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2026-07-06 10:21:14 am | Source: Motilal Oswal Financial Services Ltd
Company Update : Axis Bank by Motilal Oswal Financial Services Ltd
Company Update : Axis Bank by Motilal Oswal Financial Services Ltd

Deposit growth in line; marginal miss on advances; CASA mix declines to 38.0%

* Gross advances grew 18.8% YoY/2.3% QoQ to INR12.73t (slightly below our MOFSLe of net advances growth at 20.1% YoY/3.1% QoQ).

* Deposits grew 18.2% YoY/2.8% QoQ to INR13.73t (in line with our MOFSLe of 18.4% YoY/3% QoQ growth).

* CASA deposits (end-period) grew 11.4% YoY/declined 1.4% QoQ, while term deposits grew 22.8% YoY/5.5% QoQ. Consequently, the CASA mix dipped ~160bp to 38.0%.

* Average deposits grew 18.1% YoY/6.4% QoQ, while average CASA grew 13.5% YoY/5.1% QoQ, and average TD grew 21% YoY/7.2% QoQ.

* Overall, business growth was slightly below our estimates, with deposits coming in line with our expectation. Consequently, the CD ratio (on gross advances) improved to 92.27% from 93.1% in 4QFY26.

 

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