India Financial Daily, 14 May 2026

Research evidence excerpt

India Financial Daily, 14 May 2026

ers Price834 %1d(2.7)

from 50% to 35%, citing potential operational impact despite adequate capital buffers, given PaytmOne Mobikwik Systems 1,122196 (2.8)(3.2)

its exposure to large infrastructure groups. (May 14, ET) . MaxCreditAccessFinancialGrameenServices 1,5981,335 (3.4)(4.0)

Source: Bloomberg, Jefferies; Universe covers financials with

mkt cap > US$200mn

Insurance commission cuts may disrupt distribution and rural growth. India’s insurance

sector faces disruption as regulators consider tighter commission caps and payout changes, Exhibit 4 - Key events/ Mar'26 qtr. results to

with risks of agent exits, consolidation and slower growth in rural markets. While rationalisation watch out for

Calendar Events/results

14-May-2026 CMS Info Systemsis needed amid rising acquisition costs, sharp cuts could weaken distribution and last-mile 15-May-2026 CPI, Wholesale Prices, Trade Balance, Exports, Imports, Unemployment Rate, FX Reserves

21-May-2026 India PMI Composite, India PMI Mfg, India PMI Services

penetration. (May 14, ET) 22-May-202625-May-2026 ForeignPine LabsExchange Reserves

28-May-2026 Industrial Production YoY

. 29-May-2026 GDP, GVA, GDP Financial Year Estimate, Fiscal Deficit YTD INR, Foreign Exchange Reserves

GIC Re appointed manager of $1.4bn Bharat Maritime Insurance Pool: General Insurance Source: Bloomberg, Jefferies

Corporation of India has been appointed by the govt as the Manager of the $1.4bn

Bharat Maritime Insurance Pool (BMIP). This sovereign-backed maritime insurance pool, will

safeguard Indian-flagged vessels, India-controlled ships, and India-bound cargo navigating

volatile maritime corridors. (May 13, Business Line)

Raise Financial Services acquires GreenLife Insurance Broking: Raise Financial Services,