KOTAKBANKNSEKotak Mahindra Bank Limited· BanksHighNeutral
Announced Sat, 2 May · 15:25 IST

Kotak Mahindra Bank Limited has informed the Exchange regarding a press release dated May 02, 2026, titled "Media Release on the Consolidated and Standalone Audited Financial Results of the Bank for the Financial Year ended March 31, 2026".

Mgmt Guided Margin PressureInvestor Communications View source PDF

KOTAKBANK · price

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Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹383.75
prior close
₹378.90
base price
After-mkt
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AI summary

Kotak Mahindra Bank reported strong Q4FY26 standalone PAT of ₹4,027 crore, up 13% YoY and 17% QoQ. Full year FY26 standalone PAT stood at ₹14,008 crore, up 2% YoY excluding a one-time gain on ZKGI divestment. Net Interest Income grew 6% YoY to ₹30,010 crore for FY26. However, Net Interest Margin compressed to 4.60% for FY26 from 4.96% in FY25, indicating margin pressure. Asset quality improved with GNPA declining to 1.20% from 1.42% YoY, and provisions decreased 43% YoY in Q4. Net Advances grew 16% YoY to ₹4.96 lakh crore, while deposits increased 15% YoY to ₹5.72 lakh crore. The Board recommended dividend of ₹0.65 per share. Consolidated PAT for FY26 was ₹19,288 crore.

Likely market impact

Strong earnings growth with improved asset quality and capital ratios (CET1 at 21.3%) are positives, but margin compression of 36 basis points over the year may concern investors focused on banking sector NIM trends.