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Star Health and Allied Insurance Company Ltd.

STARHEALTHFinancial Services filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

18 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 (0 of 18 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202205052022-03-31yes
TRANSCRIPT202208032022-06-30yes
TRANSCRIPT202211152022-09-30yes
TRANSCRIPT202302042022-12-31yes
TRANSCRIPT202305032023-03-31yes
TRANSCRIPT202308022023-06-30yes
TRANSCRIPT202311042023-09-30yes
TRANSCRIPT202402062024-03-31yes
TRANSCRIPT202405042024-03-31yes
TRANSCRIPT202408052024-06-30yes
TRANSCRIPT202411042024-09-30yes
TRANSCRIPT202501312024-12-31yes
TRANSCRIPT202505072025-03-31yes
TRANSCRIPT202508052025-06-30yes
TRANSCRIPT202511032025-09-30yes
TRANSCRIPT202602032025-12-31yes
TRANSCRIPT202605052026-03-31yes
TRANSCRIPT202608052026-06-30yes

STARHEALTH

files the general-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 general
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 close550.40
52-week range425.15 – 610.4
Return 1M-5.57%
Return 3M-4.63%
Return 1Y20.62%
Return 3Y-5.31%
Return 5Ynot reported for this period
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 2026-03-31

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.

Premium earned16,597.00
Net premium written17,650.00
Income from investments, net767.00
Claims incurred11,375.00
Claims paid11,287.00
Commission, net2,673.00
Operating expenses related to insurance business2,960.00
Premium deficiency0.00

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

HolderPer centChange
promoter and promoter group0.580.00
institutions foreign0.160.01
institutions domestic0.19-0.01
mutual funds0.10-0.02
public0.42-0.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3018

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 activities1,379.00-368.001,873.00
Net cash from investing activities-1,151.00-23.00-1,067.00
Net cash from financing activities-4.00-29.00-31.00
Purchase of property, plant and equipment46.0010.001.00
Net increase in cash224.00-419.00775.00
con:CFO.BEFORE_TAX1,567.00-185.002,058.00
con:INTEREST_RECEIVED.OPERATING0.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.00
con:TAX_PAID.OPERATING189.00183.00185.00
con:CF_OTHER.OPERATING0.000.000.00
con:INVESTMENTS_PURCHASED0.0081,839.000.00
con:INVESTMENTS_SOLD0.0081,298.000.00
con:PPE_DISPOSALS1.000.001.00
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

Line2025-03-312025-06-302025-09-302025-12-312026-03-31
Premium earned14,822.003,938.004,081.004,250.0016,597.00
Net premium written15,525.003,457.004,233.004,361.0017,650.00
Income from investments, net766.00177.00182.00192.00767.00
Claims incurred10,419.002,739.002,918.002,913.0011,375.00
Claims paid9,854.002,763.002,828.003,055.0011,287.00
Commission, net2,241.00508.00691.00682.002,673.00
Operating expenses related to insurance business2,541.00620.00676.00780.002,960.00
Premium deficiency0.000.000.000.000.00
Underwriting profit or loss-378.0072.00-204.00-125.00-412.00
Transfer to the profit and loss account393.00249.00-19.0069.00363.00

Profit and loss account (shareholders), as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-31
Income in the shareholders' account912.00367.0096.00193.00826.00
Shareholders' income from investments514.00118.00115.00123.00461.00
Shareholders' other income5.000.000.000.002.00
Transfer from the policyholders' account393.00249.00-19.0069.00363.00
Non-operating expense51.0015.0018.0019.0072.00
Profit before exceptional items and tax861.00352.0078.00173.00754.00
con:EXTRAORDINARY_ITEMS0.000.000.000.000.00
Profit for the period646.00263.0055.00128.00557.00
Profit carried to the balance sheet646.00263.0055.00128.00557.00
Transfer to reserves0.000.000.000.000.00
Final dividend0.000.000.000.000.00
Earnings per share, basic11.014.470.922.189.47
Other income6.000.003.002.007.00
con:OTHER_OPERATING_EXPENSES848.00225.00235.00261.00977.00
con:INS.PROVISIONS_DOUBTFUL0.000.000.000.000.00
con:INS.PROVISIONS_DOUBTFUL_NON_OPERATING0.000.000.000.000.00
con:INS.NON_OPERATING_EXPENSE_OTHER51.0015.0018.0019.0071.00

Funds and assets, as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-31
Paid-up equity share capital588.00588.00588.00588.00588.00
Investments — policyholders' fund10,713.0010,934.0011,316.0011,658.0012,502.00
Investments — shareholders' fund7,186.007,311.007,356.007,542.007,511.00
Other assets net of current liabilities-10,316.00-10,108.00-10,600.00-10,732.00-11,991.00
Total assets7,582.008,137.008,072.008,468.008,021.00
Investments17,898.0018,245.0018,672.0019,200.0020,012.00
Reserves and surplus6,436.00—6,755.00—7,001.00
Borrowings470.00—470.00—470.00
con:LOANS0.00—0.00—0.00
Property, plant and equipment185.00—190.00—180.00
Current assets2,350.00—2,033.00—3,515.00
Current liabilities4,121.00—4,437.00—5,889.00
con:PROVISIONS9,081.00—8,761.00—10,153.00

Solvency and underwriting ratios, as filed

Line2025-03-312025-06-302025-09-302025-12-312026-03-31
Solvency ratio0.000.000.000.000.00
Combined ratio0.000.000.000.000.00
Incurred claim ratio0.000.000.000.000.00
Expenses of management ratio0.000.000.000.000.00
Gross NPAs — policyholders' fund0.000.000.000.000.00
Gross NPAs, per cent — policyholders' fund0.000.000.000.000.00
con:INS.NPA_NET_PCT_POLICYHOLDERS0.000.000.000.000.00
con:INS.SHAREHOLDING_PCT0.000.000.000.000.00

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 group58.2858.2558.0257.9457.9257.9057.6957.6857.6758.040.580.580.580.58
Domestic institutions1.443.086.126.1111.1515.1117.0516.4915.4321.090.210.210.200.19
Mutual funds—————————14.360.140.130.120.10
Insurance companies0.110.231.522.002.684.764.594.714.835.290.050.050.050.06
Foreign institutions35.2433.1030.6331.0026.5721.5817.6517.5118.6813.900.140.140.150.16
Government———————————0.000.000.00
Public41.7241.7541.9842.0642.0842.1042.3142.3242.3341.960.420.420.420.42
Non-institutional5.045.575.234.964.365.417.618.328.216.980.070.070.070.07
Shares outstanding581677348581983308584272923585107072585283381585474734587567681587679337587786459587806459587949881588398801588403502588576909

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
M/s. One 97 Communications LimitedDirector interested entityAny other transaction, Purchase of goods or services51,301,000.003
Mr.Shankar Roy AnandManaging Director and Chief ExecutRemuneration, Sale of goods or services27,951,000.002
M/s. Godrej Finance LimitedDirector interested entityAny other transaction, Sale of goods or services27,622,000.002
M/s. India Shelter Finance Corporation LimitedDirector interested entityAny other transaction, Sale of goods or services16,688,000.002
M/s. Paytm Payments Bank LimitedDirector interested entityAny other transaction, Sale of goods or services7,988,000.002
M/sHindware Home Innovation LimitedDirector interested entityAny other transaction, Sale of goods or services4,265,000.003
M/s. Roppen Transportation Services Private LimitedPromoter GroupAny other transaction, Sale of goods or services3,523,000.003
Ms.Anisha MotwaniIndependent DirectorAny other transaction1,500,000.001
Mr. Berjis DesaiIndependent DirectorAny other transaction1,500,000.001
Mr.Rajeev Krishnamuralilal AgarwalIndependent DirectorAny other transaction1,500,000.001
Mr.Rohit BhasinIndependent DirectorAny other transaction1,500,000.001
Ms.Rajni Sekhri SibalIndependent DirectorAny other transaction1,500,000.001
Pegasus Assets Reconstruction Private LimitedPromoter GroupAny other transaction, Sale of goods or services784,000.003
M/s. Rare EnterprisesPromoter GroupAny other transaction, Sale of goods or services579,000.002
M/s. Airpay Payment Services Private LimitedPromoter GroupPurchase of goods or services101,000.001

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
2026-08-05Q1FY27Read the call
2026-05-05Q4FY26Read the call
2026-02-03Q3FY26Read the call
2025-11-03Q2FY26Read the call
2025-08-05Q1FY26Read the call
2025-05-07Q4FY25Read the call
2025-01-31Q3FY25Read the call
2024-11-04Q2FY25Read the call
2024-08-05Q1FY25Read the call
2024-05-04FYFY24Read the call
2024-02-06FYFY24Read the call
2023-11-04H1FY24Read the call
2023-08-02Q1FY24Read the call
2023-05-03Q4FY23Read the call
2023-02-04Q3FY23Read the call
2022-11-15H1FY23Read the call
2022-08-03Q1FY23ManageRead the call
2022-05-05Q4FY22Read the call

What they said about it, quarter by quarter

TopicQ2FY26Q3FY23Q3FY25Q3FY26Q4FY22Q4FY23Q4FY25Q4FY26
Capital allocationI wanted to understand the cyclicality of the deferred acquisition cost because you start with a negative in 1Q, then eventually in 1H it becomes a po…—Do we conclude out of this that the incremental acquisition is coming at a higher expense cost versus the, you know, what was the trend previously?So, as you have rightly mentioned, despite significant growth in business, our net commissions have remained stable and under the IFRS accounting, the…So for Q4 with the highest business, the cost is upfront because though the combined ratio is in that range, there won’t be much profit because the co…But once the solvency come in, and we are profitable, we will be in a position to pay dividend as well.Third, if you can help me understand the IFRS ROE is lesser than the IGAP ROE, and I am guessing it's because the deferred acquisition cost got impact…—
CostsHaving said that, the benefit that we are expected to accrue from reduction in GST cost on life-saving drugs and other drugs, has to be passed on by t…———————
Debt and cash————————
DemandWhat we will tell you is that the GST waiver is a welcome move done by the government, and definitely it will lead to an increased demand.———There’s 2 products that we have recently launched and one is in the pipeline.——I just want to understand how much incremental demand we have received from the returning customers.
GuidanceSo, Sanketh, you know, we do not want to give any guidance.We have given guidance that whenever a loss ratio reaches a certain threshold, we go in for a price increase, it’s 65% to 70% that we have maintained …In fact, we are very confident of doing much better as we go forward because this new product of Superstar has really taken off very well for us on al…I think there is, we expect that the regulator may be reviewing this.So, I think we will be able to maintain the guidance which we are giving you.And as I have already disclosed our April performance, seems to be very promising and we expect to maintain the momentum though we are not giving any …Just a follow up on the first question on the loss ratio, on building reserves and I understand that you might have built reserves basis the trend we …Given that the momentum that is there in fresh business, etc., when do we expect the NEP growth to pick up and come to the 15% kind of range?
Margin—So, my first question was on just wanted to understand how the structure of the combined ratio works if we are at say 63% to 65% target ratio and our …——So, that is why the required solvency margin to go down.———
People————————
PricingWe understand that price hikes incurred take time to flow through.Sir, firstly on the loss ratios, right so if you can just give out some numbers around what are our loss ratios in the FHO book, Star comprehensive bo…Secondly, and this is more from a very fundamental and directional perspective, you have been taking actions in terms of pricing or whatever you can d…So, I just wanted to understand when do we see that last year's price hike in the earned premium growth.I think we took a 15% hike in our flagship where as in the previous year, what are your thoughts on price hikes in both retail health as well as group…So I mean, what sort of a growth outlook you have considering that OK from May onwards you have apply price hike on renewals.We have done pricing corrections on the retail side and it’s more than 60% of our portfolio.First, wanted to understand what is the status in terms of price hikes, if you could give some color in terms of what products you are doing, so how m…
Revenue growthOf course, the full benefits of GST are being passed on to the consumer which is good for the growth of the business, and in the effort to reduce dist…—As I am not booking the top line, hence there is no seeding and no RI commission.There is a stark improvement on the commission ratios given that fresh growth was so strong.It does definitely, sir another thing was the URR question, on a full-year basis would you be prepared to presume a URR, if your industry with a growt…I mean, if we see the growth for March is still despite the fact that you took price hike on new products yet the growth was sort of a softer.We have also guided for an FY’ 2028 medium term kind of vision where we would be doubling our top line and tripling our profit on the IFRS basis.—