BSE BANKEX News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of Kotak Mahindra Bank Ltd. authored by KRChoksey and published by - Trendlyne research reports.
Item: Kotak Mahindra Bank Ltd.
Rating: 4
Author: KRChoksey

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State Bank of India

05 May 2025

801.75

0.01%

to see Rapid results content

State Bank of India

05 May 2025

801.75

0.01%

SBI's Q4 a mixed bag; FY26 core profitability to remain under pressure: Rahul Malani

Economic Times

Rahul Malani of Mirae Asset Sharekhan notes Kotak Mahindra Bank's weak quarter was expected, with a potential one-off provision. He anticipates improved core operating profitability due to strategic levers. While SBI faces core operating profitability pressure, its well-positioned balance sheet and treasury gains should sustain ROA around 1%.

State Bank of India has an average target of 954.38 from 14 brokers.

SBI Q4 Results Review: Profitability Supported By Treasury Gains, One-Offs Systematix Maintains 'Buy'

NDTV Profit | 05 May 2025

State Bank of India

05 May 2025

801.75

0.01%

Q4 profit decline due to base effect, margin compression and higher provisions: Challa Sreenivasulu Setty, SBI

Economic Times

If you see, almost NII growth could have been better. The whole of last year the cost of deposits was higher while we moderated in the last quarter. If you see our cost to deposits have not significantly gone up but on the year-on-year basis the cost of deposits movement also has impacted the profits.

State Bank of India has an average target of 954.38 from 14 brokers.

Will ensure RoA over 1% in FY26 despite margin pressure: SBI Chairman

Business Standard | 04 May 2025

Kotak Mahindra Bank Ltd.

05 May 2025

2115.60

-1.37%

FY25 witnessed sustains growth momentum amid strategic shift, and credit headwinds

Accumulate: Kotak Mahindra Bank Ltd.

Target

KRChoksey

Net Interest Income for Q4FY25 stood at INR 72,836 Mn., up 5.4% YoY (+1.2% QoQ), below our estimates by 1.2% led by lower-than-expected growth in advances. PPOP came in at INR 54,722 Mn., up 0.2% YoY (+5.7% QoQ). Adjusted PAT stood at INR 35,517 Mn., down 14.1% YoY (+7.5% QoQ), in-line with our estimates, despite the provisions being higher (~30%) than our estimate led by lower taxes.

Number of FII/FPI investors increased from 1330 to 1463 in Mar 2025 qtr.

ICICI Bank Ltd.

05 May 2025

1430.60

-1.24%

ICICI BANK LIMITED

Hold: ICICI Bank Ltd.

Recommendation Target

Geojit BNP Paribas

ICICI Bank Ltd. has an average target of 1607.36 from 11 brokers.

Kotak Mahindra Bank Ltd.

05 May 2025

2115.60

-1.37%

Result Update:Kotak Mah. Bank

Buy: Kotak Mahindra Bank Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

Kotak Mahindra Bank Ltd. has gained 22.90% in the last 6 Months

State Bank of India

05 May 2025

801.75

0.01%

Result Update:St Bk of India

Buy: State Bank of India

Axis Direct

We maintain our BUY recommendation on the stock.

Number of FII/FPI investors decreased from 1346 to 1317 in Mar 2025 qtr

Kotak Mahindra Bank Ltd.

05 May 2025

2115.60

-1.37%

Kotak Mahindra Bank (BUY): Healthy business growth; asset quality improving

Buy: Kotak Mahindra Bank Ltd.

Target

BOB Capital Markets Ltd.

Healthy credit growth driven by secured segments; deposits growth led by healthy growth in CASA deposits

Kotak Mahindra Bank Ltd. is trading below its 30 day SMA of 2147.2

State Bank of India

05 May 2025

801.75

0.01%

State Bank of India (BUY): Healthy business growth with steady return metrics

Buy: State Bank of India

Target

BOB Capital Markets Ltd.

PAT beat our estimates by 5% mainly aided by govt-guaranteed SRs; return ratios stay steady with RoA/RoE of 1.1/17.3% in FY25

State Bank of India is trading above all available SMAs

State Bank of India

05 May 2025

801.75

0.01%

SBI delivers resilient FY25 performance amid global economic headwinds

Buy: State Bank of India

Target

KRChoksey

Net Interest Income (NII) for Q4FY25 increased by 2.7% YoY (+3.2% QoQ) to INR 4,27,746 Mn, in-line with our estimates. PPOP grew by 8.8% YoY (+32.8% QoQ) to INR 3,12,860 Mn., 16.2% above our estimates driven by supported by ~2x QoQ growth in non-interest income.

State Bank of India is trading above all available SMAs

Is BSE BANKEX worth buying?

46 Votes:

Buy 73.91%

Sell 21.74%

Hold 4.35%

BSE BANKEX PB	2.7
BSE BANKEX PE	14.2
BSE BANKEX DIV	0.6
BSE BANKEX EPS	4,455.4