WEALTHWealth First Portfolio Managers Limited

Rs 835.3▼ -0.81%
Market closedEquity EOD 26 Oct
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52-week rangeThe lowest and highest prices the stock traded at over the last year, from each day's intraday low and high. The marker is today's close: 0% means it sits at the year's low, 100% at the high. It describes where the price is, not where it is going.13.6% up the range
Rs 775Rs 1,219
WEALTH price
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EOD 26 Oct
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At a glance
Each figure is shown against the company's sector (the track: the dot is this company, the tick is the sector middle) and, where we hold the yearly filings, against its own recent years (the small trend line).
Market capWhat the whole company is worth on the stock market today: share price times the number of shares. It measures size, not quality.
Rs 890 cr
Larger than 67% of 12 peers
sector middle Rs 408 cr
P/EPrice to earnings: how many rupees investors pay for each rupee of profit the company made over the last twelve months. Compare it with similar companies rather than reading it alone.
26.9x
Higher than 67% of 6 peers
sector middle 13.8x
Price to bookPrice to book: the share price divided by the shareholders' money per share in the latest balance sheet. Around 1 means the market values the company close to its book value.
5.9x
Higher than 80% of 10 peers
sector middle 2.3x
ROEReturn on equity: the year's profit as a percentage of the shareholders' money in the business. It shows how much the company earns on what its owners have put in.
19.2%
Higher than 86% of 7 peers
sector middle 6.4%
FY23 18.3%FY26 22.5%
ROCEReturn on capital employed: operating profit as a percentage of all the long-term money in the business, owners' and lenders'. It shows how well the company uses its capital, whatever the mix of debt.
30.3%
Higher than 89% of 9 peers
sector middle 7.7%
FY23 24.2%FY26 30.3%
Debt to equityBorrowings divided by shareholders' money. 0 means no borrowings; 1 means it owes as much as its owners have put in. Not shown for banks and lenders, whose borrowing is their business.
0.00
No borrowings
sector middle 0.00
FY23 0.00FY26 0.00
Dividend yieldDividends paid over the last year as a percentage of the company's market value: roughly what Rs 100 of shares paid out in cash.
2.0%
Highest of 11 peers
sector middle 0.0%
Sales growthHow much the latest quarter's sales grew against the same quarter a year earlier.
-42.3%
Lowest of 8 peers
sector middle +9.9%
FY23 -5.4%FY24 83.4%

Peers are the listed companies in the exchange's own industry group: Other Financial Services. Balance-sheet figures are from the latest filed balance sheet; trends show each financial year we hold.

What the numbers say
Short lines written by fixed rules from the company's own filings and shareholding. A line appears only when the figures cross the rule (for example sales growing three years running), and each names the numbers behind it. Nothing here is a view on whether to own the share.

Latest quarterIn the quarter to June 2026 (results filed 13 Aug 2026), sales fell 42.3% from a year earlier to Rs 14.3 cr and profit fell 34.7% to Rs 10.4 cr.

Going well
  • No borrowings at the FY26 balance sheet.

Each line is written by a fixed rule from the company's own filings and share price, and names the figures it uses. It describes what happened; it is not advice about the share.

How the share moved on results
For each quarterly result we hold: the change from the share's close on the last trading day before the filing to its close on the first trading day after it. Results can land during market hours or after the close, and this window covers both. It shows what happened, not what will happen next time.

Over the last 19 results, the share rose on 8 and fell on 11, and moved by 3% or more on 14.

Q3 FY22Q3 FY23Q3 FY24Q3 FY25Q1 FY27

Q1 FY27: results filed 13 Aug 2026. The share went from its close on 12 Aug 2026 to its close on 14 Aug 2026 -3.38%.

Where every Rs 100 of sales goes
From the company's own yearly results. Each year is scaled to that year's sales, so you compare shares, not size: how much went on running costs, depreciation, interest and tax, and how much was left as profit.
4 financial years
Sales, last 12 months
Rs 58 Cr
Profit, last 12 months
Rs 33 Cr
Earnings per share
Rs 31.0
Profit growth (qtr, YoY)
-34.71%

Of every Rs 100 of sales in FY26, Rs 28 went on running costs, Rs 0.6 on depreciation and Rs 20 on tax; Rs 56 was left as profit.

FY22
26
19
61
FY23
35
17
47
FY24
21
23
79
FY26
28
20
56
Sales (Rs 100)Other incomeRunning costsDepreciationInterestTaxProfitOther gains

Thin bar: money in (sales plus other income). Thick bar: where it went. Each year is scaled to its own sales, so the bars compare shares, not size.

How fast it has grown
Compound growth per year in sales, profit and earnings per share between financial years, from the company's own results. A span appears only if our filings cover both ends of it.
Sales
3 yrs
+32.4%/yr
Latest qtr
-42.3%
Profit
3 yrs
+39.9%/yr
Latest qtr
-34.7%

Per year, compounded, between financial years FY26 and the year named; only spans our filings cover. The faint bar is the latest quarter against the same quarter a year earlier. Earnings per share is not shown: filed figures are not adjusted for bonus issues and splits, so its growth would mislead.

Health check, year by year
Margins, returns, debt and interest cover for each financial year. Each row is coloured against this company's own usual level, so you see what is improving and what is slipping.
MeasureFY22FY23FY24FY26
Sales growthSales against the previous financial year.--5.4%83.4%-
Operating marginProfit from operations, before depreciation, interest and tax, per Rs 100 of sales.73.7%65.4%79.5%72.2%
Net marginProfit after everything, per Rs 100 of sales.60.6%47.5%78.9%56.0%
ROEProfit as a percentage of shareholders' money (from the March balance sheet).-18.3%36.1%22.5%
ROCEOperating profit as a percentage of all long-term capital, owners' and lenders'.-24.2%46.6%30.3%
Debt to equityBorrowings divided by shareholders' money. Lower is safer.-0.00x0.00x0.00x
Interest coverHow many times operating profit covers the interest bill. Higher is safer.248x188x--

Each row is coloured against this company's own usual level, not against other companies: green is better than its middle year, red worse, plain is close to it. ROE, ROCE and debt rows start once the filings carry a full balance sheet (FY22 at the earliest).

What it owns, and how that is paid for
Straight from the March balance sheet in the company's annual filing. Both bars are the whole balance sheet: what the company owns, and where the money for it came from.
as at 2026-03-31

At FY26 it owned Rs 180 Cr of assets. Its owners funded 95% of that, with no borrowings.

What it owns
59%
15%
20%
Plant, property and projects2 Cr
Goodwill and intangibles0 Cr
Investments105 Cr
Inventory27 Cr
Owed by customers8 Cr
Cash and bank1 Cr
Everything else35 Cr
How that is paid for
95%
Shareholders170 Cr
Owed to suppliers0 Cr
Other liabilities10 Cr
Cash and equivalents
Rs 1 Cr
Net debt
Rs -1 Cr
more cash than debt
Current ratio
5.79x
short-term assets per rupee due soon
Book value / share
Rs 141
Return on assets
18.2%
EV / EBITDA
17.1x

From the March balance sheet in the company's annual filing (2026-03-31). Each bar is the full balance sheet; "everything else" is what the filed total leaves after the named lines.

Where the cash went
Profit is an accounting figure; cash flow is what actually moved. Cash from running the business, plus or minus what was spent on or received from investments, plus or minus what came from or went to lenders and shareholders, equals the change in cash.

In FY26 the business itself brought in Rs 75 Cr, spent Rs 2 Cr on plant and equipment, and cash fell by Rs 1 Cr over the year.

From running the business
+75 Cr
Spent on or received from investing
-79 Cr
From or to lenders and shareholders
+2 Cr
Net change in cash
-1 Cr
Cash from operations for every Rs 100 of profit
Rs 144
FY23
Rs 36
FY24
Rs 197
FY26

Rs 100 or more means every rupee of reported profit arrived as cash.

Full financial year to 2026-03-31, from the company's cash flow statement.

Against its sector
Where this stock sits within its own sector on each measure. The marker is its position in the peer group and the notch is the sector median. A position is a fact about the cohort, not a view on the stock.
Other Financial Services · 25
P/E26.95vs 13.81 median
Cheapest: GATECHDVR 5.86Priciest: PRIMESECU 174.39
Net margin56.56%vs 13.47% median
Lowest: CENTRUM -8.87%Highest: WEALTH 56.56%
Revenue growth-42.28%vs 9.91% median
Lowest: WEALTH -42.28%Highest: RELIABLE 45.91%

Median rather than average, so one loss-making or one very expensive peer cannot drag the reference. Valuation is shown without a colour verdict: a higher multiple can mean expensive, or faster growth expected, and only you can decide which.

Peers side by side
Every company in the same NSE industry group that we hold figures for, largest first. Tap any heading to sort by it. The same figures as the At a glance tiles, worked out the same way for every company.
Other Financial Services · 13 shown
Company
CRISIL
Crisil Limited
34,926 cr39.0x10.7x27.4%-0.0020.8%+20.2%1.24%
KISSHT
OnEMI Technology Solutions Limited
5,140 cr-3.8x-32.9%0.81--0.00%
GYFTR
Gyftr Limited
1,229 cr--------
PRIMESECU
Prime Securities Limited
929 cr174.4x3.6x1.8%--3.7%-27.1%0.54%
WEALTH
Wealth First Portfolio Managers Limited
890 cr26.9x5.9x19.2%30.3%0.0056.6%-42.3%2.00%
CENTRUM
Centrum Capital Limited
860 cr-2.8x-24.5%14.7%12.19-8.9%+7.8%0.00%
THEINVEST
The Investment Trust Of India Limited
445 cr13.3x0.6x5.0%8.8%0.0713.5%-15.3%0.00%
NDLVENTURE
NDL Ventures Limited
371 cr-6.3x-2.0%0.00--0.45%
MAHAPEXLTD
Maha Rashtra Apex Corporation Limited
131 cr-0.3x-0.6%0.00-+12.1%0.00%
RELIABLE
Reliable Data Services Limited
129 cr14.3x1.8x10.5%13.1%0.294.4%+45.9%0.00%
GATECH
GACM Technologies Limited
67 cr10.4x0.6x6.4%7.7%0.0035.0%-32.8%0.00%
GATECHDVR
GACM Technologies Limited
53 cr5.9x0.5x8.0%7.7%0.0039.3%+23.9%0.00%
GLFL
Gujarat Lease Financing Limited
14 cr---0.8%---0.00%

Swipe the table sideways for more columns. Tap a heading to sort. A dash means the figure is not filed or cannot be worked out for that company. A bigger cohort is cut to its 40 largest companies.

The business
Sales and net profit from the company's own filings, by financial year or by quarter. Hover any bar for that period's complete figures including operating margin and the change against the comparable earlier period. The single TTM figure above is the sum of the last four quarters.
4 years · 20 quarters
Full financial years - the long arc of the business.
Sales growth
+29.9%
a year, 3 years
Profit growth
+26.5%
a year, 3 years
Operating margin
72.2%
latest year
Sales by financial yearRs 68 Cr
Net profit by financial yearRs 38 Cr
FY224 full years · hover a yearFY26

Operating margin has gone from 73.7% to 72.2% over these years - the share of every rupee of sales kept after running costs, before interest and tax. Full financial years only, so a part-year is never shown as a whole one. Hover any year for its complete figures.

Dividends paid
Cash paid per share, from the exchange's corporate-action record, restated to today's share count across bonuses and splits. Dates shown are ex-dates: you must own the shares before that date to receive the payment.
0.96% yield
Rs 960 / year
Paid 5 of 5 yrs
on Rs 1 lakh at today's price · 0.96% yield · Rs 8/share
What each year paid, on Rs 1 lakh
239
359
1,796
1,915
479
22
23
24
25
26*
* 2026 so far - more may still be declared this year

2026 has paid Rs 4.00 per share, about Rs 479 on Rs 1 lakh at today's price. Dividends are at the company's discretion and can be cut or skipped.

Technical snapshot
Momentum, trend and delivery-based conviction from the actual price and volume history.
EOD 26 Oct
RSI (14) - momentum
43.1Neutral
0 oversold3070overbought 100
Delivery % - genuine buying vs churn
87.7%Above average - stronger conviction
today 87.7%20d avg 65.2%

The share of traded quantity that was actually delivered (not squared off intraday) - high delivery vs its 20-session average suggests real buying or holding, not just churn.

vs 50-DMA
-2.49%
vs 200-DMA
-7.74%
1-month
-0.61%
3-month
-11.16%
1-year
-29.79%
Realized vol (30d)
40.2%
Insider trading disclosures
Promoter, director and other insider trades in the company's own shares, as disclosed to the exchange under SEBI's insider-trading regulations - usually within a few days of the transaction.
last 18 months

Insider trading data unavailable.

Recent announcements
The company's own filings to the exchange - results, board meetings, investor calls - with a link to the source document.
last 6 months

Announcements unavailable.

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Equity price, fundamentals and realized volatility are end-of-day / quarterly from real market data. The option chain (PCR, max pain, expected move, IV, OI) is live from the exchange during market hours; outside them it shows the last session's close. Shareholding, insider trades and announcements are the company's own exchange filings. Analysis only, not investment advice.