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SBI Life Insurance Company Ltd.

SBILIFEFinancial Services filings

Earnings calls

17 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (1 of 17 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202205052022-03-31yes
TRANSCRIPT202208032022-06-30yes
TRANSCRIPT202211012022-09-30yes
TRANSCRIPT202301272022-12-31yes
TRANSCRIPT202305032023-03-31yes
TRANSCRIPT202402012023-03-31yes
TRANSCRIPT202405032023-03-31yes
TRANSCRIPT202310312023-09-30yes
TRANSCRIPT202407312024-03-31yes
TRANSCRIPT202410302024-03-31yes
TRANSCRIPT202501242024-03-31yes
TRANSCRIPT202505022025-03-31yes
TRANSCRIPT202507312025-06-30yes
TRANSCRIPT202510312025-09-30yes
TRANSCRIPT202602032025-12-31yes
TRANSCRIPT202604282026-03-31yes
TRANSCRIPT202607302026-06-30yes

Model workbook

Download SBILIFE_model_v2.xlsx — every figure in it names the filing, the reporting context and the period it was read from.

Commentary — cross-call tabulation

QuarterThemeManagement sentencesAnalyst sentencesManagement share
Q1FY23AI and technology420.01
Q1FY23Capex and capacity200.01
Q1FY23Capital allocation000.00
Q1FY23Competition210.01
Q1FY23Credit quality100.00
Q1FY23Currency and macro300.01
Q1FY23Demand and volumes830.03
Q1FY23Deposits and liquidity000.00
Q1FY23Distribution and persistency1060.03
Q1FY23Margins and costs1260.04
Q1FY23People and attrition000.00
Q1FY23Pricing and realisation960.03
Q1FY23Raw materials and input costs000.00
Q1FY23Regulation and policy630.02
Q1FY26AI and technology200.01
Q1FY26Capex and capacity450.02
Q1FY26Capital allocation000.00
Q1FY26Competition000.00
Q1FY26Credit quality110.00
Q1FY26Currency and macro000.00
Q1FY26Demand and volumes100.00
Q1FY26Deposits and liquidity100.00
Q1FY26Distribution and persistency27290.13
Q1FY26Margins and costs21100.10
Q1FY26People and attrition000.00
Q1FY26Pricing and realisation17110.08
Q1FY26Raw materials and input costs000.00
Q1FY26Regulation and policy420.02
Q1FY27AI and technology100.01
Q1FY27Capex and capacity200.01
Q1FY27Capital allocation020.00
Q1FY27Competition000.00
Q1FY27Credit quality100.01
Q1FY27Currency and macro000.00
Q1FY27Demand and volumes100.01
Q1FY27Deposits and liquidity000.00
Q1FY27Distribution and persistency1520.09
Q1FY27Margins and costs1450.08
Q1FY27People and attrition000.00
Q1FY27Pricing and realisation1070.06
Q1FY27Raw materials and input costs000.00
Q1FY27Regulation and policy950.05
Q2FY23AI and technology520.03
Q2FY23Capex and capacity170.01
Q2FY23Capital allocation010.00
Q2FY23Competition110.01
Q2FY23Credit quality100.01
Q2FY23Currency and macro220.01
Q2FY23Demand and volumes730.04
Q2FY23Deposits and liquidity310.02
Q2FY23Distribution and persistency2110.01
Q2FY23Margins and costs8210.05
Q2FY23People and attrition210.01
Q2FY23Pricing and realisation3100.02
Q2FY23Raw materials and input costs000.00
Q2FY23Regulation and policy210.01
Q2FY24AI and technology300.01
Q2FY24Capex and capacity1160.05
Q2FY24Capital allocation000.00
Q2FY24Competition100.00
Q2FY24Credit quality100.00
Q2FY24Currency and macro110.00
Q2FY24Demand and volumes040.00
Q2FY24Deposits and liquidity000.00
Q2FY24Distribution and persistency34230.14
Q2FY24Margins and costs980.04
Q2FY24People and attrition000.00
Q2FY24Pricing and realisation17120.07
Q2FY24Raw materials and input costs000.00
Q2FY24Regulation and policy630.02
Q2FY26AI and technology100.01
Q2FY26Capex and capacity240.01
Q2FY26Capital allocation000.00
Q2FY26Competition000.00
Q2FY26Credit quality100.01
Q2FY26Currency and macro100.01
Q2FY26Demand and volumes000.00
Q2FY26Deposits and liquidity000.00
Q2FY26Distribution and persistency770.04
Q2FY26Margins and costs16130.09
Q2FY26People and attrition010.00
Q2FY26Pricing and realisation11100.06
Q2FY26Raw materials and input costs000.00
Q2FY26Regulation and policy14120.08
Q3FY23AI and technology000.00
Q3FY23Capex and capacity380.01
Q3FY23Capital allocation130.00
Q3FY23Competition010.00
Q3FY23Credit quality100.00
Q3FY23Currency and macro040.00
Q3FY23Demand and volumes1170.05
Q3FY23Deposits and liquidity160.00
Q3FY23Distribution and persistency13260.06
Q3FY23Margins and costs7320.03
Q3FY23People and attrition100.00
Q3FY23Pricing and realisation6130.03
Q3FY23Raw materials and input costs000.00
Q3FY23Regulation and policy530.02
Q3FY26AI and technology100.01
Q3FY26Capex and capacity510.03
Q3FY26Capital allocation310.02
Q3FY26Competition000.00
Q3FY26Credit quality100.01
Q3FY26Currency and macro010.00
Q3FY26Demand and volumes310.02
Q3FY26Deposits and liquidity110.01
Q3FY26Distribution and persistency11120.06
Q3FY26Margins and costs19140.10
Q3FY26People and attrition000.00
Q3FY26Pricing and realisation1760.09
Q3FY26Raw materials and input costs000.00
Q3FY26Regulation and policy13120.07
Q4FY22AI and technology000.00
Q4FY22Capex and capacity020.00
Q4FY22Capital allocation220.02
Q4FY22Competition000.00
Q4FY22Credit quality310.03
Q4FY22Currency and macro310.03
Q4FY22Demand and volumes240.02
Q4FY22Deposits and liquidity000.00

Guidance items

quartermetricdirectionsentencepage
Q4FY22otherMAINTAINEDJust see others like we always maintain our position that when you set our assumption, our assumption is set in line with that in long-term assumption should be9
Q4FY22othernanCredit life for the quarter we did almost 540 Crores and for the whole year we have done approximately 170013
Q4FY22othernanIf you see historically our operating ROEV in the range of 20% so we will continue to look into that and as we mentioned in the earlier call as well a different17
Q4FY22premium / VNBnanNo, it is a part of see what we said was that there are a lot of factors including a little bit of price change not directly contributed entirely by that and go17
Q4FY22marginnanSo going forward you expect because the reason that we are going to sell more and more non-par, par because there is a demand and we introduce new product we ar17
Q4FY22othernanWe have looked in our current financial tax position we also projected out this and based on that we do the modeling there are other elements because as I menti20
Q1FY23othernanIt offers a comprehensive range of annuity with an option of deferred annuity pay-out.3
Q1FY23othernanConsidering the adverse impact of COVID-19 in Q1, FY ’22, followed by a strong performance in subsequent quarters of FY ’22, we expect a steady growth in our pe3
Q1FY23premium / VNBMAINTAINEDWith our growth targets and product mix shift, we expect to maintain the healthy VNB growth rates.3
Q1FY23othernanI think going forward also there will be good traction for this.5
Q1FY23othernanAnd therefore I'm sure that there will be more non-par Platina being sold going forward.5
Q1FY23othernanI think it's a very prudent way of doing things going forward.6
Q1FY23othernanIn any case, I think one of the things that every insurance company will do going forward, and I think every company in the world is going to do is going to kee6
Q1FY23othernanAnd going forward, I think this will also grow slightly more, at least.7
Q1FY23othernanI mean, looking at the trends, I think that it should be around this level, say, 25% to 30%.8
Q1FY23othernanGoing forward, I don't know how much that will sustain because markets have not been very good.8
Q1FY23othernanI really cannot predict the pattern, but I suppose there will be some more growth in this product going forward.9
Q1FY23othernanSo these things will be determined by the demand, what the customer needs and what we can sustainably do going forward.10
Q1FY23othernanSo till there is visibility, let's say, in the next year, two years or whatever, at any given point of time, the kind of visibility that we have, we would be c10
Q1FY23othernanSir, what we are saying, Adarsh, is for the future outlook, for Year 3 onwards, whatever are the expected premium inflows, majority of the inflows are hedged.11
Q1FY23marginnanAnd margin is one of those factors -- so margin, I will not be stuck on a particular number for the margin because going forward, if I sell more of some of the 11
Q1FY23othernanBut then the value that I deliver will continue to grow because we are looking at good growth going forward, upwards of 25% growth in premiums.11
Q1FY23othernanSo going forward also, we’ll keep a look at the interest rate movement.12
Q1FY23othernanI think ULIP should be somewhere around 55% around.13
Q1FY23othernanSo I don't think we'll continue to SBI Life Insurance Company Limited July 28, 2022 Page 13 of 13 grow at 87% of something in some of the things, but our target13
Q1FY23othernanSo 25% is what we will aim to have.13
Q1FY23othernanThat is what we are targeting, yes.14
Q1FY23othernanFor the full year.14
Q1FY23othernanAnd going forward in this year, if we have a COVID free year, and if there are no other disruptions, which I essentially hope there won't be, I think we'll be a14
Q2FY23othernanYou will also recollect that I just shared about a new product that we have launched Retire Smart Plus and that’s also ULIP linked product and that is also expe7
Q2FY23othernanYes, so see outlook on interest rates it’s a, basically a thing that we keep calibrating.11
Q2FY23othernanNo, sorry I was talk about SBI employees, typically there should be one per branch at least that is the minimum that we need.13
Q2FY23othernanSo, that pent up demand spilled over into part of it, of course everything doesn’t get fulfilled because people forget, people don’t buy, people don’t fulfill, 15
Q2FY23othernanSo, going forward every quarter three and quarter four has been stronger than quarter two, always in the past for SBI Life.15
Q2FY23othernanSo, thank you very much once again, wish you all a very Happy Diwali and hope that going forward we all keep ourselves insured and safe.23
Q3FY23othernanGoing forward, I think non-par guaranteed will continue to see a good traction.8
Q3FY23othernanBut going forward, we would track the number of people that we cover the NOPs, plus the average ticket sizes, which are increasing and plus the number of branch11
Q3FY23othernanSo, we have given you color about the products that we are expecting to sell and all that.13
Q3FY23othernanSo really speaking, whatever we see in the agency, we'll probably see the growth coming -- heavier growth coming forward -- going forward.13
Q3FY23othernanBut then having said that, we will have to take a view looking at our business model, which is right now and then to see whether we want to have a totally diffe21
Q4FY23othernanThe growth outlook, if you ask me, we expect, what we were expecting last year.6
Q4FY23othernanAnd therefore, there were some, some of the things that did not sell as much as the others, the focus definitely is around what is happening around people's min8
Q4FY23othernanBut we feel that going forward protection being one of the areas which we feel is a very good product for the customer.8
Q4FY23othernanSo, therefore, protection focus will be there going forward.8
Q4FY23othernanSo, we expect margins to be around these levels.10
Q4FY23othernanAnd based on that, we feel that going forward, we will be able to achieve this 20%-25% that we are looking for.16
Q4FY23othernanSo one of the things that I always say is that the whole idea of doing business is that it should be beneficial to the customer and all the stakeholders.18
Q4FY23othernanOther banks are a smaller base, but they are likely to grow very well because the customers definitely need all the products that we have.18
Q2FY24revenue growthnanGoing forward, though we welcome the increase in number in the ULIP sales but we are also working internally to increase the share of non-par and protection pla8
Q2FY24othernanAnd the way SBI channel has been poised to do now, we expect that not only as MD said about the product mix, but also the growth will be in tandem as we have gu9
Q2FY24othernanAnd we will continue to monitor that and continue more penetration will be there for our Tier 2, Tier 3 cities going forward as far our agency is concerned.9
Q2FY24othernanSo, we will respond to the situation as the things pan out going forward.11
Q2FY24othernanAnd we expect that they will do better in this next six months because the composition, which we are expecting from them is better non-ULIP as compared to14
Q2FY24othernanSo, this will take up the commission ratio further going forward.15
Q2FY24othernanAnd we expect that we will achieve whatever targets we have fixed for ourselves in the FY '24 in the individual protection.15
Q2FY24othernanAnd parallelly, what we are also focusing for agency channel is that the branch activation and the branches of SBI Life should be there across regions so that t15
Q2FY24othernanAt this moment, they're growing at 20% plus on YTD, H1'24, but it will definitely grow for the bigger numbers in the going forward.15
Q2FY24marginnanAs far as margin projections are concerned, we stand by the guidance that we had provided about it being in the range of 28% to 30% and we continue to stand by 16
nanothernanJhingran already explained that the focus remains strongly both on agency and banca channel and we don't see any meaningful difference in the expected growth ra9
nanothernanBut overall, our growth trend in agency is as per our earlier guidance.10
nanothernanSo, it will be difficult to comment earlier, further too for longer perspective, but currently three to six months, this is the target we are looking into.13
nanmarginnanAnd we stick to our guidance of, say, around 28% of VoNB margin in the coming this quarter also.18
nanothernanSo next year, we are growing at around 15%, and next year is still a quarter away.18
nanothernanAnd in addition to that, the regulators vision, the government's target for increasing insurance penetration, I don't see a very perceptible or meaningful negat19
nanpremium / VNBnanJhingran said, it will be in the range the APE basis is around 18%.20
nanothernanSo overall, we expect that next FY'25 will be a similar kind of growth for20
nanothernanSo that, particularly, we expect good numbers in the current quarter.21
nanothernanSo, this is our focus area for the company on this particular FY'24 and going forward also into FY'25.23
nanothernanLet me give you some key highlights for the financial year 2024.3
nanmarginnanAnd we expect this is going to further enhance our margin on that level.7
nanothernanGoing forward, while we continue to offer all kind of products to all segments of customers, and it all depends on the customer's choice.8
nanvolumenanSo in terms of volume growth, we expect annuity to be a long-term growth story in India.9
nanothernanHaving said that, we also say that we don't play the commission game to increase the top line and we will going forward also stick to that.9
nanothernanAnd we expect that we will try to improve upon those numbers, but GTI as you know this is based on some specific transactions.11
nanothernanAs Abhijit said, we have already launched two products during this quarter and we expect that the individual protection will grow in a better proposition than t11
nanothernanSo next year also, we will have some parameter-based numbers.14
nanothernanBut we expect that this will correct in the coming years because as already mentioned, we are focusing on the product mix, which will go towards non-ULIP, so th15
nanothernanThis year, it is with you, next year might be gone to other thing and particularly as a company we try to acquire or renew the business from a profitable type o17
nanothernanIn addition to that with these new protection products also, on individual basis as well as on the group term basis, we will be targeting the education loan cus8
nanothernanSo, we stand by the guidance that we gave during the end of the last financial year results.10
nanrevenue growthnanOur top line growth will be in higher teens to 20% and regarding the margin also, we will be in the same range of plus/ minus 28% kind of.10
nanothernanSo, we expect that annuity will also pick up overall for the financial year in the next few quarters.10
nanotherLOWEREDAlthough it is in the lower double digit, but the growth is back and second and 3rd Quarter usually are stronger for Banca and we expect that we will be back on11
nanothernanAnd we will try to enhance our penetration more on these regions to take the target which we have planned for the11
nanothernanSo, net it is there is what we expect is the bank partners which have shown subdued growth will come back in Quarter 2, Quarter 3, Quarter 4 and we will continu13
nanothernanSo as and when the composite licensing is introduced, the parent will take a call depending on the market condition and we will be guided by the parent bank in 14
nanothernanSo going forward we will continue to focus on the agency channel.14
nanothernanAnd we expect that the more and more offering we’ll have in the rider side, it will give opportunity to customer to fulfill their need and hence there will be a15
nanothernanThe digital product that we are going to offer on the Yono channel, we have very high hopes because it is a much- simplified product with a lesser premium and w15
nanrevenue growthnanWe are very sure, very sanguine that the kind of 18%-20% growth guidance that we are giving we will be able to stick to that.15
nanothernanSo, we expect that the credit life will grow better than what we have seen in the first quarter.16
nanothernanSecond as far as the GTI businesses are concerned, it is a business which is getting negotiated during the course of the year and we expect that some transactio16
nanothernanIf it is a positive VoNB definitely we will be going forward for the larger deals in the coming quarter.16
nanothernanSo overall we expect that the group from the credit life as well as from the group annuity will go up in the coming quarters.16
nanothernanBut our rates are quite competitive and we expect that this will bounce back in the coming quarters to come.16
nanothernanFurther as we continue to innovate and customize our offerings to meet evolving needs and demands, we anticipate growth in the upcoming period.5
nanothernanIn the recent past, we have launched two new products in the protection segment which offer higher margins and one of these products is a protection product for9
nanmarginnanSo, going forward we expect that the protection numbers will be better, and they will affect us, they will positively affect our margin also.9
nanothernanOkay, so since you talked about the protection guidance we gave it last time, unfortunately the products that I referred to in the last call were a bit delayed 11
nanothernanSo, that is what is making us give the guidance of higher protection percentage in the third quarter of the year.11
nanothernanMaybe next quarter we can talk about the numbers and everything13
nanothernanWhat I am saying is that, going forward the growth from this channel will be in addition to whatever is being sold from the branches and the CIS.14
nanothernanBut we are investing in that channel and we expect good numbers going forward.14
nanmarginMAINTAINEDThere is always an upside on the side and that we long term guidance we are always saying that our aim is to maintain the margin of 28%.15
nanpremium / VNBnanSo, if APE growth is happening around 15% to 16%, you are expecting 15% to 17% target, I think VNB growth will be in range of 12% to 15% kind of things.15
nanothernanI already explained that we are trying to develop this digital channel where the SBI customer is able to initiate the insurance purchase journey on the YONO pla15
nanothernanSo, it will be a kind of a digital channel within the SBI channel, which we expect that both will flourish and we expect that the growth is, today it is a 7% gr16
nanothernanSo, we expect similar kinds of numbers in this year also.16
nanothernanSo, on the agency, I think MD already mentioned that we have grown at 33% in first half, and we expect similar kind of growth, 30% kind of growth for the second17
nanothernanOn the annuity side, you know we had had some small degrowth in the current quarter, but I think there will be we don’t expect that to be the guidance for full 18
nanothernanSo, as Abhijit said, our non-PAR protection and PAR will continue to be part of 40 and 60 will be in the18
nanothernanSo, this data analytics will help in identifying the customers in more precise way in the future and our CIF and our branch managers will be in a better positio21
nanothernanSo, going forward, I will stick that the ability to grow at 15% remains intact.21
nanothernanYONO as a channel also the business is attributed to the branch to which the customer belongs to and as far as the target is concerned bank employee or a bank m21
nanotherMAINTAINEDAnd that is what will maintain going forward also.22
nanothernanBut this year we are targeting in a different manner because a lot of products have been launched and we want to capitalize particularly on protection and non-P22
nanothernanWe plan to change that cycle for SBI Life, and we are optimistic that this will help in this year to see that result going forward.22
nanmarginnanAnd we internally are also expecting that margin will be much more than what we are given guidance.22
nanothernanSo, the role of CIFs in the branch staff will continue to maybe explain the products and guide the customer to initiate the journey on the YONO platform also.23
nanotherLOWEREDSo, credit life is flattish with the penetration levels in the bank are slightly lower than what we were expecting but we expect the penetration levels to come 24
nanothernanSo, we expect 9%-10% kind of growth in credit life for the full year.24
nanotherLOWEREDSo, there the underwriting process for the higher ticket size will be lower and we expect that the same will help in improving the coverage ratio.24
nanothernanI told you this product was just launched towards the end of the quarter, September, so the numbers are negligible, but we expect this product to catch up and p25
nanothernanWe expect this product will have a financial different segment.25
nanotherLOWEREDWe expect this will be more attractive and it will help us to not only increase our protection share but also fulfill the underinsured population because a lot 25
nanothernanAnd the VONB will be in the range of around the current rate, which is going at around single digit or will be around 10%.13
nanothernanAnd which we expect that will continue for the fourth quarter.14
nanothernanSo, we have been investing a lot as far as agency is concerned, and we expect that it will continue to give us not only the growth but also the higher activity.14
nanothernanBut if we are comfortable that it will be in the range of 60-40 in this year.15
nanothernanBut we expect that this overall protection will continue to be good for us in the next 2 to 3 years.15
nanothernanAnd we expect that pure protection will definitely grow.15
nanmarginnanIt will help us to enhance the margin going forward.16
nanmarginMAINTAINEDSo, over the period with a longer-term basis, you see the margin that we mentioned that it will remain in a range of 26% to 29% with objective to maintain minim16
nanpremium / VNBnanSo as we have already mentioned previously, Sanketh, the individual APE will be in this range of 14% and total APE will be in this range around 10% to 11%.17
nanothernanNo, I'll give you. 17% growth should be there sequentially.20
Q4FY25othernanTalking of overall growth, we delivered on individual IRP basis, 12% growth and going forward, we expect that we will continue to grow at around 13% to 14%, whi7
Q4FY25othernanGoing forward, what we are looking for is a 65%-35%kind of product mix.9
Q4FY25marginnanSo, in our last analyst call, we had given a guidance of around 28% margin.11
Q4FY25marginMAINTAINEDSo barring spikes or dips from quarter-to- quarter, we expect to maintain the margin of around 27%-28% for the full year.11
Q4FY25marginnanBut broadly, I think MD has guided what is the broad margin.11
Q4FY25othernanAnd 65%-35% kind of product mix broadly is also target for agency.11
Q4FY25premium / VNBnanCredit Life APE is around INR250 crores for the financial year FY '25.12
Q4FY25premium / VNBnanSee, the first one is about the growth that is related to individual APE and that we are expected to grow between around 14%.12
Q4FY25othernanAnd we don't see much dent on this going forward.15
Q4FY25othernanSee, as far as agency growth is concerned, we are very, very clear about the trajectory which we are focusing for SBI Life as far as our next 2 to 3 years are c16
Q4FY25othernanAnd as far as the expense allocation methodology, which we have changed, this is basically we do once in 3 years to 5 years as far as our expense methodology as18
Q1FY26othernanSo now these branches, which we opened last year and this year also, we are opening, along with these new additional agents, we are sure that going forward, we 9
Q1FY26othernanBut going forward, we are sure that our numbers will also come back along with the product mix that we are getting in this quarter.9
Q1FY26othernanAnd I'm sure that in the remaining 3 quarters, we will be able to align the banca product mix also as per our expectation and as per our guidance set for the ye11
Q1FY26otherMAINTAINEDI mean our guidance and our monitoring of our field forces, our frontline managers, everybody is aligned, and we are sure that we will be able to maintain this 11

Claims reconciled to filings

QuarterMetricClaimedKindAnchorAnchor valueVerdictSource
Q4FY22profit after tax15.1 billionmoneynannanNOT_YET_FILED_IN_POCDate_20220505_SBI Life Insuran p3
Q4FY22profit after tax15.1 billionmoneynannanNOT_YET_FILED_IN_POCDate_20220505_SBI Life Insuran p5
Q4FY22operating profit / EBITDA68.9 billionmoneynannanNOT_YET_FILED_IN_POCDate_20220505_SBI Life Insuran p5
Q1FY23profit after tax2.6 billionmoneynannanNOT_YET_FILED_IN_POCDate_20220803_SBI Life Insuran p3
Q1FY23profit after tax2.6 billionmoneynannanNOT_YET_FILED_IN_POCDate_20220803_SBI Life Insuran p5
Q2FY23profit after tax6.4 billionmoneynannanNOT_YET_FILED_IN_POCDate_20221101_SBI Life Insuran p3
Q2FY23profit after tax6.4 billionmoneynannanNOT_YET_FILED_IN_POCDate_20221101_SBI Life Insuran p5
Q3FY23profit after tax9.4 billionmoneynannanNOT_YET_FILED_IN_POCDate_20230127_SBI Life Insuran p3
Q3FY23profit after tax9.4 billionmoneynannanNOT_YET_FILED_IN_POCDate_20230127_SBI Life Insuran p5
Q2FY24profit after tax7.6 billionmoneynannanNOT_YET_FILED_IN_POCDate_20231031_SBI Life Insuran p3
Q2FY24profit after tax7.6 billionmoneynannanNOT_YET_FILED_IN_POCDate_20231031_SBI Life Insuran p5
Q2FY24operating profit / EBITDA44.4 billionmoneynannanNOT_YET_FILED_IN_POCDate_20231031_SBI Life Insuran p5
nanprofit after tax10.8 billionmoneynannanNO_QUARTER_IN_FILENAMEDate_20240201_SBI Life Insuran p3
nanprofit after tax10.8 billionmoneynannanNO_QUARTER_IN_FILENAMEDate_20240201_SBI Life Insuran p5
nanprofit after tax18.9 billionmoneynannanNO_QUARTER_IN_FILENAMEDate_20240503_SBI Life Insuran p3
nanprofit after tax18.9 billionmoneynannanNO_QUARTER_IN_FILENAMEDate_20240503_SBI Life Insuran p6
nanoperating profit / EBITDA100.5 billionmoneynannanNO_QUARTER_IN_FILENAMEDate_20240503_SBI Life Insuran p6
Q1FY25revenue growth20 %rationannanNOT_YET_FILED_IN_POCDate_20240731_SBI Life Insuran p10
Q3FY25profit after tax16 billionmoneynannanNOT_YET_FILED_IN_POCDate_20250124_SBI Life Insuran p4
Q3FY25profit after tax16 billionmoneynannanNOT_YET_FILED_IN_POCDate_20250124_SBI Life Insuran p6
Q4FY25profit after tax24.13 billionmoneyPROFIT_AFTER_TAX8,135,064,000.00DIVERGESDate_20250502_SBI Life Insuran p4
Q4FY25profit after tax24.1 billionmoneyPROFIT_AFTER_TAX8,135,064,000.00DIVERGESDate_20250502_SBI Life Insuran p6
Q4FY25operating profit / EBITDA117.8 billionmoneynannanNO_ANCHORDate_20250502_SBI Life Insuran p6
Q1FY26profit after tax5.94 billionmoneyPROFIT_AFTER_TAX5,943,716,000.00AGREESDate_20250731_SBI Life Insuran p7
Q2FY26profit after tax10.89 billionmoneyPROFIT_AFTER_TAX4,945,908,000.00DIFFERENT_BASIS_LIKELYDate_20251031_SBI Life Insuran p4
Q2FY26profit after tax10.89 billionmoneyPROFIT_AFTER_TAX4,945,908,000.00DIFFERENT_BASIS_LIKELYDate_20251031_SBI Life Insuran p6
Q3FY26profit after tax16.7 billionmoneyPROFIT_AFTER_TAX5,767,419,000.00DIVERGESDate_20260203_SBI Life Insuran p6
Q4FY26profit after tax24.7 billionmoneyPROFIT_AFTER_TAX8,046,397,000.00DIVERGESDate_20260428_SBI Life Insuran p4
Q4FY26profit after tax24.7 billionmoneyPROFIT_AFTER_TAX8,046,397,000.00DIVERGESDate_20260428_SBI Life Insuran p6
Q4FY26profit after tax31.2 billionmoneyPROFIT_AFTER_TAX8,046,397,000.00ADJUSTED_MEASURE_NOT_STATUTORYDate_20260428_SBI Life Insuran p6
Q4FY26operating profit / EBITDA138.6 billionmoneynannanNO_ANCHORDate_20260428_SBI Life Insuran p6
Q1FY27profit after tax7.2 billionmoneyPROFIT_AFTER_TAX7,249,331,000.00AGREESDate_20260730_SBI Life Insuran p4
Q1FY27profit after tax7.2 billionmoneyPROFIT_AFTER_TAX7,249,331,000.00AGREESDate_20260730_SBI Life Insuran p5

SBILIFE

files the life-insurance revenue and shareholders’ accounts. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisioninsurance life
Scope servedstandalone
Panels on this page5

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close1,755.00
52-week range1654.1 – 2109.6
Return 1M0.0%
Return 3M0.58%
Return 1Y-3.42%
Return 3Y35.61%
Return 5Y43.61%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Net premium1,347.00
Income from investments1,071.00
Income from investments, net25,977.00
Commission, net930.00
Operating expenses related to insurance business1,635.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.55-0.00
institutions foreign0.21-0.01
institutions domestic0.200.01
mutual funds0.160.01
public0.450.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3017

Financial statements

Filed results, standalone, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Cash flow, as filed

Line2025-03-312025-09-302026-03-31
Net cash from operating activities25,547.0014,578.0034,523.00
Net cash from investing activities-21,789.00-15,700.00-35,318.00
Net cash from financing activities-215.0040.00-179.00
Purchase of property, plant and equipment106.0093.00185.00
Net increase in cash3,543.00-1,082.00-974.00
con:CFO.BEFORE_TAX26,543.0015,021.0035,542.00
con:INTEREST_RECEIVED.OPERATING0.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.00
con:TAX_PAID.OPERATING996.00443.001,020.00
con:CF_OTHER.OPERATING0.000.000.00
con:INVESTMENTS_PURCHASED236,311.00143,649.00291,854.00
con:INVESTMENTS_SOLD197,553.00121,564.00244,163.00
con:PPE_DISPOSALS0.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.00

Revenue account (policyholders), as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Net premium6,559.001,244.001,859.002,196.007,528.001,347.00
Income from investments4,468.001,161.001,194.001,243.004,695.001,071.00
Income from investments, net31,714.0021,525.00-2,055.0015,531.0011,062.0025,977.00
Commission, net3,739.00786.001,240.001,610.004,496.00930.00
Operating expenses related to insurance business4,491.001,129.001,519.001,909.006,225.001,635.00

Profit and loss account (shareholders), as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Income in the shareholders' account1,116.00293.00322.00356.001,297.00282.00
Shareholders' other income1.00————0.00
Transfer from the policyholders' account2,740.00322.00206.00269.003,160.00458.00
con:EXTRAORDINARY_ITEMS0.000.000.000.000.000.00
Profit carried to the balance sheet15,631.0016,225.0016,720.0017,296.0017,830.0018,555.00
Final dividend0.000.000.000.000.000.00
Earnings per share, basic24.075.934.935.7524.627.22
Total income117,119.0038,696.0022,809.0045,803.00112,966.0046,091.00
Other income17.003.003.004.0020.003.00
Total expenses114,124.0038,228.0022,609.0045,376.00109,677.0045,551.00
con:OTHER_OPERATING_EXPENSES1,565.00376.00649.00845.002,736.00782.00
con:INS.PROVISIONS_DOUBTFUL1.000.000.000.001.000.00

Funds and assets, as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Other assets net of current liabilities3,456.003,076.002,338.00970.005,686.001,892.00
Total assets450,923.00478,182.00483,065.00511,928.00492,053.00526,046.00
Investments447,467.00475,105.00480,726.00510,958.00486,367.00524,154.00
Reserves and surplus15,791.00—16,921.00—18,083.00—
Borrowings0.00—0.00—0.00—
con:LOANS482.00—548.00—605.00—
Property, plant and equipment590.00—632.00—688.00—
Current assets8,557.00—8,035.00—12,386.00—
Current liabilities5,791.00—6,459.00—7,508.00—
con:PROVISIONS381.00—417.00—484.00—

Solvency and underwriting ratios, as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Solvency ratio0.000.000.000.000.000.00
Expenses of management ratio0.000.000.000.000.000.00
con:INS.NPA_GROSS_NONLINKED_PAR0.000.000.000.000.000.00
con:INS.NPA_NET_LINKED_PAR0.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group55.4555.4555.4455.4355.4255.4155.3955.3855.380.550.550.550.550.55
Domestic institutions15.0814.1514.2814.6315.4115.8915.3217.9218.670.180.190.190.190.20
Mutual funds—————————0.150.150.150.150.16
Insurance companies2.662.201.971.771.681.731.671.551.940.020.010.010.010.01
Foreign institutions25.1326.2226.1825.9225.1624.7125.1922.4821.880.220.220.220.220.21
Government—————————0.000.000.000.000.00
Public44.5544.5544.5644.5744.5844.5944.6144.6244.620.450.450.450.450.45
Non-institutional4.334.184.104.024.013.994.104.224.060.040.040.040.040.04
Shares outstanding10008947591000965645100109030910012402031001465465100157685510019239541002089000100213508310023513201002568002100282983810030921211003240534

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
SBI DFHI Ltd.Fellow SubsidiaryAny other transaction, Sale of goods or services21,577,651,000.005
State Bank of IndiaHolding CompanyAny other transaction, Interest received, Investment15,326,802,000.0023
SBI Capital Markets Ltd.Fellow SubsidiaryAny other transaction, Sale of goods or services9,713,340,000.003
YES Bank Ltd.Promotor Group (Others - AssociateAny other transaction, Interest received9,324,312,000.009
Mr. Sangramjit SarangiKey Management PersonnelAny other transaction, Remuneration, Sale of goods o1,649,923,000.003
Chhattisgarh Rajya Gramin BankPromotor Group (RRBs - AssociatesAny other transaction, Sale of goods or services764,308,000.005
SBI Life Insurance Company Limited Employee PF TrustSignificant Influence/Controlling Any other transaction749,568,000.001
SBI General Insurance Co. Ltd.Fellow SubsidiaryAny other transaction, Sale of goods or services422,159,000.007
SBI Life Insurance Company Limited Employees Gratuity FundSignificant Influence/Controlling Any other transaction, Sale of goods or services394,830,000.004
SBI Cards & Payment Services Ltd.Fellow SubsidiaryAny other transaction, Interest received, Investment268,388,000.004
Ellaquai Dehati BankPromotor Group (RRBs - AssociatesAny other transaction, Sale of goods or services72,840,000.005
Andhra Pradesh Grameena Vikas BankPromotor Group (RRBs - AssociatesAny other transaction63,740,000.003
Rajasthan Marudhara Gramin BankPromotor Group (RRBs - AssociatesAny other transaction, Sale of goods or services53,404,000.006
Meghalaya Rural BankPromotor Group (RRBs - AssociatesAny other transaction, Sale of goods or services49,236,000.006
Telangana Grameena BankPromotor Group (RRBs - AssociatesAny other transaction, Sale of goods or services48,586,000.005

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-07-30Q1FY27present.Read the call
2026-04-28Q4FY26Gaurav:, Samant Singh:Read the call
2026-02-03Q3FY26Read the call
2025-10-31Q2FY26Read the call
2025-07-31Q1FY26Read the call
2025-05-02Q4FY25Read the call
2025-01-24FYFY24Read the call
2024-10-30FYFY24numbers in coming quarters.Read the call
2024-07-31FYFY24Read the call
2024-05-03FYFY23Read the call
2024-02-01FYFY23Read the call
2023-10-31Q2FY24Read the call
2023-05-03Q4FY23Relations.Read the call
2023-01-27Q3FY23recorded.Read the call
2022-11-01Q2FY23Read the call
2022-08-03Q1FY23Read the call
2022-05-05Q4FY22Read the call

What they said about it, quarter by quarter

TopicQ2FY24Q2FY26Q3FY23Q3FY26Q4FY22Q4FY23Q4FY25Q4FY26
Capital allocation——What we are hearing that deposit acquisition is a focus for few of the banks because we have SBI support, its fine.—My second question is that if one has to again very as a broad thumb rule assume that the accounting policy was such that one could amortize the custo…In the month of March, the company had declared and paid an interim dividend of `2.5 per share.——
Debt and cash——What are the future cash flows based on persistency what you expect?——We should worry more about the ALM aspects and cash flow making perspectives.——
DemandAnd how the growth has been shaping up and if you're planning on adding a few more banca tie-ups that may be there in the pipeline?—So, I just wanted to understand the sense of demand that you're seeing on ground, be it protection because some of your peers have indicated that ther…So, what's happening there, I mean, that is kind of a hampering the demand of non-par in the market, I mean, your experience.So that has been a very successful product and we see that in March there was a huge uptake of that and going forward I think there will be a huge dem…But if you ask me, the outlook remains similar because the demand is there.And lastly, the drop in ULIP this quarter that we are seeing, this degrowth, is this a conscious strategy or due to the lack of demand?—
GuidanceSo sir, can you help us understand what is the outlook for second half and which will be the key products that could drive?Secondly, given this focus, should we expect potentially the milder near-term earnings growth potential as a greater portion of the profit may be defe…With our growth targets and the product mix shift, we expect to maintain a healthy VNB growth rate.First, in terms of non- par, so if you can just highlight how we see the traction in our new product launch smart platina advantage, and do we expect …So just wanted to get your thoughts on how will the product mix look like in the next couple of years and what are the products we might look to guide…With our growth target and the product mix shift, we expect to maintain the healthy and sustainable VoNB growth rates.So if I were to look at the future guidance of 25% growth at agency, how would that break up between new agent additions versus productivity improveme…—
MarginOr are there other factors, say maybe some cost element that is there or some kind of assumption changes which is helping us to sustain the margin pro…So, the 20-basis point margin impact is for last 9 days or 11% of first half individual business.And VNB margin is at 29.6%, with an improvement of 478 bps over 24.8% in December '21.First on the VNB margin, I think in the first half call you had mentioned that ceteris paribus the impact of GST is about 175 basis points.As mentioned in last earnings call we have aligned our Value of New Business, VoNB margin and Indian Embedded Value as per Industry standards and repo…VoNB margin is at 30.1% with an improvement of 420 bps over 25.9% in March 2022.And I mean this again demonstrates your ability to tweak the product mix and your cost effectiveness that, of course, helps deliver this margin.But if we were to look back those 10 years and break it into 5 and 5, possibly the first 5, of course, coming from a lower base, had a very, very stro…
People————————
Pricing——And given that, this environment, I mean, this particular segment is very competitive and few players have also increased pricing.—So you see that we had a certain measure in the last time in the pricing term.—Just wanted to understand that your peers have been highlighting that there is some pricing pressure in this part of the business.—
Revenue growthAnd how comfortable are you with this kind of growth of ULIPs through agency?I think essentially, this quarter, growth was largely driven by this product.New business premium registered a Y-o-Y growth of 14%, and stands at SBI Life Insurance Company Limited January 21, 2023 INR 215.1 billion, leading to…—New business premium is at 254.6 billion with a growth of 23% over the previous year.New business premium registered a growth of 16% over the previous year and stands at `295.9 billion, leading to private market leadership.First, you guided for around 25% growth at the agency counter.—