Shareholding Pattern: Kotak Mahidra Bak Ltd. A Examiatio of Fiacial Performace for FY (Q4-Mar 2023-2024)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	51.51	51.49	25.91	25.9	-0.01 %
Public	25.72	25.99	12.94	13.07	+0.13 %
DII	42.55	46.58	21.41	23.43	+2.02 %
FII	78.99	74.73	39.74	37.59	-2.15 %
Government	0.00	0.00	0	0	0

Promoters’ shareholding decreased from 25.91% in December 2023 to 25.9% in March 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.DIIs (Domestic Institutional Investors) shareholding increased from 21.41% in December 2023 to 23.43% in March 2024 , indicating that domestic institutions increased their stake in the company by 2.02% . FIIs (Foreign Institutional Investors) shareholding decreased from 39.74% in December 2023 to 37.59% in March 2024 ,indicating that foreign institutions reduced their investments by 1.5% in the company during the quarter. This suggests a pullback in their investment .During quater from December 2023 to March 2024, Goverenment ownership remained steady at 0%.This indicates that the government’s stake in the company remained consistent during this period.

Let’s delve deeper into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In crores)	Current Quarter Quantity (In crores)	Previous Quarter Shares (in %)	Current Quarter Shares (in %)	Quarter-to-Quarter Difference (%)
Janak Dinkarrai Desai	0.042	0.024	0.02	0.01	-0.01 %
Kotak Trustee Company Private Limited	0.000	0.019	0	0.01	+ 0.01 %
Kotak Trustee Company Private Limited$	0.019	0	0.01	0	-0.01%

Janak Dinkarrai Desai faced a downturn in profitability this quarter, witnessing a decline of -0.01 % in profits compared to the previous quarter. Delving into the underlying factors driving this shift is crucial for charting a path towards sustained financial growth.Kotak Trustee Company Private Limited has showcased a remarkable improvement in profitability for this quarter, registering a significant increase of 0.01 % in net profit. This signifies adept cost management strategies, amplified revenue streams, or a harmonious blend of both, underscoring the shareholder’s positive impact on the company’s financial health.Uday S Kotak had no shares in the previous quarter but now holds 0% of shares in the current quarter.USK Capital Partners had no shares in the previous quarter but now holds 0% of shares in the current quarter.AARTI NEAL CHANDARIA had no shares in the previous quarter but now holds 0% of shares in the current quarter.Kotak Trustee Company Private Limited$ had 0.01% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Directors and their relatives (excluding independent directors and nominee directors)	0.502	0.434	0.25	0.22	-0.03 %
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	8.776	9.164	4.42	4.61	+ 0.19 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	8.345	8.262	4.2	4.16	-0.04 %
Non Resident Indians (NRIs)	1.010	1.035	0.51	0.52	+ 0.01 %

Observations indicate a sizeable -0.03 % variance in Directors and their relatives (excluding independent directors and nominee directors)’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Spearheading a savvy charge towards increased profitability, Resident Individuals holding nominal share capital up to Rs. 2 lakhs lifts the bar with a remarkable 0.19 % enhancement in net profit, revealing adroit resource allocation and sharpened commercial instincts.Observations indicate a sizeable -0.04 % variance in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Spearheading a savvy charge towards increased profitability, Non Resident Indians (NRIs) lifts the bar with a remarkable 0.01 % enhancement in net profit, revealing adroit resource allocation and sharpened commercial instincts.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	21.680	25.478	10.91	12.82	+ 1.91 %
SBI MUTUAL FUND	6.464	7.356	3.25	3.7	+ 0.45 %
UTI MUTUAL FUND	2.834	2.900	1.43	1.46	+ 0.03 %
HDFC MUTUAL FUND	2.239	2.766	1.13	1.39	+ 0.26 %
ICICI PRUDENTIAL MUTUAL FUND	2.531	2.813	1.27	1.41	+ 0.14 %
Insurance Companies	17.107	17.275	8.61	8.69	+ 0.08 %
Life Insurance Corporation of India	12.323	12.835	6.2	6.46	+ 0.26 %
Provident Funds/ Pension Funds	2.887	2.951	1.45	1.48	+ 0.03 %
National Pension System Trust	2.887	2.951	1.45	1.48	+ 0.03 %

The latest quarter saw a considerable enhancement in profitability for Mutual Funds/, reflecting an uptick of 1.91 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for SBI MUTUAL FUND, reflecting an uptick of 0.45 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for UTI MUTUAL FUND, reflecting an uptick of 0.03 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for HDFC MUTUAL FUND, reflecting an uptick of 0.26 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for ICICI PRUDENTIAL MUTUAL FUND, reflecting an uptick of 0.14 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for Insurance Companies, reflecting an uptick of 0.08 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for Life Insurance Corporation of India, reflecting an uptick of 0.26 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for Provident Funds/ Pension Funds, reflecting an uptick of 0.03 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.The latest quarter saw a considerable enhancement in profitability for National Pension System Trust, reflecting an uptick of 0.03 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	73.245	68.684	36.85	34.55	-2.3 %
NEW WORLD FUND INC	3.379	1.989	1.7	1	-0.7 %
GOVERNMENT OF SINGAPORE	2.460	2.407	1.24	1.21	-0.03 %
EUROPACIFIC GROWTH FUND	6.808	5.754	3.43	2.89	-0.54 %
Foreign Portfolio Investors Category II	2.446	2.746	1.23	1.38	+ 0.15 %
CAPITAL WORLD GROWTH AND INCOME FUND	2.683	0	1.35	0	-1.35%

Profitability dwindled by -2.3 % for Foreign Portfolio Investors Category I in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.Profitability dwindled by -0.7 % for NEW WORLD FUND INC in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.Profitability dwindled by -0.03 % for GOVERNMENT OF SINGAPORE in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.Profitability dwindled by -0.54 % for EUROPACIFIC GROWTH FUND in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.During this past quarter, there was a noteworthy upswing in profitability for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.15 % in net profit.CAPITAL WORLD GROWTH AND INCOME FUND had 1.35% of shares in the previous quarter but exited in the current quarter.