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Earnings Call

PB Fintech Earnings Call: Key Takeaways

PB Fintech achieved FY26 profitability with ₹670 Cr PAT and ₹6,794 Cr revenue, scaling its insurance and lending marketplaces significantly.

Why this was an Alfa AlertNot a filter event. Performance is in line with or on track to reach stated long-term targets.
Highlights
Revenue growth48% CAGR since IPO, reaching ₹6,794 Cr in FY26.
MarginsRenewal revenue at ~80% margins; total PAT margin turning positive.
Demand visibilityStrong; insurance premium and loan disbursals showing 47-49% CAGR.
Management confidenceHigh; on track for ₹1,000 Cr PAT in FY27.

Growth

FY26 Insurance Premium grew to ₹29,934 Cr (49% CAGR); Revenue reached ₹6,794 Cr (48% CAGR) since IPO.

Outlook

Targeting ₹1,000 Cr PAT in FY27 and ₹1 Lac Cr Total Insurance Premium by FY30.

Risks

Risk controls averted ₹9,618 Cr in sum assured; focus remains on fraud detection and persistency metrics.

Source

Earnings Call filed with BSE, NSE: POLICYBZR. Summary written with AI assistance from the document.

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PB Fintech Ltd: key numbers

Share price
₹1,166.00
Market cap
₹53,957 Cr
Revenue (annual)
₹6,794 Cr
Net profit (annual)
₹669.9 Cr
P/E (TTM)
72.1×Sector 22.1×
Promoter holding
0.00%+0.00% QoQ
FII holding
37.29%Current quarter

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

More from PB Fintech Ltd

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14:48 IST NSE
Price Movement Clarification

PB Fintech Price Movement Clarification

PB Fintech clarified that recent stock price movements are market-driven. It is currently evaluating an IRDAI consultation paper regarding potential changes to insurance distribution economics.

16:32 IST NSE
Price Movement Clarification

PB Fintech Price Movement Clarification

PB Fintech Limited has officially denied market rumours regarding the potential resignation of its Chairman and Group CEO, Mr. Yashish Dahiya, confirming he remains in his role.

13:02 IST NSE
Acquisition

PB Fintech Acquisition Worth ₹1 Cr

PB Fintech is infusing ₹1 Crore into its wholly-owned subsidiary PBFAA in tranches. The funds will meet RBI capital adequacy norms for its Account Aggregator license.

Value
₹1.00 Cr
12:59 IST NSE
Acquisition

PB Fintech Acquisition Worth ₹10 Cr

PB Fintech acquired PB Wheels Private Limited for ₹10 Crore cash to fund its working capital. The target operates a digital vehicle management platform.

Value
₹10.00 Cr
Execution
One or more tranches (timing as per M&A and Investment Committee approval)
12:56 IST NSE
Acquisition

PB Fintech Acquisition Worth ₹5 Cr

PB Fintech buys the remaining 20% of Myloancare Ventures for ₹5 Crore, achieving full ownership. The RBI-registered NBFC aligns with its core lending business.

Value
₹5.00 Cr
Execution
Expected completion on or before March 31, 2027