Tipsheet
What matters at India’s listed companies
Notes / Sector

Insurance

25 recent notes from companies in this sector. 8 companies tracked.

Anchor companies · by market cap
Recent activity
Mon · 20 Jul
6
Concalls · Insurance

Canara HSBC Life trims ULIP forecast despite 24% premium growth

Management cuts full-year ULIP mix guidance to 45-50% from 55%, citing customer shift to traditional savings; protection APE surges 42% and VNB grows 29%.

CANHLIFE Mid cap 7:05 PM
6
Earnings · Insurance

ICICI Lombard's ₹165 cr court provision cut Q1 profit 46%

The earnings transcript confirms a one-time motor TP reserve from a Supreme Court order drove net profit to ₹403 cr, down from a year ago.

ICICIGI Large cap 4:35 PM
5
Earnings · Insurance

Canara HSBC Life's Q1 profit rises 20%, solvency improves to 198%

Net profit at ₹28.14 cr vs ₹23.42 cr; gross premium jumps to ₹2,047.52 cr. Clean audit, and solvency up from 190%.

CANHLIFE Mid cap 4:31 PM
5
Earnings · Insurance

Canara HSBC Life Q1 profit up 20% YoY; routine board outcome

The insurer's net profit rose to ₹28.14 cr, with solvency at 198%. The result is in line with earlier guidance and carries no surprise.

CANHLIFE Mid cap 4:18 PM
Wed · 15 Jul
6
Concalls · Insurance

ICICI Lombard takes ₹1.65B court ruling hit, profit slumps 46%

Supreme Court judgment on motor third-party pricing forces industry-wide reserve top-ups; fire business combi ratio at 128% termed unsustainable.

ICICIGI Large cap 8:28 PM
6
Earnings · Insurance

ICICI Lombard Q1 profit drops 46% to ₹403 cr on court ruling reserve

Net profit falls to ₹403 cr from ₹747 cr as the insurer sets aside ₹165 cr for potential motor TP liabilities from a Supreme Court ruling. Premiums grow 10% but combined ratio worsens to 107.2%.

ICICIGI Large cap 6:43 PM
6
Insurance

HDFC Life targets 16%+ APE growth, margin near 25%

Q1 concall adds texture: HDFC Bank channel recovers market share, tier-2/3 now 70-75% of new policies. Management cautiously optimistic on full-year guidance.

HDFCLIFE Mega cap 6:00 PM
5
Credit · Insurance

ICRA assigns Niva Bupa its top issuer rating with stable outlook

First time the agency rates Niva Bupa's general creditworthiness; AAA indicates highest degree of safety on financial obligations.

NIVABUPA Mid cap 5:50 PM
6
Insurance

ICICI Prudential Life VNB jumps 24.9%; protection surges 60.4%

Q1 FY27 concall confirms VNB margin improved 200 bps to 26.7%; savings growth muted at 5.8%. Management offers no full-year guidance.

ICICIPRULI Large cap 5:06 PM
5
Insurance

Niva Bupa gets ₹22.12 cr GST refund, ends input credit litigation

The refund resolves a dispute for July 2017–Sep 2022, but is negligible against a market cap of ₹15,680 cr.

NIVABUPA Mid cap 4:00 PM
5
Earnings · Insurance

HDFC Life Q1 adds texture but no news: VNB at ₹879 cr, margin 25%

Press release confirms **9%** VNB growth, **25.0%** margin, **12%** PAT rise. Management adds moderate bancassurance, retail protection uptick. No new material information.

HDFCLIFE Mega cap 3:58 PM
5
Earnings · Insurance

HDFC Life Q1 PAT rises to ₹611 cr, no surprises

Standard quarterly beat for HDFC Life: PAT ₹611 cr, solvency 185%, and a ₹2.10 dividend awaits AGM approval. The concall had already flagged VNB growth.

HDFCLIFE Mega cap 3:52 PM
6
Earnings · Insurance

ICICI Prudential Life Q1 PAT up 28%, VNB grows 25%

Value of new business margin holds at 26.7%; retail protection APE jumps 60%, lifting new business premium 21%.

ICICIPRULI Large cap 1:46 PM
Sun · 05 Jul
5
Insurance

Prudential to give up board seat at ICICI Prudential Life after Bharti deal

In a governance pact, Prudential Corp will abstain from voting on special resolutions and withdraw its nominee director until promoter reclassification is done.

ICICIPRULI Large cap 10:01 AM
Wed · 24 Jun
8
Insurance

LIC CFO Sunil Agrawal resigns, effective July 14

The country's largest insurer loses its Chief Financial Officer to 'better prospects', raising questions on succession planning and financial oversight.

LICI Mega cap 8:06 PM
Thu · 18 Jun
6
Insurance

IIRM Holdings seeks NSE dual listing to broaden investor base

Board approves proposal for main board listing on NSE without fresh issue. Shares currently trade on BSE and inactive Calcutta Stock Exchange.

IIRM Micro cap 1:53 PM
Mon · 15 Jun
8
Insurance

Govt to sell up to 5% stake in GIC Re via OFS at ₹352 floor

The central government will offload up to 5% of its holding in the reinsurer through an offer for sale, aiming to meet minimum public shareholding norms. The floor price of ₹352 per share values the offer at up to ₹3,322 cr.

GICRE Large cap 8:09 PM
Mon · 08 Jun
6
Earnings · Insurance

GIC Re posts ₹8,392 cr profit but sees fire premiums softening

Net profit jumped 25% on a better combined ratio, but management flagged new domestic competition and a softening direct-fire market. Growth guidance for FY27 is just single-digit.

GICRE Large cap 6:48 PM
Wed · 03 Jun
5
Insurance

Niva Bupa's chairman exits on health grounds; ex-SBI MD to replace him

Milind Barve steps down effective June 2026. The board has named former SEBI member Ashwani Bhatia as his successor, pending shareholder and IRDAI approval.

NIVABUPA Mid cap 3:16 PM
Tue · 26 May
6
Earnings · Insurance

GIC Re profit jumps 25% to ₹8,392 crore as underwriting losses narrow

The reinsurer lifted its final dividend by 32.5% to ₹13.25 per share after a year of improved solvency and lower claims.

GICRE Large cap 10:19 PM
6
Earnings · Insurance

GIC Re profit jumps 25% as board lifts dividend to ₹13.25

The reinsurer reported a standalone net profit of ₹8,392 crore for FY26, supported by a solvency ratio that climbed to 4.21.

GICRE Large cap 9:26 PM
5
Earnings · Insurance

GIC Re profit climbs 25% to ₹8,392 cr as dividend payout rises

The reinsurer lifted its annual dividend to ₹13.25 per share, even as it booked a ₹702 cr provision for life insurance claims.

GICRE Large cap 9:20 PM
Thu · 21 May
6
Insurance

LIC hits record profit on the back of rising non-par margins

Net profit jumps 19% to ₹57,419 crore as the insurer tilts toward non-participating policies and new sales channels.

LICI Mega cap 8:31 PM
5
Insurance

LIC clocks 42% VNB growth in FY26, declares final dividend

Audited annual results confirm 19% PAT rise and 42% VNB surge; most numbers were already disclosed in earlier board filing.

LICI Mega cap 5:54 PM
6
Earnings · Insurance

LIC's net profit jumps 19% to ₹57,418 cr in FY26

Strong investment income drives earnings; board recommends ₹10 final dividend and confirms bonus issue.

LICI Mega cap 5:34 PM