Sector Banks - Latest news, views and updates

NBFC balance sheets expand in FY25 on loan growth; microfinance stress persists: RBI

SECTOR | 30 Dec 2025, 01:02AM

Economic Times

Non-banking financial companies saw their balance sheets expand significantly in FY25, fueled by robust loan growth. While overall asset quality improved, the microfinance sector experienced a sharp rise in bad loans. Profitability for upper-layer NBFCs increased, though overall profits saw a slight dip. Key indicators like capital adequacy remained strong.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

Microfinance loan performance needs close monitoring, RBI cautions NBFCs

Business Standard | 29 Dec 2025, 08:10PM

Employment At Private Banks Falls In Fiscal 2025; Increases In PSU Lenders

SECTOR | 29 Dec 2025, 11:33PM

NDTV Profit

The banking system employees increased to 18.08 lakh from 17.87 lakh in the year-ago period.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

Banks will continue to face competition from non-bank sources: RBI report

Business Line | 29 Dec 2025, 08:49PM 3 more

Banks report 21,515 crore of frauds in H1FY26: RBI

Business Line | 29 Dec 2025, 08:16PM

Banks to shut for up to 7 days in January 2026 across select cities

Business Line | 29 Dec 2025, 04:34PM

Banks Seek Extension Of Loan Relief Scheme For Exporters: Here's Why

NDTV Profit | 29 Dec 2025, 10:55AM

Bandhan Bank Sells Rs 3,165-Crore NPA Portfolio, Rs 3,707-Crore Written-Off Loan Portfolio

SECTOR | 29 Dec 2025, 09:53PM

NDTV Profit

Bandhan Bank has sold the bad loan assets to ARCIL and Phoenix ARC, according to a regulatory filing.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

Bandhan Bank sells over 6,800 crore stressed assets to ARCIL, Phoenix

Business Standard | 29 Dec 2025, 09:50PM

Indian Banks' Asset Quality Improves, Combined Profit Up 15%: RBI Report

SECTOR | 29 Dec 2025, 06:12PM

NDTV Profit

The gross non-performing assets (GNPA) ratio for commercial banks declined to a multi-decadal low of 2.2% at March-end, as per the report.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

Corporate lending by banks to revive in coming quarters amid narrowing borrowing cost: Report

Business Line | 29 Dec 2025, 04:02PM 1 more

Large banks raise record funds via CDs in 2025

Business Line | 28 Dec 2025, 10:25PM

Banking sector remains robust as bad loans decline, says RBI

SECTOR | 29 Dec 2025, 05:17PM

Business Line

Banks' deposits and credit grew in double digit percentages during 2024-25 but moderated from the previous year

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

NBFCs raise 635 billion across 24 IPOs in 2025, accounting for 26.6% of total proceeds

SECTOR | 26 Dec 2025

Business Line

Bajaj Housing Finance emerged as one of the most successful NBFC listings of the cycle, raising 65.6 billion and witnessing a robust 50x subscription

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

BFSI M&A activity triples in 2025 on surge in bank, NBFC transactions

Business Standard | 26 Dec 2025

AI growth faces Power, Resource and Safety hurdles despite big productivity promise: JP Morgan

SECTOR | 26 Dec 2025

Business Line

The report said that concerns around limited resources, data privacy and safety will play a key role in determining how fast and how widely AI technologies are adopted

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

PSB consolidation to gain momentum in 2026 as govt eyes big, world-class banks

SECTOR | 26 Dec 2025

Business Line

The government has initiated discussions with the Reserve Bank and public sector banks, she had said, dropping enough hints about consolidation in the public sector space.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

SECTOR | 26 Dec 2025

Sector Overview

by Deven Choksey

Deven Choksey

Across the coverage universe, Q3FY26 is expected to be another quarter of healthy operating traction, with consolidated Net Interest Income (NII) for the banks in our universe projected to grow in mid single digits sequentially and low double digits year on year, supported by estimated advances growth of around 2.6% QoQ and 10.6% YoY and deposit accretion of about 4.5% QoQ and 12.3% YoY.

Deven Choksey released a Sector Update report for Banks on 26 Dec, 2025.

Alert

Brookfield to build 1.3 mn sq ft office tower for JP Morgan in Powai

SECTOR | 25 Dec 2025

Business Standard

Brookfield Properties will develop a 1.3 million sq ft Grade A office tower in Mumbai under a long-term built-to-suit agreement with JPMorganChase, the company said in a statement on Wednesday.