Narrative Update • Jul 16

Over the last 7 days, the Insurance industry has dropped 2.4%, driven by Life Insurance Corporation of India declining 2.7%. However, the industry is down 9.5% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Indian Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | ₹13.1t | ₹15.1t | ₹839.4b | 47.7x | 15.6x | 0.9x |
| Sun, 21 Jun 2026 | ₹13.6t | ₹15.0t | ₹867.3b | 51.9x | 15.7x | 0.9x |
| Tue, 19 May 2026 | ₹13.1t | ₹14.6t | ₹786.7b | 52.2x | 16.6x | 0.9x |
| Thu, 16 Apr 2026 | ₹13.6t | ₹15.0t | ₹780.0b | 59.4x | 17.5x | 0.9x |
| Sat, 14 Mar 2026 | ₹12.9t | ₹15.0t | ₹780.0b | 61.1x | 16.6x | 0.9x |
| Mon, 09 Feb 2026 | ₹14.2t | ₹14.9t | ₹1.0t | 60.5x | 13.6x | 1x |
| Wed, 07 Jan 2026 | ₹14.4t | ₹14.0t | ₹748.2b | 76.3x | 19.3x | 1x |
| Fri, 05 Dec 2025 | ₹14.4t | ₹14.0t | ₹748.2b | 68.1x | 19.2x | 1x |
| Sun, 02 Nov 2025 | ₹14.3t | ₹13.8t | ₹719.1b | 67.7x | 19.9x | 1x |
| Tue, 30 Sep 2025 | ₹14.0t | ₹14.1t | ₹715.8b | 67.9x | 19.5x | 1x |
| Thu, 28 Aug 2025 | ₹14.1t | ₹14.1t | ₹715.8b | 68.8x | 19.7x | 1x |
| Sat, 26 Jul 2025 | ₹14.0t | ₹13.9t | ₹744.7b | 71.8x | 18.9x | 1x |
| Mon, 23 Jun 2025 | ₹14.5t | ₹13.8t | ₹740.7b | 70.1x | 19.6x | 1x |
| Wed, 21 May 2025 | ₹13.6t | ₹13.7t | ₹680.1b | 66x | 20x | 1x |
| Fri, 18 Apr 2025 | ₹12.9t | ₹13.9t | ₹677.4b | 66.9x | 19.1x | 0.9x |
| Sun, 16 Mar 2025 | ₹11.6t | ₹14.0t | ₹675.3b | 57.6x | 17.2x | 0.8x |
| Tue, 11 Feb 2025 | ₹12.6t | ₹14.0t | ₹675.3b | 60.2x | 18.6x | 0.9x |
| Thu, 09 Jan 2025 | ₹13.3t | ₹14.6t | ₹661.0b | 67.2x | 20.2x | 0.9x |
| Sat, 07 Dec 2024 | ₹14.3t | ₹14.6t | ₹661.0b | 66.5x | 21.6x | 1x |
| Mon, 04 Nov 2024 | ₹14.0t | ₹14.3t | ₹643.9b | 59.6x | 21.7x | 1x |
| Wed, 02 Oct 2024 | ₹14.9t | ₹14.0t | ₹637.8b | 71x | 23.4x | 1.1x |
| Fri, 30 Aug 2024 | ₹15.4t | ₹14.0t | ₹637.8b | 70.5x | 24.1x | 1.1x |
| Sun, 28 Jul 2024 | ₹15.8t | ₹13.8t | ₹584.9b | 66.2x | 27x | 1.1x |
| Tue, 25 Jun 2024 | ₹13.6t | ₹13.7t | ₹580.1b | 61.2x | 23.4x | 1x |
| Thu, 23 May 2024 | ₹13.6t | ₹12.7t | ₹516.6b | 43.4x | 26.3x | 1.1x |
| Sat, 20 Apr 2024 | ₹12.8t | ₹12.8t | ₹547.8b | 43.6x | 23.3x | 1x |
| Mon, 18 Mar 2024 | ₹12.5t | ₹12.7t | ₹547.3b | 42.8x | 22.9x | 1x |
| Wed, 14 Feb 2024 | ₹12.9t | ₹12.7t | ₹547.3b | 43.1x | 23.5x | 1x |
| Fri, 12 Jan 2024 | ₹11.6t | ₹12.3t | ₹574.4b | 41.9x | 20.2x | 0.9x |
| Sun, 10 Dec 2023 | ₹11.3t | ₹12.3t | ₹574.4b | 42.9x | 19.7x | 0.9x |
| Tue, 07 Nov 2023 | ₹9.6t | ₹12.5t | ₹658.1b | 41.1x | 14.6x | 0.8x |
| Thu, 05 Oct 2023 | ₹10.0t | ₹12.5t | ₹651.9b | 42.8x | 15.3x | 0.8x |
| Sat, 02 Sep 2023 | ₹10.0t | ₹12.5t | ₹651.5b | 45.8x | 15.3x | 0.8x |
| Mon, 31 Jul 2023 | ₹9.7t | ₹12.2t | ₹601.9b | 45.2x | 16.2x | 0.8x |
16.2x
Which industries have driven the changes within the Indian Financials industry?
| IN Market | -1.01% | |
| Financials | -1.73% | |
| Insurance | -2.39% | |
| General Insurance | 0% | 0 |
| Property and Casualty Insurance | -1.06% | |
| Reinsurance | -1.36% | |
| Insurance Brokers | -2.51% | |
| Life and Health Insurance | -2.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SBILIFE SBI Life Insurance | ₹1.86k | 1.6% +₹29.3b | 1.4% | PE75.5x | |
| ICICIGI ICICI Lombard General Insurance | ₹1.66k | 3.1% +₹24.8b | -13.5% | PE34.2x | |
| ICICIPRULI ICICI Prudential Life Insurance | ₹500.55 | 0.7% +₹4.9b | -19.1% | PE45.2x | |
| NIVABUPA Niva Bupa Health Insurance | ₹86.64 | 0.7% +₹1.1b | 3.2% | PE43.7x | |
| RELIGARE Religare Enterprises | ₹258.05 | 0.7% +₹582.3m | -6.3% | PE99.9x |