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Wealth Frst Port. Mg. Ltd Share Price

Live price, chart and which mutual funds hold this stock

TopFund Score: 69/100 · Good See breakdown ↓
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as of —

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Day Open

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Day High

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Day Low

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NSE Close — 25 Sep 2026

₹834.95

Change

-4.3 (-0.51%)

Open

₹840.05

Prev. Close

₹839.25

Day High

₹849.95

Day Low

₹829.75

Volume Analysis

Traded

51,360

Delivered

50,827

Delivery %

98.96%

End-of-day NSE price via the official Bhavcopy — updated once daily after market close, not a live tick.

Strengths, Weaknesses, Opportunities & Threats

Strengths (2)

  • •Strong return on equity (27.7%)
  • •Strong operating margin (64.0%)

Weaknesses (0)

No signal for this stock

Opportunities (2)

  • •Strong 3-year EPS growth (40.9%)
  • •Strong 3-year revenue growth (32.9%)

Threats (0)

No signal for this stock

Rule-based signals from the fundamentals below — not investment advice.

Pivot Levels

Type R3 R2 R1 Pivot S1 S2 S3
Classic ₹866.89 ₹858.42 ₹846.69 ₹838.22 ₹826.49 ₹818.02 ₹806.29
Fibonacci ₹858.42 ₹850.7 ₹845.94 ₹838.22 ₹830.5 ₹825.74 ₹818.02
Camarilla ₹840.51 ₹838.65 ₹836.8 ₹838.22 ₹833.1 ₹831.25 ₹829.4

Support/resistance levels for today, calculated from the previous trading day's high/low/close.

Absolute Returns

YTD

-9.19%

1 Week

+1.51%

1 Month

-1.57%

3 Months

-13.22%

6 Months

+1.08%

1 Year

-28.27%

2Y/3Y/5Y not shown yet — price history tracking only goes back to mid-2025 so far.

Stock Vitals

Computed from the latest available annual financials.

Graham Number

₹339.26

Current price is above the Graham Number — Benjamin Graham's estimate of fair value based on earnings and book value.

DuPont ROE Breakdown

25.73%

Net margin 56.9% × asset turnover 0.38x × equity multiplier 1.19x

Company Overview

Sector

Financial Services

Market Cap

₹889 Cr

P/E (TTM)

26.9

ROE

27.7%

Book Value

₹141.0

Face Value

₹10.0

Source: Screener.in (Consolidated figures) — data as of 22 Sep 2026. Not investment advice.

TopFund Analysis

Wealth Frst Port. Mg. Ltd holds up reasonably well on TopFund's composite fundamentals check within the Financial Services sector, at 69/100. The strongest factor is Growth (100/100), while Momentum (19/100) is the weakest area to weigh before deciding. Notably: Strong return on equity (27.7%); strong operating margin (64.0%). Strong 3-year EPS growth (40.9%).

TopFund Score — Fundamentals Quality

69/100 — Good

Data confidence: 77/100 (Moderate Confidence) — based on how complete and how fresh the underlying data is.

As of 27 Sep 2026 · How we calculate this →

Growth

100

Valuation

40

Cash Flow

100

Corporate Governance

61

Momentum

19

Institutional Ownership

30

Business Quality

100

Risk & Volatility

70

Liquidity

59

From Screener.in

  • +Company is almost debt free.
  • +Company is expected to give good quarter
  • +Company has delivered good profit growth of 24.6% CAGR over last 5 years
  • +Company has a good return on equity (ROE) track record: 3 Years ROE 32.4%
  • −Debtor days have increased from 36.3 to 45.2 days.

Not investment advice — an automated read of public fundamentals data, for research context only.

Corporate Actions

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 11 Sep

Company to hold virtual group investor/analyst meeting on 17 September 2026, 4:00 pm onwards.

Announcement under Regulation 30 (LODR)-Newspaper Publication 03 Sep

Newspaper Advertisement for Post Dispatch Notice and Annual Report of AGM

Reg. 34 (1) Annual Report. 02 Sep

Submitted FY2025-26 annual report; AGM scheduled on 24 September 2026 via VC/OAVM.

24Th AGM Of The Company To Be Held On Thursday, 24Th September, 2026. 2 Sep 02 Sep
Corporate Action - Fixes Record Date As 17Th September, 2026 For Final Dividend Of F.Y 2025-26. 02 Sep

24th AGM on 24 Sep 2026; record date 17 Sep 2026; remote e-voting 21-23 Sep 2026.

Source: BSE regulatory filings, via Screener.in.

Quarterly Results

Last several quarters

  Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026 Jun 2026
Sales + 11 14 15 15 21 20 16 -3 25 21 6 17 14
Expenses + 3 3 3 2 3 4 3 3 3 5 5 5 5
Operating Profit 9 10 12 12 18 16 13 -6 22 15 1 12 9
OPM % 77.0% 76.0% 81.0% 83.0% 87.0% 80.0% 79.0% — 87.0% 74.0% 15.0% 71.0% 65.0%
Other Income + 3 3 1 6 1 4 -1 1 0 0 0 2 5
Interest 0 0 0 0 0 0 0 0 0 0 0 0 0
Depreciation 0 0 0 0 0 0 0 0 0 0 0 0 0
Profit before tax 11 13 13 18 19 19 12 -5 21 15 1 14 14
Tax % 25.0% 20.0% 25.0% 23.0% 25.0% 22.0% 24.0% -21.0% 26.0% 28.0% 34.0% 24.0% 24.0%
Net Profit + 8 10 10 14 14 15 9 -4 16 11 1 10 10
EPS in Rs 8 10 9 13 13 14 9 -4 15 10 1 10 10
Raw PDF — — — — — — — — — — — — —

Source: Screener.in — figures in ₹ Crores unless marked %.

Profit & Loss (Yearly)

  Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026 TTM
Sales + 151 199 224 331 10 25 33 29 67 60 68 58
Expenses + 146 191 212 321 7 6 8 10 11 13 19 21
Operating Profit 4 8 12 10 2 18 25 19 56 47 49 37
OPM % 3.0% 4.0% 5.0% 2.9% 25.0% 74.0% 75.0% 65.0% 83.0% 78.0% 72.0% 64.0%
Other Income + 0 0 0 0 0 0 0 0 0 -1 3 7
Interest 1 2 1 0 0 0 0 0 0 0 0 0
Depreciation 0 0 0 0 0 0 0 0 0 0 0 1
Profit before tax 3 6 11 9 2 18 25 19 55 45 52 44
Tax % 20.0% 20.0% 18.0% 23.0% 28.0% 29.0% 24.0% 26.0% 23.0% 24.0% 26.0% —
Net Profit + 3 5 9 7 1 13 19 14 43 34 38 33
EPS in Rs 2 4 8 7 1 12 18 13 40 32 36 31
Dividend Payout % 12.0% 13.0% 7.0% 9.0% 50.0% 8.0% 11.0% 23.0% 17.0% 50.0% 3.0% —

Source: Screener.in — figures in ₹ Crores unless marked %.

Balance Sheet

  Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Reserves 9 13 21 28 28 36 55 66 108 118 140
Borrowings + 18 18 6 1 3 0 2 0 0 0 0
Other Liabilities + 12 3 4 4 3 3 4 4 7 8 29
Total Liabilities 45 41 38 40 40 50 72 80 125 136 180
Fixed Assets + 0 0 0 1 1 0 1 1 1 1 3
CWIP 0 0 0 0 0 0 0 0 0 0 0
Investments 0 0 0 0 0 2 17 39 48 31 105
Other Assets + 45 41 38 39 39 47 53 41 76 104 72
Total Assets 45 41 38 40 40 50 72 80 125 136 180
Equity Capital 6 6 6 6 6 11 11 11 11 11 11

Source: Screener.in — figures in ₹ Crores unless marked %.

Cash Flow

  Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Cash from Operating Activity + — 0 16 8 -8 7 21 20 16 10 75
Cash from Investing Activity + — 3 1 0 2 -2 -18 -19 -10 8 -79
Cash from Financing Activity + — -2 -14 -6 0 -4 1 -4 -4 -21 2
Net Cash Flow — 2 3 2 -6 1 4 -3 2 -2 -1
CFO/OP — 11 147 103 -247 41 103 143 50 46 178
Free Cash Flow — 0 16 7 -8 7 20 20 15 10 73

Source: Screener.in — figures in ₹ Crores unless marked %.

Shareholding Pattern

Quarter-by-quarter — Promoters, FII, DII & public holding trend

Promoter holding: 74.01% → 74.04%
  Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026 Jun 2026
Public 25.99% 25.99% 25.99% 25.99% 25.96% 25.92% 25.91% 25.86% 25.83% 25.85% 25.83% 25.85%
Promoters 74.01% 74.01% 74.01% 74.01% 74.04% 74.04% 74.04% 74.04% 74.04% 74.04% 74.04% 74.04%
DII 0.0% 0.0% 0.0% 0.0% 0.0% 0.04% 0.04% 0.09% 0.12% 0.1% 0.11% 0.1%

Source: Screener.in — quarterly shareholding disclosures.

Peers Comparison

Financial Services — ranked by market cap

Company Market Cap (Cr) P/E P/B ROE
Wealth Frst Port. Mg. Ltd (this stock) 889 26.9 5.93 27.7%
Hexa Tradex Limited 883 — 0.19 -0.19%
Capital India Finance Ltd 852 — 1.27 -8.63%
Gkw Limited 932 253.0 8.87 3.56%
Max India Limited 836 — 1.9 -32.8%
Finkurve Financial Serv L 976 49.5 5.57 13.3%
Conso. Fin. & Hold. Ltd. 979 2.27 0.62 33.6%

Which Mutual Funds Hold Wealth Frst Port. Mg. Ltd?

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