Anand Rathi Wealth Q1 FY27 call: July 10, 2026 at 2 PM

Market snapshot: call timing and why it is in focus

Anand Rathi Wealth has scheduled its first-quarter earnings conference call for FY27 on July 10, 2026 at 2 PM. The timing matters because the wealth manager has been on a consistent double-digit growth path in recent periods, keeping investor attention on quarterly execution. The company is also coming off a FY26 that was described as record-breaking, with reported reference growth metrics that the market will use as a base for comparison.

FY26 reference markers the market is tracking

For FY26, the reported reference indicators include profit after tax (PAT) growth of 34% and assets under management (AUM) growth of 52%. While the earnings call will focus on Q1 FY27, these FY26 growth figures frame expectations around client additions, net flows, and the revenue mix. In wealth management, AUM growth and net inflows are often scrutinised alongside profitability, especially when equity-oriented products expand faster than other segments.

What the last June quarter (Q1 FY26) showed

In Q1 FY26 (quarter ending June 2025), Anand Rathi Wealth reported PAT of ₹93.9 crore, compared with ₹73.4 crore a year earlier, a 27.9% year-on-year increase. Revenue from operations was ₹274 crore, up 15.3% from ₹237.6 crore in the corresponding quarter. The company also reported EBITDA of ₹127.7 crore, up 30.1% from ₹98.23 crore, with the EBITDA margin improving to 46.6% from 41.3%.

The stock moved up after the company released the June quarter numbers after market hours, and reports also noted a surge of over 5% at open the next day. In early trade on another day, shares were reported up 6%, and at 9:59 AM the stock was quoted up 4.72% on the BSE at ₹2,222, after hitting an intraday high of ₹2,250.

AUM, equity mix, and flows: the operational engine

As of June 2025, total AUM was reported at ₹87,797 crore, up 27%. The equity mutual fund share of AUM stood at 54%, signalling a tilt toward equity-led allocations. On distribution economics, the filing cited mutual fund distribution revenue of ₹113 crore in Q1 FY26, up 27% year-on-year.

Net inflows were highlighted as a key operating indicator. The company reported highest-ever quarterly net inflows of ₹3,825 crore in Q1 FY26. Management also stated that it onboarded 598 new client families (net) in the quarter, taking the total families served to 12,330, and that client attrition measured by AUM lost remained low at 0.11%.

Profitability and ROE: what the metrics have indicated

Profitability has remained a central part of the investment narrative, helped by operating leverage and product mix. For Q1 FY26, the company reported an annualised ROE of 44.4%. In another reported period, the company cited ROE of 45% (annualised) alongside a quarterly earnings update.

Earlier reported profitability markers provide additional context. The company reported an ROE of 40% for FY24, while another quarterly update showed PAT margin of 30.6% for Q2 FY25, broadly stable versus 30.5% in Q2 FY24.

Earlier quarters provide context on growth consistency

Anand Rathi Wealth’s reported numbers across FY24 and FY25 show how the recent scale-up has evolved.

In Q4 FY24, the company reported net profit of ₹57 crore, up 33% from ₹42.7 crore in Q4 FY23. Revenue in the same quarter rose 34% year-on-year to ₹197 crore, compared to ₹147.1 crore.

In Q1 FY25, consolidated revenue from operations was reported at ₹245 crore, up 38% from ₹178 crore in Q1 FY24, while PAT was ₹73 crore, also up 38%. AUM was reported at ₹69,018 crore as of June 30, 2024, up 59% year-on-year. Equity mutual fund net inflows were reported up 462% to ₹2,091 crore, and the equity mutual fund share of AUM was 54%, up from 48% a year earlier. Return on equity for that period was reported at 42.8%.

For Q2 FY25, consolidated total revenue was reported at ₹250 crore versus ₹189 crore in Q2 FY24, a 32% year-on-year increase. Trail revenue was ₹106 crore, up 69% from ₹62 crore, and PAT was ₹76 crore, up 32% from ₹58 crore.

Q2 FY26 update and shareholder returns

In a separate update labelled Q2 FY26, Anand Rathi Wealth reported that total revenue rose 23% to ₹307 crore, and consolidated net profit was ₹100 crore, up 31% year-on-year. The same update cited an annualised ROE of 45%.

The company also announced an interim dividend of ₹6 per equity share in that period, adding a shareholder-return element alongside growth metrics.

What investors may watch on the Q1 FY27 call

With the Q1 FY27 call scheduled for July 10, investors are likely to focus on metrics the company has consistently highlighted: AUM growth, equity share of AUM, net inflows, mutual fund distribution revenue, profitability, and ROE. Prior periods show a pattern of strong flows and client additions, including the 3,825 crore quarterly net inflow in Q1 FY26 and the reported low attrition of 0.11%.

The market will also track whether the company reiterates or updates financial targets that have appeared in investor material, including a FY26 revenue forecast of ₹1,175 crore and a PAT target of ₹375 crore, which have been cited in reports.

Key numbers at a glance

Conclusion

Anand Rathi Wealth’s Q1 FY27 earnings call on July 10, 2026 comes at a time when investors are benchmarking the business against strong recent quarters and the FY26 reference growth of 34% PAT and 52% AUM. Recent disclosures show steady expansion in AUM, a higher equity mutual fund mix, robust net inflows, and high reported ROE levels. The July 10 call will be a key forum for management to discuss the quarter’s financial performance and growth outlook using the same operational metrics the market has been tracking closely.