Anand Rathi Wealth Limited
Anand Rathi Wealth Limited provides financial advisory, brokerage, and consultancy services in India. The company offers wealth solutions, including investment planning and risk management solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, … Read more
Anand Rathi Wealth Limited (ANANDRATHI) - Net Assets
Latest net assets as of September 2025: ₹8.23 Billion INR
Based on the latest financial reports, Anand Rathi Wealth Limited (ANANDRATHI) has net assets worth ₹8.23 Billion INR as of September 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (₹11.20 Billion) and total liabilities (₹2.97 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | ₹8.23 Billion |
| % of Total Assets | 73.5% |
| Annual Growth Rate | 53.22% |
| 5-Year Change | 171.89% |
| 10-Year Change | 10584.14% |
| Growth Volatility | 76.3 |
Anand Rathi Wealth Limited - Net Assets Trend (2014–2025)
This chart illustrates how Anand Rathi Wealth Limited's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Anand Rathi Wealth Limited (2014–2025)
The table below shows the annual net assets of Anand Rathi Wealth Limited from 2014 to 2025.
| Year | Net Assets | Change |
|---|---|---|
| 2025-03-31 | ₹6.88 Billion | +3.94% |
| 2024-03-31 | ₹6.62 Billion | +37.80% |
| 2023-03-31 | ₹4.80 Billion | +35.11% |
| 2022-03-31 | ₹3.55 Billion | +40.50% |
| 2021-03-31 | ₹2.53 Billion | +28.31% |
| 2020-03-31 | ₹1.97 Billion | +44.43% |
| 2019-03-31 | ₹1.36 Billion | +1129.60% |
| 2018-03-31 | ₹-132.55 Million | -209.34% |
| 2017-03-31 | ₹121.23 Million | +88.36% |
| 2016-03-31 | ₹64.36 Million | +2.50% |
| 2015-03-31 | ₹62.79 Million | -0.21% |
| 2014-03-31 | ₹62.92 Million | -- |
Equity Component Analysis
This analysis shows how different components contribute to Anand Rathi Wealth Limited's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 11604.4% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (March 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | ₹6.23 Billion | 92.42% |
| Common Stock | ₹415.10 Million | 6.16% |
| Other Comprehensive Income | ₹-234.01 Million | -3.47% |
| Other Components | ₹329.59 Million | 4.89% |
| Total Equity | ₹6.74 Billion | 100.00% |
Anand Rathi Wealth Limited Competitors by Market Cap
The table below lists competitors of Anand Rathi Wealth Limited ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Suburban Propane Partners LP
NYSE:SPH
|
$1.32 Billion |
|
ULVAC Inc
PINK:ULVAF
|
$1.32 Billion |
|
Shenzhen Hymson Laser Intelligent Equipments Co Ltd
SHG:688559
|
$1.32 Billion |
|
QCR Holdings Inc
NASDAQ:QCRH
|
$1.32 Billion |
|
Cohu Inc
NASDAQ:COHU
|
$1.32 Billion |
|
Grace Fabric Technology Co Ltd
SHG:603256
|
$1.32 Billion |
|
Payoneer Global Inc
NASDAQ:PAYO
|
$1.32 Billion |
|
Wacker Chemie AG
PINK:WKCMF
|
$1.32 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Anand Rathi Wealth Limited's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 6,488,541,000 to 6,739,751,000, a change of 251,210,000 (3.9%).
- Net income of 2,998,253,000 contributed positively to equity growth.
- Dividend payments of 667,027,000 reduced retained earnings.
- Share repurchases of 1,646,500,000 reduced equity.
- New share issuances of 260,000 increased equity.
- Other comprehensive income decreased equity by 53,748,000.
- Other factors decreased equity by 380,028,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | ₹3.00 Billion | +44.49% |
| Dividends Paid | ₹667.03 Million | -9.9% |
| Share Repurchases | ₹1.65 Billion | -24.43% |
| Share Issuances | ₹260.00K | +0.0% |
| Other Comprehensive Income | ₹-53.75 Million | -0.8% |
| Other Changes | ₹-380.03 Million | -5.64% |
| Total Change | ₹- | 3.87% |
Book Value vs Market Value Analysis
This analysis compares Anand Rathi Wealth Limited's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 37.80x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has decreased from 938.35x to 37.80x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2014-03-31 | ₹3.26 | ₹3063.00 | x |
| 2015-03-31 | ₹3.26 | ₹3063.00 | x |
| 2016-03-31 | ₹2.13 | ₹3063.00 | x |
| 2017-03-31 | ₹18.33 | ₹3063.00 | x |
| 2018-03-31 | ₹53.98 | ₹3063.00 | x |
| 2019-03-31 | ₹30.14 | ₹3063.00 | x |
| 2020-03-31 | ₹44.58 | ₹3063.00 | x |
| 2021-03-31 | ₹58.09 | ₹3063.00 | x |
| 2022-03-31 | ₹82.33 | ₹3063.00 | x |
| 2023-03-31 | ₹111.86 | ₹3063.00 | x |
| 2024-03-31 | ₹155.83 | ₹3063.00 | x |
| 2025-03-31 | ₹81.04 | ₹3063.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Anand Rathi Wealth Limited utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 44.49%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 30.57%
- • Asset Turnover: 1.02x
- • Equity Multiplier: 1.43x
- Recent ROE (44.49%) is above the historical average (24.88%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2014 | 4.67% | 29.49% | 0.16x | 1.00x | ₹-3.35 Million |
| 2015 | -0.21% | -7.26% | 0.03x | 1.00x | ₹-6.41 Million |
| 2016 | 2.44% | 21.78% | 0.10x | 1.08x | ₹-4.87 Million |
| 2017 | -0.98% | -1.27% | 1.69x | 0.45x | ₹-60.76 Million |
| 2018 | 41.29% | 30.09% | 1189.73x | 0.00x | ₹510.03 Million |
| 2019 | 47.77% | 21.41% | 1.20x | 1.86x | ₹468.11 Million |
| 2020 | 33.09% | 18.50% | 0.81x | 2.20x | ₹428.31 Million |
| 2021 | 18.49% | 16.81% | 0.78x | 1.41x | ₹204.85 Million |
| 2022 | 36.87% | 30.35% | 0.87x | 1.40x | ₹923.60 Million |
| 2023 | 35.97% | 30.70% | 0.88x | 1.33x | ₹1.22 Billion |
| 2024 | 34.67% | 29.92% | 0.85x | 1.36x | ₹1.60 Billion |
| 2025 | 44.49% | 30.57% | 1.02x | 1.43x | ₹2.32 Billion |
Industry Comparison
This section compares Anand Rathi Wealth Limited's net assets metrics with peer companies in the Asset Management industry.
Industry Context
- Industry: Asset Management
- Average net assets among peers: $101,327,037,871
- Average return on equity (ROE) among peers: 58.19%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Anand Rathi Wealth Limited (ANANDRATHI) | ₹8.23 Billion | 4.67% | 0.36x | $1.32 Billion |
| 360 ONE WAM LIMITED (360ONE) | $29.10 Billion | 12.87% | 2.36x | $3.13 Billion |
| Aditya Birla Sun Life AMC Limited (ABSLAMC) | $37.27 Billion | 24.97% | 0.10x | $1.69 Billion |
| Bajaj Holdings & Investment Limited (BAJAJHLDNG) | $726.69 Billion | 8.97% | 0.04x | $4.77 Billion |
| BF Investment Limited (BFINVEST) | $17.11 Billion | 8.44% | 0.13x | $27.74 Million |
| GACM Technologies Limited (GATECH) | $723.30 Million | 20.08% | 0.11x | $3.20 Million |
| GFL Limited (GFLLIMITED) | $59.60 Billion | 4.25% | 0.66x | $7.59 Million |
| HDFC Asset Management Company Limited (HDFCAMC) | $40.29 Billion | 31.33% | 0.07x | $5.53 Billion |
| Jindal Photo Limited (JINDALPHOT) | $983.01 Million | -0.04% | 0.20x | $18.21 Million |
| JIO Financial Services Ltd (JIOFIN) | $174.39 Million | 412.87% | 1.31x | $9.07 Billion |