Health Insurance 1.0: Advantage SAHIs
We believe that the recent extension of “Use and File” for retail products is likely to reflate portfolio profitability by containing the...
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Health Insurance 1.0 - Advantage SAHIs
Within the INR1.3tn retail health insurance opportunity (by FY32E), standalone health insurers (SAHIs) are slated to grow faster than multiline...
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HSIE Results Daily: Hindustan Unilever, Ambuja Cement, ICICI Lombard, Heidelberg Cement
Hindustan Unilever: HUL reported higher-than-expected revenue and volume growth; however, volume growth saw sequential deceleration on three-year CAGR
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HSIE Results Daily: L&T Infotech, ICICI Lombard, JSW Energy, Tata Elxsi
JSW Energy: Higher realisation and increased generation at the Vijayanagar and hydro plants boosted Q3FY22 PAT by 126% YoY to INR3.2bn (above ours...
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Long-term story very much intact, growth levers available in short term and valuations attractive
The strong growth potential of Indian non-life insurance remains the key investment argument of ICICI Lombard (ICICIGI). The company’s RoE and...
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