2025-10-27Niranjan Ghatule
Kotak Mahindra Bank’s Q2FY26 results showed steady loan growth and improving asset quality but pressure on margins. Major brokerages, including Morgan Stanley, UBS, Jefferies, and BofA Securities, shared mixed to positive views.
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2025-10-08Niranjan Ghatule
DFC Flexi Cap Fund’s September 2025 portfolio reveals major changes — new entry Cohance Lifesciences, increased stakes in ONGC, L&T, and Power Grid, and a full exit from Mahindra & Mahindra. Cash holding at 9.2%. Read full analysis of all stock changes and top holdings.
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2025-07-27Niranjan Ghatule
India’s top four Nifty private banks—HDFC Bank, ICICI Bank, Axis Bank, and Kotak Mahindra—posted mixed Q1 FY26 results with profit growth, rising NPAs, and higher provisions. These banks hold 35% Nifty weight, making their performance crucial for market trends.
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2025-07-26Niranjan Ghatule
Kotak Mahindra Bank Q1 FY26 results show 47.5% YoY drop in net profit to Rs 3,281.7 crore. NII rises 6.1%, but provisions surge and asset quality weakens slightly. NIM falls to 4.65%.
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