“Pankaj Pandey remains constructive on Kotak Mahindra Bank, citing improving growth visibility with advances expected to grow 1.5-2 times nominal GDP, and easing credit costs. He also notes that concerns around its potential involvement in the IDBI Bank acquisition have been put to rest, expecting 15% growth and 2.1% ROAs.”

Pankaj Pandey’s track record: 10 graded calls · 95% CI 2–40%