Insurance stocks jolted: The Insurance Regulatory and Development Authority of India (Irdai) on Wednesday proposed a phased reduction in the expenses of management (EoM) limits for insurers.
However, industry experts do not view the moderation as a structural reversal in demand.
G Chokkalingam of Equinomics Research believes that rate hike fears, growth prospects weigh on HDFC Bank; while insurance stocks are concerned about regulatory move on commissions/distribution costs.
Among the new additions, Laurus Labs saw its market-cap rise 92 per cent to ₹1.03 trillion from ₹53,546 crore as of March 30, 2026
HDFC Life CEO Vibha Padalkar expects growth to return to early teens, with bancassurance, term insurance and non-par products driving expansion
Shrikant Chouhan of Kotak Securities recommends buying HDFC Life Insurance and Home First Finance given their strong fundamentals.
Thus far in the calendar year 2026, HDFC Life's stock price tanked 29 per cent.
The insurer's June-quarter margins remained resilient despite slower premium growth, with management expecting recovery in the HDFC Bank channel and stable VNB margins
HDFC Life Insurance shares fell despite reporting a strong June quarter, with net profit rising 12 per cent year-on-year and premium income growing 14 per cent.
HDFC Life and ICICI Prudential Life Insurance reported double-digit growth in first-quarter profit, supported by higher premium collections, investment income and healthy business growth
HDFC Life posted a 12% rise in first-quarter profit as strong renewal premium collections offset slower growth in new policy sales
Growth in protection products is expected to offset the impact of GST-related input tax credit changes on life insurers, while lower combined ratios may support non-life insurers' profitability
Chairman Keki Mistry says favourable demographics, rising financial awareness and regulatory reforms will support long-term growth in India's life insurance sector
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.
Life insurer says the bonus will benefit 22.2 lakh participating policyholders, with a major portion to be paid out during FY27
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.
Stocks to watch today: Wipro, Angel One, Jio Financial Services, Max Healthcare, HDFC AMC, HDFC Life, BPCL, Waaree Renewable and RVNL are among the key stocks in focus today.
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