Life Insurance - This thread takes a closer look at #hdfcLife within the Life Insurance industry with a focus on its leadership, moats and the possible disruption that it may face in the longer term (@dmuthuk )
(1/n)
Hdfc Life at the forefront of innovation

(2/n)
HDFC Life well diversified distribution capabilities

(3/n)
HDFCL from product centric to customer centric

(4/n)
Industry wide growth - private players growing at 15+% CAGR vs LIC in single digit.

(5/n)
Tremendous growth potential in the near future

(6/n)
HDFC Life to be the key beneficiary in the long term

(7/7)

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More from @MlnDollarMinds

28 Dec
Distribution: Agency channel remains sub-optimal for most of the insurers

(20/n)
Distribution: Bank branch productivity was also under pressure for HDFCLFE (due to market share loss) and IPRU

(21/n)
Profitability: Negligible operating variance + Decline in Unwind + Weak VNB Gearing = Structurally lower ROEVs

(22/n)
Read 4 tweets
28 Dec
Indian Insurance - Comparison of Insurance leaders on key parameters

Time for a thread ...

#HDFCLife #Insurance

@dmuthuk

(1/n)
Value vs. Volume (Individual APE)

(2/n)
Product Mix

(3/n)
Read 19 tweets
28 Dec
Alcobev Virtual Conference hosted 8 companies: listed and unlisted players; Management commentaries highlight positive trends after the extreme phase of Covid-19

#UnitedSpirit #UNSP a stock worth accumulating.

Time for a thread 👇👇👇

@dmuthuk @Kiran24Rajput
(1/n)
United Spirit Management comments on the industry and the company.

Demand has returned to pre-Covid-19 levels. It is also benefiting from some tailwinds – duty-free shifting to duty-paid and shift from beer.
(2/n)
On-premise footfalls are still lower at 25-30%, while on weekends footfalls are a bit better. Wedding impact is still there but not that visible as the rest of the top end is growing well. Overall demand, including off-premise, has improved much better than expectation.
(3/n)
Read 12 tweets
22 Dec
United Spirits (UNSP) - A perfect SIP candidate with a 3-5 year investment horizon. Time for a thread 👇👇👇
@dmuthuk courtesy : #SparkCapital
(1/n)
UNSP Strategy of focusing on Prestige & Above (P&A) segment and franchising popular segment higher revenue growth & gross margins over the last 5 years
(2/n) Image
Leaner & efficient manufacturing footprint and rightsizing labour force has led to significant EBITDA margin expansion
(3/n) Image
Read 11 tweets

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