Max Financial Services Ltd (BOM:500271) Q4 2025 Earnings Call Highlights: Strong Revenue Growth ...

In This Article:

  • Consolidated Revenue (excluding investment income): INR32,620 crores, a growth of 12% in FY25.

  • Consolidated PAT: INR403 crores.

  • Renewal Premiums: Grew by 14% to INR21,049 crores.

  • Gross Premiums: Grew by 13% to INR33,223 crores.

  • Value of New Business (VNB): INR2,107 crores for FY25, with a growth of 7%.

  • New Business Margin (NBM): 24%.

  • Embedded Value (EV): INR25,192 crores as of March 31, 2025.

  • Annualized Total Return on EV: 29%.

  • Annualized Operating Return on EV (ROEV): 19.1%.

  • Policyholder OpEx to GWP: 13.6%.

  • Total Cost to GWP: 23.1%.

  • Profit Before Tax (PBT): INR448 crores, a growth of 20% for FY25.

  • Solvency Ratio: 201%, up from 172% last March.

  • Assets Under Management (AUM): Approximately INR1.7 lakh crores, a growth of 16%.

Release Date: May 14, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Max Financial Services Ltd (BOM:500271) reported a consolidated revenue growth of 12% in FY25, reaching INR32,620 crores.

  • The company added 44 new partners across retail and group channels in FY25, enhancing its distribution network.

  • Max Financial Services Ltd (BOM:500271) achieved a 35% growth in its protection business and a 31% increase in individual new business sum assured.

  • The company launched innovative products like Star ULIP and Smart Term Plan Plus, contributing to product diversification and growth.

  • Max Financial Services Ltd (BOM:500271) maintained a high customer satisfaction ranking, with a six-point increase in Net Promoter Scores, indicating strong customer engagement.

Negative Points

  • Margins for the full year were 24%, a decrease of 250 basis points compared to the previous year, primarily due to a higher proportion of ULIPs.

  • The growth in the bank assurance channel slowed in the fourth quarter, with Axis Bank's growth at 7%, reflecting broader industry trends.

  • The company faces challenges from regulatory changes, particularly concerning surrender value guidelines, which impacted margins.

  • Despite strong growth in e-commerce, the company acknowledges that the base effect may limit similar growth rates in the future.

  • The reverse merger process is delayed, pending regulatory clarity, which could impact strategic initiatives.

Q & A Highlights

Q: What is driving Max Financial's impressive growth in April, and how do you see growth and margins in FY26? A: Prashant Tripathy, CEO, noted that April's growth of 24% was across all lines of business and channels. The company aims to maintain a growth rate 300-400 basis points above the private industry average, which is expected to be 13-14%. For margins, they aim for a range of 24-25%, balancing growth and profitability.