Wealth First Portfolio Managers Ltd. (IN:WEALTH)
:WEALTH
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Wealth First Portfolio Managers Ltd.
(WEALTH)
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Rating:66Neutral
Price Target:
₹868.00
▼(-5.59% Downside)
Action:N/ADate:01/04/26
The score is driven primarily by solid financial fundamentals—especially a very low-debt balance sheet and generally good cash conversion—tempered by meaningful income statement margin volatility. Technicals are a key offset, with the stock below major moving averages and negative momentum indicators. Valuation is moderately pressured by a higher P/E, only partly supported by a ~1.73% dividend yield.
Positive Factors
Conservative Balance Sheet
Essentially zero reported debt materially lowers financial risk and preserves optionality for capital allocation. Over 2–6 months this durability supports survival through shocks, enables opportunistic investment or M&A without strain, and reduces refinancing and interest-rate exposure.
Negative Factors
Margin Volatility
Large, recurring swings in margins undermine earnings predictability and make cash flow planning difficult. Over months, this elevates execution risk, complicates budgeting and capital allocation, and increases sensitivity to competitive or pricing shocks that could depress sustainable profits.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Essentially zero reported debt materially lowers financial risk and preserves optionality for capital allocation. Over 2–6 months this durability supports survival through shocks, enables opportunistic investment or M&A without strain, and reduces refinancing and interest-rate exposure.
Read all positive factors
Wealth First Portfolio Managers Ltd. (WEALTH) vs. iShares MSCI India ETF (INDA)
Market Cap
₹9.94B
Dividend Yield1.69%
Average Volume (3M)2.97K
Price to Earnings (P/E)217.9
Beta (1Y)0.56
Revenue GrowthN/A
EPS GrowthN/A
CountryIN
Employees73
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)1.05
Shares Outstanding10,655,000
10 Day Avg. Volume2,051
30 Day Avg. Volume2,974
Financial Highlights & Ratios
PEG Ratio-1.41
Price to Book (P/B)7.52
Price to Sales (P/S)0.49
P/FCF Ratio92.81
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Wealth First Portfolio Managers Ltd. Business Overview & Revenue Model
Company Description
Wealth First Portfolio Managers Limited provides financial assets investment management solutions in India. The company offers portfolio management, mutual fund distribution, and depository participant services. It also provides demat services and...
How the Company Makes Money
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Wealth First Portfolio Managers Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
86
Very Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 9.15B | 19.57B | 8.47B | 3.90B | 14.80B | 8.25B |
| Gross Profit | 561.81M | 275.25M | 125.52M | 305.63M | 259.76M | 189.29M |
| EBITDA | 439.83M | 455.49M | 557.97M | 191.69M | 250.80M | 184.86M |
| Net Income | 320.00M | 341.45M | 426.81M | 138.33M | 188.51M | 128.75M |
Balance Sheet | ||||||
| Total Assets | 1.60B | 1.36B | 1.25B | 802.86M | 716.96M | 541.58M |
| Cash, Cash Equivalents and Short-Term Investments | 41.68M | 28.31M | 48.02M | 25.70M | 54.40M | 19.73M |
| Total Debt | 0.00 | 0.00 | 0.00 | 356.79K | 18.68M | 540.00 |
| Total Liabilities | 92.53M | 76.80M | 65.76M | 36.32M | 61.00M | 79.28M |
| Stockholders Equity | 1.51B | 1.29B | 1.18B | 766.53M | 655.96M | 462.30M |
Cash Flow | ||||||
| Free Cash Flow | 99.88M | 104.08M | 152.16M | 202.54M | 198.02M | 60.80M |
| Operating Cash Flow | 103.65M | 107.25M | 155.11M | 204.17M | 209.49M | 61.89M |
| Investing Cash Flow | -3.76M | 80.82M | -95.82M | -189.47M | -176.49M | -23.80M |
| Financing Cash Flow | -85.28M | -209.01M | -36.97M | -43.39M | 5.72M | -34.98M |
Wealth First Portfolio Managers Ltd. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ₹10.05B | 8.67 | ― | 1.97% | 13.76% | 11.77% | |
68 Neutral | ₹8.60B | 21.20 | ― | ― | -25.11% | -24.87% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | ₹9.94B | 217.94 | ― | 1.69% | ― | ― | |
66 Neutral | ₹13.14B | 15.62 | ― | 0.70% | -5.03% | -54.73% | |
51 Neutral | ₹13.59B | 10.24 | ― | ― | ― | ― | |
48 Neutral | ₹14.15B | -3.33 | ― | ― | 47.88% | 11.61% |
* Financial Sector Average
IN:WEALTH
Wealth First Portfolio Managers Ltd.
933.20
62.03
7.12%
IN:5PAISA
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IN:CENTRUM
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IN:SMCGLOBAL
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IN:SURYODAY
Suryoday Small Finance Bank Limited
127.85
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27.40%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.