Result Update:Kotak Mah. Bank
Axis Direct
We maintain our BUY recommendation on the stock.
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- This broker has downgraded this stock from it's previous report. (eg. - Buy->Hold)
- Broker has maintained previous recommendation but reduced share price target.
- This broker has upgraded this stock from it's previous report.(eg. - Sell->Hold)
- Broker has maintained previous recommendation but increased share price target.
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| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 05 May 2025 | Kotak Mahindra Bank |
Axis Direct
|
2039.90 | 2460.00 | 2084.90 (-2.16%) | 20.59 |
Buy
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| 05 May 2025 | Kotak Mahindra Bank |
BOB Capital Markets Ltd.
|
2039.90 | 2520.00 | 2084.90 (-2.16%) | 23.54 |
Buy
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| 05 May 2025 | Bajaj Finance |
KRChoksey
|
8934.00 | 9707.00 | 8932.00 (0.02%) | 8.65 |
Accumulate
|
Robust AUM expansion, stable margins, and cost control define a resilient performance in FY25
KRChoksey
NII for Q4FY25 grew 22.4% YoY (+4.5% QoQ) to INR 98,072 Mn., which was below our estimates by 3.4%. PPOP stood at INR 79,675 Mn., up 24.3% YoY (+2.1% QoQ), which was below our estimates by 6.0%, led by weaker NII growth and higher other opex. PAT stood at INR 45,456 Mn., up 18.9% YoY (+5.5% QoQ), below our estimates led by higher provisions.
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| 05 May 2025 | ICICI Bank |
Geojit BNP Paribas
|
1454.80 | 1563.00 | 1429.40 (1.78%) | 7.44 |
Hold
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| 05 May 2025 | Bajaj Finance |
ICICI Direct
|
8934.00 | 10000.00 | 8932.00 (0.02%) | 11.93 |
Hold
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| 05 May 2025 | Kotak Mahindra Bank |
ICICI Direct
|
2039.90 | 2400.00 | 2084.90 (-2.16%) | 17.65 |
Buy
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| 05 May 2025 | Kotak Mahindra Bank |
Prabhudas Lilladhar
|
2039.90 | 2400.00 | 2084.90 (-2.16%) | 17.65 |
Buy
|
Kotak Mahindra Bank (KMB IN) Q4FY25 Result Update ...
Prabhudas Lilladhar
KMB saw a mixed quarter as core PPoP missed PLe by 4% though asset quality improved. Despite lifting of embargo and acquiring StanC's PL portfolio of Rs 33bn, loan growth was weak at 13.5% YoY (PLe 15.0%). NII was 3% lower owing to QoQ increase in balance sheet liquidity by Rs377bn leading to softer NIM at 4.5% for FY25 (PLe 4.67%). While we are factoring NIM decline of 10bps YoY in FY26E to 4.4%, levers for upgrade are (1) utilization of excess liquidity (2) faster growth in PL/CC and (3) reduction in fixed SA rate from 3.8%. Asset quality was...
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| 05 May 2025 | Mahindra & Mahindra |
ICICI Securities Limited
|
3041.60 | 3500.00 | 3021.50 (0.67%) | 15.07 |
Buy
|
Robust performance; strong growth outlook intact
ICICI Securities Limited
Mahindra & Mahindra’s (M&M) EBITDA margin, at 14.9%, was up ~30bps QoQ (I-Sec est.: 14.3%). Beat in margin was led by FES segment with EBIT margin up 130bps QoQ to 19.4% (I-Sec est.: 17.3%). Auto segment’s EBIT margin was down 50bps QoQ at 9.2%, in-line with our estimate.
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| 05 May 2025 | State Bank |
BOB Capital Markets Ltd.
|
806.00 | 989.00 | 790.00 (2.03%) | 22.70 |
Buy
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| 05 May 2025 | State Bank |
Axis Direct
|
806.00 | 1025.00 | 790.00 (2.03%) | 27.17 |
Buy
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