Announced Fri, 8 May · 17:31 IST

Audited IFRS Financial Statement for the financial year ended March 31, 2026

Emphasis Of MatterRevenue Growth 20pctPat NegativeEbitda Margin CompressionResults 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.

Price reaction · full curve 14 horizons · vs prior close
+2.8%1-day move
₹81.29
prior close
₹84.40
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+3.8+4.9+3.8+3.7+2.8+1.5-1.4-1.6-1.6+0.4+3.3+1.7+8.4
Up moveDown movePending
AI summary

Niva Bupa reported 27% gross premium growth to Rs 8.59 lakh crore in FY2026, driven by strong health insurance demand. However, profit after tax declined 39% to Rs 130.78 crore versus Rs 213.52 crore in FY2025, primarily due to higher claims ratio (68.1% vs 61.2% last year) and actuarial reserve adjustments. The combined ratio worsened to 103.4% indicating underwriting losses, though the company remains profitable on an operating basis. The auditors issued an unmodified opinion but included an Emphasis of Matter regarding the company's pending application for IRDAI forbearance on Expenses of Management limits for FY2024-25. The EOM ratio improved to 33.7% versus 39.2% last year, bringing it within allowed limits. Solvency ratio stood at 2.49x, comfortable but lower than 3.03x in FY2025.

Likely market impact

The stock may face pressure due to profit decline and combined ratio above 100%, despite revenue growth. The pending EOM forbearance approval from IRDAI introduces regulatory uncertainty. Improved EOM ratio is a positive sign for regulatory compliance.