SBI Life Insurance - Steady Performance
VNB margin moderated to 28.8% from 30.1% in Q4FY23, witnessing a contraction of 130bps QoQ mainly due to an increase in ULIP.
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India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
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India Equity Strategy - Banks Continue to Lead the Pack; Profitability Improves for Most Sectors
Q4FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 13%/9%...
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Kotak Placement - Has Sold Before, Stock Has Run-Up Recently but It Has Still Underperformed
CPPIB aims to raise around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). The previous selldown by CPPIB held up well.
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Life Insurance: âCleansingâ underway; no longer ânudge and pushâ
Contrary to expectations of relief in the Union Budget, life insurers are expected to be adversely impacted by the first-order and second-order...
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