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The Latest Breaking News from Kotak

RBI curbs on NBFC flexi credit may push lenders towards bullet loans, raise costs: Kotak

The Reserve Bank of India's (RBI) proposed restrictions on revolving credit facilities offered by non-banking financial companies (NBFCs) may increase operational challenges for lenders, reduce their returns and raise costs for borrowers, Kotak Institutional Equities said in a report.

The Economic Times

SBI Q1 results preview: Will India's largest public bank report a decline in profit?

In the upcoming June quarter, State Bank of India's profits are projected to dip, influenced by margin constraints and a slowdown in income growth. Analysts foresee a decrease in net interest margins despite vigorous loan activity. With deposit growth expected to trail behind credit expansion, this could prevent any recovery…

The Economic Times

Swiggy’s Rs 60,000 crore breakeven challenge: Can Instamart grow without restarting the cash war?

Swiggy's Instamart is targeting an impressive ₹60,000 crore in annualised net order value to achieve profitability. To reach this goal, the platform must double its current orders and enhance contribution margins significantly. This means Instamart should aim to garner an additional ₹30 per order through various optimizations. However, the competitive…

The Economic Times

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Kotak sees India posting BoP surplus in FY27; expects 50 bps rate hike in second half

India anticipates a balance of payments surplus in FY27. Stronger capital inflows and higher foreign direct investment will support this positive external position. Headline inflation for fiscal year twenty twenty-seven has been revised lower to five percent. Domestic activity improvements and easing supply pressures also boost GDP growth projections.

The Economic Times

Maruti Q1 Results Preview: What could lead to a profit decline for India's largest carmaker?

Maruti Suzuki is expected to post strong Q1FY27 revenue growth of 31% YoY, driven by robust volumes and better realisations. However, the average estimates of six brokerages point to a 7% decline in net profit as higher commodity costs, increased discounts and lower other income weigh on margins. Investors will…

The Economic Times

ITC Q1 Preview: Will cigarette tax shock drag profit lower despite FMCG strength?

ITC is expected to report a weak Q1FY27 as the first full-quarter impact of the new cigarette tax regime weighs on volumes and profitability. While the FMCG business is likely to deliver healthy growth, brokerages expect pressure from cigarettes and the agri segment to drag overall revenue, EBITDA and profit.

The Economic Times

HDFC Bank, 3 other bank stocks wipe out Rs 1.5 lakh crore of investors' wealth after Q1. Time to buy the dip?

Shares of HDFC Bank, Axis Bank, Kotak Mahindra Bank and Yes Bank have erased over Rs 1.5 lakh crore in market value this week following their June-quarter earnings. While investors reacted negatively to the results amid broader market weakness, brokerages say the sharp correction has made valuations more attractive, with…

The Economic Times

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Eternal Q1 Results Preview: All eyes on Blinkit to drive earnings. Here's what investors can expect

Eternal is expected to deliver a steady June-quarter, led by strong Blinkit growth through store expansion and higher order values. Investors will monitor quick commerce profitability, food delivery margins, competitive intensity and management commentary on sustaining growth amid aggressive market expansion.

The Economic Times

ICICI Bank wins analysts’ vote after Q1 show; HDFC Bank, Axis, Kotak & Yes Bank face scrutiny

ICICI Bank shares rose after reporting strong June quarter earnings and improved financial metrics. Other major private lenders like HDFC Bank and Axis Bank saw their stock prices decline. Analysts favored ICICI Bank for its consistent performance and clean results this quarter. Kotak Mahindra Bank also received a buy recommendation…

The Economic Times

India Inc is returning to banks for money, but retail borrowers aren’t keeping pace

India’s largest private banks are witnessing a shift in credit demand, with corporate and SME lending driving loan growth while retail borrowing remains subdued. Stronger working capital demand, refinancing and business banking boosted advances, but slower consumer credit growth and weaker CASA ratios continue to weigh on banks’ funding mix…

The Economic Times

Rs 91,000 crore wipeout: What spooked HDFC Bank, Axis Bank and Kotak investors even as credit growth picked up?

Nearly Rs 91,000 crore was wiped off the market value of HDFC Bank, Axis Bank and Kotak Mahindra Bank as stronger credit growth failed to offset concerns over shrinking net interest margins, weaker CASA deposits and leadership uncertainty. ICICI Bank bucked the trend, supported by resilient profitability and balanced loan…

The Economic Times

HDFC Bank Q1 Results: Net profit rises 5% YoY to Rs 19,060 crore, NII up 7%

HDFC Bank Q1 Results: HDFC Bank reported a 5% YoY rise in Q1 FY27 standalone net profit to Rs 19,060 crore, while net interest income increased 7%. Profit beat Nomura’s estimate but missed Kotak’s forecast. Asset quality remained stable, provisions declined sharply year-on-year, and the bank maintained a strong capital…

The Economic Times

HDFC Bank, Axis Bank, ICICI, Kotak shares rise up to 3% ahead of Q1 earnings; Nifty Bank gains 500 pts. What to expect?

Banking stocks rallied on Friday, lifting the Nifty Bank index over 500 points ahead of Q1FY27 earnings from HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank and Yes Bank. Brokerages expect steady loan growth and stable asset quality, though margin pressure may weigh on earnings during the quarter.

The Economic Times

RIL investors lose Rs 3.5 lakh crore this year. Can Q1 earnings bring the stock back to life?

Reliance Industries investors have lost significant wealth this year. The company's stock has faced pressure due to various business segment concerns. Upcoming first-quarter earnings results are crucial for investor sentiment. Analysts expect steady performance driven by oil-to-chemicals and digital services. Positive results could lead to a stock price rally and…

The Economic Times

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The Economic Times

RIL Q1 preview: Will strong O2C performance drive overall earnings growth?

Reliance Industries is expected to post a steady June-quarter (Q1) performance, with brokerages projecting consolidated EBITDA growth of 4–10% year-on-year. The recovery is largely driven by the oil-to-chemicals (O2C) business, which is benefiting from stronger refining margins, improved petrochemical spreads, a weak rupee and SEZ refinery gains.

The Economic Times

Tech Mahindra Q1 Preview: Will the IT company surprise investors with its earnings?

Tech Mahindra is expected to post modest June-quarter revenue growth, led by continued strength in its telecom business, while margins are likely to improve on cost optimisation. Investors will closely track management commentary on AI strategy, telecom demand, large deal execution, BFSI recovery and progress towards its FY27 margin target.

The Economic Times

Wipro Q1 Preview: Under pressure from AI, what can investors expect from earnings?

Wipro's Q1 earnings are expected to show a revenue rise, driven by acquisitions and currency. Core IT services revenue may decline sequentially, impacting overall profitability. Analysts anticipate margin pressure from wage increases and deal ramp-ups. Investors will focus on September quarter guidance and deal conversion rates. Management commentary on demand…

The Economic Times

Just Dial shares rocket 36% in two days! Why Citi, Kotak, others think Reliance-backed stock can rally up to 62%?

Just Dial shares have surged 36% in two sessions after a strong Q1 FY27 earnings report, prompting brokerages to turn bullish. Kotak sees up to 62% upside, while Citi and ICICI Securities maintain positive views, citing revenue growth, healthy cash reserves and improving business fundamentals despite near-term investment risks.

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The Economic Times

Q1 Showdown: Analysts pick top bets as ICICI Bank, HDFC, Axis, Kotak, Yes Bank gear up for results this week

Five major private banks will announce their Q1 results this Saturday. Analysts offer mixed views on which banking stocks investors should consider. ICICI Bank is favored for its strong performance and reasonable valuation. HDFC Bank is seen as a defensive choice, while Axis Bank shows momentum. Kotak Mahindra Bank and…

The Economic Times

HCL Tech Q1 preview: Revenue may dip QoQ; net profit could rise on currency depreciation

HCL Technologies is expected to report a mixed performance for the June quarter, with brokerages forecasting steady year-on-year profit growth but sequential revenue weakness. Investors will closely watch AI-led demand, margins, deal wins and any changes to the company's FY27 guidance.

The Economic Times

How to trade TCS shares before Q1 results? Key levels and 5 things to watch out for

TCS shares exhibit weak technical momentum before upcoming Q1 results. Analysts anticipate flat sequential revenue growth and a profit increase. Key support lies around the 1,985-2,000 zone for traders. Brokerages expect margins to decline due to wage hikes and other factors. Investors will monitor AI's impact and deal wins for…

The Economic Times

TCS Q1 Preview: Can the IT bellwether earnings give hope to investors holding the battered stock?

TCS is expected to post modest Q1FY27 profit growth with flat sequential revenue as weak client spending, wage hikes and AI-driven pricing pressure weigh on performance. Investors will closely track management commentary on demand recovery, BFSI growth, deal wins, margins and AI strategy following the stock’s sharp correction this year.

The Economic Times

The Q1 verdict: Can TCS, Infosys, other IT results stop a Rs 17 lakh crore AI-led rout?

India's top IT firms like TCS and Infosys face a crucial earnings season after a massive Rs 17 lakh crore market value erosion. Analysts anticipate muted results and weak future guidance, citing client spending slowdowns, pricing pressures, and the disruptive impact of AI. Investors are keenly watching if current valuations…

The Economic Times

Kotak Mahindra Bank shares fall over 3% after Q1 update; advances jump 15% to Rs 5.12 lakh crore

Kotak Mahindra Bank's shares dipped over 3% following its Q1 FY27 business update. While net advances saw a healthy 15% year-on-year jump to Rs 5.12 lakh crore, and total deposits grew nearly 12%, a sequential slowdown in deposit growth and a dip in current and savings account deposits may have…

The Economic Times

IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi

India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and inflation, cloud the outlook. Metals face price pressure from increased supply, though low inventories offer future potential. Kotak's Standard Chartered deal appears fairly priced, but…

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