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Investor Presentation

Religare Enterprises Investor Presentation: Key Takeaways

Religare reported Q1 FY27 consolidated revenue of Rs. 2,358.4 Cr, up 26% YoY, driven by strong performance in the Insurance segment. Net profit turned into a loss of Rs. 46.9 Cr.

Highlights
Revenue growth26% YoY Consolidated
MarginsInsurance Combined Ratio improved 30 bps to 102.7%
Demand visibilityStrong retail health insurance growth of 45%

Growth

Revenue grew 26% YoY. Care Health GWP rose 37% to Rs. 3,247 Cr. Broking PAT grew 65% to Rs. 7.5 Cr.

Outlook

Planned Rs. 250 Cr capital infusion for RHDFCL; scaling up MSME lending in RFL; digital-first transformation across all business verticals.

Risks

Consolidated PAT loss of Rs. 46.9 Cr; RBI communication regarding demerger requires further clarifications; Housing finance GNPA at 4.4%.

Last quarter's promises, checked

Delivered

  • Guided Care GWP growth > industry → delivered 37% vs 20% industry (= BEAT)
  • Guided RFL to be debt-free → delivered RFL balance sheet entirely debt-free (= BEAT)
  • Guided Care combined ratio improvement → delivered 101.4% vs 102.6% prev (= BEAT)

Partly delivered

  • Guided demerger scheme implementation → delivered RBI request for further clarifications (= PARTIAL)

Missed

  • Guided Care PBT INR 539 Cr (FY26) → delivered Q1 FY27 consolidated loss INR 46.9 Cr (= MISS)
Source

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

Read the document ↗

Religare Enterprises Ltd: key numbers

Share price
₹242.27
Market cap
₹8,352 Cr
Revenue (annual)
₹8,459 Cr
Net profit (annual)
₹85.96 Cr
P/E (TTM)
360.0×Sector 22.0×
Promoter holding
30.56%+0.29% QoQ
FII holding
9.64%Current quarter

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

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Annual General Meeting

Religare Enterprises Annual General Meeting

Religare Enterprises Limited held its 42nd Annual General Meeting on September 24, 2026, where members adopted financial statements and approved the re-designation of Mr. Arjun Lamba.

18:18 IST NSE
Debt & Borrowing

Religare Enterprises Debt & Borrowing: ₹100 Cr

Religare Enterprises' subsidiary, Care Health Insurance Limited, has allotted non-convertible debentures aggregating to ₹100 Crore. These securities will be listed on the NSE.

Value
₹100.0 Cr
15:08 IST BSE
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Religare Enterprises Other Announcement

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