Policybazaar ki parent company PB Fintech ne FY26 mein **3.75 lakh** insurance claims handle kiye hain, lekin market mein stock price **₹980** ke IPO level se niche gir chuka hai. IRDAI ke naye commission rules ki wajah se investors darr mein hain.
Operational growth vs Market crash
PB Fintech (Policybazaar ki parent company) ne FY26 ke apne operational data share kiye hain. Company ne bataya ki unhone 3.75 lakh claims process kiye, jisme se 2.45 lakh sirf health insurance ke case the. Company ne claim kiya hai ki unhone 11,156 reject ho chuke claims ko intervene karke solve karwaya hai.
Investors kyun panic kar rahe hain?
Sab kuch sahi chalne ke baad bhi stock mein bhari girawat hai. Stock pichle 7 trading sessions mein 48% tak toot chuka hai aur ab apne ₹980 ke IPO price ke neeche trade kar raha hai. Iska main reason hai IRDAI ka naya consultation paper jo 23 September 2026 ko aaya tha.
Regulatory changes ki wajah se distribution commissions par cap lagne ka darr hai, jisse company ke profit margins par seedha asar pad sakta hai.
Brokerage ka kya kehna hai?
Regulatory uncertainty ko dekhte hue Nomura ne bhi apna view negative kar diya hai. 8 October 2026 ko Nomura ne PB Fintech ka target price 31% ghata kar ₹1,100 kar diya hai. Ab poori market ki nazar is baat par hai ki IRDAI final decision mein kya commission structure nikalta hai. Jab tak regulator ki taraf se clear signal nahi milta, stock par pressure bana rahega.