Mumbai, 15 October, 2025, the stock market responded favorably to the Q2 FY26 performance of ICICI Lombard General Insurance and Thyrocare Technologies as both companies posted high growth in profits and the interest of the investors. The strong quarterly results stimulated a surge in their share prices to show new recovery in the insurance and diagnostics industries
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Shares of ICICI Lombard shot up almost 8 per cent on October 15 to reach a 3-month high of 2,002.20 per share, and Thyrocare Technologies shot up 17 per cent after it posted a good performance in the third quarter
The volume of trading of ICICI Lombard was also on the high side with almost 28 lakh shares being traded by mid-morning, close to five times the 10-day average, and indicating increased involvement of both institutional and retail investors
ICICI Lombard Q2 FY26 Performance.
ICICI Lombard General Insurance registered a net profit of 820 crore which is 18% higher than it was in the corresponding quarter last year of 694 crore. Although the gross premiums slightly declined, the insurer continued to be in good profits and operations.
Key Financial Highlights:
- Net Profit: ₹820 crore (+18% YoY)
- Gross Direct Premium Income (GDPI)65.96billion (-1.9% YoY)
- Interim Dividend: 6.50 per share (as compared to 5.50 in the previous year)
Omitting crop and mass health segments, GDPI increased by 3.5% YoY, compared to certain industry standards, and demonstrating consistent performance on important insurance segments
Thyrocare Q2 FY26 Performance
Thyrocare Technologies have also presented another good quarter with a net profit of 48 crore, which is an increase of 80 percent as compared to 27 crore during FY25 Q2. Operation revenue increased by 22% per annum to 216.53 crore due to a rise in the number of tests and a strong pathology division
Key Operational Metrics:
- Net Profit: ₹48 crore (+80% YoY)
- Operation Revenue: 216.53 crore (22% YoY)
- Consolidated EBITDA: Up 48% YoY
- EBITDA Margin: 33%
- Diagnostics Volume: 53.3 million tests, which is an increase of 21 percent YoY
The diagnostics company had also declared a bonus issue in 2:1 ratio and interim dividend of 7 per share. Dividend eligibility has been determined on October 24, 2025
The pathology division, which has been growing 24 percent/year YoY, drove growth, as it has been supported by growth in network, slab-based pricing, and operations in fact more robust in urban and semi-urban area
Summary: Momentum Building in the Sector.
The two listed companies of ICICI Lombard and Thyrocare have demonstrated a robust operational health and a healthy profit expansion during Q2 FY26, indicating stability in the sector due to the larger market turbulence
Highlights at a Glance:
ICICI Lombard
- Net Profit: ₹820 crore (+18% YoY)
- GDPI: ₹65.96 billion (-1.9% YoY)
- Interim Dividend: ₹6.50 per share
Thyrocare
- Net Profit: ₹48 crore (+80% YoY)
- Revenue: ₹216.53 crore (+22% YoY)
- EBITDA Margin: 33%
- Bonus Issue: 2:1 ratio
- Interim Dividend: ₹7 per share
The high quarterly performances highlight the strategic emphasis of the companies on operational efficiency, growth and shareholder value creation. The positive mood in the insurance and healthcare sectors can also be observed through the activity of trading volumes because it is indicative of investor interest in the market as the second half of FY26 approaches
Disclaimer
The article is informative and should not be considered as investment advice. The investors are advised to do personal research or seek the advice of financial advisors, prior to investment
