Company Summary: Anand Rathi Wealth Ltd. (ARWL) is one of India’s leading wealth management firms, catering primarily to High and Ultra-High Net Worth Individuals (HNIs & UHNIs). The company offers private wealth solutions, digital wealth services, and a tech platform for independent financial advisors. With a growing footprint across 17 cities in India and international expansion into Dubai and London, ARWL is strategically positioned in India’s financial services growth story.
FY25 Highlights (April 2024 – March 2025):
- Revenue: ₹981 Cr (YoY +30%)
- PAT (Net Profit): ₹301 Cr (YoY +33%)
- EPS: ₹36.2 (YoY +34%)
- AUM: ₹77,103 Cr (YoY +30%)
- ROE: 44.6%
- Dividend Declared: ₹7/share (post-bonus; effectively ₹14/share)
Q4 FY25 Highlights:
- Revenue: ₹241.4 Cr (YoY +22%)
- PAT: ₹73.7 Cr (YoY +30%)
- Net Inflows: ₹3,472 Cr (YoY +96%)
- Monthly SIP Inflows: ₹1,875 Cr (YoY +142%)
Operational Strengths:
- Client Growth: Active client families rose to 11,732 (+18% YoY)
- RM Expansion: Total relationship managers increased to 380
- Client Retention: AUM-based attrition at just 0.52%
- Equity MF Share: Rose to 53% of total AUM
Subsidiary Performance:
- Digital Wealth AUM: ₹1,812 Cr (+17%)
- OFA Revenue: ₹7.7 Cr (+14%), with 6,447 active distributors
Balance Sheet Snapshot (March 2025):
- Total Assets: ₹961 Cr
- Total Equity: ₹688 Cr
- Debt: Low at ₹22 Cr
Strategic Moves in FY25:
- Completed ₹165 Cr buyback
- 1:1 bonus issue
- Inclusion in Nifty 500 Index
FY26 Guidance:
- Revenue Target: ₹1,175 Cr
- PAT Target: ₹375 Cr
- AUM Target: ₹1,00,000 Cr
Management aims to continue its 20%+ PAT growth trajectory, maintaining its impressive 14-quarter record.
Why Indian Investors Should Track ARWL:
- Proven Growth: 30%+ YoY growth in revenue, PAT, and AUM
- High Profitability: 44.6% ROE and 30% PAT margins
- Shareholder-Friendly: Regular dividends, bonus issues, and buybacks
- Sector Potential: Low mutual fund penetration and rising HNI base support future growth
Investor Alert: ARWL represents a high-quality play in India’s financialization wave. With a strong business model, consistent earnings, and shareholder rewards, it remains a compelling long-term story for investors seeking exposure to the wealth management space.
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