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...
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HSIE Results Daily: ICICI Lombard General Insurance, ICICI Prudential Life
ICICI Lombard General Insurance: ICICI Lombard (ICICIGI) reported strong growth in NEP (+20%) while reported PAT declined -2% YoY in the quarter,...
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Aequitas: NSE IPO - Digestible Valuation, Given Its Dominance
National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about valuations.
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HSIE Results Daily: ICICI Prudential Life, Oberoi Realty, Multi Commodity Exchange
ICICI Prudential Life (IPRU) clocked strong APE growth (+27% YoY) slightly above our estimates, while the VNB growth was modest (+9% YoY) and below...
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HSIE Results Daily: Bajaj Finance, ICICI Prudential Life, Persistent Systems, Supreme Industries
Bajaj Finance: Bajaj Finance (BAF) reported a mixed set of earnings with steady loan growth (+29% YoY) and improving operating efficiency offset by...
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