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    1. Business News
    2. Authors
    3. kotak institutional equities

    Kotak Institutional Equities

    NMDC
    Rating: add | NMDC: Optimistic outlook for FY25

    The company launches key projects for substantial growth

    By Kotak Institutional Equities
    November 21, 2023 02:00 IST
    sbi, state bank of india, corporate loans, loans, financial reports, banking
    Rating: buy | SBI: strong returns amid uncertainties

    Higher stock levels for a longer duration likely

    By Kotak Institutional Equities
    November 7, 2023 02:20 IST
    SBI Cards, SBI Cards profit, SBI Cards credit cost,
    Rating: buy | SBI Cards focuses on quality to tackle credit costs

    Challenges in margins and credit costs, but positive outlook prevails

    By Kotak Institutional Equities
    October 31, 2023 00:55 IST
    Hindalco Industries, Hindalco Q3 results, quarter results, profit, revenue, EBITDA, aluminium business, copper business
    Hindalco to expand downstream capacities; company aims to lower emissions with renewable energy

    Hindalco’s commitment to achieving higher metal purity and reducing iron and silicon content has allowed the company to manufacture higher-grade…

    By Kotak Institutional Equities
    October 10, 2023 05:00 IST
    indigo, indigo web check in, indigo cstomer care, indigo flight, indigo flight status, indigo carriers, indigo check in, indigo pnr status, indigo flight to arunachal pradesh, indigo new flight to arunachal pradesh, delhi arunachal pradesh flight connectivity, delhi itangar flight connectivity,
    Rating: buy | Indigo: Firmly positioned for investors

    Airlines are expected to raise fares in Q3 as demand strengthens

    By Kotak Institutional Equities
    September 26, 2023 02:45 IST
    indigo, aviation
    Rating: buy | Indigo poised for strong growth

    Airline is opening doors to Indo-US travel sector via Istanbul stopover

    By Kotak Institutional Equities
    July 11, 2023 06:00 IST
    pharma, markets
    Rating: neutral; Pharma sector: Poised for strong growth in Q1FY24

    Improved show in US & branded markets fuels positive outlook

    By Kotak Institutional Equities
    July 10, 2023 01:15 IST
    markets, itservices
    Rating: attractive; IT services: Digital spending to continue in long term

    Lower revenue growth for IT firms for FY24 due to various factors

    By Kotak Institutional Equities
    April 18, 2023 02:15 IST
    banking, rbi
    Rating: attractive; Banks see reversal in loan growth trends

    Slowdown in growth unlikely to cause asset-quality stress

    By Kotak Institutional Equities
    April 4, 2023 03:45 IST
    ITC, market rating
    Rating: add; ITC – Good progress across businesses

    Multiple business units across different sectors are performing well

    By Kotak Institutional Equities
    March 21, 2023 00:10 IST
    Equitas Small Finance Bank, banking
    Rating: add; Equitas SFB – Steady improvement

    Greater focus on business should now help in earnings growth

    By Kotak Institutional Equities
    February 13, 2023 01:40 IST
    Maruti Suzuki, PV growth
    Rating: Sell; Maruti Suzuki: PV growth to be moderate

    Expect Ebitda margin to remain below 11% over FY2024-25E

    By Kotak Institutional Equities
    January 27, 2023 12:15 IST
    axis bank, max life
    Rating: buy; Max-Axis – Deal of uncertainty

    Focus now is on merger of Max FS and Max Life; Axis to play a crucial role

    By Kotak Institutional Equities
    January 16, 2023 00:40 IST
    auto sector, auto industry
    Automobiles and Components: Expect volumes to grow moderately

    Demand for EVs are expected to drive 2W sales this year

    By Kotak Institutional Equities
    Updated: January 10, 2023 09:20 IST
    Tata Consumer Products Rating: add; A good fit in Tata Consumer portfolio

    Bisleri would be a good addition if acquired at a reasonable valuation.

    By Kotak Institutional Equities
    November 29, 2022 00:45 IST
    State Bank of India Rating: BUY; Q2 results: healthy asset quality

    SBI reported ~75% y-o-y earnings growth, led by operating profits doubling y-o-y. Revenues grew 12% y-o-y with NII growth at…

    By Kotak Institutional Equities
    November 8, 2022 04:20 IST
    Bajaj Finance Rating: SELL Sailing through good times

    Company expects the mortgage business to be a high growth driver

    By Kotak Institutional Equities
    October 25, 2022 02:00 IST
    Paperboards and packaging revenues/Ebit grew 25%/54% y-o-y, aided by demand revival across end-user segments; the division recorded yet another decadal-high Ebit margin (27.5%, up 50 bps q-o-q).
    ITC Rating: Add | Strong show, quarter after quarter

    Cigarette segment witnessed revenue growth of 23.3%

    By Kotak Institutional Equities
    October 24, 2022 02:45 IST
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