W

Wealth First Portfolio Managers Limited

WEALTH
Market snapshot · 2026-08-11 18:01 UTC

932.20

₹-7.15 (-0.76%)

MARKET CAP

₹993.26 Cr

STOCK P/E

25.7x

52W HIGH

₹1,300.50

52W LOW

₹774.95

BOOK VALUE

₹141.23

EPS

₹36.26

ROE

25.64%

SECTOR

Financials

DEBT/EQUITY

VOLUME

952

P/B RATIO

6.60x

PEG RATIO

Sector

Financials

Themes

Diversified Financials
D
Dividend
₹1,265.43₹1,152.20₹1,038.96₹925.73₹812.49VolumeDDDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Valuation Metrics

Trading 0.6% below historical median. Valuation is declining — currently in the undervalued zone (z-score: +0.05). Confidence: 64%.

Forward Valuation Outlook

Forward outlook is unavailable because live next-12-month estimate data is not available for this ticker right now.

P/B
Strongly Undervalued

5Y Average

7.53

Current

6.60

Overvalued

7.90

Undervalued

6.60

P/E
Undervalued

5Y Average

18.21

Current

25.65

Overvalued

32.28

Undervalued

21.04

P/S
Overvalued

5Y Average

9.92

Current

13.98

Overvalued

14.22

Undervalued

4.18

Peers & Comparison

Sector: Financials · Theme: Diversified Financials

Diversified Financials Business Peers8 peers
Avg P/E: 44.4x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
NUVAMA WEALTH MANAGE LTD
NUVAMADiversified Financials
+22.5%28.1%
29.3x
Undervalued
-34% vs avg
+19.3%
HDFC AMC LIMITED
HDFCAMCAsset Management
+13.4%61.6%
36.7x
Undervalued
-17% vs avg
-6.3%
ICICI PRUDENTIAL AMC LTD
ICICIAMCAsset Management
+18.1%55.5%
43.1x
Fair
-3% vs avg
+18.1%
BAJAJ HOLDINGS & INVS LTD
BAJAJHLDNGAsset Management
+24.2%734.6%
14.5x
Undervalued
-67% vs avg
-16.9%
NIPPON L I A M LTD
NAM-INDIAAsset Management
+24.5%52.5%
46.4x
Fair
+5% vs avg
+46.9%
ADITYA BIRLA CAPITAL LTD.
ABCAPITALDiversified Financials
+31.4%11.9%
26.4x
Undervalued
-41% vs avg
+52.1%
TATA INVESTMENT CORP LTD
TATAINVESTAsset Management
+4.1%105.2%
80.7x
Premium
+82% vs avg
-0.2%
+208.2%55.0%
78.3x
Premium
+76% vs avg
-22.3%
Diversified Financials Theme Peers8 peers
Avg P/E: 23.5x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
NUVAMA WEALTH MANAGE LTD
NUVAMADiversified Financials
+22.5%28.1%
29.3x
Premium
+25% vs avg
+19.3%
ARIHANT CAPITAL MKTS LTD
ARIHANTCAPDiversified Financials
+50.4%19.4%
20.7x
Fair
-12% vs avg
-21.3%
ADITYA BIRLA CAPITAL LTD.
ABCAPITALDiversified Financials
+31.4%11.9%
26.4x
Fair
+12% vs avg
+52.1%
CENTRUM CAPITAL LIMITED
CENTRUMDiversified Financials
+62.9%-13.8%
-29.6%
MOTILAL OSWAL FIN LTD
MOTILALOFSDiversified Financials
+23.9%23.0%
27.5x
Premium
+17% vs avg
-3.2%
COMPUTER AGE MNGT SER LTD
CAMSDiversified Financials
+11.5%31.8%
39.6x
Premium
+69% vs avg
+4.7%
CHOLAMANDALAM FIN HOL LTD
CHOLAHLDNGDiversified Financials
+16.8%11.5%
12.4x
Undervalued
-47% vs avg
-12.6%
BAID FINSERV LIMITED
BAIDFINDiversified Financials
+59.7%26.0%
8.6x
Undervalued
-63% vs avg
-15.6%
WHY THESE PEERS

Comparable-scale peer data is limited — showing nearest stored business/industry peers instead of an empty comparison.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹14 CrDec 2025

Latest net profit

₹1.38 CrDec 2025

Latest EPS

₹1.30Dec 2025

Net margin

12.4%Dec 2025

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26-90.0%-45.0%0.0%45.0%90.0%-9.00 Cr0.00 Cr9.00 Cr18 Cr27 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.00 Cr7.00 Cr14 Cr21 Cr28 Cr₹-6₹0₹6₹12₹18
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr4.00 Cr8.00 Cr12 Cr16 Cr

Latest reported period: Dec 2025

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales9.7811.1713.5614.9814.1620.3319.4715.7812.8424.817.8514.49
Expenses7.972.593.262.832.432.683.853.2719.282.955.6412.59
Operating Profit1.698.510.2112.0611.6317.5715.5312.42-6.5421.7712.121.8
OPM %17.28%76.1%75.29%80.51%82.13%86.42%79.76%78.71%-50.93%87.78%67.9%12.42%
Other Income2.782.571.355.920.954.020.970.970.070.190.17
Interest0.070.050.010.010.030.040.02
Depreciation0.120.080.090.090.10.080.090.090.10.080.090.1
Profit before tax1.6211.2812.7813.4117.518.5119.5413.36-5.6121.8412.311.95
Tax %33.95%25.18%19.95%24.61%22.34%25.5%22.21%21.48%0.18%25.69%27.62%29.23%
Net Profit1.078.4410.2310.1113.5913.7915.210.49-5.616.238.911.38
EPS in Rs1.017.929.609.4912.7512.9514.278.43-4.0115.238.361.30

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters74.04%74.04%74.04%74.04%74.04%
DII0.09%0.12%0.10%0.11%0.10%
Public25.86%25.83%25.85%25.83%25.85%
Others0.01%0.01%0.01%0.02%0.01%
Jun 2026
Promoters
DII
Public
Others