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Earnings Call

Star Health and Allied Insurance Company Earnings Call: Key Takeaways

Star Health delivered FY26 GWP of ₹20,369 Cr (16% YoY growth) with an improved Combined Ratio of 98.8%. Strategy focuses on retail indemnity expertise and digital-first operations.

Why this was an Alfa AlertNot a filter event. Financials are in line with general growth trends; no 10%+ beat over explicit prior management guidance cited.
Highlights
Revenue growth16% YoY GWP growth in FY26.
MarginsCombined Ratio improved to 98.8% from 101.1% YoY.
Demand visibilityStrong, 93% of fresh NOPs are new to insurance.
Management confidenceHigh, emphasizing digital adoption and retail dominance.

Growth

FY26 PAT rose 16% YoY to ₹911 Cr. Normalised PAT grew 45% YoY to ₹1,222 Cr. Retail fresh GWP surged 37%.

Outlook

Focus on 15%+ GWP growth, improving ROE (10.0% FY26), and leveraging 8.3 lakh agents and 924 branches.

Risks

Investment yield dropped to 5.8% (vs 7.6% FY25). Q4FY26 saw a net loss of ₹55 Cr due to MTM investment losses.

Last quarter's promises, checked

Delivered

  • Guided for strategic recalibration → Underwriting profit turned positive at ₹206 Cr (= BEAT)
  • Targeted ₹20,000 Cr GWP milestone → Delivered ₹20,369 Cr (= BEAT)
  • Guided for loss ratio improvement → Retail loss ratio improved from 69.2% to 65.2% in Q4 (= BEAT)

Partly delivered

  • Guided for 15% NEP growth → Management admits NEP growth currently lags GWP due to long-term policy accounting (= PARTIAL)

Missed

  • Guided for sustained profitability → Reported Q4 net loss of ₹55 Cr due to MTM losses (= MISS)
Source

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

Read the document ↗

Star Health and Allied Insurance Company Ltd: key numbers

Share price
₹558.15
Market cap
₹32,801 Cr
Revenue (annual)
₹17,825 Cr
Net profit (annual)
₹557.0 Cr
P/E (TTM)
38.9×Sector 22.0×
Promoter holding
58.01%+0.03% QoQ
FII holding
16.04%Current quarter

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

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