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30 Jul 2025 |
ICICI Lombard
|
Consensus Share Price Target
|
1906.10 |
2110.12 |
- |
10.70 |
buy
|
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22 Jul 2025
|
ICICI Lombard
|
Geojit BNP Paribas
|
1906.10
|
2244.00
|
1962.30
(-2.86%)
|
17.73 |
Buy
|
|
|
*over or under performance to benchmark index In Q1FY26, the company's gross direct premium income (GDPI) was largely flat YoY, at Rs. 7,735cr, as strong performance in its core portfolios was offset by...
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15 Jul 2025
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2400.00
|
2002.70
(-4.82%)
|
25.91 |
Buy
|
|
|
ICICI Lombard’s (ICICIGI) gross written premium was up 2% YoY in 1QFY26 at INR81b (in line), impacted by 1/n regulation and its cautious approach to the motor segment.
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16 Apr 2025
|
ICICI Lombard
|
Sharekhan
|
1906.10
|
2300.00
|
1811.80
(5.20%)
|
20.67 |
Buy
|
|
|
Earnings lagged estimates (~15%) at Rs. 510 crore, declined by 2% y-o-y mainly led by lower investment income (down 17% y-o-y) in Q4FY25. GDPI was also muted at just ~2.3% y-o-y in Q4 mainly due to slowdown in motor segment and deferred accounting of longterm policies.
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15 Apr 2025
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2200.00
|
1822.60
(4.58%)
|
15.42 |
Buy
|
|
|
ICICIGI’s gross written premium was 10% up YoY in 4QFY25 to INR69b (in line), impacted by 1/n regulation implementation for long-term products. NEP grew 20% YoY to INR52.3b (15% beat). For FY25, it grew 17% YoY to INR198b.
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31 Jan 2025
|
ICICI Lombard
|
Geojit BNP Paribas
|
1906.10
|
2030.00
|
1858.50
(2.56%)
|
Target met |
Hold
|
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|
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19 Jan 2025
|
ICICI Lombard
|
Emkay
|
1906.10
|
2000.00
|
1948.75
(-2.19%)
|
Target met |
Sell
|
|
|
ICICIGI reported a strong performance for Q3FY25, wherein GWP at Rs64.7bn (+0.6% YoY), impacted by the 1/n regulation, came in 0.9% lower than our estimate; however, combined ratio at 102.7% was significantly lower than our estimate of 103.9%, driving PAT of Rs7.2bn (+68% YoY) and beating our estimate by 12.4%.
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17 Jan 2025
|
ICICI Lombard
|
Sharekhan
|
1906.10
|
2550.00
|
1948.75
(-2.19%)
|
33.78 |
Buy
|
|
|
In Q3FY25, ICICI Lombard’s PAT beat estimates at Rs. 724 crore, rising 68% y-o-y. Higher investment income (up 28% y-o-y) and lower claims ratio (in motor & commercial lines) drove strong earnings.
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17 Jan 2025
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2300.00
|
1948.75
(-2.19%)
|
20.67 |
Buy
|
|
|
ICICIGI’s gross domestic premium income (GDPI) was flat YoY in 3QFY25 at INR65b (in line), impacted by 1/n regulation implementation for longterm products.
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23 Oct 2024
|
ICICI Lombard
|
ICICI Direct
|
1906.10
|
2100.00
|
1958.95
(-2.70%)
|
10.17 |
Hold
|
|
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|
20 Oct 2024
|
ICICI Lombard
|
Emkay
|
1906.10
|
1900.00
|
2020.95
(-5.68%)
|
Target met |
Sell
|
|
|
ICICIGI reported a mixed Q2FY25 result, where the operating performance at 10.8% YoY GWP growth and the combined ratio at 104.5% came in lower than our estimates.
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18 Oct 2024
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2400.00
|
2020.95
(-5.68%)
|
25.91 |
Buy
|
|
|
ICICIGI’s GDP grew 11% YoY in 2QFY25 to INR69b (3% miss). NEP grew 17% YoY to INR50b (3% ahead of our estimates).
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23 Sep 2024
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2650.00
|
2275.20
(-16.22%)
|
39.03 |
Buy
|
|
|
ICICI Lombard (ICICIGI) has experienced improved market share across segments on a YTD basis, most notably in the Motor OD, Motor TP, and Health segments by 179/83/85bp.
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23 Aug 2024
|
ICICI Lombard
|
Sharekhan
|
1906.10
|
2550.00
|
2096.80
(-9.09%)
|
33.78 |
Buy
|
|
|
ICICI Lombard remains confident of a continued growth trajectory led by the motor and health segments.
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23 Aug 2024
|
ICICI Lombard
|
IDBI Capital
|
1906.10
|
|
2096.80
(-9.09%)
|
|
Strategy Note
|
|
|
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01 Aug 2024
|
ICICI Lombard
|
Geojit BNP Paribas
|
1906.10
|
2331.00
|
2004.35
(-4.90%)
|
22.29 |
Buy
|
|
|
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22 Jul 2024
|
ICICI Lombard
|
ICICI Direct
|
1906.10
|
2050.00
|
1896.30
(0.52%)
|
Target met |
Hold
|
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22 Jul 2024
|
ICICI Lombard
|
ICICI Direct
|
1906.10
|
2050.00
|
1896.30
(0.52%)
|
Target met |
Hold
|
|
|
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|
14 Jun 2024
|
ICICI Lombard
|
IDBI Capital
|
1906.10
|
2100.00
|
1730.90
(10.12%)
|
Target met |
Buy
|
|
|
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|
14 Jun 2024
|
ICICI Lombard
|
Motilal Oswal
|
1906.10
|
2100.00
|
1730.90
(10.12%)
|
Target met |
Buy
|
|
|
ICICI Lombard (ICICIGI), through its annual report, has reiterated its future readiness to capitalize on this fast-growing general insurance industry.
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06 May 2024
|
ICICI Lombard
|
Geojit BNP Paribas
|
1906.10
|
1898.00
|
1681.35
(13.37%)
|
Target met |
Buy
|
|
|
|