Insurance industry
11 companies · ₹11.7 L cr · 10 with AI deep dives
Debt / equity
median 0.12x(p25 0.07x · p75 0.17x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30tailwindRetail health insurance in structural upcycle; industry growth 30%+ with specialists leading5 managements
Every health-exposed insurer reported accelerating retail health GWP well in excess of overall industry growth. ICICIGI's retail health grew 69.5% vs industry retail health of…
- ICICIGI (Q1FY27): “Our Retail Health business continued to demonstrate strong growth of 69.5% for Q1FY2027…”
tailwind4 managements🔒tailwind4 managements🔒headwind4 managements🔒headwind2 managements🔒headwind3 managements🔒headwind2 managements🔒headwind2 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Life Insurance Corporation of India | ₹5.4 L cr | Unlock | ||
| SBI Life Insurance Company Ltd | ₹1.9 L cr | Unlock | ||
| HDFC Life Insurance Company Ltd | ₹1.2 L cr | Unlock | ||
| ICICI Lombard General Insurance Company Ltd | ₹84,677 cr | Unlock | ||
| ICICI Prudential Life Insurance Company Ltd | ₹74,041 cr | Unlock | insurance solvency strong | |
| General Insurance Corporation of India | ₹62,799 cr | Unlock | ||
| Star Health & Allied Insurance Company Ltd | ₹34,382 cr | Unlock | net cashinsurance solvency strong | |
| New India Assurance Company Ltd | ₹26,673 cr | Unlock | gi combined elevated | |
| Go Digit General Insurance Ltd | ₹22,731 cr | Unlock | net cashgi combined elevatedinsurance solvency strong | |
| Niva Bupa Health Insurance Company Ltd | ₹16,038 cr | Unlock | net cashinsurance solvency strong | |
| Canara HSBC Life Insurance Company Ltd | ₹13,457 cr | Unlock |