External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Motilal Oswal's research report onKotak Mahindra Bank Kotak Mahindra Bank (KMB) posted a standalone PAT of INR41.3b (21% beat), which grew 18.2% YoY in 4QFY24 aided by steady revenue growth and one-off gains from the reversal of AIF provisions (INR1.57b), interest on IT refund (INR1.4b), and tax credit (INR2b).</li><li>Consol. PAT grew 16.9% YoY to INR53.4b. NII grew 13% YoY to INR69.1b (in line; up 5.4% QoQ) as NIM improved 6bp QoQ to 5.28%. Other income grew 36.2% YoY (17% beat) for the quarter.</li><li>Outlook KMB delivered a steady quarter with a beat on earnings and margins improving sequentially.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Motilal Oswal's research report onKotak Mahindra Bank Kotak Mahindra Bank (KMB) posted a standalone PAT of INR41.3b (21% beat), which grew 18.2% YoY in 4QFY24 aided by steady revenue growth and one-off gains from the reversal of AIF provisions (INR1.57b), interest on IT refund (INR1.4b), and tax credit (INR2b).Consol. PAT grew 16.9% YoY to INR53.4b. NII grew 13% YoY to INR69.1b (in line; up 5.4% QoQ) as NIM improved 6bp QoQ to 5.28%. Other income grew 36.2% YoY (17% beat) for the quarter.Outlook KMB delivered a steady quarter with a beat on earnings and margins improving sequentially.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kotak Mahindra Bank - Strong Quarter; One-Off Gains Boost Earnings Further