How has been the historical performance of Star Health Insu?

Dec 01 2025 11:37 PM IST
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Star Health Insu has shown significant growth, with net sales increasing from 4,626.63 Cr in Mar'21 to 14,822.20 Cr in Mar'25, and profit after tax improving from a loss of 1,085.71 Cr to a profit of 645.86 Cr in the same period. Despite fluctuations in operating profit, total assets rose to 20,433.42 Cr in Mar'25, and cash flow from operations turned positive with a net inflow of 223.00 Cr.




Revenue Expansion and Operating Income Growth


Star Health Insu’s net sales have exhibited a consistent upward trajectory, rising from approximately ₹4,693 crores in March 2020 to ₹14,822 crores by March 2025. This represents more than a threefold increase over five years, underscoring strong market demand and effective business expansion. Other operating income has also grown steadily, contributing to total operating income of ₹16,101 crores in the latest fiscal year, up from ₹4,987 crores in 2020.


The company’s expenditure profile reflects its operational scale, with manufacturing expenses increasing from ₹3,428 crores in 2020 to ₹12,660 crores in 2025. Employee costs have also risen, reaching nearly ₹1,693 crores in the latest year, indicative of workforce expansion to support growth. Despite rising costs, the firm has managed to maintain a positive operating profit margin in recent years, recovering from negative margins in 2021 and 2022.



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Profitability Recovery and Margins


After posting significant losses in fiscal years 2021 and 2022, with profit after tax (PAT) margins deeply negative at -23.47% and -10.61% respectively, Star Health Insu has returned to profitability. The company reported a PAT of ₹646 crores in March 2025, with a margin of 4.36%. Earnings per share (EPS) have similarly rebounded from negative values in 2021 and 2022 to a positive ₹10.99 in 2025. Operating profit margins excluding other income improved to 5.73% in the latest year, reflecting better cost control and operational efficiency.


The absence of interest expenses and depreciation charges in recent years has also supported the bottom line. Tax provisions have been consistent with profitability trends, with the company paying ₹215 crores in taxes in 2025 compared to tax benefits during loss-making years.


Balance Sheet Strength and Asset Growth


Star Health Insu’s balance sheet has strengthened considerably, with shareholder’s funds rising from ₹1,645 crores in 2020 to over ₹7,059 crores in 2025. The book value per share has nearly quadrupled over this period, reaching ₹120.10. Total assets have grown in tandem, reaching ₹20,433 crores in 2025, up from ₹5,980 crores in 2020, driven largely by increases in current and non-current investments.


The company maintains a debt-free status, with no long-term or short-term borrowings reported in recent years. Deferred tax liabilities have fluctuated but remain manageable. Cash and bank balances have improved to ₹668 crores in 2025, supporting liquidity alongside strong cash flow from operating activities, which stood at ₹1,378 crores in the latest fiscal year.



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Cash Flow and Financial Stability


Cash flow from operating activities has shown a steady increase, rising from ₹647 crores in 2020 to ₹1,378 crores in 2025. This positive cash generation has been crucial in funding investing activities, which have involved significant outflows for asset acquisition and investments, averaging over ₹1,000 crores annually. Financing activities have been minimal, reflecting the company’s self-sustaining growth model without reliance on external debt.


Net cash inflows have been positive in recent years, with ₹223 crores generated in 2025, supporting a healthy cash balance and operational flexibility. The company’s ability to generate cash internally while expanding its asset base and maintaining profitability highlights a solid financial foundation.


Conclusion


Star Health Insu’s historical performance reveals a compelling narrative of rapid revenue growth, a successful turnaround from losses to profitability, and a robust balance sheet with strong equity and cash positions. The company’s operational improvements and disciplined financial management have positioned it well for sustainable growth in the competitive health insurance sector. Investors seeking exposure to a firm with demonstrated resilience and improving margins may find Star Health Insu’s recent performance encouraging, though ongoing monitoring of profitability trends and cost management remains essential.





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