Announced Fri, 8 May · 17:27 IST

Audited Financial Results for the quarter and financial year ended March 31, 2026

Revenue Growth 20pctPat NegativeEbitda Margin CompressionEmphasis Of MatterResults View source PDF

NIVABUPA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Niva Bupa Health Insurance Company reported audited financial results for Q4 and FY26. Gross Direct Premium grew 27% YoY to Rs 8.59 lakh lakh in FY26 from Rs 6.76 lakh lakh. However, Profit After Tax declined 39% to Rs 13,078 lakh from Rs 21,352 lakh due to combined ratio above 100% (103.39%) indicating claims and expenses exceeded earned premiums. Q4 performance was strong with PAT jumping 67% YoY to Rs 34,513 lakh. The EOM ratio improved from 39.22% in FY25 to 33.70% in FY26, though auditors flagged in Emphasis of Matter that the company has applied for forbearance from IRDAI regarding EOM exceeding allowable limits for FY24-25. Solvency ratio remains healthy at 2.49x. Joint statutory auditors issued unmodified opinion.

Likely market impact

Positive Q4 recovery signals improving operational efficiency but FY26 PAT decline and combined ratio above 100% indicate ongoing margin pressure. The pending IRDAI forbearance decision on EOM regulations adds regulatory uncertainty. Healthy solvency provides buffer but shareholders should monitor cost containment measures.