IRDAI Open To Extending Feedback Period On Distribution Reforms Consultation Paper ( PB Fintech )

 22 Oct 2026 10:27 AM

IRDAI Open To Extending Feedback Period On Distribution Reforms Consultation Paper ( PB Fintech )

IRDAI Plans To Start Distribution Reforms As Soon As January, Considering Effective Dates Of January 1 And April 1.

 09 Oct 2026 08:36 AM

IRDAI Plans To Start Distribution Reforms As Soon As January, Considering Effective Dates Of January 1 And April 1.

PB Fintech: Nomura on PB Fintech Neutral, Target Price ₹1,100, cut from ₹1,590; FY28/29F net profit estimates cut 72%/51% by assuming POSP business exit, revising take rates for proposed commission caps and cutting FY28F/29F expenses 40%/48%; FY26–50F DCF revenue CAGR lowered to 13.2% from 15.1%.

 08 Oct 2026 08:53 AM

PB Fintech: Nomura on PB Fintech Neutral, Target Price ₹1,100, cut from ₹1,590; FY28/29F net profit estimates cut 72%/51% by assuming POSP business exit, revising take rates for proposed commission caps and cutting FY28F/29F expenses 40%/48%; FY26–50F DCF revenue CAGR lowered to 13.2% from 15.1%.

Insurance Brokers Face Margin Pressure As Higher Costs And Lower Payouts May Trigger Consolidation - Newspaper ( PB Fintech )

 07 Oct 2026 09:14 AM

Insurance Brokers Face Margin Pressure As Higher Costs And Lower Payouts May Trigger Consolidation - Newspaper ( PB Fintech )

PB Fintech: Bernstein on PB Fintech Maintains Outperform, Target Price cut to ₹1,085 from ₹2,310; harsher-than-expected commission-cut proposal weighs on forecasts, with lower general-insurance take rates unable to cover current costs; company may scale back general insurance or seek alternative value-capture models in health, while POSP business is expected to scale down; mitigation strategies remain difficult to quantify, and the next 18 months could see a wide range of outcomes despite long-term growth/value-creation potential beyond FY28.

 30 Sep 2026 09:04 AM

PB Fintech: Bernstein on PB Fintech Maintains Outperform, Target Price cut to ₹1,085 from ₹2,310; harsher-than-expected commission-cut proposal weighs on forecasts, with lower general-insurance take rates unable to cover current costs; company may scale back general insurance or seek alternative value-capture models in health, while POSP business is expected to scale down; mitigation strategies remain difficult to quantify, and the next 18 months could see a wide range of outcomes despite long-term growth/value-creation potential beyond FY28.

Insurance Brokers Oppose Irdai’s Proposed Expense Cuts, Warn Of Job Losses And Weaker Insurance Reach - Newspaper ( PB Fintech )

 30 Sep 2026 09:07 AM

Insurance Brokers Oppose Irdai’s Proposed Expense Cuts, Warn Of Job Losses And Weaker Insurance Reach - Newspaper ( PB Fintech )

PB Fintech: Bernstein on PB Fintech Maintains Outperform, Target Price ₹1,085; proposed caps could make PolicyBazaar’s PoSP and health businesses in their current form unviable, requiring either cost/growth reductions in health or capturing underwriting upside, potentially pushing the company toward becoming a health insurer; Bernstein notes this can be done in a capital-efficient manner.

 30 Sep 2026 09:08 AM

PB Fintech: Bernstein on PB Fintech Maintains Outperform, Target Price ₹1,085; proposed caps could make PolicyBazaar’s PoSP and health businesses in their current form unviable, requiring either cost/growth reductions in health or capturing underwriting upside, potentially pushing the company toward becoming a health insurer; Bernstein notes this can be done in a capital-efficient manner.

PB Fintech: Bernstein on PB Fintech Outperform, Target Price ₹2,310, as the proposed framework could reduce insurance take rates by 40%, potentially cutting FY28E consolidated revenue 36%, while trail-based term plans could defer cash flows and create working-capital pressure; Paisabazaar cushions the impact, with management able to rationalise growth costs, potentially reducing FY28E PAT by 34% to ₹11bn vs ₹12.5bn FY27E, before recovery to ₹20bn by FY30E.

 28 Sep 2026 09:00 AM

PB Fintech: Bernstein on PB Fintech Outperform, Target Price ₹2,310, as the proposed framework could reduce insurance take rates by 40%, potentially cutting FY28E consolidated revenue 36%, while trail-based term plans could defer cash flows and create working-capital pressure; Paisabazaar cushions the impact, with management able to rationalise growth costs, potentially reducing FY28E PAT by 34% to ₹11bn vs ₹12.5bn FY27E, before recovery to ₹20bn by FY30E.

PB Fintech: HSBC on PB Fintech downgrades to Hold with Target Price of ₹1,150 from ₹2,100 as proposed insurance distribution reforms and commission caps could materially impact earnings, leading to FY28/29 EPS cuts of 56%/17%; regulatory clarity remains a key catalyst.

 25 Sep 2026 08:52 AM

PB Fintech: HSBC on PB Fintech downgrades to Hold with Target Price of ₹1,150 from ₹2,100 as proposed insurance distribution reforms and commission caps could materially impact earnings, leading to FY28/29 EPS cuts of 56%/17%; regulatory clarity remains a key catalyst.

PB Fintech: Jefferies on PB Fintech maintains Buy with Target Price of ₹1,540 from ₹2,050 as proposed commission cuts could pressure earnings, though cost optimisation can partially offset the impact and the consultation paper may undergo changes.

 25 Sep 2026 08:53 AM

PB Fintech: Jefferies on PB Fintech maintains Buy with Target Price of ₹1,540 from ₹2,050 as proposed commission cuts could pressure earnings, though cost optimisation can partially offset the impact and the consultation paper may undergo changes.

PB Fintech: BofA on PB Fintech maintains Neutral with Target Price of ₹1,410 from ₹1,970 as Policybazaar can gain market share, while health insurance manufacturing and hospital investments may influence valuations.

 25 Sep 2026 08:54 AM

PB Fintech: BofA on PB Fintech maintains Neutral with Target Price of ₹1,410 from ₹1,970 as Policybazaar can gain market share, while health insurance manufacturing and hospital investments may influence valuations.

PB Fintech: Confirms Yashish Dahiya Is Still Chairman Despite Resignation Rumors.

 17 Sep 2026 04:36 PM

PB Fintech: Confirms Yashish Dahiya Is Still Chairman Despite Resignation Rumors.

PB Fintech: Co CEO Outrightly Denys Rumour Of Him Quiting As CEO - Interview

 17 Sep 2026 09:42 AM

PB Fintech: Co CEO Outrightly Denys Rumour Of Him Quiting As CEO - Interview

PB Fintech: Approves Buying Remaining 20% Of Myloancare To Make It Fully Owned; OKs ₹10 Crore Investment In PB Wheels And ₹1 Crore In PB Financial Account Aggregator.

 17 Sep 2026 07:22 AM

PB Fintech: Approves Buying Remaining 20% Of Myloancare To Make It Fully Owned; OKs ₹10 Crore Investment In PB Wheels And ₹1 Crore In PB Financial Account Aggregator.

Pb Fintech: Company Will Meet Analysts And Investors On September 24 At 9 AM

 16 Sep 2026 09:02 PM

Pb Fintech: Company Will Meet Analysts And Investors On September 24 At 9 AM

IRDAIConsultation Paper On Commission & Distribution Expected Soon (PB Fintech) - CNBCTV18

 16 Sep 2026 12:34 PM

IRDAIConsultation Paper On Commission & Distribution Expected Soon (PB Fintech) - CNBCTV18

PB Fintech : Allocates 57,885 Shares Under ESOP 2021, Paid-Up Capital Increases To ₹92.55 Crore

 09 Sep 2026 10:22 PM

PB Fintech : Allocates 57,885 Shares Under ESOP 2021, Paid-Up Capital Increases To ₹92.55 Crore

Pb Fintech: To Meet Investors And Analysts On September 14 At 4 PM

 09 Sep 2026 05:48 PM

Pb Fintech: To Meet Investors And Analysts On September 14 At 4 PM

PB Fintech: Co Said To Enter In Payment Aggregator Business After RBI Approval - CNBCTV18

 07 Sep 2026 12:12 PM

PB Fintech: Co Said To Enter In Payment Aggregator Business After RBI Approval - CNBCTV18

PB Fin: Bernstein on PB Fin Outperform with Target Price of ₹2,310 as strong execution drove 40% revenue growth, 92% profit growth, robust insurance momentum, expanding EBITDA margins, though regulatory concerns persist.

 06 Aug 2026 09:06 AM

PB Fin: Bernstein on PB Fin Outperform with Target Price of ₹2,310 as strong execution drove 40% revenue growth, 92% profit growth, robust insurance momentum, expanding EBITDA margins, though regulatory concerns persist.