KOTAKBANKNSEKOTAK MAHINDRA BANK LTD· BanksMediumNeutral
Announced Sat, 18 Jul · 12:50 IST

Kotak Bank Q1FY27: PAT up 26% YoY, NIM contracts to 4.53%

Mgmt Guided Margin PressureInvestor Communications View source PDF

KOTAKBANK · price

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Price reaction · full curve 14 horizons · vs prior close
-1.0%1-day move
₹390.15
prior close
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.0-2.3-1.6-1.4-1.1
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AI summary

Kotak Bank's Q1FY27 standalone PAT grew 26% YoY to Rs 4,123 cr, consolidated PAT up 23% to Rs 5,480 cr. Net Interest Income rose 9% to Rs 7,928 cr. Customer assets grew 16% YoY to Rs 5.7 lakh cr. Asset quality improved with net NPA at 0.27% versus 0.34% YoY, and credit cost falling to 0.46% from 0.93%. However, NIM contracted to 4.53% from 4.65% YoY, CASA ratio dropped to 40.3%. CET-I rose to 22.4%.

Likely market impact

Strong profit growth and cleaner books, though margin compression and CASA decline remain watchpoints.