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Investor Presentation

Go Digit General Insurance Investor Presentation: Key Takeaways

Go Digit reported Q1 FY27 results, transitioning to IFRS/Ind-AS. PAT (with DAC, no discounting) was ₹190 Cr, down 5% YoY. Solvency remains strong at 2.43x.

Highlights
MarginsCombined ratio 107.2% (with DAC); NEP-driven metrics showing earning-through of premium.
Management confidenceHigh on DNA/discipline; cautious on soft market pricing.

Growth

GWP decreased 8% YoY due to exiting unattractive health and crop reinsurance; NEP rose 8% to ₹2,007 Cr.

Outlook

Management prioritizing profitability over growth; focus on corrective pricing actions in motor and protecting treaty profitability in fire.

Risks

Own damage loss ratios increased in car portfolio; motor TP rates remain stagnant for 5 years despite inflation.

Last quarter's promises, checked

Delivered

  • Tax rate 14% for FY26 → delivered 14% (= BEAT)
  • Corrective pricing in private car motor OD → delivered corrective pricing actions (= BEAT)
  • Maintain high solvency (230%) → delivered 2.43x (= BEAT)

Partly delivered

  • Stabilize motor OD loss ratios in 2 quarters → delivered increased loss ratios in car portfolio (= PARTIAL)

Missed

  • Growth in motor OD market share → delivered 8% GWP decrease (= MISS)
Source

Investor Presentation filed with BSE, 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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