External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>Indian insurers, across life, multi-line general and health businesses, reported a mixed bag for Q1FY26, with many franchises prioritizing profitability over topline growth</li><li>Outliers such as GODIGIT, NIACL, GICRE, and MAXL ticked both boxes, while IPRULIFE continued to disappoint on both fronts</li><li>In the LI business, companies witnessed green shoots on product mix alignment in the banca channel</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indian insurers, across life, multi-line general and health businesses, reported a mixed bag for Q1FY26, with many franchises prioritizing profitability over topline growthOutliers such as GODIGIT, NIACL, GICRE, and MAXL ticked both boxes, while IPRULIFE continued to disappoint on both frontsIn the LI business, companies witnessed green shoots on product mix alignment in the banca channelContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India Insurance: Q1FY26 - A Mixed Bag - Low on Growth, High on Profitability

<ul><li>As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling long-term investment thesis, underpinned by structural under-penetration (FY24: 3.7%), favourable demographics, and increasingly enabling regulatory environment that anchor our key themes: affordability, accessibility, digital-first businesses, and composite licensing</li><li>We initiate with BUY on POLICYBZ, BJFIN, and NIVABUPA.</li><li>As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling long-term investment thesis, underpinned by structural under-penetration (FY24: 3.7%), favourable demographics, and increasingly enabling regulatory environment that anchor our key themes: affordability, accessibility, digital-first businesses, and composite licensing. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling long-term investment thesis, underpinned by structural under-penetration (FY24: 3.7%), favourable demographics, and increasingly enabling regulatory environment that anchor our key themes: affordability, accessibility, digital-first businesses, and composite licensingWe initiate with BUY on POLICYBZ, BJFIN, and NIVABUPA.As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling long-term investment thesis, underpinned by structural under-penetration (FY24: 3.7%), favourable demographics, and increasingly enabling regulatory environment that anchor our key themes: affordability, accessibility, digital-first businesses, and composite licensing. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India Insurance: Positioning for the Clarion Call

India

Niva Bupa Health Insurance Company Limited operates as an insurance company. The Company offers a wide range of health and life, travel, and corporate insurance plans to individuals and organizations. Max Bupa Health Insurance serves customers in India.

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Niva Bupa Health Insurance (NIVABUPA IN)

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...

HDFC Securities

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...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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