Board has approved/taken on record the following matters:
1. Unaudited financial results (standalone and consolidated) for the first quarter ended June 30, 2026;
2. Limited Review ....
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 09 Jul 2026, 05:23 PM IST · BSE ID: 3ddf1be9-2ad8-4ef0-b93c-3665935d5f58
View Original BSE Filing (PDF)
💡
In Simple Terms
Anand Rathi Wealth's profit rose to INR 16,300.77 Lakhs, and they plan to start a new Mutual Fund business.
🤖 AI Summary
- Consolidated net profit reached INR 16,300.77 Lakhs for the quarter ended June 30, 2026.
- Total consolidated income for the quarter stood at INR 43,226.29 Lakhs.
- Company proposes to submit an application to SEBI to sponsor a Mutual Fund.
- Sponsorship includes establishing a new Asset Management Company and Trustee Company after regulatory approvals.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Consolidated Net Profit for Q1 FY27
INR 16,300.77 Lakhs
73.75%
Consolidated Total Income for Q1 FY27
INR 43,226.29 Lakhs
52.14%
Consolidated Employee Benefit Expenses for Q1 FY27
INR 17,617.00 Lakhs
53.44%
Basic EPS - Continuing Operations
Rs. 9.82
73.81%
🏢 How This Affects the Company
The proposal to sponsor a Mutual Fund could expand Anand Rathi Wealth's service offerings and client base within the wealth management sector. Establishing an AMC and Trustee Company introduces new revenue streams and broadens market presence.
The Q1 FY27 consolidated net profit of INR 16,300.77 Lakhs indicates continued profitability. Setting up a mutual fund structure will entail initial investment and operational costs, impacting future balance sheets and cash flows.
Developing a mutual fund business will require new operational infrastructure, including establishing an AMC and Trustee Company. This involves new regulatory compliances and potentially expanding the workforce to manage fund operations.
Sponsoring a Mutual Fund introduces new regulatory and market risks associated with fund performance, compliance, and competition in the asset management industry. Regulatory approvals and operational setup also involve execution risks.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required from shareholders based on this filing.
👤
Who Is Affected
All shareholders are affected by the company's financial performance, with Q1 FY27 basic EPS from continuing operations at Rs. 9.82. The strategic decision to enter mutual fund sponsorship could affect future growth and risk profile.
🔍
Management Signal
Management is signaling a strategic expansion into the asset management sector via mutual funds, alongside maintaining profitability in core wealth management operations.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
SEBI approval status for the Mutual Fund sponsor application.
Details on the establishment of the Asset Management Company and Trustee Company.
Q2 FY27 financial results for continued performance trend monitoring.
MEDIUM RISK
New business venture (Mutual Fund sponsorship) introduces execution and regulatory risks. Two non-reviewed subsidiaries reported losses.
💡 Investor Takeaway
Anand Rathi Wealth reported a consolidated net profit of INR 16,300.77 Lakhs for Q1 FY27, up 73.75% YoY from INR 9,381.61 Lakhs. The company also confirmed its intent to apply to SEBI for Mutual Fund sponsorship, aiming to establish an AMC and Trustee Company.
⚖️ Strengths & Concerns
✅ Positives
- Consolidated net profit for Q1 FY27 at INR 16,300.77 Lakhs, marking significant growth over the prior comparable period.
- Total consolidated income for Q1 FY27 reached INR 43,226.29 Lakhs, demonstrating an increase in revenue generating capability.
⚠️ Concerns
- Two subsidiaries, not reviewed by auditors, reflect a total net loss after tax of Rs. 186.74 lakhs (before consolidation adjustments) for Q1 FY27.
- New subsidiary Anand Rathi FME (IFSC) Private Limited was incorporated on 16 February 2026, contributing to initial losses.
📅 Company Track Record
Anand Rathi Wealth Ltd previously approved a Rs. 7 dividend and a 1:1 bonus issue in April 2026. The company has a history of declaring dividends and bonus shares, indicating a policy of returning capital to shareholders. Consolidated net profit for Q1 FY27 is INR 16,300.77 Lakhs.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Anand Rathi Wealth's consolidated net profit for Q1 FY27?
Anand Rathi Wealth reported a consolidated net profit of INR 16,300.77 Lakhs for the first quarter ended June 30, 2026, an increase from INR 9,381.61 Lakhs in Q1 FY26.
What was Anand Rathi Wealth's total consolidated income in Q1 FY27?
The total consolidated income for Anand Rathi Wealth in Q1 FY27 was INR 43,226.29 Lakhs, compared to INR 28,412.64 Lakhs in the same period last year.
What new business initiative is Anand Rathi Wealth proposing?
Anand Rathi Wealth proposes to submit an application to SEBI seeking approval to act as the sponsor of a Mutual Fund under the SEBI (Mutual Funds) Regulations, 2026.
What is the Basic Earnings Per Share (EPS) from continuing operations for Anand Rathi Wealth in Q1 FY27?
The Basic Earnings Per Share (EPS) from continuing operations for Anand Rathi Wealth in Q1 FY27 is Rs. 9.82, up from Rs. 5.65 in Q1 FY26.
Did the auditors review all subsidiaries for Q1 FY27 consolidated results?
The auditors did not review two subsidiaries, whose financial results reflect total revenue of Rs. 0.02 lakhs and a total net loss after tax of Rs. 186.74 lakhs (before consolidation adjustments) for Q1 FY27.
Questions based on this BSE filing only. For information purposes.