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Investor Presentation

Max Financial Services Investor Presentation: Key Takeaways

Max Financial Services Q1FY27: MFSL revenue grew 18% to Rs 7,289 Cr (excl. investment income), with Consolidated PAT at Rs 118 Cr. Axis Max Life achieved Rs 2 Lakh Cr AUM milestone.

Highlights
Revenue growth18% YoY excluding investment income.
MarginsVNB margins expanded 315 bps to 23.2%.
Demand visibilityStrong growth in Retail Protection and Annuity segments.
Management confidenceHigh, citing market share expansion and AUM milestones.

Growth

Individual Adjusted FYP grew 17% to Rs 1,810 Cr; VNB up 33% YoY to Rs 446 Cr; VNB margins expanded to 23.2%.

Outlook

Focus on high-margin protection (44% growth) and annuity (116% growth) segments. Deepening bancassurance and scaling D2C ecosystem.

Risks

Solvency ratio slightly dipped to 198% from 199% YoY. Potential impact from regulatory changes in product commissions.

Last quarter's promises, checked

Delivered

  • Guided NBM 24-25% → delivered 23.2% (= PARTIAL)
  • Targeted market share expansion → delivered 53 bps expansion (= BEAT)
  • Guided strong momentum in protection/annuity → delivered 44% and 116% growth (= BEAT)

Partly delivered

  • Guided 20%+ Individual Adjusted FYP growth → delivered 17% (= PARTIAL)

Missed

  • Guided 12-14 month amalgamation timeline → no progress update provided (= MISS)
Source

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

Read the document ↗

Max Financial Services Ltd: key numbers

Share price
₹1,458.00
Market cap
₹50,318 Cr
Revenue (annual)
₹47,674 Cr
Net profit (annual)
₹83.99 Cr
P/E (TTM)
457.9×Sector 22.0×
Promoter holding
1.25%+0.00% QoQ
FII holding
48.06%Current quarter

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

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10:27 IST NSE
Board Meeting Date

Max Financial Services Board Meeting Date

Max Financial Services Limited will hold a board meeting on October 27, 2026, to approve its Q2 and half-year financial results. The trading window closes on October 1, 2026.

14:46 IST NSE
Other Announcement

Max Financial Services Other Announcement

Max Financial Services disclosed a Crisil ESG Rating of 70 and Core ESG Rating of 77. This voluntary disclosure involves no financial transaction or board action.