IP
IndiaPulse

PB Fintech Limited (POLICYBZR)

Mid Cap

Financial Services stocks · Mid cap · NSE

PB Fintech Limited is India's largest online insurance and credit marketplace, offering end-to-end solutions to retail consumers. Its mission is to help the Indian middle class with social security through its Policybazaar and Paisabazaar platforms, along with new initiatives.

₹1,836
-34.00 · -1.82%
Quote04 Sept, 03:54 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags15 Aug 2026
Coverage13/14 · 93%
Valuation2026-07-20 · Rf 6.8% · Financial Services P/E 18.5 (n=240)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, while price trend supports entry. This looks more like momentum/speculation than a clean fundamental investment setup.

Suggested next step
Momentum only
Trend is strong but fundamentals do not support a clean investment thesis.
Weak U-Score but strong trend: momentum may be ahead of fundamentals.
U-Score
WATCHLIST
35

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Healthy Trust
82

low confidence · 0/0 claims checked

Technical
Strong Bull
84

Timing lens: price trend and sector relative strength.

Result consistency
consistent
87

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Excellent · 90/100

Rev +40% YoY · PAT +92% YoY · margin expansion · operating leverage

Filed 05 Aug 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹1,888 Cr+40.1%-8.4%
EBITDA₹137 Cr+302.9%-35.4%
Operating margin7.0%+450 bps-300 bps
PAT₹163 Cr+91.8%-37.5%
PAT margin8.6%+232 bps-403 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-06-15T07:40:47.276Z
Management commentary snapshot

PB Fintech reported strong FY26 results with total insurance premium at ₹29,934 Cr (4.9x FY22) and loan disbursals at ₹30,740 Cr (4.7x FY22). Revenue reached ₹6,794 Cr (4.8x FY22), achieving ₹670 Cr PAT, profitable since FY24. Q4FY26 Protection New Premium grew +67% YoY.

The company has delivered on its post-IPO operating plan, achieving profitability and strong growth across insurance and credit. Management's focus on compounding renewal revenue, tech leverage, and fixed-cost dilution supports continued operating leverage and market leadership.

Current business mix

Core Online Insurance Revenue by Product Type

Latest issuer-disclosed distribution across 2 reported categories.

Businessmix
Protection (Health & Term)70.0%
Savings & Mandatory30.0%
Growth engines

Protection-led Insurance Growth

70%+ Core Online Insurance Revenue from high-renewal, high-margin Protection. Health fresh business growing ~3x industry, Term >2x industry.

AI & Tech Leverage

AI is embedded in core operations, driving customer experience, fraud/risk control, operational efficiency, and advisor productivity across verticals.

Renewal Flywheel

FY26 renewal revenue of ₹935 Cr with ~80% margins is a compounding engine, built on policies sold years ago.

Credit Progression & Wealth/Savings Platform

Building a scalable pipeline of credit-ready customers through lifecycle engagement and expanding into savings and investment products.

Capacity and execution

On-ground Sales Support

On-ground sales support in 200+ cities with a total operations team of 18,600+.

PB Partners Pin Code Coverage

PB Partners covers ~19k PIN CODES, reaching ~99% of India's footprint.

PB Care+ Network

Industry-first narrow network for health claims, with 200 affiliated garages across 185 cities for Motor ADP.

Tailwinds

Underpenetrated Retail Lending Market

India's household debt-to-GDP is far below global benchmarks, indicating significant growth potential.

Digital's Rising Share of Lending

Digital lending's share is projected to grow from 12% in FY22 to 40% by FY30E.

Regulatory Support for Health Insurance

GST waiver in FY26 provided a temporary affordability tailwind for the entire health insurance industry.

Underinsured Two-Wheeler Market

The two-wheeler market is structurally underinsured, with PB's share rising 50% in a year (+100% YoY breakout).

Headwinds

Subdued Credit Card Issuance

Credit card issuance remains subdued, impacting Paisabazaar's growth in this segment.

Slow Car Market

The private car market is slow, affecting motor insurance growth despite PB's market share gains.

POSP Market Consolidation

The POSP market is under pressure, with competitors merging and being funding-dependent.

Risk radar

Fraud & Non-Disclosure

PB-initiated Life Insurance cancellations based on fraud detection framework averted ₹9,618 Cr sum assured risk in FY26.

Early Delinquency in Credit

8% of lender-approved customers are rejected on the platform due to 3x higher historic early 6M delinquency.

Competition in POSP

Competitors in the POSP market are capital-dependent, indicating potential for aggressive, unsustainable growth tactics.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

YoY is crucial for assessing overall growth and market share gains in a growing market. QoQ is relevant for sequential momentum, especially in loan disbursals and new initiatives, and for tracking operational efficiency improvements.

Sector KPIs management disclosed

FY26 Total Insurance Premium

₹29,934 Cr

FY26 Total Loan Disbursal

₹30,740 Cr

FY26 PAT

₹670 Cr (Profitable since FY24)

Q4FY26 Protection New Premium Growth

+67% YoY

Management forward view

FY27 PAT Target

Management is on track for ₹1,000 Cr PAT in FY27.

FY30 Total Insurance Premium Target

Ambition to achieve ₹1 Lac Cr PB Fintech Total Insurance Premium by FY30.

Operating Margin Expansion

Operating margin is expected to expand in parallel, driven by renewal flywheel, tech/AI leverage, and fixed-cost dilution.

AI as Operating Model

AI is considered the operating model, not just augmentation, for delivering top-quality advice at scale.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
FY27 PAT₹670 Cr (FY26)Progress towards ₹1,000 Cr PAT.
FY30 Total Insurance Premium₹29,934 Cr (FY26)Trajectory towards ₹1 Lac Cr.
Health Fresh Market Share18-20% (FY26)Continued growth at 3x+ market rate.
Renewal Revenue Margins~80%Maintenance of high margins as renewal book compounds.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

84Strong Bull

full bull SMA stack · SMA20 +12.9% / mo · MACD +

Stock trend: 84
Sector RS:

Technical chart

POLICYBZRdaily · 1Y · AUTO+24.7%
Latest close ₹1836.00 on 2026-09-04
Bar
-0.7%
RSI
61
MACD hist
1.27
52W pos
79%
2026-09-04O ₹1848.20H ₹1866.60L ₹1828.70C ₹1836.00Vol 4.5L sh
₹1.34k₹1.48k₹1.62k₹1.76k₹1.90k52L1836.002026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Bullish setup

Trend is constructive — long-term uptrend intact. RSI 61.

  • Price > SMA20 > SMA50 > SMA200 — full bullish stack.
  • Recent golden cross (SMA50 crossed above SMA200).
  • SMA20 rising (~11.4% over last month) — short-term momentum positive.
  • RSI(14) at 61 — falling, no extreme reading.
  • MACD above signal but histogram contracting — bullish momentum cooling.
  • 7% off 52W high · 35% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Nifty 500 leadership

Relative Strength & Trend Stage

67
RS percentile
Stage 2 Uptrend
1M return
+14.4%
3M return
+22.6%
6M return
+25.5%
1Y return
+0.8%
RS 1D
-3
RS 20D
+33
Sector rank
#9
Industry rank
-
Stage evidence
  • Price is 14.5% above the 30-week proxy.
  • The 50-DMA is above the 30-week proxy and its slope is rising +1.4%.
  • Both 3-month and 6-month returns are positive.
50-DMA
price above
200-DMA
price above
Sector
neutral
Industry
unranked
Relative-strength line vs Nifty 500 (base 100)
264 observations
04 Sept 2026Value 97.49-1.82%
74828997104Aug 25Dec 25Apr 26Sept 2697
RS vs Nifty 50097

Valuation & score drivers

U-Score 35 · WATCHLIST · pillar breakdown, sector model, fair-value anchor

35U-SCORE
WATCHLIST

Fundamental score breakdown

WATCHLIST
Valuation0/30
Growth15/25
Quality3/20
Balance Sheet8/15
Cash Flow4/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
35

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

35/100 · WATCHLIST

Positive drivers

  • Piotroski is strong at 8/9.
  • Growth contributes 15/25 to the score.
  • Balance sheet contributes 8/15 to the score.

Main drags

  • Fair-value margin of safety is negative at -308.6%.
  • Valuation is weaker at 0/30; verify the latest quarterly trend.
  • Quality is weaker at 3/20; verify the latest quarterly trend.
Sector valuation model

Bank valuation: P/B adjusted for ROE and asset quality

Banks are balance-sheet businesses, so book value quality matters more than simple earnings multiples.

Bank P/B
Primary lens
Price/book and ROE/ROA, not trailing PE alone.
Secondary checks
Capital adequacy, credit cost, NPA trend, deposit franchise.
Main risk check
Low P/B can be a trap if asset quality or credit cost is worsening.
PE
114.0
PB
11.6
EV/EBITDA
113.9
ROE
9.8%
ROCE
10.3%
FCF Yield
0.3%
Debt/Equity
0.1
MoS
-308.6%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
35
Previous: 35
Verdict
WATCHLIST
Previous: WATCHLIST
Margin of safety
-308.6%
Previous: -308.6%

Score history

12 stored score snapshots. Latest stored move: +0 points.

05 Sept 2026
v4.3-runtime-valuation
33
33
35
35
35
35
35
35
35
35
35
35

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹239.91
-665.3% MoS
Growth-justified P/E
27.8
Growth-justified Value
₹449.27
-308.6% MoS
PEG
2.52

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
82Healthy Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Healthy Trust: Claim history is still being built. It ranks around the 94th percentile of the scored universe and 96th percentile within Financial Services. No major sub-score weakness stands out.

High Trust Lite: Promoter pledge is zero.

Computed 05 Sept 2026
management-trust-v1
62 docs text-extracted · 36 concalls text-extracted
Score band
Healthy Trust

Generally investable credibility. Look for weak sub-scores before increasing position size.

Relative rank
94th percentile

overall median 67 · Financial Services: 96th pctile, median 62 · Mid: 83rd pctile, median 76

Evidence depth
Financial-only

62 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Healthy Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
78
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
96
strong · leverage and solvency
Discipline
76
strong · capital discipline
Results
87
strong · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • FCF yield is positive at 0.3%.
  • 4 years of positive FCF.
  • Debt/equity is 0.05.

Trust risks

  • No major Trust Lite risk flags.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
114.00
P/B
11.62
EV/EBITDA
113.90
Market Cap
84951.00Cr

Profitability

ROE
9.75%
ROCE
10.30%
ROA
8.59%
Dividend Y

Growth (CAGR)

Revenue 5Y
50.00%
EPS 5Y
42.00%
Revenue 3Y
38.00%
EPS 3Y
50.00%

Balance Sheet

Debt/Equity
0.05
Interest Coverage
15.54×
Altman Z
8.54
Book Value
158.00

Cash Flow

FCF Yield
0.30%
FCF Positive Y
4/5
OCF
41.00 Cr
EPS TTM
16.19

Shareholding

Promoter Hold
Promoter Pledge
0.00%
Momentum 52W
80%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Financial Services, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.