India Insurance: Q1FY26 - A Mixed Bag - Low on Growth, High on Profitability
Indian insurers, across life, multi-line general and health businesses, reported a mixed bag for Q1FY26, with many franchises prioritizing...
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National Securities Depository Limited (NSDL) IPO - Peer Comparison and Thoughts on Valuation
NSDL (NSDL IN) is looking to raise around US$460m in its upcoming India IPO. In this note we undertake a peer comparison and talk about valuations.
541 Views
HSIE Results Daily: ICICI Lombard General Insurance, ICICI Prudential Life, Bank of Maharashtra
ICICI Lombard General Insurance: ICICIGI reported in-line NEP growth at 14% YoY, although PAT witnessed a sharp jump (+29% YoY), ahead of our...
503 Views
SBI Possible US$3bn QIP - Will Be One of the Largest Fund Raisings in India, Last One Didn’t Do Well
As per news reports and company filings, State Bank Of India (SBIN IN) could soon look to raise around US$3bn (INR250bn) via a QIP.
515 Views
India Insurance: Positioning for the Clarion Call
As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling...
335 Views