ICICI Lombard General Insurance Company Ltd Q1 FY27 Share Price & Earnings Call Analysis

Financials of ICICI Lombard General Insurance Company Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of ICICI Lombard General Insurance Company Ltd

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +4,5194,7165,2715,1945,3915,6016,1476,1616,0516,3966,8696,9056,825
Expenses +4,8744,2064,5094,6394,7014,8315,2075,1995,4435,4155,8256,0516,138
Operating Profit-3555107625556907709409626099811,044854686
OPM %-8%11%14%11%13%14%15%16%10%15%15%12%10%
Other Income +9281021984-21-26013331632
Interest0000000000000
Depreciation0000000000000
Profit before tax5735207645746987749199606689941,077870718
Tax %24%25%24%25%26%25%24%25%24%25%24%24%24%
Net Profit +437390577431520580694724510747820659547
EPS in Rs8.907.9511.758.7610.5411.7714.0314.6310.2815.0416.4713.2310.96

Financials of ICICI Lombard General Insurance Company Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +4,2346,0337,5206,91211,16311,51712,16116,02617,87620,57223,96126,994
Expenses +4,4565,2696,6017,1749,4949,74510,09015,01016,61217,91820,55423,429
Operating Profit-221764919-2621,6691,7722,0721,0161,2642,6543,4073,565
OPM %-5%13%12%-4%15%15%17%6%7%13%14%13%
Other Income +9920-21,569-21512809991353994
Interest120059700000000
Depreciation54577510901301411421341240
Profit before tax7057089101,1961,5981,6971,9541,6842,1132,5553,3213,659
Tax %17%28%23%28%34%30%25%24%18%25%24%24%
Net Profit +5855077028621,0491,1941,4731,2711,7291,9192,5082,772
EPS in Rs13.1111.3415.5618.9823.1026.2732.4025.8935.2138.9450.6055.61
Dividend Payout %15%26%22%17%26%13%25%35%28%28%25%24%

Financials of ICICI Lombard General Insurance Company Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital447448451454454454455491491493496498
Reserves2,4392,7893,4504,0874,9465,6807,1448,7029,95311,71213,98916,135
Borrowings +00485485485485485255353500
Other Liabilities +11,76012,44018,96524,72327,51730,42331,21441,40144,60751,06854,53559,477
Total Liabilities14,64615,67623,35129,75033,40337,04239,29850,84855,08663,30869,02076,111
Fixed Assets +3815105163681,965664717941883930728839
CWIP9101138171214112594740
Investments10,20011,42614,80618,19320,71426,32730,78838,41242,83648,58453,50858,421
Other Assets +4,0563,7308,01811,15110,70710,0397,77911,48511,34213,70014,71016,851
Total Assets14,64615,67623,35129,75033,40337,04239,29850,84855,08663,30869,02076,111

Financials of ICICI Lombard General Insurance Company Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-985111,6282,3902,9763,4331,7748092,2902,4071,1472,622
Cash from Investing Activity +171-310-1,990-1,896-2,856-3,382-1,367135-1,685-1,921-1,137-1,733
Cash from Financing Activity +-93-148361-96-310-420-212-879-695-355-257-336
Net Cash Flow-2053-1398-190-36919565-90131-247554
Free Cash Flow-1504591,5742,3152,8603,1301,6957372,1702,2179182,380
CFO/OP44%67%177%-912%178%222%103%117%206%115%57%110%

Financials of ICICI Lombard General Insurance Company Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days00002920000000
Inventory Days
Days Payable
Cash Conversion Cycle00002920000000
Working Capital Days-576-532-521-720-564-670-705-690-685-661-603-599
ROCE %27%23%24%17%31%27%27%19%21%23%25%24%