The Annexure

News to 9 October 2026 ·

Desk›Financial Services› Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers Ltd

BSE 544536 · NSE WEALTH · ISIN INE658T01017 · Group B · Active

Financial Services › Financial Services › Finance › Other Financial Services

₹850.00

+2.90%

BSE close, 28 August 2026

Market cap

₹905.68 cr

1.1 cr shares · Micro cap

Free float

₹234.98 cr

as published

P/E · P/B

26.4× · —

EPS ₹32.23 · BV —

FY25-26 rev / PAT

63.40 / 40.23

₹ cr, as filed

Filings, window

20

5 selected · 25%

Regime

Reg 30

Sch. III Part A

Price 52-week, BSE

52-WK LOW ₹690.20 52-WK HIGH ₹1,440.00 ₹850.00 21% of range
Against 52-week high-41.0%
Against 52-week low+23.2%
Day change+2.90%
Size bandMicro cap
Index membershipNone

Valuation as published by BSE

Earnings per share₹32.23
Price / earnings26.37×
Price / book—
Book value — derived, price ÷ P/B—
Return on equity—
Operating margin96.08%
Net margin73.48%

Results ₹ crore, as filed

RevenueNet profit one scale across all three periods, ₹ crore

PeriodRevenue ₹cr Net profit ₹cr EPS ₹OPM NPM
Jun-26 · Q 14.08 10.34 9.71 96.08% 73.48%
Mar-26 · Q 14.72 13.70 12.86 111.84% 93.07%
FY25-26 63.40 40.23 37.76 83.40% 63.46%

Quarter on quarter

Revenue, quarter on quarter
-4.3%
Net profit, quarter on quarter
-24.5%
Operating margin, quarter on quarter
-1,576 bps

Disclosure profile 20 filings in the window

0 median 16.0 sector max 100 20 69th percentile of 693 Financial Services filers
Shaded is the middle half of the sector, 12 to 23 filings. Measured against the 693 Financial Services companies that filed at all in this window — companies with no filings are excluded, so this is a percentile against filers rather than against the sector.

Disclosure regime

LODR Reg 30

Read with Schedule III Part A. An equity filer in BSE Group B, so the Regulation 30 disclosure framework and the Schedule III event list both apply.

Sources Price, day change, 52-week range — bse.quote, bse.quoteWeeklyHL, 28 August 2026 close. Market cap and free float — bse.getScripTradingStats. P/E, P/B, EPS, ROE, margins — bse.equityMetaInfo. Quarterly and annual results — bse.resultsSnapshot, standalone, as filed. Four-tier classification — data/reference/companies.csv. Filing counts and tags — the build aggregate for this window. Notes Share count is derived as market cap ÷ price. Figures move between captures and between vendors, and the two are not an error in either: companies.csv carries the market cap from an earlier sweep than the snapshot above. EPS appears twice with different meanings — the figure beside P/E is the trailing one from equityMetaInfo, while the EPS in the results table is the per-period figure as filed.

Filing rhythm · 93 trading days

20 filings · 5 selected · busiest 2026-08-13 and 2026-09-02

Filing rhythm · the twelve most recent

2026-09-022026-10-09

SelectedProcedural

Filings

20 in the window · 8 earlier on record

  1. 9 October 2026 ·

    Analyst / Investor Meet

    Analyst / Investor Meet - Intimation

    Intimation of Investor Meet to be held on 14th October, 2026.

    Company Update / Analyst / Investor Meet View filing →

  2. 8 October 2026 ·

    Compliance Certificate

    Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018

    Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018

    Company Update / Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 View filing →

  3. 7 October 2026 ·

    Analyst / Investor Meet

    Analyst / Investor Meet - Intimation

    Intimation of Investor meet to be held on 13th October 2026.

    Company Update / Analyst / Investor Meet View filing →

  4. 28 September 2026 ·

    Acquisition

    Acquisition

    Intimation of Acquisition.

    Company Update / Acquisition View filing →

  5. 28 September 2026 ·

    AGM / EGM

    Shareholder Meeting / Postal Ballot-Scrutinizer's Report

    Voting Result with Scrutinizer Report for the 24th AGM of the Company.

    AGM/EGM / AGM View filing →

  6. 24 September 2026 ·

    AGM / EGM

    Shareholder Meeting / Postal Ballot-Outcome of AGM

    Proceedings of the 24th AGM of the Company.

    AGM/EGM / AGM View filing →

  7. 23 September 2026 ·

    Trading Window

    Closure of Trading Window

    Intimation of Closure of Trading Window for the quarter and half year ended on 30.09.2026.

    Insider Trading / SAST / Closure of Trading Window View filing →

  8. 11 September 2026 ·

    Analyst / Investor Meet

    Analyst / Investor Meet - Intimation

    Intimation of Investor Meet to be held on 17th September, 2026.

    Company Update / Analyst / Investor Meet View filing →

  9. 3 September 2026 ·

    Newspaper Publication

    Newspaper Publication

    Newspaper Advertisement for Post Dispatch Notice and Annual Report of AGM

    Company Update / Newspaper Publication View filing →

  10. 2 September 2026 ·

    Annual Report

    Reg. 34 (1) Annual Report.

    24th Annual Report of the Company for the F.Y 2025-26.

    Others / Reg. 34 (1) Annual Report View filing →

  11. 2 September 2026 ·

    AGM / EGM

    24Th AGM Of The Company To Be Held On Thursday, 24Th September, 2026.

    24th AGM of the Company to be held on Thursday, 24th September, 2026.

    AGM/EGM / AGM View filing →

  12. 2 September 2026 ·

    Record Date

    Corporate Action - Fixes Record Date As 17Th September, 2026 For Final Dividend Of F.Y 2025-26.

    Corporate Action - Fixes Record Date as 17th September, 2026 for Final Dividend of F.Y 2025-26.

    Corp. Action / Record Date View filing →

  13. 28 August 2026 ·

    Outcome

    Board Meeting Outcome for Outcome Of Board Meeting Dated 28Th August, 2026.

    Outcome of Board Meeting dated 28th August, 2026.

    Others / Outcome without intimation View filing →

  14. 14 August 2026 ·

    Newspaper Publication

    Newspaper Publication

    Announcement under Regulation 30 (LODR)-Newspaper Publication

    Company Update / Newspaper Publication View filing →

  15. 14 August 2026 ·

    Investor Presentation

    Investor Presentation

    Revised Investor Presentation on Financial Results for the quarter ended 30.06.2026.

    Company Update / Investor Presentation View filing →

  16. 13 August 2026 ·

    Investor Presentation

    Investor Presentation

    Investor Presentation on Financial Result for the quarter ended 30th June, 2026

    Company Update / Investor Presentation View filing →

  17. 13 August 2026 ·

    Results

    Financial Results For The Quarter Ended 30.06.2026.

    Financial Results for the quarter ended 30.06.2026.

    Result / Financial Results View filing →

  18. 13 August 2026 ·

    Board Outcome

    Board Meeting Outcome for Outcome Of Board Meeting Dated 13Th August, 2026

    Outcome of Board Meeting dated 13th August, 2026

    Board Meeting / Outcome of Board Meeting View filing →

  19. 10 August 2026 ·

    Analyst / Investor Meet

    Analyst / Investor Meet - Intimation

    Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

    Company Update / Analyst / Investor Meet View filing →

  20. 7 August 2026 ·

    Board Meeting

    Board Meeting Intimation for Prior Intimation Of Board Meeting To Be Held On 13Th August, 2026

    Wealth First Portfolio Managers Ltd has informed BSE that the meeting of the Board of Directors of the Company is scheduled on 13/08/2026 ,inter alia, to consider and approve Prior Intimation ....

    Board Meeting / Board Meeting View filing →

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