Monday, 28 September 2026Updated 15m ago
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Broker call▼ Bearish for PB Fintech

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

3 sources · first seen 08:18 25 Sept · updated 12:56 25 Sept

The brief

Written from 3 reports · check the source before you trade
  • 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

Market read

the session the news first traded, and since
StockTradedThat dayvs NiftyVolumeSince
POLICYBZRFri, 25 Sept−3.4%−3.7%16×−3.4% · Nifty +0.3%

✓ Classifier read this as negative; POLICYBZR fell 3.7% against the Nifty on the day it traded.

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Part of a developing story92 updates over 5 days

IRDAI's proposed insurance distribution reforms

IRDAI proposed phased cuts to insurers’ expense limits, commission caps and a ban on compulsory insurance bundling with loans. The proposals prompted debate over premiums, mis-selling and distributor payouts, while reports highlighted possible earnings risks for PB Fintech.

Read the reports

3 reports · earliest 08:18
Business TodayPB Fintech share price: Jefferies cuts target by 25%; upside, downside scenarios08:18Financial ExpressPB Fintech sinks as IRDAI rules risk 12% earnings hit: Why Jefferies sees 28% upside09:04Times of IndiaPb Fintech shares slide: Stock extends losses after IRDAI cap proposal; Jefferies still sees upside12:56