ICICI Prudential Insurance Company - Volume Outlook Improving but Margin Reset Lower
Adverse impact of product mix (higher linked/par) along with higher cost (commission and opex) and overall competitive environment led to a bigger...
147 Views
ICICI Lombard General Insurance: Improving Competitive Advantage, Upgrade to BUY
We upgrade ICICI Lombard (ICICIGI) to BUY with a revised TP of INR1,982 (33.4x FY26E EPS) on the back of its new playbook in retail health business
397 Views
ICICI Lombard General Insurance Company Ltd - Riding the Tech Wave
Without incurring substantial additional costs, the business is expected to achieve its core objectives - agility, efficiency, reliability, and...
234 Views
Go Digit General Insurance IPO - Growth Remains Strong, Valuation Isn’t Cheap
Go Digit General Insurance is looking to raise around US$315m in its India IPO. We have looked at the company's past performance in our earlier...
62 Views
Aadhar Housing Finance IPO - Larger and Slower, at a Reasonable Discount
Aadhar Housing Finance (AHF) is now looking to raise around US$360m in its India IPO, via selling a mix of primary and secondary shares. In this...
396 Views