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We will now wrap up the blog. Good night, folks!

Net Advances Down 13.1% YoY and Down 2.2% QoQ at ₹3.18 lakh crore

Net Deposits Down 3.8% YoY and Up 1.1% QoQ At ₹3.94 lakh crore

CASA Ratio At 30.3% Vs 34.9% YoY

Gross Advances up 14.1% YoY at ₹11.07 lakh crore

Total Deposits up 15% YoY at ₹12.60 lakh crore

Cargo Handled Vol Up 9% YoY At 41.9 mmt

Dec Logistics Rail Volume Flat At 59,037 TEUs (YoY)

Standalone Revenue Up 17% At ₹5,220 Cr Vs ₹4,466 Cr (YoY)

Opened 278 Westside, 854 Zudio & 32 Stores Across Other Lifestyle Concepts

Best ever production of 4.77 lakh tonnes of Manganese ore, Up 3.7% YoY

Gross Loans Down 3.9% YoY & Down 1.9% QoQ At ₹18,306 Cr

Total Deposits Up 4.5% YoY & Down 1.7% QoQ At ₹21,087 Cr

CASA Deposits Up 16.1% YoY, Up 2.9% QoQ At ₹4,611 Cr

CASA Ratio At 21.9% Vs 19.7% YoY & Vs 20.9% QoQ

Indian Energy Exchange December Update

Kotak Mahindra Bank Q3 Business Update

L&T Finance Q3 Business UpdateESAF Small Finance Bank’s total deposits rose 7.10% year-on-year to ₹24,006 crore in the December quarter, compared with ₹22,415 crore a year ago.Gross advances grew 13% YoY to ₹20,680 crore, up from ₹18,291 crore in the year-ago period.The bank’s CASA ratio stood at 25.12% in Q3, marginally higher than 24.95% reported a year earlier.

Kivah Advisors’ Mithun Aswath said Tata Motors’ passenger vehicle business may have a clear runway for the next three to four quarters, supported by steady demand and product momentum.

Aswath said some rebound could be seen in Jaguar Land Rover’s business, which remains a key earnings driver for Tata Motors.

He added that the large-cap information technology space appears well placed, with stability in deal flows and valuations offering comfort ahead of the earnings season.Anand Rathi Institutional Equities said external factors remain a key risk for the travel industry. On airlines, the brokerage said IndiGo has strategically placed its Airbus orders and could continue inducting multiple aircraft per week till 2035. International operations account for about 25% of revenue and nearly 30% of total capacity.For hotels, Anand Rathi said the post-COVID upcycle continues, with new supply largely coming from beyond the top 10 cities. However, valuations no longer look attractive, with Chalet Hotels preferred within the space.In travel and luggage, Safari Industries continues to gain market share from VIP Industries and Samsonite, while new B2C brands such as Mokobara now account for 10–12% of the organised segment. On online travel platforms, Ixigo could grow at nearly twice the industry rate, driven by market share gains.Bharat Coking Coal Ltd (BCCL) CMD Manoj Kumar Agarwal said the company is currently producing around 40.5 million tonnes of coking coal and is targeting output of 46 million tonnes in the near term, with production expected to rise to 54 million tonnes by FY30.BCCL holds close to 8 billion tonnes of coking coal reserves, translating into over 100 years of mine life. Agarwal said demand for coking coal will not decline as it remains directly linked to steel production.The company’s coal washing capacity stands at 13.65 million tonnes. With three new washeries coming up, capacity is expected to increase to 27–28 million tonnes by FY30.Agarwal said the revenue decline in H1 was a one-time impact of heavy rainfall that affected open-cast mining. Subdued international coking coal prices also weighed on realisations during the period.BCCL expects to contribute 54 million tonnes of coking coal to India’s 140 million tonne production target by FY29–30. At this level of output, revenue could reach around ₹20,000 crore.IPO proceeds of ₹1,071 crore will be used primarily towards a ₹1 lakh crore diversification capital expenditure plan. Agarwal added there is no fixed timeline for monetising Coal India’s remaining 15% stake in BCCL.

The Indian information technology (IT) sector has likely seen the worst, with a recovery expected in 2026 as artificial intelligence (AI) services start to gain wider traction, according to Abhishek Pathak, IT & Tech Analyst, Institutional Equities, at Motilal Oswal Financial Services.While the upcoming third quarter is expected to be a ‘non-event’ due to seasonal weakness and furloughs, Pathak maintains a positive outlook for the sector over a two to three-year horizon. here

Prashant Kumar, Yes Bank On CNBC-TV18:Q3 Numbers In-line With Strategic Objectives, Optimistic On FY26 Outlook Demand Is Coming Across All The Sectors, Including Corporates With Private Capex Picking Up, Corporate Can Show Better Demand Rural Sector Is Strong In Terms Of Demand & Consumption-led Economy Is Playing Out Most Of The Growth In Retail Is Coming From Gold And Vehicle Loans In The Market Yes Bank Does Not Have Much Exposure In GoldLoan Growth Is Surpassing Deposit Growth Hence LDR Numbers Are Showing An Increase Need To See Deposit Growth Outpacing Loan Growth Believe Deposit Growth Slower Than Credit Growth Is A Structural ProblemOnce We Finalise Our Strategy For 3-5 Yrs, Will Explore Opportunities In Gold Loans Wealth Segment Is Critical For Banks As They Offer Good Opportunity We Need To Figure Out Challenges Due To Deposit Growth Overall, Optimistic For Banking Sector In FY26

Shares of Infosys Ltd., Tech Mahindra Ltd., Coforge Ltd. and Hexaware Tech Ltd. are brokerage firm Motilal Oswal’s top picks within the Indian IT space, ahead of the quarterly results season that begins later this week.In its recent note on IT stocks, the brokerage has focused on looking beyond the upcoming third quarter numbers. here

CNBC-TV18 spoke to 50 market experts from mutual funds, brokerages, and financial institutions—people who actively shape market opinion. The first question was about returns. Last year, the Nifty delivered around 10% returns but still underperformed expectations. For 2026, the mood is positive but not overly optimistic. More than half of the experts expect the Nifty to return between 10% and 20%. About one-third believe returns will be more modest, between 0% and 10%. Only a very small group is worried about a negative year. Overall, confidence exists, but expectations remain realistic. here

Shares of HDFC Bank Ltd. are among the top losers on the Nifty 50 index on Monday, January 5, despite reporting a strong quarterly update for the December quarter earlier in the day.As per the update, the lender’s loan book grew by 12% for the quarter from the same quarter last year, registering double-digit growth for the first time after the merger with HDFC Ltd. on a normalized base. here

“Q3 numbers are in line with our strategic objectives, and we are optimistic about the FY26 outlook, with private capex picking up and corporate demand expected to improve,” Prashant Kumar of Yes Bank told CNBC-TV18.

He added that the wealth segment is critical for banks as it offers strong opportunities, and said Yes Bank is seriously evaluating the launch of a dedicated wealth business.

Shares of Metropolis Healthcare Ltd. gained over 4% on Monday, January 5, after the company reported its third quarter business update.The company said its consolidated revenue increased 26% from the previous year, driven by sustained momentum in preventive and wellness checkups under TruHealth, along with a strong increase in specialty testing volumes across both B2C and B2B channels. here

Central Bank of India Ltd. on Monday, Jaunary 5, reported steady balance-sheet growth for the December quarter, with total business rising 15.8% to ₹7.74 lakh crore as of December 31, 2025 from the previous year, supported by healthy expansion in advances and deposits.In its provisional December quarter business update, the state-owned lender said total deposits increased 13.23% to ₹4.51 lakh crore from the previous year, while the current account savings account (CASA) deposits grew 8.53% to ₹2.12 lakh crore. The slower growth in low-cost deposits led to the CASA ratio easing to 47.12%, from 49.18% a year earlier, a decline of 206 basis points. here

Advances Up 19.6% YoY &  Deposits Up 8.5% YoY 

Shares of Dhanlaxmi Bank surged nearly 8% on Monday, January 5, as it reported a steady improvement in business momentum for the December quarter, with growth across deposits and advances.In its third quarter business update, the Kerala-based lender said its total business rose 20.76% year-on-year to ₹31,933 crore as of December 31, 2025. here

Total Business Up 20.76% YoY At Rs 31,933 Cr Total Deposit Up 18.39% YoY At Rs 17,839 Cr Gross Advances Up 23.90% YoY At Rs 14,094 Cr

The lender’s gross advances increased by 7.1% from last year, marking another quarter of single-digit growth to ₹10.16 lakh crore. Deposits grew 3.3% from last year and declined 1% sequentially to ₹12.2 lakh crore. Domestic advances were up 7.4% from last year to ₹9.8 lakh crore.The stock is currently up 3.9%

Total Deposits Up 6.6% QoQ & Up 18.5.% YoY At Rs 9,931 CrGross Advances Up 3.3% QoQ & Up 19.8% YoY At Rs  8,164 Cr

Shares of CSB Bank Ltd. are trading with gains of over 6% on Monday, January 5, in response to the business update for the December quarter that the lender had shared after market hours on Friday.For the December quarter, CSB Bank’s overall loan book grew by 29% from last year to ₹37,208 crore.

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