Anand Rathi Wealth Limited — PPTs, 09-04-2026: Investor Presentation

Anand Rathi Wealth reported a strong performance with **FY26 Total Revenue up 22% YoY to ₹1,198 Crore** and **Profit After Tax (PAT) increasing 28% YoY to ₹386 Crore**, alongside a healthy 32.2% PAT Margin. Assets Under Management (AUM) grew 21% YoY to **₹93,037 Crore**.

The company focuses on the **HNI segment**, shifting AUM towards clients with ₹5 crore and above, a strategy seen as more sustainable. Their core strategy delivers strong risk-adjusted returns, evidenced by a **Jensen’s Alpha of 5.48%**. Growth is driven by new clients, increased wallet share, and expanded relationship manager base.

Recent highlights include **outperforming FY26 guidance** for revenue and PAT. Their Digital Wealth segment for mass affluent clients saw **AUM grow to ₹2,218 Crore**, while their OFA platform for retail clients and advisors reached **1.47 lakh Crore in platform assets** with 24 lakh clients.

The **Return on Equity (ROE) stood at 46.7%** for FY26. Management anticipates continued strong growth, forecasting **FY27 Revenue of ₹1,415 Crore, PAT of ₹460 Crore, and AUM of ₹1,20,000 Crore**, powered by India's expanding mutual fund market and rising HNI population.