PB Fintech (POLICYBZ IN): Synthetic Expert Call Transcript (26 Sep 2026)
IRDAI's September 23, 2026 consultation paper, “Recalibrating Economics of Insurance Distribution,” represents an existential threat to PB...
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The Take-Rate Reset: How IRDAI's Distribution Draft Repriced Policybazaar and Turtlemint?
IRDAI’s draft caps on insurance distribution threaten platform margins, sparking record sell-offs for PB Fintech and Turtlemint as unit economics...
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Primer: Policybazaar (POLICYBZ IN) - Aug 2026
Policybazaar is the dominant market leader in India's online insurance aggregation space, commanding over 90% market share, and is...
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Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides
In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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