potential challenges in attracting a diversified investor base.
Outlook, Risks, and Final Insight
Looking ahead, Wealth First Portfolio Managers Ltd faces both opportunities and challenges. The company’s strong profitability metrics and robust balance sheet position it well for future growth. However, the volatility in revenue and the challenges associated with maintaining operational efficiency present risks. Additionally, the concentration of ownership among promoters may deter larger institutional investments, impacting liquidity. The company must focus on diversifying its revenue streams and enhancing operational stability to mitigate these risks. If Wealth First can successfully navigate these challenges, it may capitalize on its strengths to achieve sustained growth. Conversely, failure to address these issues could hinder its performance and investor confidence. Thus, the company’s future performance will depend on its ability to balance growth ambitions with prudent financial management.
Source: Getaka Fundamental Analysis | Generated using proprietary financial data.
Competitors
| Stock Name ⇩ | Market Cap ⇩ | Current Price ⇩ | High / Low ⇩ | Stock P/E ⇩ | Book Value ⇩ | Dividend Yield ⇩ | ROCE ⇩ | ROE ⇩ | Face Value ⇩ |
|---|---|---|---|---|---|---|---|---|---|
| Modern Shares & Stockbrokers Ltd | 11.2 Cr. | 38.1 | 54.5/36.1 | 53.2 | 44.4 | 0.00 % | 3.32 % | 1.74 % | 10.0 |
| Monarch Networth Capital Ltd | 2,349 Cr. | 296 | 406/265 | 14.6 | 111 | 0.34 % | 33.3 % | 26.2 % | 10.0 |
| Monotype India Ltd | 31.6 Cr. | 0.45 | 0.92/0.38 | 4.38 | 0.03 | 0.00 % | 286 % | % | 1.00 |
| Multipurpose Trading & Agencies Ltd | 3.95 Cr. | 7.98 | 11.6/7.58 | 9.25 | 0.00 % | 3.68 % | 3.38 % | 10.0 | |
| Munoth Financial Services Ltd | 12.6 Cr. | 24.5 | 69.9/24.5 | 19.9 | 0.00 % | 2.41 % | 3.38 % | 10.0 | |
| Industry Average | 7,298.80 Cr | 1,251.50 | 71.25 | 4,367.58 | 0.38% | 21.71% | 14.20% | 7.28 |
All Competitor Stocks of Wealth First Portfolio Managers Ltd
Quarterly Result
| Metric | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 11.55 | 8.46 | 4.88 | 11.17 | 13.56 | 14.98 | 14.16 | 20.33 | 19.47 | 15.78 | -3.53 | 24.80 | 17.85 |
| Expenses | 3.11 | 2.93 | 2.46 | 2.59 | 3.26 | 2.82 | 2.42 | 2.68 | 3.85 | 3.27 | 2.90 | 2.95 | 5.64 |
| Operating Profit | 8.44 | 5.53 | 2.42 | 8.58 | 10.30 | 12.16 | 11.74 | 17.65 | 15.62 | 12.51 | -6.43 | 21.85 | 12.21 |
| OPM % | 73.07% | 65.37% | 49.59% | 76.81% | 75.96% | 81.17% | 82.91% | 86.82% | 80.23% | 79.28% | 88.10% | 68.40% | |
| Other Income | 0.61 | 0.03 | -0.61 | 2.78 | 2.57 | 1.35 | 5.92 | 0.95 | 4.02 | -0.54 | 0.97 | 0.07 | 0.19 |
| Interest | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.05 | 0.01 | 0.01 | 0.03 | 0.04 | 0.00 | 0.00 |
| Depreciation | 0.12 | 0.12 | 0.12 | 0.08 | 0.09 | 0.09 | 0.10 | 0.08 | 0.09 | 0.09 | 0.10 | 0.08 | 0.09 |
| Profit before tax | 8.93 | 5.44 | 1.62 | 11.28 | 12.78 | 13.42 | 17.51 | 18.51 | 19.54 | 11.85 | -5.60 | 21.84 | 12.31 |
| Tax % | 25.20% | 25.18% | 33.95% | 25.18% | 19.95% | 24.59% | 22.33% | 25.50% | 22.21% | 24.22% | -23.93% | 25.69% | 27.62% |
| Net Profit | 6.68 | 4.07 | 1.07 | 8.44 | 10.23 | 10.11 | 13.59 | 13.79 | 15.20 | 8.98 | -4.27 | 16.23 | 8.91 |
| EPS in Rs | 6.27 | 3.82 | 1.00 | 7.92 | 9.60 | 9.49 | 12.75 | 12.94 | 14.27 | 8.43 | -4.01 | 15.23 | 8.36 |
Last Updated: December 28, 2025, 1:03 pm
Below is a detailed analysis of the quarterly data for Wealth First Portfolio Managers Ltd based on the most recent figures (Sep 2025) and their trends compared to the previous period:
- For Sales, as of Sep 2025, the value is 17.85 Cr.. The value appears to be declining and may need further review. It has decreased from 24.80 Cr. (Jun 2025) to 17.85 Cr., marking a decrease of 6.95 Cr..
- For Expenses, as of Sep 2025, the value is 5.64 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 2.95 Cr. (Jun 2025) to 5.64 Cr., marking an increase of 2.69 Cr..
- For Operating Profit, as of Sep 2025, the value is 12.21 Cr.. The value appears to be declining and may need further review. It has decreased from 21.85 Cr. (Jun 2025) to 12.21 Cr., marking a decrease of 9.64 Cr..
- For OPM %, as of Sep 2025, the value is 68.40%. The value appears to be declining and may need further review. It has decreased from 88.10% (Jun 2025) to 68.40%, marking a decrease of 19.70%.
- For Other Income, as of Sep 2025, the value is 0.19 Cr.. The value appears strong and on an upward trend. It has increased from 0.07 Cr. (Jun 2025) to 0.19 Cr., marking an increase of 0.12 Cr..
- For Interest, as of Sep 2025, the value is 0.00 Cr.. The value remains steady. There is no change compared to the previous period (Jun 2025) which recorded 0.00 Cr..
- For Depreciation, as of Sep 2025, the value is 0.09 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 0.08 Cr. (Jun 2025) to 0.09 Cr., marking an increase of 0.01 Cr..
- For Profit before tax, as of Sep 2025, the value is 12.31 Cr.. The value appears to be declining and may need further review. It has decreased from 21.84 Cr. (Jun 2025) to 12.31 Cr., marking a decrease of 9.53 Cr..
- For Tax %, as of Sep 2025, the value is 27.62%. The value appears to be increasing, which may not be favorable. It has increased from 25.69% (Jun 2025) to 27.62%, marking an increase of 1.93%.
- For Net Profit, as of Sep 2025, the value is 8.91 Cr.. The value appears to be declining and may need further review. It has decreased from 16.23 Cr. (Jun 2025) to 8.91 Cr., marking a decrease of 7.32 Cr..
- For EPS in Rs, as of Sep 2025, the value is 8.36. The value appears to be declining and may need further review. It has decreased from 15.23 (Jun 2025) to 8.36, marking a decrease of 6.87.
Overall, while many items appear to show a positive trend, any significant downward movement warrant further investigation.
Profit & Loss - Annual Report
Last Updated: December 15, 2025, 4:23 am
| Metric | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 143 | 169 | 150 | 199 | 224 | 331 | 10 | 25 | 33 | 29 | 66 | 59 | 55 |
| Expenses | 141 | 164 | 146 | 191 | 212 | 321 | 7 | 6 | 8 | 10 | 11 | 13 | 15 |
| Operating Profit | 2 | 4 | 4 | 8 | 12 | 10 | 2 | 18 | 25 | 19 | 55 | 46 | 40 |
| OPM % | 1% | 3% | 3% | 4% | 5% | 3% | 25% | 74% | 75% | 65% | 83% | 78% | 73% |
| Other Income | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1 | 1 |
| Interest | 2 | 3 | 1 | 2 | 1 | 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 | 0 | 2 | 3 | 6 | 11 | 9 | 2 | 18 | 25 | 18 | 55 | 44 | 40 |
| Tax % | 30% | 16% | 20% | 20% | 18% | 23% | 28% | 29% | 24% | 26% | 23% | 24% | |
| Net Profit | 0 | 2 | 3 | 5 | 9 | 7 | 1 | 13 | 19 | 14 | 42 | 34 | 30 |
| EPS in Rs | 0.70 | 10.10 | 2.43 | 4.50 | 8.19 | 6.59 | 1.21 | 12.00 | 17.62 | 12.68 | 39.77 | 31.64 | 28.01 |
| Dividend Payout % | 42% | 6% | 12% | 13% | 7% | 9% | 50% | 8% | 11% | 24% | 18% | 51% |
YoY Net Profit Growth
| Year | 2015-2016 | 2016-2017 | 2017-2018 | 2018-2019 | 2019-2020 | 2020-2021 | 2021-2022 | 2022-2023 | 2023-2024 | 2024-2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| YoY Net Profit Growth (%) | 50.00% | 66.67% | 80.00% | -22.22% | -85.71% | 1200.00% | 46.15% | -26.32% | 200.00% | -19.05% |
| Change in YoY Net Profit Growth (%) | 0.00% | 16.67% | 13.33% | -102.22% | -63.49% | 1285.71% | -1153.85% | -72.47% | 226.32% | -219.05% |
Wealth First Portfolio Managers Ltd has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 10 years from 2015-2016 to 2024-2025.
Growth
| Compounded Sales Growth | |
|---|---|
| 10 Years: | -10% |
| 5 Years: | 43% |
| 3 Years: | 21% |
| TTM: | -10% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 36% |
| 5 Years: | 93% |
| 3 Years: | 23% |
| TTM: | -22% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | 85% |
| 3 Years: | 67% |
| 1 Year: | -5% |
| Return on Equity | |
|---|---|
| 10 Years: | 29% |
| 5 Years: | 32% |
| 3 Years: | 31% |
| Last Year: | 28% |
Last Updated: September 5, 2025, 1:56 pm
Balance Sheet
Last Updated: December 4, 2025, 2:13 am
| Month | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 1 | 1 | 6 | 6 | 6 | 6 | 6 | 11 | 11 | 11 | 11 | 11 | 11 |
| Reserves | 2 | 4 | 9 | 13 | 22 | 28 | 28 | 36 | 55 | 66 | 107 | 117 | 136 |
| Borrowings | 20 | 5 | 18 | 18 | 6 | 1 | 3 | 0 | 2 | 0 | 0 | 0 | 0 |
| Other Liabilities | 1 | 1 | 12 | 3 | 4 | 4 | 3 | 3 | 4 | 4 | 7 | 8 | 9 |
| Total Liabilities | 24 | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 | 156 |
| Fixed Assets | 1 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 1 | 1 | 1 | 1 | 1 |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 3 | 18 | 39 | 49 | 31 | 33 |
| Other Assets | 22 | 11 | 45 | 41 | 37 | 38 | 39 | 46 | 52 | 40 | 75 | 103 | 121 |
| Total Assets | 24 | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 | 156 |
Below is a detailed analysis of the balance sheet data for Wealth First Portfolio Managers Ltd based on the most recent figures (Sep 2025) and their trends compared to the previous period:
- For Equity Capital, as of Sep 2025, the value is 11.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 11.00 Cr..
- For Reserves, as of Sep 2025, the value is 136.00 Cr.. The value appears strong and on an upward trend. It has increased from 117.00 Cr. (Mar 2025) to 136.00 Cr., marking an increase of 19.00 Cr..
- For Borrowings, as of Sep 2025, the value is 0.00 Cr.. The value remains steady. Additionally, since Reserves exceed Borrowings, this is considered a positive sign. There is no change compared to the previous period (Mar 2025) which recorded 0.00 Cr..
- For Other Liabilities, as of Sep 2025, the value is 9.00 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 8.00 Cr. (Mar 2025) to 9.00 Cr., marking an increase of 1.00 Cr..
- For Total Liabilities, as of Sep 2025, the value is 156.00 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 135.00 Cr. (Mar 2025) to 156.00 Cr., marking an increase of 21.00 Cr..
- For Fixed Assets, as of Sep 2025, the value is 1.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 1.00 Cr..
- For CWIP, as of Sep 2025, the value is 0.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 0.00 Cr..
- For Investments, as of Sep 2025, the value is 33.00 Cr.. The value appears strong and on an upward trend. It has increased from 31.00 Cr. (Mar 2025) to 33.00 Cr., marking an increase of 2.00 Cr..
- For Other Assets, as of Sep 2025, the value is 121.00 Cr.. The value appears strong and on an upward trend. It has increased from 103.00 Cr. (Mar 2025) to 121.00 Cr., marking an increase of 18.00 Cr..
- For Total Assets, as of Sep 2025, the value is 156.00 Cr.. The value appears strong and on an upward trend. It has increased from 135.00 Cr. (Mar 2025) to 156.00 Cr., marking an increase of 21.00 Cr..
Notably, the Reserves (136.00 Cr.) exceed the Borrowings (0.00 Cr.), indicating a solid financial buffer.
Overall, while many items appear to show a positive trend, any significant downward movement or items where Borrowings exceed Reserves warrant further investigation.
Cash Flow
| Month | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Free Cash Flow
| Month | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Free Cash Flow | -18.00 | -1.00 | -14.00 | -10.00 | 6.00 | 9.00 | -1.00 | 18.00 | 23.00 | 19.00 | 55.00 | 46.00 |
Free Cash Flow = Income Generated from Operational Activities - Borrowings - Capital Work in Progress (CWIP)
Consistent positive free cash flow is crucial for businesses as it indicates their ability to generate cash from their core operations. It provides financial flexibility, allowing companies to invest in growth opportunities, pay dividends to shareholders, reduce debt, and weather economic downturns more effectively.
Financial Efficiency Indicators
| Month | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 0 | 0 | 1 | 3 | 4 | 3 | 45 | 22 | 36 | 38 | 24 | 36 |
| Inventory Days | 52 | 16 | 93 | 65 | 44 | 28 | ||||||
| Days Payable | 0 | 0 | 0 | 0 | 0 | 0 | ||||||
| Cash Conversion Cycle | 53 | 16 | 94 | 68 | 47 | 30 | 45 | 22 | 36 | 38 | 24 | 36 |
| Working Capital Days | 3 | 5 | 20 | 24 | 29 | 24 | 1,126 | 485 | 346 | 310 | 301 | 481 |
| ROCE % | 9% | 27% | 22% | 23% | 33% | 27% | 6% | 44% | 44% | 26% | 57% | 38% |
This stock is not held by any mutual fund.
Key Financial Ratios
| Month | Mar 25 | Mar 24 | Mar 23 | Mar 22 | Mar 21 |
|---|---|---|---|---|---|
| FaceValue | 10.00 | 10.00 | 10.00 | 10.00 | 10.00 |
| Basic EPS (Rs.) | 32.05 | 40.06 | 12.98 | 17.69 | 15.10 |
| Diluted EPS (Rs.) | 32.05 | 40.06 | 12.98 | 17.69 | 15.10 |
| Cash EPS (Rs.) | 32.38 | 40.40 | 13.43 | 18.00 | 12.30 |
| Book Value[Excl.RevalReserv]/Share (Rs.) | 120.61 | 111.00 | 71.94 | 61.56 | 43.39 |
| Book Value[Incl.RevalReserv]/Share (Rs.) | 120.61 | 111.00 | 71.94 | 61.56 | 43.39 |
| Revenue From Operations / Share (Rs.) | 49.89 | 50.99 | 27.68 | 29.25 | 22.27 |
| PBDIT / Share (Rs.) | 44.19 | 52.40 | 18.05 | 23.58 | 17.35 |
| PBIT / Share (Rs.) | 43.85 | 52.05 | 17.60 | 23.28 | 17.14 |
| PBT / Share (Rs.) | 42.35 | 52.01 | 17.53 | 23.22 | 17.08 |
| Net Profit / Share (Rs.) | 32.05 | 40.06 | 12.98 | 17.69 | 12.08 |
| NP After MI And SOA / Share (Rs.) | 32.05 | 40.06 | 12.98 | 17.69 | 12.08 |
| PBDIT Margin (%) | 88.57 | 102.75 | 65.20 | 80.62 | 77.91 |
| PBIT Margin (%) | 87.89 | 102.08 | 63.57 | 79.58 | 76.96 |
| PBT Margin (%) | 84.88 | 101.99 | 63.32 | 79.37 | 76.70 |
| Net Profit Margin (%) | 64.23 | 78.55 | 46.90 | 60.48 | 54.26 |
| NP After MI And SOA Margin (%) | 64.23 | 78.55 | 46.90 | 60.48 | 54.26 |
| Return on Networth / Equity (%) | 26.56 | 36.08 | 18.04 | 28.73 | 27.84 |
| Return on Capital Employeed (%) | 36.16 | 46.62 | 24.24 | 37.41 | 38.92 |
| Return On Assets (%) | 25.07 | 34.18 | 17.22 | 26.29 | 23.77 |
| Total Debt / Equity (X) | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 |
| Asset Turnover Ratio (%) | 0.40 | 0.52 | 0.38 | 0.49 | 0.50 |
| Current Ratio (X) | 12.53 | 11.50 | 10.56 | 7.56 | 5.91 |
| Quick Ratio (X) | 2.34 | 1.85 | 2.50 | 1.71 | 1.21 |
| Inventory Turnover Ratio (X) | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 |
| Dividend Payout Ratio (NP) (%) | 59.28 | 7.48 | 15.40 | 0.00 | 8.27 |
| Dividend Payout Ratio (CP) (%) | 58.66 | 7.42 | 14.88 | 0.00 | 8.13 |
| Earning Retention Ratio (%) | 40.72 | 92.52 | 84.60 | 0.00 | 91.73 |
| Cash Earning Retention Ratio (%) | 41.34 | 92.58 | 85.12 | 0.00 | 91.87 |
| Interest Coverage Ratio (X) | 500.20 | 1160.18 | 258.54 | 379.13 | 309.97 |
| Interest Coverage Ratio (Post Tax) (X) | 379.74 | 887.91 | 186.95 | 285.43 | 216.86 |
| Enterprise Value (Cr.) | 939.67 | 661.72 | 300.81 | 286.46 | 132.06 |
| EV / Net Operating Revenue (X) | 17.68 | 12.18 | 10.20 | 9.19 | 5.57 |
| EV / EBITDA (X) | 19.96 | 11.85 | 15.64 | 11.40 | 7.14 |
| MarketCap / Net Operating Revenue (X) | 17.73 | 12.27 | 10.29 | 9.31 | 5.67 |
| Retention Ratios (%) | 40.71 | 92.51 | 84.59 | 0.00 | 91.72 |
| Price / BV (X) | 7.33 | 5.64 | 3.96 | 4.42 | 2.91 |
| Price / Net Operating Revenue (X) | 17.73 | 12.27 | 10.29 | 9.31 | 5.67 |
| EarningsYield | 0.03 | 0.06 | 0.04 | 0.06 | 0.09 |
After reviewing the key financial ratios for Wealth First Portfolio Managers Ltd, here is a detailed analysis based on the latest available data and recent trends:
- For FaceValue, as of Mar 25, the value is 10.00. This value is within the healthy range. There is no change compared to the previous period (Mar 24) which recorded 10.00.
- For Basic EPS (Rs.), as of Mar 25, the value is 32.05. This value is within the healthy range. It has decreased from 40.06 (Mar 24) to 32.05, marking a decrease of 8.01.
- For Diluted EPS (Rs.), as of Mar 25, the value is 32.05. This value is within the healthy range. It has decreased from 40.06 (Mar 24) to 32.05, marking a decrease of 8.01.
- For Cash EPS (Rs.), as of Mar 25, the value is 32.38. This value is within the healthy range. It has decreased from 40.40 (Mar 24) to 32.38, marking a decrease of 8.02.
- For Book Value[Excl.RevalReserv]/Share (Rs.), as of Mar 25, the value is 120.61. It has increased from 111.00 (Mar 24) to 120.61, marking an increase of 9.61.
- For Book Value[Incl.RevalReserv]/Share (Rs.), as of Mar 25, the value is 120.61. It has increased from 111.00 (Mar 24) to 120.61, marking an increase of 9.61.
- For Revenue From Operations / Share (Rs.), as of Mar 25, the value is 49.89. It has decreased from 50.99 (Mar 24) to 49.89, marking a decrease of 1.10.
- For PBDIT / Share (Rs.), as of Mar 25, the value is 44.19. This value is within the healthy range. It has decreased from 52.40 (Mar 24) to 44.19, marking a decrease of 8.21.
- For PBIT / Share (Rs.), as of Mar 25, the value is 43.85. This value is within the healthy range. It has decreased from 52.05 (Mar 24) to 43.85, marking a decrease of 8.20.
- For PBT / Share (Rs.), as of Mar 25, the value is 42.35. This value is within the healthy range. It has decreased from 52.01 (Mar 24) to 42.35, marking a decrease of 9.66.
- For Net Profit / Share (Rs.), as of Mar 25, the value is 32.05. This value is within the healthy range. It has decreased from 40.06 (Mar 24) to 32.05, marking a decrease of 8.01.
- For NP After MI And SOA / Share (Rs.), as of Mar 25, the value is 32.05. This value is within the healthy range. It has decreased from 40.06 (Mar 24) to 32.05, marking a decrease of 8.01.
- For PBDIT Margin (%), as of Mar 25, the value is 88.57. This value is within the healthy range. It has decreased from 102.75 (Mar 24) to 88.57, marking a decrease of 14.18.
- For PBIT Margin (%), as of Mar 25, the value is 87.89. This value exceeds the healthy maximum of 20. It has decreased from 102.08 (Mar 24) to 87.89, marking a decrease of 14.19.
- For PBT Margin (%), as of Mar 25, the value is 84.88. This value is within the healthy range. It has decreased from 101.99 (Mar 24) to 84.88, marking a decrease of 17.11.
- For Net Profit Margin (%), as of Mar 25, the value is 64.23. This value exceeds the healthy maximum of 10. It has decreased from 78.55 (Mar 24) to 64.23, marking a decrease of 14.32.
- For NP After MI And SOA Margin (%), as of Mar 25, the value is 64.23. This value exceeds the healthy maximum of 20. It has decreased from 78.55 (Mar 24) to 64.23, marking a decrease of 14.32.
- For Return on Networth / Equity (%), as of Mar 25, the value is 26.56. This value is within the healthy range. It has decreased from 36.08 (Mar 24) to 26.56, marking a decrease of 9.52.
- For Return on Capital Employeed (%), as of Mar 25, the value is 36.16. This value is within the healthy range. It has decreased from 46.62 (Mar 24) to 36.16, marking a decrease of 10.46.
- For Return On Assets (%), as of Mar 25, the value is 25.07. This value is within the healthy range. It has decreased from 34.18 (Mar 24) to 25.07, marking a decrease of 9.11.
- For Total Debt / Equity (X), as of Mar 25, the value is 0.00. This value is within the healthy range. There is no change compared to the previous period (Mar 24) which recorded 0.00.
- For Asset Turnover Ratio (%), as of Mar 25, the value is 0.40. It has decreased from 0.52 (Mar 24) to 0.40, marking a decrease of 0.12.
- For Current Ratio (X), as of Mar 25, the value is 12.53. This value exceeds the healthy maximum of 3. It has increased from 11.50 (Mar 24) to 12.53, marking an increase of 1.03.
- For Quick Ratio (X), as of Mar 25, the value is 2.34. This value exceeds the healthy maximum of 2. It has increased from 1.85 (Mar 24) to 2.34, marking an increase of 0.49.
- For Inventory Turnover Ratio (X), as of Mar 25, the value is 0.82. This value is below the healthy minimum of 4. It has increased from 0.00 (Mar 24) to 0.82, marking an increase of 0.82.
- For Dividend Payout Ratio (NP) (%), as of Mar 25, the value is 59.28. This value exceeds the healthy maximum of 50. It has increased from 7.48 (Mar 24) to 59.28, marking an increase of 51.80.
- For Dividend Payout Ratio (CP) (%), as of Mar 25, the value is 58.66. This value exceeds the healthy maximum of 50. It has increased from 7.42 (Mar 24) to 58.66, marking an increase of 51.24.
- For Earning Retention Ratio (%), as of Mar 25, the value is 40.72. This value is within the healthy range. It has decreased from 92.52 (Mar 24) to 40.72, marking a decrease of 51.80.
- For Cash Earning Retention Ratio (%), as of Mar 25, the value is 41.34. This value is within the healthy range. It has decreased from 92.58 (Mar 24) to 41.34, marking a decrease of 51.24.
- For Interest Coverage Ratio (X), as of Mar 25, the value is 500.20. This value is within the healthy range. It has decreased from 1,160.18 (Mar 24) to 500.20, marking a decrease of 659.98.
- For Interest Coverage Ratio (Post Tax) (X), as of Mar 25, the value is 379.74. This value is within the healthy range. It has decreased from 887.91 (Mar 24) to 379.74, marking a decrease of 508.17.
- For Enterprise Value (Cr.), as of Mar 25, the value is 939.67. It has increased from 661.72 (Mar 24) to 939.67, marking an increase of 277.95.
- For EV / Net Operating Revenue (X), as of Mar 25, the value is 17.68. This value exceeds the healthy maximum of 3. It has increased from 12.18 (Mar 24) to 17.68, marking an increase of 5.50.
- For EV / EBITDA (X), as of Mar 25, the value is 19.96. This value exceeds the healthy maximum of 15. It has increased from 11.85 (Mar 24) to 19.96, marking an increase of 8.11.
- For MarketCap / Net Operating Revenue (X), as of Mar 25, the value is 17.73. This value exceeds the healthy maximum of 3. It has increased from 12.27 (Mar 24) to 17.73, marking an increase of 5.46.
- For Retention Ratios (%), as of Mar 25, the value is 40.71. This value is within the healthy range. It has decreased from 92.51 (Mar 24) to 40.71, marking a decrease of 51.80.
- For Price / BV (X), as of Mar 25, the value is 7.33. This value exceeds the healthy maximum of 3. It has increased from 5.64 (Mar 24) to 7.33, marking an increase of 1.69.
- For Price / Net Operating Revenue (X), as of Mar 25, the value is 17.73. This value exceeds the healthy maximum of 3. It has increased from 12.27 (Mar 24) to 17.73, marking an increase of 5.46.
- For EarningsYield, as of Mar 25, the value is 0.03. This value is below the healthy minimum of 5. It has decreased from 0.06 (Mar 24) to 0.03, marking a decrease of 0.03.
Overall, while many metrics show healthy performance, any figures highlighted in red or significant downward trends warrant further investigation.
Strength and Weakness
| Strength | Weakness |
|---|---|
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Stock Analysis
- Considering all of the following key financial indicators, prospective investors are encouraged to conduct thorough research and seek professional guidance before considering any investment in Wealth First Portfolio Managers Ltd:
- Net Profit Margin: 64.23%
- Net Profit Margin: This metric indicates the percentage of profit a company makes from its total revenue. A higher net profit margin is generally desirable as it reflects better profitability.
- ROCE: 36.16% (Industry Average ROCE: 21.71%)
- ROCE (Return on Capital Employed): ROCE measures a company's profitability and the efficiency with which its capital is employed. A higher ROCE indicates efficient use of capital.
- ROE%: 26.56% (Industry Average ROE: 14.2%)
- ROE (Return on Equity): ROE measures a company's profitability relative to shareholders' equity. A higher ROE indicates efficient use of shareholders' funds.
- Interest Coverage Ratio (Post Tax): 379.74
- Interest Coverage Ratio: The interest coverage ratio measures a company's ability to cover its interest payments on outstanding debt. A ratio greater than 2 is generally considered healthy as it indicates the company can meet its interest obligations comfortably.
- Quick Ratio: 2.34
- Quick Ratio: The quick ratio assesses a company's ability to cover its short-term liabilities with its most liquid assets. A ratio higher than 1 suggests the company can meet its short-term obligations without relying heavily on inventory.
- Stock P/E: 40 (Industry average Stock P/E: 71.25)
- Stock P/E (Price-to-Earnings) Ratio: The P/E ratio compares a company's current share price to its earnings per share. A lower P/E ratio relative to industry peers or historical values may indicate that the stock is undervalued.
- Total Debt / Equity: 0
- Total Debt / Equity: This ratio measures a company's financial leverage by comparing its total debt to its total equity. A lower ratio indicates lower financial risk and greater financial stability.
Stock Rating: - Net Profit Margin: 64.23%
About the Company - Qualitative Analysis
| INDUSTRY | ADDRESS | CONTACT |
|---|---|---|
| Finance & Investments | Capitol House, 10 Paras-II, Ahmedabad Gujarat 380015 | Contact not found |
| Management | |
|---|---|
| Name | Position Held |
| Mr. Ashish Navnitlal Shah | Managing Director |
| Ms. Hena Ashish Shah | Whole Time Director |
| Mr. Devanshu Rashmikant Mehta | Independent Director |
| Ms. Binal Bhukhanwala Gandhi | Independent Director |
| Mr. Rajan Babubhai Mehta | Independent Director |
| Mr. Sanjiv Harshad Shah | Independent Director |
| Mr. Amit Maheshkumar Trivedi | Independent Director |
| Mr. Siddharth Arvindkumar Shah | Independent Director |
| Mr. Saurabh Sonthalia | Independent Director |
FAQ
What is the intrinsic value of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd's intrinsic value (as of 08 February 2026) is ₹1403.57 which is 68.09% higher the current market price of ₹835.00, indicating undervalued. Calculated using the PE ratio method, this valuation considers the company's ₹890 Cr. market cap, FY2025-2026 high/low of ₹1,440/690, reserves of ₹136 Cr, and liabilities of ₹156 Cr.
What is the Market Cap of Wealth First Portfolio Managers Ltd?
The Market Cap of Wealth First Portfolio Managers Ltd is 890 Cr..
What is the current Stock Price of Wealth First Portfolio Managers Ltd as on 08 February 2026?
The current stock price of Wealth First Portfolio Managers Ltd as on 08 February 2026 is ₹835.
What is the High / Low of Wealth First Portfolio Managers Ltd stocks in FY 2025-2026?
In FY 2025-2026, the High / Low of Wealth First Portfolio Managers Ltd stocks is ₹1,440/690.
What is the Stock P/E of Wealth First Portfolio Managers Ltd?
The Stock P/E of Wealth First Portfolio Managers Ltd is 40.0.
What is the Book Value of Wealth First Portfolio Managers Ltd?
The Book Value of Wealth First Portfolio Managers Ltd is 137.
What is the Dividend Yield of Wealth First Portfolio Managers Ltd?
The Dividend Yield of Wealth First Portfolio Managers Ltd is 2.39 %.
What is the ROCE of Wealth First Portfolio Managers Ltd?
The ROCE of Wealth First Portfolio Managers Ltd is 37.5 %.
What is the ROE of Wealth First Portfolio Managers Ltd?
The ROE of Wealth First Portfolio Managers Ltd is 28.5 %.
What is the Face Value of Wealth First Portfolio Managers Ltd?
The Face Value of Wealth First Portfolio Managers Ltd is 10.0.