Share Price and Basic Stock Data
Last Updated: October 28, 2025, 7:37 pm
| PEG Ratio | 2.41 |
|---|
Analyst Insight & Comprehensive Analysis
Business Overview and Revenue Trends
Wealth First Portfolio Managers Ltd operates in the finance and investments sector, reporting a current share price of ₹1,184 and a market capitalization of ₹1,262 Cr. The company’s sales figures demonstrate significant volatility, with reported revenues of ₹4 Cr in June 2022, peaking at ₹331 Cr in March 2019 before experiencing a sharp decline to ₹29 Cr in March 2023. However, recent quarters indicate a recovery, with sales rising to ₹14 Cr in September 2023 and ₹15 Cr in December 2023. The trailing twelve months (TTM) revenue stands at ₹57 Cr. While the company has shown resilience in bouncing back from previous lows, the fluctuating sales figures raise concerns regarding stability and consistent growth. The operating profit margin (OPM) has remained robust, standing at an impressive 88% currently, suggesting a strong operational efficiency relative to industry norms.
Profitability and Efficiency Metrics
Wealth First Portfolio Managers has demonstrated strong profitability metrics, with a net profit of ₹36 Cr and a net profit margin of 64.23% for the year ending March 2025. The return on equity (ROE) stood at 28.5%, significantly higher than the sector average, indicating effective use of shareholder funds. The company has maintained a healthy interest coverage ratio (ICR) of 500.20x, revealing no reliance on external debt, which is reflected in its zero borrowings. However, the company’s profitability has been inconsistent, as evidenced by net profits that fluctuated from ₹2 Cr in June 2022 to ₹14 Cr in March 2024, before declining to ₹4 Cr in March 2025. This inconsistency may pose challenges in sustaining investor confidence. The cash conversion cycle (CCC) is reported at 36 days, which is acceptable, although improvements could be made to enhance liquidity and operational efficiency.
Balance Sheet Strength and Financial Ratios
The balance sheet of Wealth First Portfolio Managers shows a strong position with total assets reported at ₹135 Cr and no borrowings, reflecting a debt-free status. Reserves have increased to ₹117 Cr, a positive indicator of retained earnings and overall financial health. The price-to-book value (P/BV) ratio is recorded at 7.33x, suggesting that the stock may be trading at a premium compared to its book value, which stood at ₹120.61 per share. The current ratio is also notable at 12.53x, indicating exceptional liquidity and the ability to cover short-term liabilities. However, the company’s asset turnover ratio of 0.40% suggests inefficiencies in utilizing assets to generate revenue, particularly when compared to typical sector benchmarks. Overall, the financial ratios indicate a solid financial foundation, but operational efficiency remains an area for improvement.
Shareholding Pattern and Investor Confidence
The shareholding pattern of Wealth First Portfolio Managers reflects a highly concentrated ownership structure, with promoters holding 74.04% of the shares as of March 2025. The public holds a mere 0.26%, indicating limited participation from retail investors and potentially low market liquidity. The number of shareholders has increased significantly, from 676 in December 2022 to 9,109 by March 2025, which may signify growing interest in the company. However, the absence of foreign institutional investors (FIIs) and negligible participation from domestic institutional investors (DIIs) could raise questions about long-term investor confidence. The company’s high dividend payout ratio of 59.28% suggests a commitment to returning profits to shareholders, which could attract more investors if sustained. Nonetheless, the high promoter stake may also raise concerns about governance and decision-making transparency.
Outlook, Risks, and Final Insight
Wealth First Portfolio Managers is positioned for potential growth, driven by its strong profitability metrics and robust balance sheet. However, the company faces risks associated with revenue volatility and operational inefficiencies. The fluctuating sales figures could hinder future growth and investor sentiment. Additionally, the high concentration of promoter ownership may pose governance risks, especially if the company’s strategies do not align with broader market interests. Moving forward, the company may benefit from diversifying its investor base and enhancing operational efficiencies to improve asset utilization. If the company can stabilize its revenue and maintain its profitability, it could solidify its position in the finance and investments sector. Conversely, failure to address these risks may lead to challenges in sustaining investor confidence and achieving long-term growth objectives.
Source: Getaka Fundamental Analysis | Generated using proprietary financial data.
Competitors of Wealth First Portfolio Managers Ltd
| Stock Name ⇩ | Market Cap ⇩ | Current Price ⇩ | High / Low ⇩ | Stock P/E ⇩ | Book Value ⇩ | Dividend Yield ⇩ | ROCE ⇩ | ROE ⇩ | Face Value ⇩ |
|---|---|---|---|---|---|---|---|---|---|
| Modern Shares & Stockbrokers Ltd | 11.7 Cr. | 40.0 | 67.7/36.4 | 41.9 | 43.5 | 0.00 % | 3.32 % | 1.74 % | 10.0 |
| Monarch Networth Capital Ltd | 2,448 Cr. | 309 | 495/280 | 15.8 | 102 | 0.32 % | 33.3 % | 26.2 % | 10.0 |
| Monotype India Ltd | 38.7 Cr. | 0.55 | 2.42/0.46 | 3.76 | 0.02 | 0.00 % | 286 % | % | 1.00 |
| Multipurpose Trading & Agencies Ltd | 4.19 Cr. | 8.47 | 12.7/8.25 | 10.3 | 0.00 % | 3.68 % | 3.38 % | 10.0 | |
| Munoth Financial Services Ltd | 28.8 Cr. | 56.2 | 72.0/47.6 | 20.6 | 0.00 % | 2.41 % | 3.38 % | 10.0 | |
| Industry Average | 6,853.15 Cr | 1,426.17 | 137.29 | 3,769.50 | 0.31% | 21.70% | 14.20% | 7.28 |
All Competitor Stocks of Wealth First Portfolio Managers Ltd
Quarterly Result
| Metric | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 4 | 12 | 8 | 5 | 11 | 14 | 15 | 14 | 20 | 19 | 16 | -4 | 25 |
| Expenses | 2 | 3 | 3 | 2 | 3 | 3 | 3 | 2 | 3 | 4 | 3 | 3 | 3 |
| Operating Profit | 2 | 8 | 6 | 2 | 9 | 10 | 12 | 12 | 18 | 16 | 13 | -6 | 22 |
| OPM % | 58% | 73% | 65% | 50% | 77% | 76% | 81% | 83% | 87% | 80% | 79% | 88% | |
| Other Income | 0 | 1 | 0 | -1 | 3 | 3 | 1 | 6 | 1 | 4 | -1 | 1 | 0 |
| 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 | 2 | 9 | 5 | 2 | 11 | 13 | 13 | 18 | 19 | 20 | 12 | -6 | 22 |
| Tax % | 25% | 25% | 25% | 34% | 25% | 20% | 25% | 22% | 26% | 22% | 24% | -24% | 26% |
| Net Profit | 2 | 7 | 4 | 1 | 8 | 10 | 10 | 14 | 14 | 15 | 9 | -4 | 16 |
| EPS in Rs | 1.59 | 6.27 | 3.82 | 1.00 | 7.92 | 9.60 | 9.49 | 12.75 | 12.94 | 14.27 | 8.43 | -4.01 | 15.23 |
Last Updated: August 20, 2025, 1:15 am
Below is a detailed analysis of the quarterly data for Wealth First Portfolio Managers Ltd based on the most recent figures (Jun 2025) and their trends compared to the previous period:
- For Sales, as of Jun 2025, the value is 25.00 Cr.. The value appears strong and on an upward trend. It has increased from -4.00 Cr. (Mar 2025) to 25.00 Cr., marking an increase of 29.00 Cr..
- For Expenses, as of Jun 2025, the value is 3.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 3.00 Cr..
- For Operating Profit, as of Jun 2025, the value is 22.00 Cr.. The value appears strong and on an upward trend. It has increased from -6.00 Cr. (Mar 2025) to 22.00 Cr., marking an increase of 28.00 Cr..
- For OPM %, as of Jun 2025, the value is 88.00%. The value appears strong and on an upward trend. It has increased from 0.00% (Mar 2025) to 88.00%, marking an increase of 88.00%.
- For Other Income, as of Jun 2025, the value is 0.00 Cr.. The value appears to be declining and may need further review. It has decreased from 1.00 Cr. (Mar 2025) to 0.00 Cr., marking a decrease of 1.00 Cr..
- For Interest, as of Jun 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 Depreciation, as of Jun 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 Profit before tax, as of Jun 2025, the value is 22.00 Cr.. The value appears strong and on an upward trend. It has increased from -6.00 Cr. (Mar 2025) to 22.00 Cr., marking an increase of 28.00 Cr..
- For Tax %, as of Jun 2025, the value is 26.00%. The value appears to be increasing, which may not be favorable. It has increased from -24.00% (Mar 2025) to 26.00%, marking an increase of 50.00%.
- For Net Profit, as of Jun 2025, the value is 16.00 Cr.. The value appears strong and on an upward trend. It has increased from -4.00 Cr. (Mar 2025) to 16.00 Cr., marking an increase of 20.00 Cr..
- For EPS in Rs, as of Jun 2025, the value is 15.23. The value appears strong and on an upward trend. It has increased from -4.01 (Mar 2025) to 15.23, marking an increase of 19.24.
Overall, while many items appear to show a positive trend, any significant downward movement warrant further investigation.
Profit & Loss - Annual Report
Last Updated: October 15, 2025, 4:08 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 | 57 |
| Expenses | 141 | 164 | 146 | 191 | 212 | 321 | 7 | 6 | 8 | 10 | 11 | 13 | 13 |
| Operating Profit | 2 | 4 | 4 | 8 | 12 | 10 | 2 | 18 | 25 | 19 | 55 | 46 | 44 |
| OPM % | 1% | 3% | 3% | 4% | 5% | 3% | 25% | 74% | 75% | 65% | 83% | 78% | 77% |
| Other Income | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0 | 0 | -1 | 5 |
| 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 | 48 |
| 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 | 36 |
| 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 | 33.92 |
| 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: October 10, 2025, 3:15 pm
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 1 | 1 | 6 | 6 | 6 | 6 | 6 | 11 | 11 | 11 | 11 | 11 |
| Reserves | 2 | 4 | 9 | 13 | 22 | 28 | 28 | 36 | 55 | 66 | 107 | 117 |
| Borrowings | 20 | 5 | 18 | 18 | 6 | 1 | 3 | 0 | 2 | 0 | 0 | 0 |
| Other Liabilities | 1 | 1 | 12 | 3 | 4 | 4 | 3 | 3 | 4 | 4 | 7 | 8 |
| Total Liabilities | 24 | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 |
| Fixed Assets | 1 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 1 | 1 | 1 | 1 |
| CWIP | 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 |
| Other Assets | 22 | 11 | 45 | 41 | 37 | 38 | 39 | 46 | 52 | 40 | 75 | 103 |
| Total Assets | 24 | 11 | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 135 |
Below is a detailed analysis of the balance sheet data for Wealth First Portfolio Managers Ltd based on the most recent figures (Mar 2025) and their trends compared to the previous period:
- For Equity Capital, as of Mar 2025, the value is 11.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2024) which recorded 11.00 Cr..
- For Reserves, as of Mar 2025, the value is 117.00 Cr.. The value appears strong and on an upward trend. It has increased from 107.00 Cr. (Mar 2024) to 117.00 Cr., marking an increase of 10.00 Cr..
- For Borrowings, as of Mar 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 2024) which recorded 0.00 Cr..
- For Other Liabilities, as of Mar 2025, the value is 8.00 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 7.00 Cr. (Mar 2024) to 8.00 Cr., marking an increase of 1.00 Cr..
- For Total Liabilities, as of Mar 2025, the value is 135.00 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 125.00 Cr. (Mar 2024) to 135.00 Cr., marking an increase of 10.00 Cr..
- For Fixed Assets, as of Mar 2025, the value is 1.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2024) which recorded 1.00 Cr..
- For CWIP, as of Mar 2025, the value is 0.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2024) which recorded 0.00 Cr..
- For Investments, as of Mar 2025, the value is 31.00 Cr.. The value appears to be declining and may need further review. It has decreased from 49.00 Cr. (Mar 2024) to 31.00 Cr., marking a decrease of 18.00 Cr..
- For Other Assets, as of Mar 2025, the value is 103.00 Cr.. The value appears strong and on an upward trend. It has increased from 75.00 Cr. (Mar 2024) to 103.00 Cr., marking an increase of 28.00 Cr..
- For Total Assets, as of Mar 2025, the value is 135.00 Cr.. The value appears strong and on an upward trend. It has increased from 125.00 Cr. (Mar 2024) to 135.00 Cr., marking an increase of 10.00 Cr..
Notably, the Reserves (117.00 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 - No data available for this post.
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: 21.7%)
- 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: 33.7 (Industry average Stock P/E: 137.29)
- 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 | info@wealthfirst.biz http://www.wealth-firstonline.com |
| 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 28 October 2025) is 934.57 which is 20.80% lower the current market price of 1,180.00, indicating overvalued. Calculated using the PE ratio method, this valuation considers the company's 1,258 Cr. market cap, FY2025-2026 high/low of 1,720/801, reserves of ₹117 Cr, and liabilities of 135 Cr.
What is the Market Cap of Wealth First Portfolio Managers Ltd?
The Market Cap of Wealth First Portfolio Managers Ltd is 1,258 Cr..
What is the current Stock Price of Wealth First Portfolio Managers Ltd as on 28 October 2025?
The current stock price of Wealth First Portfolio Managers Ltd as on 28 October 2025 is 1,180.
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 1,720/801.
What is the Stock P/E of Wealth First Portfolio Managers Ltd?
The Stock P/E of Wealth First Portfolio Managers Ltd is 33.7.
What is the Book Value of Wealth First Portfolio Managers Ltd?
The Book Value of Wealth First Portfolio Managers Ltd is 120.
What is the Dividend Yield of Wealth First Portfolio Managers Ltd?
The Dividend Yield of Wealth First Portfolio Managers Ltd is 1.36 %.
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.