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HDFC Life reports 12 per cent premium growth in FY26, retail protection business rises 43 per cent
HDFC Life Insurance reported a robust 12% year-on-year growth in total premium for FY26, with its retail protection business soaring by 43%. The insurer solidified its position among the top three, achieving a 10.8% new business market share. Profit after tax reached Rs 1,910 crore, and assets under management grew to Rs 3.75 lakh crore.
UBS sees MOFSL entering structural growth phase; starts coverage with 'Buy'
Improving revenue mix, along with higher capital efficiency, UBS believes, could support a structural re-rating of the stock towards premium asset management and wealth management multiples
NLC India shares in focus as government's Offer For Sale opens for non-retail investors
Among the public shareholders, mutual funds of India had a 9.49% stake in NLC India, led mainly by Nippon Life India AMC (5.65%) and Kotak Mahindra MF (2.6%). The stock is up over 30% so far in 2026.
LIC emerges as highest profit-making financial company in March quarter
Life Insurance Corporation of India has achieved the highest profit in the Indian financial sector for the March quarter. The company reported a significant jump in net profit. State Bank of India and HDFC Bank followed with substantial profits. LIC's assets under management and premium income also saw growth. Vodafone Idea recorded a record quarterly profit due to statutory relief.
Markets bottom out before conflicts end; waiting has a cost: Kotak AMC CIO
Harsha Upadhyaya, Chief Investment Officer of Kotak Mahindra Asset Management Company explains why markets bottom before clarity, how crude shocks impact the near term, and why staying invested with a diversified approach is key to long-term returns.
SBI Life shares fall 3% after Q4 net profit declines 1%: Here's why Nomura, Nuvama, other brokerages remain bullish
SBI Life Insurance shares dipped 3% after reporting a 1% net profit decline in Q4 FY26, despite a 16% rise in net premium income. Brokerages remain bullish, maintaining 'Buy' ratings with targets around Rs 2,400, citing stable performance and strong distribution networks. Management targets 14% APE growth and improved VNB margins.
Indian fund outperforming 98% of peers bets on defense stocks
A $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost local arms production and support the government’s efforts to lower reliance on imports.
Private banks may outperform PSUs after rally; ICICI Bank, Kotak among top picks: Digant Haria
Private sector banks could outperform PSU banks after a strong rally in public lenders, according to Digant Haria of GreenEdge Wealth Services. He said PSU banks benefited from improving asset quality and growth cycles, but valuations now favour private lenders. Haria prefers large private banks such as ICICI Bank, Kotak Mahindra Bank and Axis Bank. He also sees opportunities in microfinance firms and gold loan companies like Muthoot Finance and IIFL Finance. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Stocks to Watch for March 10: NSE, Torrent Power, Bajaj Finserv, Dixon Technologies and more
NSE will add six stocks to the F&O segment from April 1, 2026, including Adani Power, Cochin Shipyard, Hyundai Motor India, Motilal Oswal, Nippon Life India, and Vishal Mega Mart. Here are few stocks to track ahead of Tuesday's trading session.
ADIA sells 2.3% stake in Lenskart for Rs 1,960 crore to 19 investors including Morgan Stanley, Goldman Sachs, SBI MF
Lenskart Solutions Block Deals: Kotak Mahindra Asset Management was the largest buyer, picking up 1.27 crore shares (0.7 percent stake) for Rs 626 crore.
Stocks to Watch Today: Hyundai Motor, Vishal Mega Mart, Minda Corp, Solex Energy, Hinduja Global Solutions, Dixon Technologies in focus on 10 March
Stocks to Watch, 10 March: Stocks like Adani Power, Cochin Shipyard, Hyundai Motor India, Motilal Oswal Financial Services, Nippon Life India Asset Management, Vishal Mega Mart, Minda Corporation, Solex Energy, and Hinduja Global Solutions will be in focus on March 10.