Breaking Down Banking Sector Results: HDFC Vs Kotak Bank Q2 Results Analysis

Pranav Gundlapalle, Senior Research Analyst at Bernstein, states that operational expenditure growth for HDFC Bank has moderated, and there has been no increase in credit costs. He notes that HDFC Bank has delivered a strong quarter on a relative basis, indicating that improvements to their balance sheet are forthcoming. In contrast, he points out that Kotak Bank has achieved growth, but at the expense of margins. He raises concerns about an increase in shipping costs and highlights stress in the unsecured loan segment for Kotak Bank.

#kotakmahindrabank #hdfcbank #kotakmahindra
--------------------------------------------------------------------------------------------------------------------------------------------------

Follow NDTV Profit here