Anand Rathi Wealth Shares Surge on Stellar 9MFY26 Financial Performance

On Tuesday, January 13, 2026, the Indian equity markets witnessed a notable uptick in the shares of Anand Rathi Wealth Ltd, which surged 2.43 per cent to reach Rs 3,204 per share. This movement followed the company’s previous closing of Rs 3,127.90 and reflects a growing investor confidence in the firm’s robust business model. While the stock currently sits approximately 3.61 per cent below its all-time high of Rs 3,323.85, it has proven to be a true multibagger for long-term holders. Remarkably, the share price has climbed over 100 per cent from its 52-week low of Rs 1,586.05, signalling a period of sustained capital appreciation and dominance in the wealth management sector.

The primary catalyst for this recent price action is the company's impressive financial results for the quarter and nine-month period ending December 2025 (Q3FY26 and 9MFY26). Anand Rathi Wealth reported a consolidated Profit After Tax (PAT) of Rs 100 crore for Q3FY26, marking a 30 per cent year-on-year (YoY) increase. Revenue for the same quarter rose by 25 per cent to Rs 306 crore. Looking at the nine-month cumulative performance, the firm’s PAT grew by 29 per cent YoY to Rs 294 crore, while total revenue reached Rs 897 crore, a 21 per cent increase. These figures underscore the company's ability to scale its operations while maintaining high profitability margins in a competitive financial services landscape.

Beyond the headline earnings, the company’s operational metrics demonstrate deep-rooted efficiency and expansion. As of December 2025, the Assets Under Management (AUM) surged to Rs 99,008 crore, representing a significant 30 per cent YoY growth. This was bolstered by a 21 per cent rise in Mutual Fund Distribution revenue, totalling Rs 366 crore. Net inflows reached Rs 10,078 crore—a 10 per cent increase—driven largely by Equity Mutual Fund net inflows of Rs 6,082 crore. Perhaps most impressive is the company's annualised Return on Equity (ROE), which stands at a remarkable 47 per cent, showcasing exceptional management of shareholder capital and a lean, high-output business strategy.

The company’s growth is further evidenced by its expanding client base and subsidiary performance. The Private Wealth vertical saw active client families grow by 16 per cent YoY to 13,262, supported by a growing team of 393 Relationship Managers. On the subsidiary front, Digital Wealth (DW) AUM increased by 29 per cent to Rs 2,359 crore, while the Omni Financial Advisor’s (OFA) subscriber base grew to 6,850. Internationally, the firm continues to broaden its horizons; already operating in 18 Indian cities and Dubai, it recently secured FCA approval for Anand Rathi Wealth (UK) Ltd, paving the way for a stronger global footprint in the high-net-worth individual (HNWI) segment.

Financially, Anand Rathi Wealth has maintained a healthy dividend payout ratio of 31.5 per cent, providing consistent returns to its investors alongside capital gains. Operational efficiency is also improving, as evidenced by the reduction in working capital requirements from 143 days to 111 days. The stock is currently trading at 33 times its book value.

Disclaimer: The article is for informational purposes only and not investment advice.