Wealth First Portfolio Managers Ltd: Intrinsic Value & Share Price Analysis

Q: What is the current share price and 52-week range of Wealth First Portfolio Managers Ltd?

Wealth First Portfolio Managers Ltd is trading at 826.00 as of 21 April 2026, with a FY2026-2027 high of 1,440 and low of 690. The stock is currently near its 52-week low. Market cap stands at 880 Cr..

Q: Is Wealth First Portfolio Managers Ltd financially healthy?

Key indicators: ROCE of 37.5 % indicates efficient capital utilization. Dividend yield is 2.42 %.

Fair Value

₹1,266.88Undervalued by 53.38%vs CMP ₹826.00

P/E (39.6) × ROE (28.5%) × BV (₹137.00) × DY (2.42%)

₹495.30Overvalued by 40.04%vs CMP ₹826.00

MoS: -66.8% (Negative)Confidence: 63/100 (Moderate)Models: 1 Under, 8 Over

Model	Category	Value	Weight	Signal
PE-ROE	Earnings	₹1,310.63	22%	Under (+58.7%)
Graham Number	Earnings	₹253.70	16%	Over (-69.3%)
Earnings Power	Earnings	₹250.30	11%	Over (-69.7%)
DCF	Cash Flow	₹262.39	13%	Over (-68.2%)
Net Asset Value	Assets	₹137.98	7%	Over (-83.3%)
EV/EBITDA	Enterprise	₹345.42	9%	Over (-58.2%)
Earnings Yield	Earnings	₹208.80	7%	Over (-74.7%)
ROCE Capital	Returns	₹447.51	9%	Over (-45.8%)
Revenue Multiple	Revenue	₹83.07	5%	Over (-89.9%)
Consensus (9 models)		₹495.30	100%	Overvalued

Key Drivers: Wide model spread (₹83–₹1,311) — high uncertainty.

PE-ROE · Graham · EPV · DCF · NAV · EV/EBITDA · DDM · Earnings Yield · ROCE Capital · Revenue Multiple | CoE: 12% · Terminal: 4% · EPS CAGR: 3.5%

*Investments are subject to market risks

Analyst Summary

Wealth First Portfolio Managers Ltd operates in the Finance & Investments segment, NSE: Code | BSE: Code, current market price is ₹826.00, market cap is 880 Cr.. At a glance, stock P/E is 39.6, ROE is 28.5 %, ROCE is 37.5 %, book value is 137, dividend yield is 2.42 %. The latest intrinsic value estimate is ₹495.30, around 40.0% below the current price, so expectations may already be running ahead of this modelled fair value. On operating trend, latest reported sales are about ₹59 Cr versus the prior period change of -10.6%, while latest net profit is about ₹34 Cr with a prior-period change of -19.0%. The 52-week range shown on this page is 1,440/690, which helps frame where the current quote sits within its recent trading band. Business context: About the Company - Qualitative AnalysisWealth First Portfolio Managers Ltd. is a Public Limited Listed company incorporated on 16/04/2002 and has its registered office in the State of Gujarat, India. Company's Corporate Identification Numb…

This summary is generated from the stock page data available for Wealth First Portfolio Managers Ltd: Intrinsic Value & Share Price Analysis and is refreshed automatically when the underlying metrics change.

Investment Snapshot

Wealth First Portfolio Managers Ltd scores 63/100 (Average)

Based on 5 dimensions: health, institutional flow, earnings quality, momentum, and peer comparison

Stock Health88/100 · Strong

ROCE 37.5% ExcellentROE 28.5% ExcellentD/E 0.00 Low debtInterest Coverage 0.0x RiskyProfitable 5/5 years Consistent

Smart Money50/100 · Moderate

Promoter holding at 74.0% Stable

Earnings Quality55/100 · Moderate

OPM expanding (70% → 81%) ImprovingWorking capital: 481 days Capital intensive

Quarterly Momentum15/100 · Weak

Revenue (4Q): -35% YoY DecliningProfit (4Q): -57% YoY DecliningOPM: 31.7% (down 47.6% YoY) Margin pressure

Industry Rank100/100 · Strong

P/E 39.6 vs industry 98.5 Cheaper than peersROCE 37.5% vs industry 21.7% Above peersROE 28.5% vs industry 14.2% Above peers3Y sales CAGR: 21% High growth

Weights: Health 30% · Earnings Quality 25% · Momentum 20% · Industry Rank 15% · Smart Money 10%. Scores are computed from reported financials and recalculated daily. Not investment advice.

Share Price and Basic Stock Data

Last Updated: April 2, 2026, 3:56 am

Market Cap	880 Cr.
Current Price	826
Intrinsic Value	₹495.30
High / Low	1,440/690
Stock P/E	39.6
Book Value	137
Dividend Yield	2.42 %
ROCE	37.5 %
ROE	28.5 %
Face Value	10.0
PEG Ratio	11.47

Stock P/E, Current Price, and Intrinsic Value Over Time

Stock P/E Current Price Intrinsic Value

View Share Price Target for Wealth First Portfolio Managers Ltd

Competitors

Stock Name ⇩	Market Cap ⇩	Current Price ⇩	High / Low ⇩	Stock P/E ⇩	Book Value ⇩	Dividend Yield ⇩	ROCE ⇩	ROE ⇩	Face Value ⇩
Wealth First Portfolio Managers Ltd	880 Cr.	826	1,440/690	39.6	137	2.42 %	37.5 %	28.5 %	10.0
GKW Ltd	892 Cr.	1,494	2,262/1,375	126	4,332	0.00 %	0.37 %	0.75 %	10.0
Sastasundar Ventures Ltd	859 Cr.	270	375/230	33.1	214	0.00 %	1.33 %	4.63 %	10.0
Prime Securities Ltd	940 Cr.	277	325/211	34.6	67.7	0.54 %	22.6 %	19.5 %	5.00
STEL Holdings Ltd	799 Cr.	433	635/342	27.0	1,005	0.00 %	1.30 %	0.97 %	10.0
Industry Average	6,725.79 Cr	1,029.64		98.51	4,364.49	0.43%	21.71%	14.20%	7.23

All Competitor Stocks of Wealth First Portfolio Managers Ltd

Quarterly Result

Metric	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025
Sales	8.46	4.88	11.17	13.56	14.98	14.16	20.33	19.47	15.78	-3.53	24.80	17.85	6.02
Expenses	2.93	2.46	2.59	3.26	2.82	2.42	2.68	3.85	3.27	2.90	2.95	5.64	4.11
Operating Profit	5.53	2.42	8.58	10.30	12.16	11.74	17.65	15.62	12.51	-6.43	21.85	12.21	1.91
OPM %	65.37%	49.59%	76.81%	75.96%	81.17%	82.91%	86.82%	80.23%	79.28%		88.10%	68.40%	31.73%
Other Income	0.03	-0.61	2.78	2.57	1.35	5.92	0.95	4.02	-0.54	0.97	0.07	0.19	0.17
Interest	0.00	0.07	0.00	0.00	0.00	0.05	0.01	0.01	0.03	0.04	0.00	0.00	0.02
Depreciation	0.12	0.12	0.08	0.09	0.09	0.10	0.08	0.09	0.09	0.10	0.08	0.09	0.10
Profit before tax	5.44	1.62	11.28	12.78	13.42	17.51	18.51	19.54	11.85	-5.60	21.84	12.31	1.96
Tax %	25.18%	33.95%	25.18%	19.95%	24.59%	22.33%	25.50%	22.21%	24.22%	-23.93%	25.69%	27.62%	29.08%
Net Profit	4.07	1.07	8.44	10.23	10.11	13.59	13.79	15.20	8.98	-4.27	16.23	8.91	1.38
EPS in Rs	3.82	1.00	7.92	9.60	9.49	12.75	12.94	14.27	8.43	-4.01	15.23	8.36	1.30

Last Updated: March 3, 2026, 1:48 pm

Quarterly Chart

Profit & Loss - Annual Report

Last Updated: February 26, 2026, 10:46 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	45
Expenses	141	164	146	191	212	321	7	6	8	10	11	13	16
Operating Profit	2	4	4	8	12	10	2	18	25	19	55	46	30
OPM %	1%	3%	3%	4%	5%	3%	25%	74%	75%	65%	83%	78%	65%
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	31
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	22
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	20.88
Dividend Payout %	42%	6%	12%	13%	7%	9%	50%	8%	11%	24%	18%	51%

Profit & Loss Yearly Chart

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

Reserves and Borrowings Chart

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
Cash from Operating Activity +	-1	16	-21	1	16	8	-8	7	21	21	16	9
Cash from Investing Activity +	-0	2	1	2	1	-0	2	-3	-18	-19	-10	10
Cash from Financing Activity +	1	-17	19	-2	-14	-6	0	-4	1	-4	-4	-21
Net Cash Flow	-1	2	-1	2	3	2	-6	1	4	-3	2	-2
Free Cash Flow	-1	17	-21	1	16	7	-8	7	20	20	16	8
CFO/OP	-62%	390%	-455%	16%	147%	103%	-247%	42%	103%	148%	51%	43%

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.

Free Cash Flow Chart

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%

Financial Efficiency Indicators Chart

Share Holding Pattern

Month	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025
Promoters	74.00%	74.01%	74.01%	74.01%	74.01%	74.01%	74.04%	74.04%	74.04%	74.04%	74.04%	74.04%
DIIs	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.04%	0.04%	0.09%	0.12%	0.10%
Public	26.00%	25.98%	25.99%	25.99%	25.99%	25.99%	25.96%	25.92%	25.91%	25.86%	25.83%	25.85%
No. of Shareholders	826	800	978	1,178	2,172	4,232	8,527	10,161	9,801	9,538	9,109	8,801

Shareholding Pattern Chart

No. of Shareholders

Wealth First Portfolio Managers Ltd: Intrinsic Value & Share Price Analysis - Shareholder trend analysis

This stock is not held by any mutual fund.

ROCE Trend

EPS Trend

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

Profitability Ratios (%)

Liquidity Ratios

Liquidity Ratios (%)

Interest Coverage Ratios (%)

Valuation Ratios

About the Company - Qualitative Analysis

Wealth First Portfolio Managers Ltd. is a Public Limited Listed company incorporated on 16/04/2002 and has its registered office in the State of Gujarat, India. Company's Corporate Identification Number(CIN) is L67120GJ2002PLC040636 and registration number is 040636. Currently Company is involved in the business activities of Security and commodity contracts brokerage. Company's Total Operating Revenue is Rs. 52.05 Cr. and Equity Capital is Rs. 10.66 Cr. for the Year ended 31/03/2025.

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 and is it undervalued?

As of 21 April 2026, Wealth First Portfolio Managers Ltd's intrinsic value is ₹495.30, which is 40.04% lower than the current market price of ₹826.00, suggesting the stock is overvalued. This is calculated using the PE ratio method factoring in ROE (28.5 %), book value (₹137), dividend yield (2.42 %), and 5-year EPS CAGR.

What is the current share price and 52-week range of Wealth First Portfolio Managers Ltd?

Wealth First Portfolio Managers Ltd is trading at ₹826.00 as of 21 April 2026, with a FY2026-2027 high of ₹1,440 and low of ₹690. The stock is currently near its 52-week low. Market cap stands at ₹880 Cr..

How does Wealth First Portfolio Managers Ltd's P/E ratio compare to its industry?

Wealth First Portfolio Managers Ltd has a P/E ratio of 39.6, which is below the industry average of 98.51. Trading at a steep discount to peers could signal a value opportunity or reflect concerns about the company's fundamentals.

Is Wealth First Portfolio Managers Ltd financially healthy?

Key indicators for Wealth First Portfolio Managers Ltd: ROCE of 37.5 % indicates efficient capital utilization; ROE of 28.5 % shows strong shareholder returns. Dividend yield is 2.42 %.

Is Wealth First Portfolio Managers Ltd profitable and how is the profit trend?

Wealth First Portfolio Managers Ltd reported a net profit of ₹34 Cr in Mar 2025 on revenue of ₹59 Cr. Compared to ₹19 Cr in Mar 2022, the net profit shows an improving trend.

Does Wealth First Portfolio Managers Ltd pay dividends?

Wealth First Portfolio Managers Ltd has a dividend yield of 2.42 % at the current price of ₹826.00. This is a relatively attractive yield for income-seeking investors.