HDFC Bank and Kotak Bank will be outperformers in next two year cycles: Rahul Malani
The overall numbers look good. They were above estimates, mainly the beat was due to the higher NIMs expansion and also if we look they have scaled up the contingent provisions which was a key positive. In terms of key negative which you have highlighted that the deposit mobilisation moderated bit on YoY basis as well as on a quarter-on-quarter basis.