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BankingMedium impactPre-market

Kotak Mahindra explores IDBI Bank acquisition scenarios

pre-market1 source ↓written by the desknot a recommendation

in strategic foreign
$10.4 billion

Kotak Mahindra Bank has completed its due diligence to acquire the government's stake in IDBI Bank. Jefferies outlined potential merger scenarios, focusing on financial outcomes under various funding structures. With over $10.4 billion in strategic foreign investments in Indian banks and NBFCs, this merger could reshape the financial landscape.

Key Points:

• Diligence process reviewed borrower data and loan provisions

• No official decision on merger yet

• Jefferies analysis highlights capital inflow trends

The merger discussions may influence market sentiment in the banking sector.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 29 Nov 2025, 07:04 IST.

Sourcesnews.google.com

The market after the news

KOTAKBANK closed +1.1% on the day of the news, from ₹2,124.40 to ₹2,147.60; Nifty −0.1% over the same session; futures OI −1.6%.

Bulletin at 07:04 IST on 29 Nov 2025. Every change is measured from ₹2,124.40, the last close before it, on 28 Nov. Nifty 50 is measured over the same sessions.

  • KOTAKBANK close ₹
  • Nifty 50, rebased to the close before the news
  • close before the news
  • above it
  • below it
  • futures OI, lots
KOTAKBANK closes around the bulletin against the close before the news, with Nifty 50 rebased to it193121242318axis spans 20%before the news · 28 Nov2124Nifty 50KOTAKBANKbulletinD0+1+3+524 Nov4 Dec15 DecFutures open interest, lotspeak 1.0 LReference close ₹2,124.40. 16 sessions from 24 Nov to 15 Dec; the price axis spans 20 percent.
price axis fixed at 4 × the 14-session true range around the close before the news · values printed at each marked session
Closes after the news against the close before it, with Nifty 50 over the same span
SessionClose ₹Change %Nifty %
Before28 Nov₹2,124.40basebase
On the day1 Dec₹2,147.60▲ +1.1%▼ −0.1%+1.2 pp difference
+1 session2 Dec₹2,142.40▲ +0.8%▼ −0.7%+1.5 pp difference
+3 sessions4 Dec₹2,135.40▲ +0.5%▼ −0.7%+1.2 pp difference
+5 sessions8 Dec₹2,131.60▲ +0.3%▼ −0.9%+1.3 pp difference
Gap at the open, % · ₹
▲ +0.5%+9.56 on 1 Dec
Day's range, % · ₹
1.6%≈ 35 high to low
Volume on the day
1.01×the 20-session average
Futures OI on the day
▼ −1.6%−1,600 lots · short covering · price +1.1%
Futures OI open, lots
93,0001 Dec · 30 Dec expiry
Futures premium, ₹
+8.70+0.4% to spot
Puts per call, by OI
0.89from 0.81 the session before
Max pain
2,120from 2,100 the session before

Source NSE UDiFF bhavcopy · KOTAKBANK on the desk →

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