1821.8000 17.80 (0.99%)
NSE Sep 18, 2025 15:31 PM
Volume: 817.5K
 

1821.80
0.99%
HDFC Securities
Given the strong distribution footprint of its parent SBI (24k+ branches), improving protection share (8.1%), lowest operating cost ratios (9.5%), improving margins (VNBM: 19.8%) and tailwinds from financialisation of savings we expect SBILIFE to deliver strong FY19-21E VNB CAGR of 15.5% p.a. and RoEVs of ~17.5-18%. Lower than expected growth and protection share remain a key risk to our call. FY19 NBP growth of 25.7%, was driven by higher share of protection (NBP: 11.9%, +643bps YoY), which in turn led to adj. VNBM expansion of 140bps to 19.8%. Consequently absolute adj. VNB grew a stellar 22.1% YoY to Rs 19.2bn. SBILIFE is our top BUY with a TP of Rs 785 (FY20 EV + 19.8x FY21E VNB).
SBI Life Insurance Company Ltd. is trading below its 30 day SMA of 1829.3
More from SBI Life Insurance Company Ltd.
Recommended