Wealth First Portfolio Managers Limited — PPTs, 13-11-2025: Investor Presentation

Here's a concise summary of Wealth First Portfolio Managers Limited's investor presentation:

Wealth First reported core Business Activity Income growth of 9.7% YoY in Q2 FY26 and 13.3% in H1 FY26, signaling operational strength. However, Q2 revenue dipped 11.8% YoY to Rs 20.8 Cr, with PAT falling 27% to Rs 11.1 Cr, mainly due to market corrections impacting trading and other income. For H1 FY26, PAT was Rs 27.0 Cr (down 7.3% YoY), and Q2 EPS was Rs 10.39. Total Assets Under Administration (AUA) grew 5% YoY to Rs 12,574 Cr, with trail-based AUM at Rs 6,011 Cr. The client base expanded to 21,237 with 1,010 new additions.

Strategically, Wealth First is setting up 'Lakshya Asset Management Private Limited' via a joint venture and secured IRDAI approval for 'Wealthshield Insurance Brokers Private Limited' to tap into India's growing financial markets. An interim dividend of Rs 8.0 per share was declared for H1 FY26.

Management anticipates AUA growth to continue, confident that the AMC venture, new partnerships, and insurance approval will drive market expansion and scale.