RELIGARENSEReligare Enterprises Limited· FinanceMediumNeutral
Announced Tue, 12 May · 23:27 IST

Religare Enterprises Limited has informed the Exchange about Investor Presentation

Promoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RELIGARE · 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
-0.4%1-day move
₹223.50
prior close
₹230.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.4+0.6+0.0-0.2-0.4-0.9-1.9+1.8+1.6+7.8+3.4+7.9+19.9
Up moveDown movePending
AI summary

Religare Enterprises reported consolidated revenue of Rs. 8,494 Cr for FY26, up 15% YoY, but PAT declined to Rs. 73 Cr from Rs. 183 Cr due to insurance segment losses. Care Health Insurance emerged as the growth engine with GWP of Rs. 11,417 Cr (up 24% YoY) and PBT of Rs. 539 Cr. RFL (NBFC) staged a remarkable turnaround with PAT jumping to Rs. 139 Cr from Rs. 24 Cr, with NNPA reduced to 0.8% and CRAR at 261.9%. The Burman Group took control as promoters in February 2025, investing Rs. 750 Cr and announcing a Rs. 1,500 Cr capital raise. The company plans to demerge its Financial Services Business from REL to Religare Finvest Limited for sharper focus. All legacy governance issues at RFL have been conclusively resolved with RBI restrictions lifted.

Likely market impact

Strong promoter backing and capital infusion signal confidence in the business turnaround. The NBFC's clean slate and restored credibility position it for growth restart, while the health insurance business continues to gain market share in the SAHI segment.