From 37% Rally to a ₹912 Cr Exit: What’s Next for PB Fintech?

Co-founders to sell 1.1% via block deal Yashish Dahiya and Alok Bansal plan to offload 50.5 lakh shares (5.05 mn shares) worth about US $106 mn via a NSE block deal on June 26. The base price is set at ₹1,800/share, a 2.2% discount to Wednesday’s close of ₹1,839.80. Transaction size ~₹912 cr At ₹1,800 apiece, the stake sale translates to roughly ₹912 cr. This comes as the stock has run up ~37% over the past 12 months, so the modest discount could help ensure smooth execution without denting market sentiment too much2. Strong Q4 & FY25 earnings In Q4FY25, PB Fintech reported a consolidated net profit of ₹171 cr (up 184% YoY) on revenues of ₹1,508 cr (+38% YoY), led by a 46% jump in insurance revenues. For full-year FY25, PAT was ₹353 cr (5.5× YoY), while adjusted EBITDA more than doubled to ₹333 cr; ESOP expenses fell, and EBITDA (post-ESOP) turned positive at ₹94 cr vs. a ₹186 cr loss last year. In focus on monthly expiry day Markets have singled out PB Fintech as a “stock to watch” alongside names like Mobikwik, Tata Steel and JSW Steel on June 26, as block deals and lock-in expiries drive intra-session volatility. Earlier volatility from healthcare arm investment Back in March, shares tumbled over 5% intraday—their steepest drop since early March—after PB Fintech’s board approved a ₹696 cr infusion into its newly formed subsidiary PB Healthcare Services for FY 26, pending shareholder sign-off. The stock later recovered but that episode underlines sensitivity around big corporate actions.