Religare Enterprises Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Religare Enterprises (REL) reported Q4 FY26 consolidated income of INR 2,473 Cr; FY26 PAT was INR 73.16 Cr. Care Health Insurance led with 24% GWP growth to INR 11,417 Cr and INR 539 Cr PBT, aiming for a 100% combined ratio within two years. Religare Finvest is debt-free with INR 591 Cr cash and INR 139 Cr PAT, preparing for multi-product expansion. Religare Broking saw Q4 PBT jump 79% driven by tech focus. Housing Finance targets profitability in 12-18 months.

New leadership and substantial capital injection are fueling REL's rebuilding. Promoters increased their stake, acknowledging demerger structure concerns for future evaluation. The sentiment is optimistic for strategic growth.