Wealth First Portfolio Managers Q2 & H1 FY27: revenue down 17.0%, AUA up 9.7% to Rs. 13,798 crore
Q2 FY27 total revenue fell 17.0% YoY to Rs. 17.2 crore and PAT fell 46.7% to Rs. 5.9 crore as operating costs rose 51.5%.
By ScoutQuest · · 1 min read
- Total Revenue
- fell 17.0% YoY to Rs. 17.2 crore
- PAT
- fell 46.7% to Rs. 5.9 crore
- Total Operating Costs
- rose 51.5% to Rs. 8.2 crore
- Period
- Q2 & H1 FY27 (September 2026)
- Positioning
- Presents itself as evolving from a wealth manager into a broader financial services platform, aiming to rank among India's leading independent wealth and asset management firms, with total AUA of Rs. 13,798 crore at September 2026.
📉 Consolidated Q2 FY27 total revenue fell 17.0% year on year to Rs. 17.2 crore as revenue from operations dropped to Rs. 15.3 crore from Rs. 20.6 crore, and PAT fell 46.7% to Rs. 5.9 crore; total operating costs rose 51.5% to Rs. 8.2 crore and the cost-to-income ratio including AMC cost climbed to 55.4% from 30.7%.
📉 For H1 FY27 consolidated total revenue was Rs. 36.2 crore, down 20.7%, and PAT Rs. 16.3 crore, down 39.6%; total AUA stood at Rs. 13,798 crore as of September 2026, up 9.7% year on year, with PMS + AIF up 68.7% and bonds up 19.3%, while fixed deposit AUA fell 19.7% to Rs. 174 crore.
🏭 The company says its Mumbai expansion via the acquisition of a 51% stake in Wealth First Advisors, for consideration of Rs. 52.1 crore in Phase I on or before December 2026 with the remaining 49% in FY30, will broaden its geographical presence; proforma metrics it publishes show H1 FY27 consolidated revenue of Rs. 39.1 crore and PBT of Rs. 26.9 crore if WFA had been owned.
🔬 Management states the focus ahead is on translating these developments into stronger business outcomes through improved distribution productivity, successful product launches, deeper client relationships and disciplined execution, citing the flagship ETF Scheme Information Document resubmitted to SEBI, an international fund initiative and 30 POSPs onboarded at Wealthshield against a stated target of 1,000.
Also from Wealth First Portfolio Managers
Q2 and H1 FY27 results approved; auditors' limited review conclusion unmodified
3 Nov 2026
EGM on 21st November, 2026 to vote on share-swap preferential allotment and related party limit
30 Oct 2026
Board meeting on 3 November to approve unaudited standalone and consolidated results
27 Oct 2026
More numbers
- Revenue from operations, Q2 FY2715.3 (Rs. in Cr)
- PAT, Q2 FY275.9 (Rs. in Cr)
- Total revenue YoY change, Q2 FY27-17.0%
- PAT YoY change, Q2 FY27-46.7%
- Total AUA, September 2026Rs. 13,798 Cr
- Total AUA growth YoY, September 20269.7%
- Revenue from operations, H1 FY2729.6 (Rs. in Cr)
- PAT, H1 FY2716.3 (Rs. in Cr)
- Total ARR AUM, Sep-26Rs. 6,438 Cr
- Total clients excluding AMC business, Sep-2622,146
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