In the past one month, ICICI Prudential Life (down 18%), HDFC Life (down 12%) and SBI Life (down 9%) underperformed the Sensex, which was down 2.6% during the same period.
HDFC Life share price fell 4 per cent today, after weak Q4FY26 results. Analysts have cut earnings estimates but remain cautiously optimistic on FY27 growth outlook and margin recovery.
HDFC Life reports modest Q4 growth hit by GST and labour code changes; HDFC Bank's Rs 1,000 crore infusion to raise stake and improve solvency ratio to 186 per cent
The recent GST exemption on individual life insurance policies has emerged as a strong structural tailwind for the sector after a prolonged period of regulatory headwinds
The insurer reported an 11 per cent year-on-year (Y-o-Y) growth in annualised premium equivalent (APE) at ₹3,970 crore for Q3FY26, broadly in line with industry growth and analyst expectations.
Q3FY26 company results: Firms including Alok Industries, Angel One, South Indian Bank, Nelco, and Smartworks Coworking are also to release their October-December earnings reports today
Volatile equity markets and lower deposit rates boosted demand for non-par guaranteed-return products in H1FY26, lifting their share across most listed life insurers except HDFC Life
HDFC Life sees 50% surge in retail term sales after GST cut; CEO Vibha Padalkar outlines margin recovery, product mix shift, and strategies to offset ITC impact
Q2FY26 company results: HDFC Asset Management Company, HDB Financial Services, Angel One, Tata Communications, and Delta Corp are also to release their July-September quarter earnings reports today
Private life insurers' individual annualised premium equivalent (APE) increased at a moderate 7.7 per cent year-on-year (Y-o-Y), whereas LIC's individual APE fell 31.8 per cent Y-o-Y
India's life insurance industry is set to deliver resilient growth, improve profitability, and strengthen cash flow visibility over the long term, Motilal Oswal said
While the market was anticipating a cut in GST rates for term and health policies, analysts at JM Financial said, the exemption on savings-oriented life products came as a positive surprise.
