RELIGAREBSEReligare Enterprises LtdLowNeutral
Announced Tue, 12 May · 23:27 IST

Presentation for earnings call to be held on Wednesday, May 13, 2026 at 04.00 P.M. IST

Board & Shareholder Meetings View source PDF

RELIGARE · price

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Price reaction · full curve 14 horizons · vs prior close
-0.4%1-day move
₹223.50
prior close
₹230.00
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AI summary

Religare Enterprises released its Q4 and FY2026 earnings call presentation covering its insurance and financial services portfolio. For Q4 FY26, consolidated revenue was ~Rs. 2,473 Cr with PAT of ~Rs. 96 Cr. Full-year consolidated revenue grew to ~Rs. 8,494 Cr, driven primarily by Care Health Insurance which reported GWP of ~Rs. 11,417 Cr (up 24% y-o-y) and PBT of ~Rs. 539 Cr. RFL (NBFC) turned around strongly with PAT of ~Rs. 138.8 Cr (vs ~Rs. 24 Cr in FY25), CRAR of 261.9%, and is now debt-free after RBI lifted restrictions. RBL (Broking) reported PAT of ~Rs. 23.1 Cr on total income of ~Rs. 373 Cr. Key structural changes include the Burman Group taking promoter control in Feb 2025, a Rs. 750 Cr preferential issue completed, and a Rs. 1,500 Cr capital raise via convertible warrants announced. The Board has approved demerger of the financial services business into Religare Finvest Limited to sharpen focus on two distinct segments.

Likely market impact

Strong all-round performance across insurance and financial services subsidiaries, with the Burman Group's promoter entry and capital infusion providing long-term stability. The demerger plan and debt-free status of RFL signal a clean slate and renewed growth trajectory for the group.