Utkarsh SFB Reports Mixed Q3 Business Performance
Utkarsh Small Finance Bank Ltd. announced its business update for the quarter and nine months concluding December 31, 2025. The bank's gross loan portfolio experienced a year-on-year contraction, falling 3.9% to ₹18,306 crore from ₹19,057 crore a year prior. This marked a 1.9% sequential decrease from ₹18,655 crore as of September 30, 2025.
Loan Portfolio Shifts
Within the loan book, the joint liability group (JLG) portfolio saw a substantial decline of 34.1% year-on-year, settling at ₹6,419 crore. Conversely, the non-JLG loan portfolio demonstrated robust growth, increasing by 27.5% year-on-year to ₹11,888 crore. This segment also grew 7.7% from the previous quarter.
Deposit Growth and CASA Improvement
Total deposits for Utkarsh Small Finance Bank recorded a 4.5% year-on-year increase, reaching ₹21,087 crore by December 31, 2025. Despite a slight 1.7% sequential dip from ₹21,447 crore, the bank improved its Current Account Savings Account (CASA) deposits by 16.1% year-on-year to ₹4,611 crore. The CASA ratio consequently strengthened to 21.9%, up from 19.7% a year ago and 20.9% in the prior quarter.
Term Deposit Trends
Retail term deposits expanded by 23.8% year-on-year to ₹12,586 crore, reflecting positive traction in this segment. Bulk term deposits, however, faced a significant downturn, declining 35.6% year-on-year to ₹3,890 crore. The combined CASA and retail term deposits ratio improved to 81.6%, showing enhanced stability compared to 70.1% in the previous year.
Operational Metrics and Market Reaction
The bank reported a collection efficiency of 99.1% for its micro banking loan portfolio and maintained a strong liquidity coverage ratio (LCR) of 200% as of December 31, 2025. Following the update, shares of Utkarsh Small Finance Bank Ltd closed at ₹15.11 on the BSE on January 5, down 1.44%.