POLICYBZR

Should one buy the PB Fintech dip? Bernstein sees 91% upside but here's what others said

• Bernstein sees 91% upside in PB Fintech
• Kotak expects PB Fintech to benefit from an industry shift towards low-cost digital models
• A shift to low-cost digital models could benefit PB Fintech’s insurance and lending businesses

PB Fintech share price can rise 91%, Bernstein projects in its bullish call; Here's why

• Bernstein sees PB Fintech's direct costs reducing meaningfully in FY28 before normalcy returns
• Lower costs could support PB Fintech earnings if Bernstein's forecast materialises

PB Fintech: the risk was known. Investors chased the stock anyway

• PB Fintech’s stock corrected sharply amid a known regulatory risk
• The risk threatens earnings and the business
• Regulatory risk and valuation pressure expose PB Fintech shareholders to further volatility

PB Fintech shares: Macquarie target on battered stock hints at 67% upside

PB Fintech Faces 38% FY30 Profit Hit Under 'Max Pain' Scenario; Bernstein Still Sees 91% Upside

• Bernstein's 'max pain' scenario puts PB Fintech FY30 profit at around Rs 20 billion, down from Rs 32 billion
• Bernstein still sees 91% upside
• The scenario raises long-term earnings risk for PB Fintech investors, despite Bernstein's bullish upside view

Stock Picks Today: TCS, SBI, BPCL, Lenskart, PB Fintech And More On Brokerages' Radar

• Brokerages’ stock calls include TCS, SBI, BPCL, Lenskart and PB Fintech
• Brokerage calls may move sentiment in TCS, SBI, BPCL, Lenskart and PB Fintech

Policybazaar, Turtlemint Feel The Squeeze

• Policybazaar and Turtlemint are facing pressure in health-insurance distribution
• Insurance distribution competition may affect PB Fintech’s Policybazaar business

Should you buy PB Fintech, Turtlemint after nearly 40% crash in two days?

• Seven of 11 listed insurance companies fell 1-8%
• The declines erased about ₹9,800 crore in market capitalisation after IRDAI’s proposals
• IRDAI proposals and sector declines expose PB Fintech and other listed insurance companies

New-Age Tech Stocks: Insurtech Sell-Off Drags Combined M-Cap Down By $3.6 Bn This Week

• New-age tech stocks’ combined market capitalisation fell $3.6 billion this week
• PB Fintech and Turtlemint saw a sharp sell-off following IRDAI’s proposed commission changes
• IRDAI’s proposed commission changes pressure PB Fintech and other Indian insurance platforms

PB Fintech plunges as proposed IRDAI curbs rattle insurance distributors

• PB Fintech fell 36% in one day, wiping out ₹31,426 crore in market value
• Reports put the two-session decline at 38% to nearly 39%; mutual funds lost nearly ₹11,000 crore
• IRDAI proposed tighter curbs on insurance commissions and insurers’ management expenses
• Proposed commission limits threaten Policybazaar’s insurance distribution economics and PB Fintech shareholders

Rout in PB Fintech stock deals Rs 11,000 crore blow to mutual funds

What Policybazaar’s Rs 34,000 crore wipeout reveals about the ills of insurance

Info Edge loses Rs 4,100 crore in PB Fintech after IRDAI shock: Here's why stock's under pressure

IRDAI commission proposal could cut PB Fintech revenue by 30% by FY28, says analyst

• Proposed IRDAI commission changes could cut PB Fintech revenue by 30% by FY28
• The changes could lower take rate and push the company into losses
• Commission cuts threaten PB Fintech earnings and could pressure insurance-distribution stocks

Stocks making the biggest moves midday: PB Fintech, Welspun Corp, Meesho, and more

PB Fintech shares fall below listing price; stock down 12% from day's high

PB Fintech to SBI Life: Kotak lists out impact of IRDAI rules for insurers, NBFCs

Turtlemint Crashes Another 20%, PB Fintech Falls 8% On IRDAI’s Proposed Commission Caps

• Turtlemint fell another 20%; PB Fintech dropped 8% amid proposed IRDAI commission caps
• Proposed caps pressure insurance distributors, including PB Fintech

IRDAI proposal risks 12% earnings hit at PB Fintech; Jefferies cuts target 25%

• Jefferies warns proposed IRDAI changes could cut earnings by 12%
• Jefferies cut its target price by 25% but sees 28% upside
• Proposed distribution rules put PB Fintech’s insurance-broking earnings at risk

How to trade PB Fintech shares after falling 12% from day’s high? This technical analyst explains

• Shares fell 5% Friday after plunging 36% in the previous session
• Sharp losses expose PB Fintech shareholders to continued share-price volatility

Neutral PB Fintech; target of Rs 1150: Motilal Oswal

Stock Movers: NSE, Turtlemint, PB Fintech

Trouble ahead for PB Fintech? Why Motilal Oswal warns of 46% hit to FY28 earnings

Not just PB Fintech, this smallcap stock fell 40% in two days on IRDAI proposals

Welspun Corp long-term story; PB Fintech faces business model reset: Siddhartha Khemka

• Welspun Corp’s strong order wins support its long-term growth story
• PB Fintech faces a business model reset
• Welspun Corp’s order outlook supports the stock; PB Fintech faces uncertainty around its business model

PB Fintech put option buyers laughing all the way to the bank

• A 1,500-put option premium rose from ₹0.3 to ₹279.95
• PB Fintech option moves may influence sentiment in Indian fintech shares

Analysts cut PB Fintech price targets amid insurance distribution concerns

• HSBC and Motilal Oswal cut price targets by nearly 50%
• Shares fell below their listing price
• HSBC said proposed insurance distribution reforms, including commission caps, could materially impact PB Fintech
• Commission-cap risks weigh on PB Fintech and the insurance-distribution sector

PB Fintech faces up to 46% earnings risk from Irdai's draft rules: Analysts

• Jefferies sees up to 46% earnings risk for PB Fintech from IRDAI's draft rules
• PB Fintech faces potential earnings pressure from proposed insurance-distribution rules

PB Fintech extends losses, falls another 5%; key concall takeaways, how insurance stocks are faring

PB Fintech among 4 F&O stocks with a sharp rise in futures open interest

• Four NSE F&O stocks saw notable increases in futures open interest on September 24
• The rise highlighted heightened trading activity and stronger positioning
• Higher futures positioning may amplify volatility in PB Fintech, Max Financial Services and L&T

PB Fintech plunges 28% to 35%, erasing ₹30,000 crore in market value

• PB Fintech shares fell 28% to 35% on September 24, depending on the report
• The fall erased ₹30,000 crore in market capitalisation
• Put-option demand surged as traders profited from the plunge
• Sharp volatility directly hits PB Fintech shareholders and raises risk for fintech investors

Stocks to watch: PB Fintech, MCX, NSE, Inox Green, Waaree Energies, Dr Lal

• PB Fintech flagged potential pressure on general insurance revenue and agent commissions
• Its life insurance business is expected to see limited impact
• Potential general-insurance pressure puts PB Fintech shares in focus; life insurance impact is limited

Stocks to watch, Sept 25: PB Fintech, SAIL, Sedemac Mechatronics, Dr Lal Pathlabs, Genesys International, Wheels India

Stocks to watch today, September 25: Tata Group, Lemon Tree Hotels, PB Fintech, JSW Cement and more

• Tata Group stocks, Lemon Tree Hotels, Dr Lal PathLabs, PB Fintech, JSW Cement and KPIL are in focus
• Potential trading interest in Lemon Tree Hotels, Dr Lal PathLabs, PB Fintech, JSW Cement and KPIL

Stocks in news: Waaree Energies, PB Fintech, Lemon Tree Hotels and Dr Lal PathLabs

• Nifty 50 fell by over 380 points
• PB Fintech plunged 36%
• The sharp PB Fintech fall weighs directly on PB Fintech investors

Lower commissions could push Policybazaar into insurance manufacturing: Yashish Dahiya

• PB Fintech is evaluating entry into insurance manufacturing as distribution commissions may fall significantly
• The proposed commission changes could prompt a shift from distribution into manufacturing
• Lower commissions may pressure PB Fintech’s insurance distribution business and reshape its growth strategy

PB Fintech may explore new business options after Irdai commission cuts

PB Fintech anticipates 'serious hit' to general insurance biz, braces for slower growth post-IRDAI's...

HDFC MF bets on PB Fintech, buys stake worth Rs 321 crore as IRDAI reforms trigger 36% stock rout

• HDFC Mutual Fund bought 25 lakh PB Fintech shares for about ₹321 crore at ₹1,282.30 each
• PB Fintech stock had plunged 36% after IRDAI proposed reforms
• HDFC MF’s purchase signals institutional interest, but IRDAI proposals threaten PB Fintech’s insurance-distribution business

PB Fintech shares plunge as IRDAI draft threatens a key customer-acquisition channel

• PB Fintech shares fell 34%; another report put the crash at 36%
• IRDAI’s draft bars collecting contact details to generate quotes, a key acquisition funnel
• The proposed rule threatens customer acquisition for PB Fintech’s insurance business, weighing on PB Fintech shares

PB Fintech forced to rethink business plan as India insurance commissions cap comes as a major shocker

• Proposed insurance commission caps could severely impact PB Fintech’s revenue
• Commission caps threaten revenue at PB Fintech, operator of Policybazaar

Insurance distributors bleed as Irdai proposes sharp commission cuts

• PB Fintech plunged 36%; Turtlemint fell 20%
• Proposed commission cuts could hit health, term and motor insurance
• Proposed caps threaten insurance-distribution economics, exposing PB Fintech and other Indian insurance platforms

PB Fintech Leads Slump in India Insurance Stocks on Fee Cap Plan

PB Fintech, Turtlemint hit hard as Irdai commission overhaul pressures business models

[Update] PB Fintech Crashes 36%, Turtlemint 20% On IRDAI Commission Cap Plan

• PB Fintech shares fell 35.98% to ₹1,210 apiece
• Turtlemint shares fell 20%
• The commission cap pressures insurance distribution; PB Fintech shareholders are directly exposed

Insurance stocks fall as much as 34% after IRDAI distribution proposals

• PB Fintech and Turtlemint shares fell up to 34% after IRDAI's consultation paper
• HSBC said proposed expense limits are stringent and could affect insurers, brokers and lenders
• Proposed caps threaten distribution economics for PB Fintech, insurers, brokers and lenders