Insurance Stocks In Focus: SBI Life Among Motilal Oswal's Preferred Picks After IRDAI's New Framework — Details Inside
State Bank of India is in focus.
24 Sept 2026 · NDTV Profit
The brokerage believes distributors, particularly brokers and bancassurance channels, could see the biggest impact if the proposals are implemented in their current form.
The analysis
Against that, the stock is -1.1% on the day at ₹948.05, and has returned -8.7% over three months. It sits 23% below its 52-week high. The banks sector has moved -4.0% over the same period, so State Bank of India is running 4.7 points behind its peers.
For State Bank of India, the question is how much of this is already reflected in the price and how much re-rates the banks peer set alongside it.
Why it matters
- With IRDAI involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The company directly in focus is SBIN.
- Sector exposure: Banks.
In this story
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