Stockrabit · Analysts
Questions across 11 calls

Uday Pai

Investec

Bajaj Finserv Limited

Bajaj Finserv Limited CC-Feb26.pdf · 2026-02-05
A couple of questions on the general insurance side. First, if I look at your motor TP loss ratios, for the first three quarters, it is comparatively very low compared to the same 3 quarters, last year. So, is there any impact of reserve releases, or this is the normalized loss ratio for motor TP going forward? That is the first question. The second question is on the underwriting profit. While our combined ratio has improved both on a Y-o-Y and a Q-o-Q basis, but our underwriting losses have actually increased. And I believe that is because our NEP growth is slower. Is that the correct understanding, first of all? And how do we think about the absolute underwriting losses going forward? So , these are the two questions from me.
That’s helpful.

Niva Bupa Health Insurance Company Limited

Computer Age Management Services Limited

Computer Age Management Services Limited CC-Mar25.pdf · 2025-05-06
Just a couple of questions. Firstly, on the AIF side, while you mentioned that we are adding multiple clients, we have crossed 200 clients threshold. But in terms of revenue, the run rate has been pretty much same over the last 5 quarters. So any thoughts over there? And the second question is on the KRA side. Could you mention the split of the KRA between new SIP revenue split on account of new SIP creation and on new demat? Or is it 100% SIP creation only? Those are the 2 questions.
Sure, sir. On the KRA side?

Central Depository Services (India) Limited

Star Health and Allied Insurance Company Limited

Star Health and Allied Insurance Company Limited CC-Dec24.pdf · 2025-01-29
Thanks for the opportunity. I have a couple of questions. The first one is can you quantify the blended impact of the price hike that you have taken in FY25 on your total portfolio? Second would be you had introduced premium discounting for customers with no claims, a product with that feature. Can you share what is the contribution of that product to GWP? And also, if I can squeeze in last one, what would be the loss ratios in the Banca channel? You mentioned that it is a high procurement cost ch annel, but can you also share the loss ratios in that Channel? Those would be my questions.
What is the contribution of the no claims premium discounting product.

Kfin Technologies Limited

Kfin Technologies Limited CC-Jun24.pdf · 2024-07-29
Thank you for giving me the opportunity. Two questions from my side. First is how is the EBITDA margin in the international segment for this quarter? And secondly, in your opening comments, you mentioned that Phase 2 of the Thailand contract is expected to go live in this quarter. So any color on the incremental revenue that could come from that contract? Those are the two questions.
And secondly, on the incremental revenue from Phase 2 of the Thailand contract?

Life Insurance Corporation Of India

Life Insurance Corporation Of India CC-Sep24.pdf · 2024-11-08
I just had 2 questions. Firstly, since your non-par share has increased materially, can you share some light on your hedging strategy? And your peers have seen some margin impact due to yield curve movements. So how are you hedged on that, some light on that? And secondly, your number of policy for the month of October that was released today by LI counsel has reduced significantly. So is that the new product filing delays or something like that? Can you give some colour on that as well?