UJJIVANSFBNSEUjjivan Small Finance Bank LimitedMediumNeutral
Announced Fri, 9 Jan · 17:50 IST

Ujjivan Small Finance Bank Limited has informed the Exchange about Credit Rating

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UJJIVANSFB · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

CRISIL Ratings has reaffirmed its highest short-term rating of 'CRISIL A1+' on Ujjivan Small Finance Bank's Certificate of Deposits (CD) programme, but the programme size was sharply reduced from Rs 2,500 crore to Rs 375 crore. Additionally, CRISIL withdrew its rating on Rs 2,125 crore of CDs at the bank's request, reflecting the bank's strategy to lower reliance on wholesale/short-term funding as it grows its retail deposit base. The bank's gross NPA rose to 2.5% in H1 FY26 from 2.2% in FY25, before improving provisionally to 2.39% as of December 31, 2025. Profitability weakened with RoMA falling to 0.9% (annualised) in H1 FY26 from 1.6% in FY25, due to lower NIMs, higher operating expenses, and elevated credit costs. Capital adequacy remains comfortable with overall CAR at 21.4% and Tier I at 19.9% as of September 2025.

Likely market impact

The reaffirmation of the top-tier A1+ rating is a positive signal on the bank's credit quality and ability to meet short-term obligations. However, the steep cut in the CD programme size points to the bank actively reducing wholesale borrowings, not expanding funding capacity. Investors should watch for sustained improvement in asset quality and profitability, which remain under pressure from the microfinance segment.