While the top 3 private lenders HDFC Bank, ICICI Bank, and Axis Bank have stayed steady for over a decade, most of the action in the pecking order has been in the mid-tier where banks have swapped ranks in a tight contest
Promoter group entities offloaded 6.22 percent stake in the luggage manufacturer for Rs 343.2 crore with Kiddy Plast selling 10.87 lakh shares at Rs 388 per share, and Piramal Vibhuti Investments 77.5 lakh shares at Rs 388.25 per share.
Motilal Oswal is bullish on Kotak Mahindra Bank recommended buy rating on the stock with a target price of Rs 2400 in its research report dated September 19, 2025.
The market may see some consolidation, but overall, the mood remains bullish. Below are some short-term trading ideas to consider.
Stocks to Watch, 11 September: Stocks like Dr Reddys Laboratories, Jupiter Wagons, Rail Vikas Nigam, Highway Infrastructure, Mazagon Dock Shipbuilders, Tega Industries, GMR Airports, Adani Ports and Special Economic Zone, Torrent Pharmaceuticals, Muthoot Finance, Kotak Mahindra Bank, and Healthcare Global Enterprises will be in focus on September 11.
Several global and domestic institutional investors participated in the block deals launched by SMBC for stake sale in Kotak Mahindra Bank
Kotak Mahindra Bank shares gained after a block deal involving 1.62 percent of its equity, with Japan's Sumitomo Mitsui likely selling its entire holding.
Stocks to Watch, 10 September: Stocks like Kotak Mahindra Bank, Vikram Solar, Blue Jet Healthcare, Sun Pharmaceutical Industries, HEG, Sterling and Wilson, Mamata Machinery, Bikaji Foods International, and Optivalue Tek Consulting will be in focus on September 10.
Sumitomo is looking to use the funds for Yes Bank deal, the channel reported
The note said the non-lending businesses within the financial sector such as AMCs and wealth management are expected to grow up to 1.5-1.7 times faster than the lending businesses, showing strong outperformance.
Despite such a big transaction, Eternal shares closed the session higher at Rs 301.75, up nearly a percent amid higher volumes.
ICICI Securities is bullish on Kotak Mahindra Bank has recommended buy rating on the stock with a target price of Rs 2570 in its research report dated July 27, 2025.
Prabhudas Lilladher is bullish on Kotak Mahindra Bank has recommended buy rating on the stock with a target price of Rs 2350 in its research report dated July 27, 2025.
At close, the Sensex was down 572.07 points or 0.70 percent at 80,891.02, and the Nifty was down 156.10 points or 0.63 percent at 24,680.90. About 1207 shares advanced, 2766 shares declined, and 152 shares unchanged.
While Kotak Bank's growth outpaced the banking pack, brokerages were disappointed by the decline in NIMs and elevated formation of non-performing loans.
Stocks to Watch Today, 28 July: Stocks like Kotak Mahindra Bank, Central Depository Services, Balkrishna Industries, Orient Cement, Tata Chemicals, Poonawalla Fincorp, VA Tech Wabag, RITES, Sigachi Industries, and Ola Electric Mobility will be in focus on July 28.
Kotak Mahindra Bank reaffirmed its cautious stance on unsecured lending, keeping the cap at 15 percent of total loans and limiting MFI exposure to 3–4 percent
Kotak Mahindra Bank expects its net interest margins to bottom out in Q2FY26, as the full impact of the June repo rate cut gets priced in.
Provisions surge 109% yoy to Rs 1,208 crore; NII up 6% to Rs 7,259 crore
Kotak Mahindra Bank is expected to post modest June quarter earnings, with profit likely to decline 44 percent year-on-year due to a high base from a one-off gain in Q1FY25
The lender launched 'Kotak Solitaire,' an offering targeted at salaried customers with Rs 75 lakh in relationship value and self-employed clients with Rs 1 crore
Junior-level churn falls across lenders and private banks saw some breather in pace of attrition in FY25, lowest since FY22
Stocks to watch, 16 July: Stocks like HDFC Life Insurance Company, HDB Financial Services, ICICI Lombard General Insurance Company, Just Dial, Dixon Technologies, Zydus Lifesciences, Biocon, Jindal Steel & Power, Asston Pharmaceuticals, and Ashok Leyland will be in focus on July 16.
Kotak Mahindra Bank share price: Deposits saw solid traction, with end-of-period figures rising 14.6 percent year-on-year to Rs 5.13 lakh crore.
Stocks to Watch, 8 July: Stocks like Titan Company, Tata Motors, Navin Fluorine International, Refex Industries, JSW Infrastructure, Macrotech Developers, and Kotak Mahindra Bank will be in focus on July 8.
