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Investor Presentation

Go Digit General Insurance Investor Presentation: Key Takeaways

Go Digit Q1 FY27 results show focus on 'profitability over growth'. Reported NEP of ₹2,007 cr (+7.6% YoY) but a de-growth in GWP (-8.4%) and GDPI (-2.4%).

Highlights
Revenue growthNEP grew 7.6% YoY; GWP declined 8.4%.
MarginsCombined operating ratio rose to 100.8% (IndAS).
Order bookAUM stood at ₹23,377 cr (+14.2% YoY).
Demand visibilitySoft market conditions noted in strategy headline.
Management confidenceFocusing on 'Profitability Discipline Over Growth'.

Growth

IndAS Profit After Tax (PAT) for Q1 FY27 was ₹372 cr. NEP grew 7.6% YoY to ₹2,007 cr.

Outlook

Solvency remains strong at 2.43x. Management targets profitability discipline in a soft market environment.

Risks

Loss ratio increased to 73.3% from 70.3% YoY; combined ratio worsened to 107.2% with DAC.

Last quarter's promises, checked

Delivered

  • Target 10% equity allocation → delivered 8.5% with runway to 12.5% (= BEAT)
  • Target leverage of 5.0x → delivered 5.0x (= BEAT)
  • Target improved loss ratio vs previous quarter → delivered 1.3% improvement (= BEAT)

Partly delivered

  • Target GDPI growth vs industry (13%) → delivered 16.2% overall but 0.4% in motor (= PARTIAL)

Missed

  • Target motor loss ratio stable vs last year → delivered 73.3% vs 70.3% (= MISS)
  • Target combined ratio improvement → delivered 107.2% vs 105.7% (= MISS)
Source

Investor Presentation filed with NSE, NSE: GODIGIT. Summary written with AI assistance from the document.

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Go Digit General Insurance Ltd: key numbers

Share price
₹253.70
Market cap
₹23,397 Cr
Revenue (annual)
₹10,005 Cr
Net profit (annual)
₹544.4 Cr
P/E (TTM)
45.4×Sector 22.0×
Promoter holding
73.00%-0.01% QoQ
FII holding
8.23%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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