/
•
•
Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
Aggressive expansion, continued dependence on its parent for business, and an adverse shift in the product mix weigh on profitability as well as investor sentiment.
HDFC Life Insurance Company, India’s largest private life insurer, can’t seem to catch a break.
Its stock has been among the worst-performing insurance plays on the bourses over the last six months, down more than 23%, and over a quarter from its 52-week high of Rs 820.75. Over the past year, it has shed more than a third of its market capitalization. Market volatility explains only part of the slide. A closer look at the financials suggests something more structural is at play.
At first glance, the latest FY26 numbers don’t look alarming. After contracting 8.4% in the previous fiscal, …
The beleaguered lender outperformed larger rivals—and itself—on several metrics in FY26, but one-offs and a still weak retail engine keep its investors on edge.
Atanu Chakraborty’s resignation does not appear as damaging as the bank’s response to it. The ‘all is well’ narrative needs an independent audit.
While the earnings have been encouraging, the real challenge lies in addressing the slowing deposit growth and leadership uncertainty.
