Dashboard
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.42%
2
Poor long term growth as Operating profit has grown by an annual rate of 0%
3
Flat results in Jun 25
4
With ROE of 13.19%, it has a attractive valuation with a 1.78 Price to Book Value
5
Majority shareholders : Mutual Funds
6
Consistent Returns over the last 3 years
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
7.83%
0%
7.83%
6 Months
18.57%
0%
18.57%
1 Year
24.25%
0%
24.25%
2 Years
81.91%
0%
81.91%
3 Years
116.06%
0%
116.06%
4 Years
139.63%
0%
139.63%
5 Years
184.9%
0%
184.9%
iA Financial Corp., Inc. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
-3.35%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
20.77%
Dividend Payout Ratio
34.24%
Pledged Shares
0
Institutional Holding
0.17%
ROCE (avg)
0
ROE (avg)
11.42%
Valuation key factors
Factor
Value
P/E Ratio
14
Industry P/E
Price to Book Value
1.85
EV to EBIT
NA
EV to EBITDA
26.14
EV to Capital Employed
1.94
EV to Sales
1.16
PEG Ratio
0.59
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
13.19%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
No Trend
Shareholding Snapshot : Mar 2025
Shareholding Compare (%holding) 
Majority shareholders
Domestic Funds
Domestic Funds
Held in 1 Schemes (0.11%)
Foreign Institutions
Held by 1 Foreign Institutions (0.04%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY
Jun'25
Jun'24
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
88.00
75.00
17.33%
Interest
17.00
17.00
Exceptional Items
-20.00
-29.00
31.03%
Consolidate Net Profit
327.00
214.00
52.80%
Operating Profit Margin (Excl OI)
156.20%
133.90%
2.23%
USD in Million.
Net Sales
YoY Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Jun 2024
Consolidated Net Profit
YoY Growth in quarter ended Jun 2025 is 52.80% vs 4.90% in Jun 2024
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
521.00
470.00
10.85%
Interest
67.00
66.00
1.52%
Exceptional Items
-47.00
0.00
Consolidate Net Profit
962.00
789.00
21.93%
Operating Profit Margin (Excl OI)
125.40%
95.00%
3.04%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is 21.93% vs 136.23% in Dec 2023
About iA Financial Corp., Inc. 
iA Financial Corp., Inc.
Capital Markets
iA Financial Corporation Inc. is a Canada-based company, which offers a range of life and health insurance products, savings and retirement plans, mutual funds, securities, auto and home insurance, mortgage loans, and other financial products and services. The Company's segments include Individual Insurance, which includes life, health, disability and mortgage insurance products; Individual Wealth Management, which includes individual products and services for savings plans, retirement funds and segregated funds, as well as securities brokerage, trust operations and mutual funds; Group Insurance, which includes life, health, accidental death and dismemberment, creditor insurance, replacement warranties and extended warranties, and specialized products for special markets solutions; Group Savings and Retirement, which includes retirement funds and segregated funds; US Operations, and iA Auto and Home Insurance.






