Anand Rathi Wealth Limited — PPTs, 13-10-2025: Investor Presentation

Anand Rathi Wealth reported strong performance for Q2 & H1 FY26.

**Business Performance:** Total Revenue for Q2 FY26 grew 23.1% YoY to 307.2 Cr, with Profit After Tax (PAT) jumping 30.9% to 99.9 Cr. For H1 FY26, total revenue reached 591.4 Cr, and PAT was 193.8 Cr, up 29.4%. Assets Under Management (AUM) hit 91,568 Cr by Sep-25, a 22% YoY increase. Monthly SIP inflows surged 30% to 3,002 Cr in Q2, with Equity Mutual Fund net inflows doubling. AUM per Relationship Manager increased to 231 Cr.

**Growth Drivers or Strategy:** The company focuses on the High Networth Individual (HNI) segment, aiming for sustainable growth. It leverages technology for its Digital Wealth and OFA platforms, serving mass affluent and retail segments. Automated product audits enhance efficiency and client portfolio management.

**Recent Developments:** The company maintained near-zero regret RM attrition, successfully retaining 82% of AUM from departed RMs in H1FY26. Significant training hours were delivered to employees.

**Key Financial Metrics:** Q2 FY26 EPS was 12.0 Rs (+31.4% YoY). H1 FY26 EPS stood at 23.3 Rs (+29.9% YoY). Annualized Return on Equity (ROE) for H1 FY26 was 45.5%.

**Management Commentary / Outlook:** Management is on track to meet FY26 guidance for revenue and PAT. They anticipate significant growth driven by increasing mutual fund penetration and a rising HNI population in India, with substantial wealth still in low-return assets.