ICICI Lombard General Insurance Company Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
ICICI Lombard filed its Q1 FY2026 (quarter ended June 30, 2025) investor presentation and press release. Gross Direct Premium Income (GDPI) was ₹77.35 billion, up just 0.6% year-on-year, lagging the industry's 8.8% growth (4.8% growth vs 12.8% industry on a comparable basis, adjusted for the new IRDAI 1/n accounting norm). Profit after tax rose 28.7% to ₹7.47 billion, supported by higher capital gains of ₹3.80 billion, while Return on Average Equity improved to 20.5% from 19.1%. The combined ratio edged up to 102.9% from 102.3%, and the solvency ratio stood at a healthy 2.70x. EPS rose to ₹15.06 and book value per share climbed to ₹298.48.
Mixed signals for shareholders: profit and ROAE improved meaningfully, but premium growth trailed the industry and the combined ratio slightly worsened, suggesting margin pressure. The strong solvency position and EPS growth are positives, while below-industry growth could weigh on the stock in the near term.