• Agentic underwriting market: Datamatics is targeting a $25 to $30 billion complex insurance underwriting addressable market with its new agentic AI platform, which provides a 70% reduction in turnaround time, a 50% cost reduction, and a 25% improvement in accuracy.
• Product launch roadmap: The company is expanding agentic AI into bank loan underwriting and credit analysis, converting its Finato financial platform to be fully agentic within two to three months, and planning two to three product launches next quarter.
• R&D capital allocation: Datamatics maintains an annual R&D spend of approximately 40-odd crore rupees, which is being actively reallocated from other areas into Generative and Agentic AI technologies.
• Pipeline and demand: The company is in active price-discovery dialogue with about 20 companies and expects clearer revenue visibility within one quarter, while reporting steady business demand in the US and no significant geopolitical disruption.