Anand Rathi Wealth Limited

₹ 54.6 Crore

lidated Highlights QUICK GLANCE Q4 FY26 and FY26 results exclude fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores. 5 Strategise. Build. Grow. O

₹ 39.3 Crore

ANCE Q4 FY26 and FY26 results exclude fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores. 5 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING

₹ 3.8 Crore

fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores. 5 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH (Rs. Crs.)Q4FY25Q4FY26

2522%

. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs

28%

DECADES UNCOMPLICATING PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.)

32.2%

UNCOMPLICATING PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.) Profit

30.7%

MPLICATING PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.) Profit After

46.7%

ATING PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.) Profit After Tax

44.6%

PRIVATE WEALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.) Profit After Tax (Rs.

25215 bps

ALTH *Annualized basis 386 301 FY26FY251,198 980 FY26FY2522% Y/Y28% Y/Y32.2%30.7%46.7%44.6%FY26FY25215 bps FINANCIAL PERFORMANCE FOR Q4 FY26 Total Revenue (Rs. Crs.) Profit After Tax (Rs. Crs.) & Margin

25%

ax effects ₹ 3.8 Crores. 7 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH 25% Y/Y92 74 Q4FY26Q4FY25302 241 Q4FY26Q4FY2521% Y/Y30.5%30.5%25% Y/Y93,037 77,103 Mar-26Mar-25 BUSINES

2521%

ild. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH 25% Y/Y92 74 Q4FY26Q4FY25302 241 Q4FY26Q4FY2521% Y/Y30.5%30.5%25% Y/Y93,037 77,103 Mar-26Mar-25 BUSINESS PERFORMANCE FOR Q4 & FY26 Product wise AUM

“OVER A DECADES UNCOMPLICATING PRIVATE WEALTH 0.23%0.11%Q4FY26Q4FY2582%79%18%21%Mar-26Mar-25> 3 year0 to 3 year61%59%39%41%Mar-26Mar-25> 3 Year0 to 3 Year11,732 75,291 13,395 90,819 0.54%0.52%FY26FY25 CONSISTENT & MARKET AGNOSTIC PERFORMANCE Q4 FY26 results exclude fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores.”

“No.PeriodBased on last 16 Quarters PAT Growth (Y/Y %)ARWL (Consolidated)Mean Median Standard Deviation CONSISTENTLY REWARDING SHAREHOLDERS Bonus Share # FY17 - 32:1 FY22 - 1:2 FY25 - 1:1 # FY27 - 1:1 All dividends declared prior to the final dividend for FY25 have been adjusted for the 1:1 bonus issue in March 2025 to ensur e comparability.”

“Equity investment needs guidance, thereby, creating huge opportunity for wealth outfits.”

“HNI population in India is expected to grow at a CAGR of 13.8% from 2024 to 2027E.”

“Crs.) All financial numbers are on Consolidated basis FY26 results exclude fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores.”

“OVER A DECADES UNCOMPLICATING PRIVATE WEALTH 1,198 284 FY26FY19386 59 FY26FY1993,037 18,393 FY26FY19CAGR 23%CAGR 31%CAGR 26% CONSOLIDATED PROFIT & LOSS ACCOUNT SUMMARY Excluding fair value gains on investments of ₹54.6 crores, ESOP expenses of ₹39.3 crores, and the related combined tax effects of ₹3.8 crores, total revenue and PAT for Q4 FY26 were ₹ 301.6 crores and ₹ 92 crores respectively, and for FY26 were ₹ 1,198.5 crores and ₹ 385.7 crores respectively.”

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

Key Takeaway

1

Lost folio Audit

1

Key Takeaway

• A survey was conducted by Anand Rathi which showed that risk adjusted return is one of the top priorities for 93% investors. • Worldwide, the best mechanism to assess risk adjusted return is Jensen’s Alpha. The measure computes the return differential between the portfolio and benchmark by equalizing the risk of the two. • ARWL Strategy delivered Jensen’s alpha of 5.48% for the period Apr’ 14 – Mar’ 26. 1 7 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH DIFFERENT PRODUCT AUDITS Clients often have significant wealth outside which is Assets Under Influence (AUI) AUI : ~ Rs 1,85,000 Crs. We conduct different product audits to help clients / prospects to assess how well that money is working for them — and to identify opportunities where a structured, objective-driven PMS Audit strategy can improve the outcomes. Mutual Fund Audit Real Estate Audit Lost Folio Audit Insurance Audit Direct Equity Audit Structured Product Audit Types of product Audits 1 8 Strategise. B

Lost folio Audit

This audit aims to reconcile your complete MF holdings & helps identify any dormant/missing folios. Lost Folio audits are now auto-generated, reducing report creation from hours to minutes. 1 9 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH ADVANTAGES OF CLIENT VINTAGE AND STICKINESS Client Vintage (Nos.) Client Vintage (AUM – Rs. Crs.) Client Attrition (% of AUM lost) 2 0 Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH 0.23%0.11%Q4FY26Q4FY2582%79%18%21%Mar-26Mar-25> 3 year0 to 3 year61%59%39%41%Mar-26Mar-25> 3 Year0 to 3 Year11,732 75,291 13,395 90,819 0.54%0.52%FY26FY25 CONSISTENT & MARKET AGNOSTIC PERFORMANCE Q4 FY26 results exclude fair value gains on investments ₹ 54.6 Crores, ESOP expenses ₹ 39.3 Crores, and related tax effects ₹ 3.8 Crores. 2 1 (Q3 & Q4 FY22 PAT not presented because of Covid base year) Strategise. Build. Grow. OVER A DECADES UNCOMPLICATING PRIVATE WEALTH PAT (Rs. Crs.)Growth (Y/Y %)1Q1FY2339.7133.6%-9.6%2Q2FY2342.954