Global oil markets and domestic stock investors witnessed significant developments this Friday. While crude oil prices rebounded slightly on fears of renewed US sanctions on Russia, Indian wealth management firm Anand Rathi Wealth Ltd reported robust financial results for Q1FY26, triggering a 6% rally in its stock.
Let’s explore the global crude oil scenario and the financial performance of Anand Rathi Wealth in detail.
Global Oil Market Update: Russia, OPEC, and Red Sea Tensions Drive Sentiment
On July 11, 2025, Brent crude futures rose by $0.19 (0.28%) to $68.83 per barrel, while U.S. WTI crude gained $0.24 (0.36%) to trade at $66.81 per barrel (as of 04:08 GMT). The rise comes after a sharp dip of over 2% in the previous session due to global trade and demand worries.
Why Did Oil Prices Rise?
1. Trump’s Major Russia Statement
U.S. President Donald Trump hinted at a “major announcement” regarding Russia on Monday, sparking fears in the market of further sanctions on Russia, a key global oil exporter. This uncertainty pushed prices up slightly.
2. Seasonal Demand + Houthi Attacks
According to BMI Research, tightening fundamentals like increased seasonal demand and continued Houthi drone attacks on ships in the Red Sea added pressure on global supply, providing a bullish undertone.
3. Strong Chinese Demand
Saudi Arabia is reportedly set to export 51 million barrels of crude oil to China in August — the largest volume in over two years. This move indicates signs of strengthening demand from Asia’s biggest economy.
But What Limited the Upside?
1. OPEC Output Hike
OPEC and its allies agreed to raise production by 548,000 barrels/day in August 2025, with ING analysts suggesting another hike in September before a potential pause. This increase is expected to create a surplus in Q4, leading to downward pressure on oil prices.
2. OPEC’s Long-Term Demand Forecast Cut
In its 2025 World Oil Outlook, OPEC cut global demand estimates for 2026–2029, citing slowing Chinese consumption. Now, 2026 global demand is projected at 106.3 million bpd, down from 108 million bpd estimated earlier.
Anand Rathi Wealth Q1FY26 Results: Strong Growth, Stock Soars 6%
Meanwhile, Indian financial markets saw Anand Rathi Wealth Ltd surge 6% intraday on Friday after posting strong quarterly numbers.
Financial Highlights (Q1FY26)
| Metric | Q1FY26 | Q1FY25 | YoY Growth |
|---|---|---|---|
| Net Profit | ₹94 crore | ₹73.4 crore | +28% |
| Revenue from Operations | ₹284 crore | ₹237.6 crore | +16% |
| EBITDA | ₹127.7 crore | ₹98.23 crore | +30% |
| EBITDA Margin | 46.6% | 41.3% | +530 bps |
| AUM | ₹87,797 crore | ₹69,101 crore | +27% |
| Net Inflows (Q1FY26) | ₹3,825 crore | – | Record |
| Mutual Fund Distribution Rev. | ₹113 crore | ₹88.9 crore | +27% |
Key Business Insights
- Private Wealth Division:
- Active client families grew by 19% YoY to 12,330
- Relationship managers count increased to 382, adding 22 new hires in the last year
- Subsidiary Growth:
- Subsidiary revenue: ₹10.5 crore (+18% YoY)
- Digital Wealth (DW) AUM grew 19% YoY to ₹2,055 crore
- Return on Equity (ROE):
- ROE stands at 44.4% annualized, reflecting strong profitability and capital efficiency.
Stock Performance Snapshot
- Intraday High (July 11): ₹2,250
- 52-Week High: ₹2,320.28 (December 2024)
- 52-Week Low: ₹1,586.05 (March 2025)
- 2025 YTD Gain: +14%
- 1-Year Gain: +3%
Despite a relatively modest 1-year gain, the stock has delivered positive returns in 3 of the 7 months in 2025, riding on sector momentum and strong earnings.
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