Medi Assist Healthcare Services Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Medi Assist's Q1 FY'26 saw total income hit Rs. 198 Cr (+14.5% YoY) and operating EBITDA Rs. 42 Cr (+19.3% YoY), at a 22% margin. Profit after tax was Rs. 22.6 Cr. Premium Under Management grew 18.5% to Rs. 7,076 Cr, with group segment strong at +20.4%. Retail was flat, but private/SAHI portion surged 89%. AI-led fraud savings jumped 3x to Rs. 160 Cr. The Paramount acquisition completed July 1st, consolidating from Q2. Strategic partnership with Star Health for MAtrix platform deployment highlights tech focus. Management is confident in efficiency gains and targeting 23-24% TPA margins, despite short-term integration impacts.