Union Budget FY27: 5 decisions that could shape markets, Kotak Securities says

‘Mid-sized manufacturing needs a steroid-like boost’: Uday Kotak, Founder of Kotak Bank
Kotak Bank Founder Uday Kotak believes the world is tilting toward hard power and warns against the creeping comfort that is slowing India’s entrepreneurial spirit. In an interview with Mahesh Nayak and Joydeep Ghosh, Kotak, who is now spearheading USK Capital, says there is a need to rebuild manufacturing like in the 1990s. Excerpts: 

Kotak Mutual Fund launches Nifty200 Value 30 Index Fund

Why Kotak Mahindra Bank’s 80% plunge is not a worry – The real 1:5 stock split explained
The share price of Kotak Mahindra Bank appeared sharply lower in today’s trade. This might have left many investors puzzled. At the first glance, the share seemed to have lost nearly 80% intra-day. However, investors must note that this is more of a technical adjustment after the bank’s 1:5 stock split.

Kotak Mahindra Bank marks 30 years of listing on National Stock Exchange
Kotak Mahindra Bank marked 30 years of being listed on the National Stock Exchange with a bell-ringing ceremony on Wednesday, the lender said in a statement.

Beyond Broking: Kotak reveals the ‘hidden moat’ that could drive Groww shares 20% higher
Kotak Equity Research initiated coverage on Billionbrains Garage Ventures (Groww) with a ‘Buy’ rating and a target price of Rs 190. The price target implies that the stock has room to rally nearly 20% from current levels over the next 12 months. 

Kotak ropes in ex–Bajaj Finance MD Saha for consumer banking
Anup Kumar Saha, former managing director of Bajaj Finance who quit a few months ago, has joined Kotak Mahindra Bank

SIP inflows cross ₹31,000 crore; flexicap, multi-asset funds see strong traction: Kotak AMC’s Ovais Bakshi
SIP inflows cross Rs 31,000 cr first time, overall AUM down 0.71% to Rs 80.23 tln in Dec 2025

Billion-dollar-plus IPOs set to drive equity market fundraise: Kotak Investment Banking

‘Expects Rs 6 lakh crore equity capital raise in 2026’: S Ramesh, MD & CEO of Kotak Investment Banking
 

Fintechs set for a merger wave this year: Kotak
 

Kotak Mutual Fund announces launch of Kotak Dividend Yield Fund

HDFC Bank, Kotak Mahindra Bank report double-digit growth in loans, deposits in Q3
Mumbai: Private sector lenders HDFC Bank and Kotak Mahindra Bank today reported double-digit year-on-year (y-o-y) growth in advances and deposits in Q3FY26, while YES Bank reported sluggish growth on both parameters. HDFC Bank’s overall advances and deposits rose 12 per cent y-o-y each to ₹28.44 lakh crore and ₹28.59 lakh crore, respectively, as on December end. Despite strong growth, the lender’s shares ended trading 2 per cent lower at ₹978 apiece on the BSE on Monday, as deposit growth was slower than expected. The bank’s management has guided that it will grow advances on par with the banking industry in current fiscal and faster than industry in the next fiscal. Deposit growth will continue to outpace industry average, they said.

Kotak Bank Q3 Updates: Net advances jump 16% YoY to Rs 4.8 lakh crore, deposits rise 15%

Kotak Securities' tech glitch leaves F&O trader with Rs 1.75 crore profit in 20 minutes, here's what happened next
In a major technical glitch, Kotak Securities trader Gajanan Rajguru got an erroneous Rs 40 crore margin money and earned Rs 1.75 crore profit in 20 minutes, said a news report. The Bombay High Court has insisted that Rajguru can keep the profits, stating that his skills and risk-taking abilities, not the glitch, led to the gains. However, Kotak reportedly tried to settle the case with the trader by offering him Rs 50 lakh out of the profit earned by him, but the trader rejected the offer. The interim judgment as of December 24, 2025, is further to be heard on February 4, 2026.

Kotak’s Sanjeev Prasad says only ’15-20% Of IPO funds used for asset creation’ — 5 key 2026 mantra
2025 hasn’t really been a standout year in terms of returns. The Nifty 50 delivered under 10% growth, and the much-anticipated earnings pickup is expected in the subsequent quarters. However, what did stand out was the IPO gold rush. Over Rs 1.75 lakh crore raised in 12 months. Sanjeev Prasad, MD, Kotak Institutional Equities, however, raised concerns about how the fund has been used. According to him, the “IPO market is being used to monetise some portion of (promoter) holding.” Speaking on the overall market, he is structurally positive and believes that the “private sector capex cycle” kicking off in a bigger way will be a key driver going forward. 

Compete Hard, Digitise Fast, Stay Disciplined, says Paritosh Kashyap of Kotak Mahindra Bank
Paritosh Kashyap, Whole-time Director & Executive Director at Kotak Mahindra Bank, said the Reserve Bank of India’s regulatory approach has consistently centred on ease of doing business and enhancing customer experience. Speaking with Mahesh Nayak, Kashyap said the bank’s priorities continue to be SME lending, transaction banking, customer service, and retail assets, while emphasising that SME and transaction banking will be the key growth engines in bank’s next phase of growth.

Midcaps may outperform large and small caps marginally: Nilesh Shah, MD, Kotak AMC
After a tepid performance by secondary markets in 2025, Nilesh Shah, MD, Kotak AMC expects things to improve in 2026. Shah tells Joydeep Ghosh that midcaps could outperform large and small caps though margins may be narrow.

Excerpts:

2025 was more about execution than new rules, says COO of Kotak Securities
The pace of fresh rule-making slowed in 2025, compared to 2024, as the Securities and Exchange Board of India (SEBI) shifted focus to implementing and enforcing existing regulations. “Last year was more about bringing out new consultation papers, whereas this year has been more about execution and enforcement of those circulars,” said Sandeep Chordia, chief operating officer at Kotak

Securities. Excerpts:

‘Double digit earnings growth in 2026’, Nilesh Shah, managing director (MD) of Kotak Mahindra AMC
 

Rivals list, but Kotak resists: The case against subsidiary IPOs
Mumbai : Kotak Mahindra Bank Ltd sees little value in listing its subsidiaries and selling a stake to “foreigners” at present and would rather focus on building an enduring institution, said chief executive officer Ashok Vaswani, even as peers have taken their units public during India’s record IPO surge.

My goal is to build a younger, leaner, hungrier kind of Kotak: Ashok Vaswani
As January approaches, Ashok Vaswani will begin his third year as managing director and chief executive officer (CEO) of Kotak Mahindra Bank Ltd. Soon after Vaswani joined the bank, it had to start untangling itself for regulatory crosshairs. Since then, the RBI-imposed embargo on enlisting more digital customers has been lifted, it has made a couple of acquisitions, and is now in the race to acquire a big one, but Vaswani unsurprisingly sidesteps talk of IDBI Bank. The presence of Uday Kotak, the promoter, on the board has helped him cushion the impact of the superannuations/resignations of a few senior colleagues, with Vaswani saying his ‘goal is to build a younger, leaner, hungrier kind of Kotak.’

RBI slaps Rs 62 lakh fine on Kotak Mahindra Bank

Taxation of Equity Arbitrage Fund is perfect example of Aacharya’s advice, says Nilesh Shah of Kotak Mutual Fund

Uday Kotak lauds MUFG stake buy in Shriram Finance but flags big question on next move

Kotak Mutual Fund announces launch of Kotak Nifty Next 50 ETF

Kotak Bank plans 5x stress-test capacity by March 2026
Kotak Mahindra Bank plans to raise its core banking system’s stress-tested capacity to 4-5 times by March 2026. Currently operating at 3 times the capacity, the move aims to further strengthen resilience and scalability for future growth. Scale certification is a validation process that demonstrates a bank’s ability to handle operations, systems, and workloads at significantly higher levels of demand than usual.

Fairfax leads race to snap up IDBI Bank with all-cash deal; Kotak Bank also in the fray
Mumbai: The government’s three-year wait to exit IDBI Bank may bear fruition soon with the Toronto-based NRI businessman Prem Watsa’s Fairfax Financial offering an all-cash deal and thus emerging as the strongest contender, while Uday Kotak-founded Kotak Mahindra Bank is also in the fray with a cash and stock offer.

Kotak Mahindra Bank revamps microfinance play, cuts JLG exposure amid cyclical stress

Kotak Flexicap Fund delivers Rs 18.6% 5-Year CAGR, outpacing benchmark for direct growth investors

Key Takeaways

Kotak Bank eyes mid-market loans amid slow big-corp demand

Kotak expects Nifty to rise 13% by 2026

Gold's shine here to stay; equities, commodities signal optimism for 2026: Kotak Securities outlook
Mumbai: Indian markets, both equities and commodities, are signalling optimism despite global uncertainty, Kotak Securities' 2026 Market Outlook said Wednesday, as it delved into macro trends, sector opportunities and commodity forecasts investors should track in the year ahead.

Credit provided by capital markets will overtake bank credit: Kotak Mahindra AMC chief
Mumbai: Credit provided by the mutual fund industry will overtake bank credit one day, a veteran asset manager said on Tuesday. Nilesh Shah, the managing director and chief executive of Kotak Mahindra AMC, who is also a part-time member of the Economic Advisory Council to the PM, urged people to shift towards wiser investing.

Credit provided by capital markets will overtake bank credit: Kotak Mahindra AMC chief Nilesh Shah

Banks lost long-term value in foreign stake sales: Kotak CEO

Let market forces decide MF investment in IPOs, says Nilesh Shah, MD, Kotak MF
Investors should not be perturbed about the social media debate on mutual fund investments in new age companies; they should allow market forces to function, says Nilesh Shah, Managing Director, Kotak Mahindra AMC . Shah told businessline that a mutual fund would not invest in a sector or a company where they expect losses.

Time for India Inc to shake out of comfort zone: Uday Kotak
As the rupee slipped to an all-time low against the dollar on Wednesday, founder and director of Kotak Mahindra Bank Uday Kotak said it was time for Indian businesses to “shake out of comfort zone”.

Kotak Mutual Fund identifies 4 key investment themes for 2026: Financial Services, Consumption, E-commerce and Healthcare

Earnings growth likely to boost equity returns in 2026: Kotak MF
 

Midcaps to outperform large, small caps in FY27: Kotak MF
Mumbai: Kotak Mahindra Mutual Fund expects the equity market returns to be in mid-teens (15-17 per cent), driven by double-digit growth in earnings next fiscal.

Kotak Mahindra-IDBI Bank merger possibility? Jefferies outlines key scenarios and what it means
Kotak Mahindra Bank, earlier this week, concluded its diligence process to acquire the government’s stake in IDBI Bank, as reported by FE earlier this year.

Best performing Kotak equity mutual funds
Kotak Mutual Fund, founded in 1998, has grown significantly over the years, expanding its product range. It’s the 5th largest mutual fund house in India managing assets worth Rs 5.8 trillion (tn) as of 31 October 2025.

Kotak ahead in IDBI race; govt plans 60% stake sale, Fairfax and Oaktree also in fray
Kotak Mahindra Bank appears to have emerged as the frontrunner to buy the government’s stake in IDBI Bank, with Fairfax and Oaktree also in the race, NDTV Profit reported on Friday.

Kotak Mahindra Bank board okays 1:5 stock split
Kotak Mahindra Bank on Friday said its board has approved a 5-for-1 stock split. In a stock exchange filing, the private sector lender said the board cleared the sub-division of one equity share of face value `5 each, fully paid-up, into five equity shares of face value `1 each, fully paid-up.

Kotak Bank cuts SME loan processing time, aims to double portfolio in 3 years
Kotak Mahindra Bank has reduced the time taken to process fresh SME loans by 60% through artificial intelligence (AI) and machine learning (ML)-based digital underwriting tools, a senior bank official said. The faster turnaround has prompted the country’s fourth-largest private lender to target doubling its SME loan book every three years.

Banks must simplify tech to protect customers, says Kotak Mahindra Bank's data protection chief

Bajaj’s investment arm hires CIO Jitendra Gohil from Kotak

Kotak, Federal Bank in talks to acquire Deutsche Bank's India retail & wealth portfolios