Dashboard/WEALTH

WEALTH

FAIRLY_VALUED

Wealth First Portfolio Managers Limited

Others · NSE

↓ 1.6% vs fair value

52W Low

₹775

+5.2% from low

52W High

₹1,410

-42.2% from high

News sentiment (19 articles)

9 bull4 neutral6 bear

✦

Analyst Note

1d ago

Wealth First Portfolio Managers trades at ₹815, roughly in line with its fair value of ₹802.44, offering minimal margin of safety with medium confidence. The company demonstrates strong profitability with 31.7% ROE and cash-backed earnings, but faces significant headwinds—revenue contracted 60.7% and earnings fell 88% year-on-year, while ROCE is deteriorating. Sentiment remains stable and bullish over both the 7-day and 30-day periods. This suits long-term value investors who believe in the company's historical 21.9% five-year earnings growth and can weather near-term operational challenges.

Valuation Gauge

FAIRLY_VALUED-1.6% Margin of Safety

OVERVALUEDFAIRLY VALUEDUNDERVALUED

Current Price

₹815

Fair Value

₹802

Fair Value Analysis

₹802

Based on free cash flow projections and balance sheet strength analysis and earnings growth potential for Others sector companies | CAUTION: ROCE declining (latest 36.4%) — returns on capital are falling; verify this isn't a value trap. | COVID-resilient: PAT dropped from ₹7Cr (FY2019) to ₹1Cr (FY2020) during COVID but has fully recovered.

Medium confidence

Cash Flow Analysis

33% weight

₹513

Balance Sheet Value

33% weight

₹456

Growth Valuation

33% weight

₹1,438

Price vs Market

WEALTH

Nifty 50

Shareholding Pattern

Stock Health Score

B+

Financially Healthy

8.3 / 10

Profitability

10/10

ROE of 31.7% is above the Others sector benchmark of 15% — strong returns

Debt & Leverage

10/10

D/E ratio of 0.0x is well within the Others sector norm of 0.8x — strong balance sheet

Valuation vs Peers

10/10

P/E of 18.1x trades at a 55% discount to Others sector median (40x) — attractively valued

Cash Flow

2/10

FCF margin of 0.5% — very thin despite positive FCF (₹10 Cr)

Earnings Growth

10/10

5yr EPS CAGR of 21.9% is well above the Others sector average of 12.0% — strong growth

Dividend

9/10

Dividend yield of 2.0% provides strong shareholder returns (benchmark: 1.5%)

Sentiment Trend — Last 30 Days

Historical Returns

Key Ratios & Growth

FCF Yield

3.0%

Free cash flow / market cap

Revenue Growth (YoY)

-30.3%

Year-on-year revenue change

Profit Growth (YoY)

-1.5%

Year-on-year PAT change

Operating Cash Flow

₹10 Cr

TTM cash from operations

Key Financials

EPS (TTM)

₹44.9

P/E Ratio

18.1x

P/B Ratio

3.9x

ROE

31.7%

ROCE

35%

Debt / Equity

Beta

-0.44

Div Yield

FCF (Cr)

₹10 Cr

Revenue (Cr)

₹1,957 Cr

EPS Growth 5Y

21.9%

Mkt Cap (Cr)

₹877 Cr

52W High

₹1,410

52W Low

₹775

Book Value/Share

₹205.9

Financial History

Period	Revenue	Op Profit	OPM%	PAT	EPS
TTM	₹49 Cr	₹31 Cr	65.0%	₹24 Cr	₹22.39
2025-03-31	₹60 Cr	₹47 Cr	78.0%	₹34 Cr	₹32.05
2024-03-31	₹67 Cr	₹56 Cr	83.0%	₹43 Cr	₹40.06
2023-03-31	₹29 Cr	₹19 Cr	65.0%	₹14 Cr	₹12.98
2022-03-31	₹33 Cr	₹25 Cr	75.0%	₹19 Cr	₹17.69
2021-03-31	₹25 Cr	₹18 Cr	74.0%	₹13 Cr	₹12.08
2020-03-31	₹10 Cr	₹2 Cr	25.0%	₹1 Cr	₹1.20
2019-03-31	₹331 Cr	₹10 Cr	3.0%	₹7 Cr	₹6.62
2018-03-31	₹224 Cr	₹12 Cr	5.0%	₹9 Cr	₹8.18
2017-03-31	₹199 Cr	₹8 Cr	4.0%	₹5 Cr	₹4.49
2016-03-31	₹151 Cr	₹4 Cr	3.0%	₹3 Cr	₹2.43

Compounded Growth Rates

Sales Growth

3Y+19.1%

5Y+14.4%

10Y-10.6%

Profit Growth

3Y+19.7%

5Y+13.0%

10Y+23.1%

EPS Growth

3Y+19.9%

5Y+13.1%

10Y+24.9%

Peer Comparison

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