Announced Wed, 7 May · 19:02 IST

Niva Bupa Health Insurance Company Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

NIVABUPA · price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Niva Bupa shared its FY2025 investor presentation following its earnings call on May 7, 2025. Gross Written Premium (without 1/n) grew 32% YoY to ₹7,407 crore, while reported GWP (with 1/n) grew 21% to ₹6,762 crore — the difference is due to an IRDAI mandate from October 2024 requiring long-term products to be accounted on a 1/n basis. Profit After Tax (I-GAAP) jumped 161% to ₹213.5 crore, with IFRS PAT up 91% to ₹203.3 crore. Underlying combined ratio improved by 330 bps to 96.1% (without 1/n), though reported combined ratio rose to 101.2%. Retail health market share expanded to 9.4% from 9.1%, claims settlement ratio improved to 92.4%, and AUM grew to ₹8,175 crore. Solvency ratio stood strong at 3.03x with ROAE at 8.4%.

Likely market impact

Strong showing for shareholders — robust premium growth, sharp jump in profitability, and expanding retail market share reinforce Niva Bupa's growth story. The reported combined ratio crossing 100% (due to a regulatory accounting change, not business deterioration) may draw short-term scrutiny, but the underlying profitability trend remains firmly positive.