Key Financial Highlights – Q3 FY25 (Standalone)
| Metric | Q3 FY25 | Q3 FY24 | YoY Change |
|---|---|---|---|
| Revenue from Operations | ₹1,625.11 lakh | ₹1,497.51 lakh | +8.5% |
| Total Income | ₹1,722.27 lakh | ₹1,632.62 lakh | +6.2% |
| Net Profit (PAT) | ₹9.26 crore | ₹10.10 crore | -8.3% |
| Earnings Per Share (EPS) | ₹8.70 | ₹9.48 | -8.2% |
| Total Comprehensive Income | ₹3.64 crore | ₹13.55 crore | -73.1% |
- Revenue: ₹6,236.53 lakh (+34.3% YoY).
- Net Profit: ₹38.43 crore (+33.5% YoY).
Operational Highlights & Key Developments
1. Trading & Investment Advisory Performance
- Trading Income: ₹80.47 lakh (-6.9% QoQ).
- Investment Advisory & Portfolio Management Income: ₹1,544.65 lakh (+5.6% QoQ).
- Growth was driven by higher assets under management (AUM) and increased client participation in market-linked products.
2. Cyber Fraud Incident & Financial Impact
- The company reported a ₹1.98 crore cyber fraud in Q3 FY25.
- ₹47.41 lakh successfully recovered, while ₹1.50 crore was written off under exceptional expenses.
3. Stock Trading & Derivatives Performance
- Net trading income from equity markets: ₹1,120.08 lakh.
- Derivative trading profit: ₹67.03 lakh.
4. Dividend & Capital Allocation Strategy
- No dividend declared for Q3 FY25, as the company focuses on strengthening reserves.
Management Commentary
Ashish Shah, Managing Director, Wealth First Portfolio Managers, stated:"Despite challenges in global markets, we have maintained steady revenue growth. Our strategic focus remains on increasing our AUM, strengthening risk management, and expanding our product offerings in the wealth advisory space."
Strategic Outlook & Market Positioning
- Expansion in digital wealth advisory services to drive future AUM growth.
- Focus on structured products & alternative investments to enhance client returns.
- Strengthening cybersecurity measures following the cyber fraud incident.