ICICI Pru Life shares under pressure despite strong Q4 results, is it an opportunity to buy?
ICICI Prudential Life Insurance on Thursday reported a 27.2 per cent jump in net income at Rs 235 crore for the March quarter as it earned near a record margin from the new policies sold.
Shares of ICICI Prudential Life Insurance – a subsidiary company of ICICI Bank – tumbled as much as four per cent to hit the day’s low of Rs 438.85 per share on the BSE during Friday’s session. The stock declined despite registering strong earnings for the January-March quarter of the previous fiscal.
ICICI Prudential Life on Thursday reported a 27.2 per cent jump in net income at Rs 235 crore for the March quarter as it earned near a record margin from the new policies sold.
While the bottom line was also boosted by the company achieving its stated target of doubling the value of its new business delivering Rs 2,765 crore from its FY19 level by a wide margin.
At around 12:25 PM, the stock recovered from its lows to trade at Rs 447.20 per share, down Rs 8.65 or Rs 1.9 per cent from Thursday’s closing of Rs 455.85 per share on the BSE.
Amid strong March quarter earnings, most global brokerages are bullish on ICICI Prudential Life Insurance shares. CLSA, Citi, Jefferies, and Macquarie have ‘buy’/ ‘outperform’ ratings on the stock.
Brokerage | Rating | Price Target |
CLSA | Outperform | Raised to Rs 520 from Rs 485 |
JP Morgan | Neutral | Raised to Rs 480 from Rs 440 |
Morgan Stanley | Overweight | Rs 600 |
Citi | Buy | Raised to Rs 640 from Rs 620 |
Jefferies | Buy | Raised to Rs 560 from Rs 520 |
Goldman Sachs | Neutral | Raised to Rs 490 from Rs 460 |
Macquarie | Outperform | Rs 580 |
CLSA in its view said that the ICICI Pru Life reported strong Q4 as March 2023 insurance sales were aided by budget tax change-related pre-buying that led to 27 per cent annual premium equivalent in Q4FY23 and the margin remained high at 32 per cent.
While Macquarie said the company has reported strong metrics as expected on all counts and added that the management remained confident of delivering strong value of new business (VNB) growth.
ICICI Pru Life shares declined over 15 per cent in the last one year as compared to a per cent fall in the Nifty50. Year-to-date, the stock was marginally down by a per cent against a three per cent drop on the benchmark index.
ICICI Prudential Life Insurance Company Limited (ICICI Prudential Life) is promoted by ICICI Bank Limited and Prudential Corporation Holdings Limited.
ICICI Prudential Life began its operations in the fiscal year 2001. Its Assets Under Management (AUM) as of December 31, 2022, was at Rs 2,518.84 billion.
Catch the latest stock market updates here. For all other news related to business, politics, tech, sports and auto, visit Zeebiz.com.
(Disclaimer: The views/suggestions/advices expressed here in this article is solely by investment experts. Zee Business suggests its readers to consult with their investment advisers before making any financial decision.)
Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.