Update shared on 09 Nov 2025
Fair value Increased 1.55%Kotak Mahindra Bank's analyst price target has been marginally raised from ₹2,352 to ₹2,389. Analysts cite expectations of slightly stronger profit margins and a lower discount rate, which are supporting the bank's valuation outlook.
What's in the News
- Board meeting scheduled for October 25, 2025 to review and approve standalone and consolidated unaudited financial results for the quarter and half-year ended September 30, 2025 (Key Developments)
- Board meeting held on September 27, 2025 to approve Mr. Manish Agarwal, President and Business Head 811, as Senior Management Personnel (Key Developments)
- Sumitomo Mitsui Banking Corp. (SMBC) plans to sell its entire 1.65% stake in Kotak Mahindra Bank, amounting to up to 32.8 million shares, via a block deal at a floor price of INR 1,880 per share. Proceeds are expected to be used for SMBC’s stake purchase in Yes Bank (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹2,352 to ₹2,389.
- Discount Rate has decreased marginally from 15.05% to 14.79%.
- Revenue Growth estimates show a slight decline, moving from -5.03% to -5.08%.
- Net Profit Margin projections have increased from 35.49% to 36.75%.
- Future P/E multiple has fallen modestly from 32.22x to 31.44x.
Disclaimer
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