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Earnings · Asset Management · Small cap

Anand Rathi Q1 PAT ₹235 mn after ₹209.96 mn fraud charge

Board also clears ₹500 cr NCD raise, RPT shareholder vote, and Dubai subsidiary plan.

5 earlier stories on Anand Rathi Share & Stock Brokers Ltd.
Mkt cap₹3,411 cr
P/E26.38×
ROE9.59%
Debt / eq.0.62
Div yld0.90%
₹209.96 mn Exceptional charge for DP client fraud compensation

What's new

  • Standalone PAT ₹235 mn after ₹209.96 mn exceptional charge for DP fraud.
  • Board approves ₹500 cr NCD private placement, already disclosed.
  • Proposes Dubai subsidiary, RPTs with group entities to shareholder vote.

Why this matters

The fraud compensation crystallises a previously flagged contingent liability, hitting Q1 profit. The ₹500 cr NCD programme, at 14% of market cap, is Anand Rathi's largest debt raise yet, though already known. The Dubai subsidiary targets NRI/HNI clients, a growth avenue pending regulatory nod.

What we're watching

  • Shareholder vote on material RPTs with Anand Rathi Financial Services and Global Finance.
  • Regulatory approvals for Dubai wholly owned subsidiary.
  • Any further DP fraud-related liabilities or disclosures.

The full read

Anand Rathi's board meeting outcome is largely a formality, confirming what was already flagged: the June quarter net profit of ₹235 million includes a ₹209.96 million exceptional charge for compensating two DP clients hit by fraudulent off-market transfers. Without this charge, profit would have been higher. The ₹500 crore NCD programme, the company's biggest debt move, also got board approval, though it was disclosed last week. Newer items include a proposal to set up a wholly owned subsidiary in Dubai to target NRI and HNI clients, and a shareholder vote on material related-party transactions with Anand Rathi Financial Services and Anand Rathi Global Finance. None of these have quantified financial impact yet. The fraud compensation is the only concrete new number, and it was already anticipated by the prior July 14 disclosure.

Questions answered

What caused the exceptional charge of ₹209.96 million?
The charge compensates two DP clients affected by fraudulent off-market transfers. It was previously flagged as a contingent liability.
How much does Anand Rathi plan to raise via NCDs?
Up to ₹500 crore in one or more tranches, the largest debt raise by the company and about 14% of its ₹3,411 cr market cap.
Why is the company setting up a Dubai subsidiary?
To serve NRI and HNI clients, subject to regulatory approvals. This signals an international expansion strategy.
What related party transactions are being put to shareholder vote?
Material RPTs with Anand Rathi Financial Services and Anand Rathi Global Finance require postal ballot approval.
How does this quarter's profit compare with the previous quarter?
The Jun 2026 quarter standalone PAT was ₹235 mn after the exceptional charge. The prior Mar 2026 quarter reported PAT of ₹42 cr without such a charge.
Mentioned: ₹209.96 mn exceptional charge · ₹500 cr NCD · Dubai subsidiary
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Anand Rathi Share & Stock Brokers Ltd.

Asset Management
₹3,656 cr
P/E 28.16×

Latest quarter · Jun 2026

Total income₹246 cr
Net profit₹23 cr
Net margin+9.5%
EPS₹3.71

Leverage & growth

Debt / equity0.62×
Financials via Tijori — a research aid, not investment advice.ARSSBL on Tijori
  1. 14 Jul 2026 · 6:26 PM IST Anand Rathi Q1 PAT ₹235 mn after ₹209.96 mn fraud charge
  2. 1d ago Anand Rathi Q1 profit before charge surges 71% on revenue up 22%
  3. 1d ago Anand Rathi board makes NCD raise, fraud charge official
  4. 1d ago Anand Rathi board confirms known plans for fraud charge, debt raise
  5. 1d ago Anand Rathi's June profit hit by ₹21 cr DP fraud charge