Anand Rathi Wealth (BOM:543415) ROCE %: 76.10% (As of Jun. 2026)

What is Anand Rathi Wealth ROCE %?

Anand Rathi Wealth BOM:543415 +2.46% 89 ROCE % is 76.10% as of Jun. 2026. GuruFocus rates BOM:543415 with a GF Score™ of 89/100 and a GF Value™ of ₹1,553.91 (Significantly Overvalued). The stock has 5 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Anand Rathi Wealth's annualized ROCE % for the quarter that ended in Jun. 2026 was 76.10%.

Anand Rathi Wealth (BOM:543415) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Anand Rathi Wealth ROCE % Related Terms

Anand Rathi Wealth ROCE % Historical Data

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The historical data trend for Anand Rathi Wealth's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Anand Rathi Wealth ROCE % Chart

Anand Rathi Wealth Annual Data

Trend

Mar19

Mar20

Mar21

Mar22

Mar23

Mar24

Mar25

Mar26

ROCE %

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50.69

52.25

51.60

56.66

59.06

Anand Rathi Wealth Quarterly Data
	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26	Jun26
ROCE %	Get a 7-Day Free Trial															68.06	61.84	61.80	52.12	76.10

89GF Score

Anand Rathi Wealth Ltd BOM:543415

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Anand Rathi Wealth ROCE % Calculation

Anand Rathi Wealth's annualized ROCE % for the fiscal year that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Mar. 2026 )		(A: Mar. 2025 )		(A: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Mar. 2026 )		(A: Mar. 2025 )		(A: Mar. 2026 )
	=	5516.385	/	( ( (9613.55 - 1959.91)	+	(13287.674 - 2261.383) )	/ 2 )
	=	5516.385	/	( (7653.64	+	11026.291)	/ 2 )
	=	5516.385	/	9339.9655
	=	59.06 %

Anand Rathi Wealth's ROCE % of for the quarter that ended in Jun. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Jun. 2026 )		(Q: Mar. 2026 )		(Q: Jun. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Jun. 2026 )		(Q: Mar. 2026 )		(Q: Jun. 2026 )
	=	8391.152	/	( ( (13287.674 - 2261.383)	+	(0 - 0) )	/ 1 )
	=	8391.152	/	( ( 11026.291	+	0 )	/ 1 )
	=	8391.152	/	11026.291
	=	76.10 %

(1) Note: The EBIT data used here is four times the quarterly (Jun. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 76.10% mean?

Anand Rathi Wealth (BOM:543415) has a ROCE % of 76.10% as of Jun. 2026.

Is Anand Rathi Wealth's ROCE % too high?

Anand Rathi Wealth's current ROCE % is 76.10%. The Asset Management industry median ROCE % is 4.46. Anand Rathi Wealth's value of 76.10% is 1606.3% above this industry median. Overall, Anand Rathi Wealth has a GF Score™ of 89/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.

How does Anand Rathi Wealth's ROCE % compare to BLK and BX?

Anand Rathi Wealth's ROCE % of 76.10% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Anand Rathi Wealth's value of 76.10% is 1606.3% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.46, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Anand Rathi Wealth's current ROCE % of 76.10% is 1606.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.

What does a high ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Anand Rathi Wealth's current ROCE % is 76.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Anand Rathi Wealth stock overvalued right now?

Based on GuruFocus' analysis, Anand Rathi Wealth (BOM:543415) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹1,553.91, compared to a current price of ₹2,150.35 — trading 38.4% above its estimated fair value. The current ROCE % is 76.10% and 1606.3% above the Asset Management industry median of 4.46. Anand Rathi Wealth's overall GF Score™ is 89/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Anand Rathi Wealth (BOM:543415), the current ROCE % is 76.10% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Anand Rathi Wealth (BOM:543415) Overvalued in 2026?

Based on GuruFocus' analysis, Anand Rathi Wealth stock appears to be overvalued. The current stock price of ₹2,150.35 is trading 38.4% above its estimated GF Value™ of ₹1,553.91. GuruFocus considers Anand Rathi Wealth to be Significantly Overvalued.

Key valuation signals for BOM:543415:

ROCE %: 76.10%
GF Value™: ₹1,553.91 vs. price of ₹2,150.35 (38.4% above fair value)
GF Score™: 89/100 with 5 warning signs
Industry Position: 1606.3% above the Asset Management median

No single metric tells the full story. See the BOM:543415 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Anand Rathi Wealth Business Description

Industry Financial Services Asset Management

Comparable Companies BOM:543988 BOM:543374 BOM:501301 BOM:542772 BOM:500266 BOM:543527 BOM:543238 NSE:TSFINV BOM:544137 NSE:CITIUSINVT BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT AMP LSE:III

Other Exchanges ANANDRATHI:India

Address Senapati Bapat Marg, Trade Link, Floor No 2, Block B & C, E-Wing, Kamala Mills Compound, Lower Parel, Mumbai, MH, IND, 400013

Website https://www.anandrathiwealth.in

Anand Rathi Wealth Ltd is a non-bank wealth solutions firm. The company focuses on High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) families, offering straightforward solutions aimed at optimizing and enhancing their wealth through a wide product portfolio of wealth solutions, financial product distributions, and technology solutions. The company operates only in one business segment, i.e., Services for the distribution and sale of financial products within India.

89GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹2,150.35

Price

₹1,553.91

GF Value

View BOM:543415 Analysis

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