KOTAKBANKNSEKotak Mahindra Bank Limited· BanksHighNeutral
Announced Sat, 2 May · 14:56 IST

Kotak Mahindra Bank Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Pat NegativeExceptional ItemAuditor Mid Year ChangeRelated Party TransactionsResults View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹383.75
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AI summary

Kotak Mahindra Bank reported consolidated total income of Rs 107,563.70 crore for FY26, up from Rs 103,076.10 crore in FY25 (approx 4.4% growth). Net profit after tax declined to Rs 19,287.89 crore from Rs 22,125.99 crore in the prior year, partly impacted by a much smaller exceptional gain of Rs 367.79 crore (from Infina Finance divestment) versus a Rs 3,803.40 crore gain from the KGI divestment in FY25. Excluding exceptional items, underlying PAT dropped roughly 13% YoY. The bank also completed a share split (1 share of Rs 5 split into 5 shares of Rs 1 face value) effective January 14, 2026. The joint statutory auditors issued an unmodified (clean) opinion on both consolidated and standalone financials. Deposits grew strongly to Rs 566,940 crore from Rs 494,707 crore. The bank announced a dividend of Rs 0.65 per share (face value Rs 1) compared to Rs 2.50 per share (face value Rs 5) in the previous year.

Likely market impact

PAT decline of ~13% YoY (normalized, excluding exceptional items) is a concern, though the prior year had an unusually large one-time gain. The bank remains profitable with strong deposit growth. The clean audit opinion and underlying business stability are positive. Share split may improve retail liquidity.