HDFC Life Insurance Company Q1 Results: It reported a 14% year-on-year (YoY) growth in its standalone net profit at Rs 546 crore for Q1FY26 as compared to Rs 478 crore posted in the year-ago period. The company's net premium income rose 16% at Rs 14,466 crore versus Rs 12,510 crore posted in the year-ago period. The company's profit after tax (PAT) was 15% higher on a sequential basis versus Rs 477 crore reported in Q4FY25. However, the net premium income fell sharply by 39% as compared to Rs 23,766 crore in the January-March quarter of FY25. Catch the top management of HDFC life decoding the Q1 results and the growth blue print.
Stocks including HDFC Life Insurance, ICICI Lombard GIC, Bajaj Finserv, HDB Financial, Ashok Leyland, Zydus Lifesciences, Biocon and more will be in the spotlight on Wednesday, July 16.
Emkay Global said ICICI Pru Life delivered a largely in-line performance, led by 5 per cent decline in APE. VNB margin came at 24.5 per cent, higher than the estimated 24.2 per cent. T
In this power-packed market commentary, Shailender Bhatnagar breaks down the state of the Indian markets on July 1st, kicking off the second half of 2025. After a sharp four-month rally that saw the Nifty surge over 3,000 points, markets have opened the new quarter on a muted note with low volumes and cautious sentiment ahead of Q1 earnings. The Nifty traded in a narrow range while Bank Nifty hit a fresh record high. Standout movers included Raymond, BEL, and Apollo Hospitals, the latter surging on news of a demerger and volume breakout. The commentary also touches on emerging momentum in insurance stocks like HDFC Life and ICICI Lombard, following budget announcements on FDI, and identifies opportunities in beaten-down bluechips like Carborundum Universal. Bhatnagar further highlights the sharp gains in auto ancillary names such as Gabriel India and Banco Products, along with strength in defense and PSU banking stocks. Tune in for a detailed, insightful, and engaging analysis of market trends, breakout stocks, and sectoral shifts—only on Business Today Television.
Four Nifty heavyweights hit record highs in today’s session, reflecting robust market sentiment and strong sectoral momentum. HDFC Bank breached the ₹2,000 mark for the first time, registering a high of ₹2,025 with gains exceeding 2%. HDFC Life, another stock from the same group, also surged to fresh highs, underscoring investor confidence in the insurance space. Bharti Airtel crossed ₹2,000 as well, with Swati Hotkar, AVP – Technical Research at Nirmal Bang, maintaining a bullish stance and projecting targets of ₹2,100–₹2,150. Grasim, from the cement sector, showed a breakout from a flag pattern and is now poised for further upside towards ₹3,000. Swati Hotkar remains optimistic about all four counters, advising investors to hold long positions as these stocks may continue driving Nifty and Bank Nifty upwards. Watch the full analysis and technical insights in this segment.
Despite the scale and initial market excitement, a significant number of these large IPOs have underperformed, failing to generate the expected returns for investors.
Morgan Stanley said its revised price targets for lenders largely reflect a lower cost of equity (COE), influenced by declining government bond (g-sec) yields.
Biocon Ltd shares were trading on a flat note at Rs 345.80 on BSE today. HSBC reiterated a 'buy' recommendation with a revised price target of Rs 390.
Phillip Capital has expressed a preference for the general insurance sector over life insurance in the medium term due to its stronger growth drivers.
In this LIVE edition of Market Guru on Business Today TV, anchor Shailendra Bhatnagar engages in an insightful conversation with Abhay Agarwal, the Founder and Fund Manager of Piper Serica PMS, a seasoned professional with decades of experience in the Indian stock market. In this live interview, Abhay Agarwal shares his perspective on the recent market rally following an eight-month downturn, suggesting that the worst is likely behind us due to improving domestic consumption and a potential return of FII flows. Piper Serica, known for capitalizing on market fear, currently holds a cash position of around 5-10% and has recently increased its overweight positions in sectors like small banks, select NBFCs, and insurance companies such as HDFC Life, ICICI Pru, and ICICI Lombard. The fund is also strongly bullish on the pharma sector, highlighting opportunities in CDMO and generic exports, with stocks like Divis Labs and Dr. Reddy's in their portfolio. Conversely, Piper Serica remains underweight on IT services due to concerns about their adaptation to new technologies, and they are also cautious on renewable energy and automobiles due to sector-specific challenges. Interestingly, Abhay Agarwal views the US-China trade war as a significant opportunity for Indian manufacturing and exports, particularly in EMS, pharmaceuticals, and electronics. Regarding gold, while acknowledging its role in asset allocation, he suggests its major rally might be over, with equities offering better long-term growth potential. Overall, Abhay Agarwal provides a detailed outlook on various sectors, highlighting his fund's strategic positioning and offering valuable insights for navigating the current market landscape.
Stocks including Infosys, YES Bank, BHEL, ICICI Bank, Tata Consultancy Services, HDFC Bank, ABB India, Jio Financial Services and Gensol will be in the spotlight on Monday, April 21.