Announced Mon, 11 May · 22:42 IST

Investors Presentation for the Quarter and Year ended on 31.03.2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

NIACL · 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
+2.4%1-day move
₹162.90
prior close
₹165.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.0-1.7-1.8-1.4+2.4+1.3+1.0-0.5+0.3+1.7-9.9-6.3+11.6
Up moveDown movePending
AI summary

The New India Assurance reported FY26 gross written premium of ₹47,174 Cr, up 8.15% YoY, growing faster than the industry rate of 9.3%. PAT improved by 40% to ₹1,384 Cr, driven largely by higher investment income of ₹11,112 Cr. However, the combined ratio deteriorated to 122.55% from 116.78% due to ₹3,525 Cr impact from wage revision and family pension changes, plus higher Motor TP losses and aviation segment losses. The incurred claim ratio worsened from 96.61% to 98.65%. The company's domestic market share increased from 12.56% to 12.74%. Solvency ratio remains healthy at 1.84x.

Likely market impact

Strong investment income and PAT growth are positives, but the deteriorating combined ratio signals ongoing underwriting pressure from regulatory pricing issues in Motor TP and cost headwinds from wage revisions. The company may face margin consolidation challenges despite revenue growth.