Name: Latest research reports of Kotak Mahindra Bank Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: Kotak Mahindra Bank Ltd.
Rating: 5
Author: BOB Capital Markets Ltd.

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	05 May 2025	Kotak Mahindra Bank	BOB Capital Markets Ltd. Target	2069.90	2520.00	2084.90 (-0.72%)	21.75	Buy	pdf post cache	Broker Report Kotak Mahindra Bank (BUY): Healthy business growth; asset quality improving BOB Capital Markets Ltd. Healthy credit growth driven by secured segments; deposits growth led by healthy growth in CASA deposits pdf Copy Link Share on Share on Share on Share on Alert
	05 May 2025	State Bank	BOB Capital Markets Ltd. Target	811.90	989.00	790.00 (2.77%)	21.81	Buy	pdf post cache	Broker Report State Bank of India (BUY): Healthy business growth with steady return metrics 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 pdf Copy Link Share on Share on Share on Share on Alert
	05 May 2025	Marico	BOB Capital Markets Ltd. Target	699.55	801.00	722.65 (-3.20%)	14.50	Hold	pdf post cache	Broker Report Marico (HOLD): Benefits of a diversified portfolio BOB Capital Markets Ltd. Sales +3% above Bloomberg 4QFY25 consensus/our est. EBITDA was in line with cons. and 1% above our est pdf Copy Link Share on Share on Share on Share on Alert
	30 Apr 2025	Bajaj Finance	BOB Capital Markets Ltd. Target	9388.00	11025.00	8634.50 (8.73%)	17.44	Buy	pdf post cache	Broker Report Bajaj Finance (BUY): Levers for steady growth BOB Capital Markets Ltd. AUM growth healthy at 26% YoY, guided for 24-25% in FY26, aided by new lines of business, gold, and secured business segments pdf Copy Link Share on Share on Share on Share on Alert
	30 Apr 2025	Ambuja Cements	BOB Capital Markets Ltd. Target	552.70	587.00	539.70 (2.41%)	6.21	Hold	pdf post cache	Broker Report Ambuja Cements (HOLD): On a strong growth path BOB Capital Markets Ltd. Strong volume-driven revenue growth, as realisation stays soft 3% YoY due to aggressive push in key markets pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	ACC	BOB Capital Markets Ltd. Target	1907.00	2154.00	1892.20 (0.78%)	12.95	Hold	pdf post cache	Broker Report ACC (HOLD): Valuations factor in improving operating performance BOB Capital Markets Ltd. Q4FY25 revenue grew 11% YoY as a strong volume of 14% was offset by 3% fall in realisation, on weak pricing in key operating regions pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Greenply Industries	BOB Capital Markets Ltd. Reco Target	309.85	345.00	300.95 (2.96%)	11.34	Hold	pdf post cache	Broker Report Greenply Industries (HOLD): Optimistic FY26 guidance priced in; D/G to HOLD BOB Capital Markets Ltd. Beats EBITDA estimate on unexpected sharp improvement in MDF gross margin, despite weak realisations and higher timber prices pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Abbott	BOB Capital Markets Ltd.	31875.00	35292.00	30100.00 (5.90%)	10.72	Buy	pdf post cache	Broker Report ERRATA: Abbott India (BUY): Mixtard discard to result in highest-ever EBITDA margin BOB Capital Markets Ltd. Novo Nordisk insulin brand outgo to result in 330 bps and 670 bps increase in EBITDA margin to 30.9% and 34.9% for FY26E and FY27E pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	UltraTech Cement	BOB Capital Markets Ltd. Target	11219.00	13919.00	11869.00 (-5.48%)	24.07	Buy	pdf post cache	Broker Report Ultratech Cement (BUY): Well-oiled for challenges; maintain BUY BOB Capital Markets Ltd. Healthy 10% YoY volume growth aids flat top line despite 10% dent in realisations in a challenging Q4; capacity utilisation spikes at ~90% pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Firstsource Solutions	BOB Capital Markets Ltd. Reco Target	374.05	379.00	351.70 (6.35%)	Target met	Hold	pdf post cache	Broker Report Firstsource Solutions (HOLD): FY26 growth guidance strongest among peers, thus far- Top pick in Tier-2. BOB Capital Markets Ltd. 4QFY25 came in at the upper end of guidance. 15.6% YoY CC revenue organic growth in FY25 top quadrant performance pdf Copy Link Share on Share on Share on Share on Alert
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BOB Capital Markets Ltd. Broker Research reports

Latest broker research reports from BOB Capital Markets Ltd. buy, sell, hold, neutral recommendations along with share price targets forecast and upside.

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

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

Marico (HOLD): Benefits of a diversified portfolio

Bajaj Finance (BUY): Levers for steady growth

Ambuja Cements (HOLD): On a strong growth path

ACC (HOLD): Valuations factor in improving operating performance

Greenply Industries (HOLD): Optimistic FY26 guidance priced in; D/G to HOLD

ERRATA: Abbott India (BUY): Mixtard discard to result in highest-ever EBITDA margin

Ultratech Cement (BUY): Well-oiled for challenges; maintain BUY

Firstsource Solutions (HOLD): FY26 growth guidance strongest among peers, thus far- Top pick in Tier-2.

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