Anand Rathi Wealth Ltd.
NSE: ANANDRATHIAnand Rathi Wealth Ltd.: A 30-second snapshot
Anand Rathi Wealth trades at a trailing PE of 75.3x (forward 61.6x), up 54.88% over the past 12 months and 6.29% below its 52-week high, following FY26 PAT growth of 28% and Q1 profit growth reported between 60% and 74% across recent releases. Profit margin stands at 33.19% with 5-year revenue growth of 52.1% and 5-year earnings growth of 71%, alongside a low debt-to-equity of roughly 0.08x. Analyst coverage is thin at 2 analysts with no consensus rating published.
P/E
75.3
Forward P/E
61.6
ROE
—
Debt / Equity
8.25
Profit Margin
+33.2%
Div. Yield
+0.3%
5Y ROE > 15%
4/5
5Y FCF > 0
4/5
Quality
68/100
News
8 headlines · 3 positive · 1 negative
Anand Rathi Wealth FY26 PAT Grows By 28% - fintechbiznews.com
fintechbiznews.com
Anand Rathi IT invokes pledge on 96,997 shares of wealth firm - scanx.trade
scanx.trade
Anand Rathi Wealth delivers growth, but valuations leave no room for error - livemint.com
livemint.com
Anand Rathi Wealth Q1 Profit Rises 74% to ₹163 Crore - whalesbook.com
whalesbook.com
Anand Rathi Wealth Q1 Profit Soars 60%; Co Seeks SEBI Nod To Act As MP Sponsor - NDTV Profit
NDTV Profit
Recent context
- ·FY26 PAT grew 28% y/y per a report dated 2026-07-28; Q1 profit was separately reported up 60% and 74% across releases dated 2026-07-09 and 2026-07-10.
- ·Anand Rathi IT, a promoter-linked entity, invoked a pledge on 96,997 shares of the wealth firm, reported 2026-07-27.
- ·A 2026-07-14 livemint report described the stock as delivering growth while valuations "leave no room for error" following the recent earnings print.
Strengths
- +Profit margin of 33.19%, with 5-year revenue growth of 52.1% and 5-year earnings growth of 71%.
- +ROE above 15% in 4 of the last 5 years per persistence data, a consistency score of 83, and positive free cash flow in 4 of 5 years.
- +Debt-to-equity of roughly 0.08x, indicating minimal balance-sheet leverage.
- +Price trades above both its 50-DMA (1,924.27) and 200-DMA (1,660.97), up 54.88% over 12 months and only 6.29% below its 52-week high.
Weaknesses
- −Trailing PE of 75.3x and forward PE of 61.6x are the richest among the 6-stock peer set used for sector ranking (13.8x-59.9x range); that set (AXISBANK, HDFCBANK, BAJFINANCE, BAJAJFINSV, HDFCLIFE) is banking/insurance-oriented rather than wealth-management, limiting comparability.
- −Anand Rathi IT, a promoter-linked entity, disclosed invoking a pledge on 96,997 shares of the company on 2026-07-27.
- −Analyst coverage is thin at 2 analysts with no consensus rating published.
- −The ROE metric is not available in the current fundamental snapshot (reported as null), and news volume in the window is modest at 8 articles.
Open questions
- ?How does the promoter-linked pledge on 96,997 shares relate to total promoter holding, and what conditions would trigger further pledge activity or release?
- ?Does the trailing PE of 75.3x, well above the 6-stock banking/insurance benchmark set, reflect a wealth-management growth premium or simply a mismatch against an ill-fitting peer group?
- ?Is the low reported debt-to-equity of roughly 0.08x structural to the wealth-management/advisory model, or does it reflect a specific balance-sheet posture that could change?
- ?With the ROE figure currently unavailable, how would the 4-of-5-year above-15% ROE persistence look once a current figure is reported?
Peer comparison: Banking
Ranks 3 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| ANANDRATHI | Anand Rathi Wealth Ltd.You're viewing | 75.3 | — | 57 |
| Industry avg | across 5 peers | 31.7 | +13.1% | 48 |
| AXISBANK | Axis Bank Ltd. | 13.8 | +13.3% | 70 |
| HDFCBANK | HDFC Bank Ltd. | 16.3 | +13.8% | 66 |
| BAJFINANCE | Bajaj Finance Ltd. | 35.1 | — | 47 |
| HDFCLIFE | HDFC Life Insurance Company Ltd. | 59.9 | +10.8% | 33 |
| BAJAJFINSV | Bajaj Finserv Ltd. | 33.3 | +14.6% | 23 |
Technical state
Current price
₹2,039.30
SMA 50
₹1,924.27
SMA 200
₹1,660.97
RSI (14)
54.6 (neutral)
From 52w high
-6.3%
1Y return
+54.9%
3M return
+13.1%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- mediumANANDRATHI is grouped under a Banking sector label and benchmarked against AXISBANK, HDFCBANK, BAJFINANCE, BAJAJFINSV and HDFCLIFE for peer ranking, though it operates as a wealth-management business rather than a deposit-funded lender or insurer. Its trailing PE of 75.3x and forward PE of 61.6x rank richest among the 6-stock set (peer PEs span 13.8x-59.9x), and the business-model mismatch limits the interpretive value of the peer-relative reads.
- mediumA promoter-linked entity, Anand Rathi IT, disclosed invoking a pledge on 96,997 shares of the wealth-management firm on 2026-07-27, the sole negative-sentiment item in a recent 8-article window otherwise dominated by earnings-growth headlines (FY26 PAT +28%, Q1 profit +60% to +74% depending on the report).
- lowAnalyst coverage is thin at 2 analysts with no mean consensus rating available, the ROE metric is currently reported as null in the fundamental snapshot, and total news volume in the window is modest at 8 articles, limiting the reliability of market-consensus and sentiment reads.
Cross-section contradictions
- A promoter-linked entity disclosed invoking a pledge on company shares on 2026-07-27, yet the stock trades 54.88% higher over the trailing 12 months, sits only 6.29% below its 52-week high, and holds above both its 50-DMA (1,924.27) and 200-DMA (1,660.97) -- the governance disclosure has not visibly weighed on price momentum through the window covered.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 12 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 31 Jul 2026 · rotates through NIFTY 500 every ~5 days