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RATING

RECOMMENDATION

Strong Buy

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RATING

RECOMMENDATION

Strong Buy

Business Type

Dominant Leader

  • unlisted stock logo
    Anand Rathi Unlisted Shares Essentials

Discover and get complete analysis on Anand Rathi Wealth Management upcoming IPO unlisted shares - Management, Business Model, Financials, Growth, Valuations, Funding Rounds, News and latest updates.

ISIN

INE463V01026

Face Value

₹5.00

Total Share

2,70,27,440

Total Income

₹27,924.80 Cr

Profit After Tax

₹4,455.06 Cr

EPS

₹16.30

P/E

49.69

P/B

0.05

Market Capitalisation

₹2,189.22 Cr

Book Value

₹16,772.00 Cr

Intrinsic Value

₹2,909.32

Sector

Financials

Sub-sector

Investment banking & Brokerage

Category

Pre IPO

Cashflow - Operations

-₹17.90 Cr

Cashflow - Financing

-₹18.60 Cr

Anand Rathi Growth

Compounded Sales Growth

  • -17.00%

    1 Year

  • 7.67%

    3 Year

  • 60.06%

    4 Year

Pro Only

Compounded Profit Growth

  • -27.43%

    1 Year

  • -1.12%

    3 Year

  • NA

    4 Year

Pro Only

Return On Equity

  • 19.75%

    1 Year

  • 54.80%

    3 Year

  • 100.66%

    4 Year

Pro Only

About Anand Rathi

  • Overview: Anand Rathi Wealth Services Limited is one of the leading non-bank wealth management services firms in India that caters to a large spectrum of clients through a mix of advisory, distribution, and technology solutions. 
  • Key Client Base: The company caters to clients across mass affluent, HNI as well as the Ultra HNIs through various solutions ranging from personal service to technology and Robo-advisory.
  • Key Facts: The company has over INR 23,000 crores of assets under management across 5,000 families in India and globally. Through digital wealth management, the company has 14.0% approx. returns in the long term. Total asset under administration (AuA) has increased to Rs. 18,121 Cr. in FY19 from Rs. 15,489 in 2018. The company has a total of Rs. 23,424 Cr. Assets under Management (AuM) as of Nov’2020 The company’s team size has increased to 572 as of 31 March 2019. Currently, the company has over 250 relationship managers operating from 12 locations.

  • Anand Rathi IPO Details

Company has withdrawn IPO as the Market enters wait and watch mode. In a press release, the wealth management company said it made the decision as the IPO market has entered a wait-and-watch mode. It had filed draft papers with the market regulator SEBI towards the end of September 2018, when the market was doing well. Anand Rathi Wealth Services said that The Company has decided to explore the IPO at a later stage.

  • Anand Rathi Revenue Segmentation

  • Mutual Fund Distribution Income
  • Income from distribution & sale of Financial products
  • Fain on derivative transaction
  • Anand Rathi Product & Services

Services- 

  • Corporate finance
  • Investment banking
  • Stockbroking
  • Private wealth

Product- 

  • Private Wealth Management
  • Digital Wealth Management
  • Omni Financial Advisors

Anand Rathi Awards & Achievements

  • Fastest growing wealth management organization 2020 by World BFSI Congress.
  • Best Wealth Manager India 2019 by cfi.co.
  • Best Wealth Manager India by Capital Finance International.
  • London Ranked 34 in India’s Great mid-size Work Places 2017 by HT Media Limited.
  • Deputy CEO, Mr. Feroze Azeez has been featured in the Fortune India – Class of 2019 – 40 under 40 lists, for his unique contribution to the Industry.

Anand Rathi Strengths

  • During the financial year 2019-20, the total income of company is Rs. 336 Cr as against Rs. 284 Cr in the previous year recording a growth of 18.4%.
  • For the last 2 years the company’s revenue has been increasing with a CAGR of 22.6%.
  • EBITDA for FY20 stood at Rs. 111 Cr against Rs. 94 Cr in FY19, an increase of 18.0%.
  • Anand Rathi Wealth Services Ltd has higher ROCE Ratio. Company’s ROCE Ratio is 46.6% against peers ROCE i.e. between 9.8 -10.9%.
  • Anand Rathi Wealth Services Ltd has higher ROE Ratio. Company’s ROE Ratio is 36.6% against peers ROE i.e. between 6.9 – 7.1%.

Anand Rathi Shortcomings

  • Company’s operating margin FY20 stood at 26.7%, which is lowest among its peers, however the company is striving had to yield good returns from its investments and changed business model
  • The company’s current and non-current borrowings have increased, in comparison to FY19, primarily due to it’s expansion plans.

Anand Rathi Opportunities

  • The wealth management market, an integral part of the financial services sector in India, was valued at Rs. 113 Trn in 2018 and is expected to reach INR 338 Trn by 2024, expanding at a CAGR of 24.5% during the 2019-2024 period.
  • Increase in the wealth of global Indians and a rising share of the organized market players such as independent wealth advisors and small brokers/agents as financial advisors are fueling growth in the wealth management market.
  • The group expects 15.0% CAGR returns from frontline indices next 10 years basis.
  • The investment by company in various sectors such as Pharma, FMCG is expected to bring good returns.

Anand Rathi Threats

  • The current pandemic situation results in stock market volatility because of macro headwinds such as rupee depreciation and crude prices, as well as the liquidity crisis that hit the financial sector after defaults is expected to bring challenges for the company as the investors are hesitant to invest in the market.
  • The changing tax regime in every annual budget cycle is adding some uncertainty.
  • Stringent regulatory issues along with the resistance to accept the technology might act as a major impediment to the market growth in the forthcoming years
Anand Rathi Rating

  • RECOMMENDATION

    Strong Buy

  • Anand Rathi Detail Info

Industry Statistics

PRIVATE LIMITED

Registered In

India

last Updated

21/08/2020

Registered Date

22/03/1995

Planify Ticker

AR

Reg Office: 4th Floor, Silver Metropolis, Jai Coach Compound, Opposite Bimbisar Nagar, Goregaon East, Mumbai – 400063

Website: https://www.rathi.com/