Kotak Mahindra Bank Ltd.
Fundamentals
- Market cap
- ₹4.07 lakh cr
- P/E
- 21.09×
- ROE
- 15.28%
- Debt / equity
- 0.62
- Div yield
- 0.16%
- 52-week range
- 345.50 — 453.20
Analysis — the numbers vs the call
- Kotak Bank's strong quarter can't mask guidance credibility crisis
Profit jumps 26% but NIM, credit cost, and deposit guidance all reversed within six months
Company snapshot
Kotak Mahindra Bank Ltd.
Banks
₹3.83 L cr
P/E 18.85×
Latest quarter · Jun 2026
Net profit₹5,480 cr
Net margin+29.9%
EPS₹5.51
Returns & growth
Return on equity+11.3%
Sales CAGR+14.2%
EPS CAGR+16.9%
The timeline — 5 notes on Kotak Mahindra Bank Ltd.
July 2026
- 18 Jul 26 · 4:16 PM IST Brief Brief · Earnings · Mega cap
Kotak to buy Deutsche Bank India retail for ₹281 cr; Q1 profit up 26%
The deal adds 150,000 customers, ₹29,000 cr advances and ₹16,000 cr deposits. Management flagged a 12-15 bps credit cost headwind from ECL norms.
- 18 Jul 26 · 12:51 PM IST Brief Brief · Earnings · Mega cap
Kotak Bank Q1 profit jumps 25.6%, asset quality improves
Standalone net profit rises to ₹4,122.96 crore; gross NPA ratio falls to 1.18% from 1.48%. Consolidated PAT up 22.5% to ₹5,480.46 crore.
- 18 Jul 26 · 12:49 PM IST Brief Brief · Earnings · Mega cap
Kotak Bank Q1 profit jumps 25.6% but holds few surprises
Standalone net profit hit ₹4,122.96 cr; NII and asset quality improved. The Deutsche Bank deal remains pending, and the board skipped a dividend.
- 04 Jul 26 · 4:02 PM IST Brief Brief · Mega cap
Kotak Mahindra Bank net advances at ₹5,12,171 cr, CASA slips 6.7% QoQ
CASA decline flags potential margin pressure despite 15.1% YoY loan growth, partly boosted by the Deutsche Bank acquisition.