PB Fintech Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

PB Fintech reported robust Q4 & FY26 results. Full-year insurance premium grew 42% to ₹29,934 Cr, with Q4 up 46%. New protection premium jumped 67% in Q4, driven by health and term. PAT was ₹670 Cr. Renewal revenues surged 63% in Q4 (ARR). Paisabazaar achieved positive EBITDA, expecting significant operating leverage ahead. Management prioritizes fresh customer growth and excellence, with AI enhancing productivity. They expressed confidence in business economics amid regulatory speculation. PB Health is expanding its hospital network. The UAE business demonstrated remarkable resilience. Capital allocation discussions include potential buybacks/dividends. Management's strategic view remains focused on growth and quality across segments.