Need To Know: The Consensus Just Cut Its Niva Bupa Health Insurance Company Limited (NSE:NIVABUPA) Estimates For 2026

The analysts covering Niva Bupa Health Insurance Company Limited (NSE:NIVABUPA) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative. At ₹88.94, shares are up 6.2% in the past 7 days. Investors could be forgiven for changing their mind on the business following the downgrade; but it's not clear if the revised forecasts will lead to selling activity.

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Following this downgrade, Niva Bupa Health Insurance's five analysts are forecasting 2026 revenues to be ₹64b, approximately in line with the last 12 months. Before the latest update, the analysts were foreseeing ₹73b of revenue in 2026. It looks like forecasts have become a fair bit less optimistic on Niva Bupa Health Insurance, given the measurable cut to revenue estimates.

Check out our latest analysis for Niva Bupa Health Insurance

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Niva Bupa Health Insurance's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 1.0% growth on an annualised basis. This is compared to a historical growth rate of 34% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 8.8% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Niva Bupa Health Insurance.

The Bottom Line

The most important thing to take away is that analysts cut their revenue estimates for this year. They also expect company revenue to perform worse than the wider market. Overall, given the drastic downgrade to this year's forecasts, we'd be feeling a little more wary of Niva Bupa Health Insurance going forwards.

Looking to learn more? At least one of Niva Bupa Health Insurance's five analysts has provided estimates out to 2028, which can be seen for free on our platform here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.