Rahul Malani of Mirae Asset Sharekhan notes Kotak Mahindra Bank’s weak quarter was expected, with a potential one-off provision. He anticipates improved core operating profitability due to strategic levers. While SBI faces core operating profitability pressure, its well-positioned balance sheet and treasury gains should sustain ROA around 1%.
Dolly Khanna’s portfolio sees steady gains in CY26; 5 stocks rise up to 25%
Ace investor Dolly Khanna’s portfolio, valued at Rs 481 crore as of May 2026, saw a 8% increase from December 2025. Five of her eight