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Banorte quarterly profit rises 6% on strong consumer loan demand

Created at 21 Jul · 10:34 PM1 source↑ Market-relevant
IN SHORT

Grupo Financiero Banorte reported a 6% increase in second-quarter net profit, reaching 15.55 billion pesos, driven by robust demand for consumer loans and increased fee income. The bank also announced a new chief financial officer.

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Key Numbers

6%year-over-year net profit increase
15.55 billion pesossecond-quarter net profit
888.64 million dollarssecond-quarter net profit
12%year-over-year revenue increase
43.15 billion pesossecond-quarter revenues
25.7%return on equity
209 basis pointsyear-over-year ROE expansion
4%sequential consumer loan growth
2%sequential credit card loan growth
5%quarter-over-quarter net interest income fall
12%quarter-over-quarter provisions fall
26%year-over-year provisions rise

Who's Involved

Grupo Financiero Banorte
Mexican financial services company reporting quarterly results
Tomas Lozano
Newly appointed Chief Financial Officer of Banorte
Rafael Arana
Chief Operating Officer of Banorte, previously CFO and COO
Natalia Siniawski
Reuters reporter

↳ Why This Matters

The results indicate Banorte's resilience and ability to grow its loan portfolio, particularly in consumer segments, despite some headwinds in net interest income. The appointment of a new CFO also signals potential shifts in financial strategy or focus.

Key facts

  • Banorte's second-quarter net profit rose 6% to 15.55 billion pesos.
  • Total revenues grew 12% year-over-year to 43.15 billion pesos.
  • Consumer loan demand, particularly for auto and payroll loans, drove portfolio expansion.
  • Tomas Lozano was appointed as the new chief financial officer.
  • Return on equity increased to 25.7%.

Grupo Financiero Banorte announced a 6% increase in its second-quarter net profit, reaching 15.55 billion pesos, which slightly surpassed analyst expectations. The growth was primarily fueled by strong demand for consumer loans, including auto and payroll loans which each rose 4% sequentially, and a 2% increase in credit card loans. Fee income also contributed positively to the bank's performance.

Total revenues for the quarter were 43.15 billion pesos, marking a 12% year-over-year increase and exceeding forecasts. The bank's return on equity expanded to 25.7%, a rise of 209 basis points compared to the previous year.

In a significant personnel change, Banorte named Tomas Lozano as its new chief financial officer. Lozano, who has been with Banorte for 19 years and previously led investor relations, corporate development, and financial planning, will report to Chief Operating Officer Rafael Arana. Arana will retain his COO title after previously holding both CFO and COO roles.

Despite the overall profit increase, net interest income saw a 5% decline from the previous quarter, attributed to a lower valuation of inflation-linked securities. However, the bank stated that adjustments to technical reserves offset this impact, leaving net income unaffected. Provisions decreased by 12% compared to the prior quarter due to a regulatory adjustment for government-backed loans, though they rose 26% year-over-year in line with portfolio growth.

Frequently asked questions

Banorte's net profit in the second quarter was 15.55 billion pesos, an increase of 6% year-over-year.

Profit growth was driven by strong demand for consumer loans and higher fee income.

Tomas Lozano has been named the new Chief Financial Officer at Banorte.

Net interest income fell 5% from the prior quarter due to lower valuation of inflation-linked securities, but this was offset by adjustments to technical reserves.

What Happens Next

01Banorte will continue to monitor consumer loan demand and its impact on portfolio expansion.
02The bank will manage the valuation of inflation-linked securities and technical reserves.

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How It Developed

Grupo Financiero Banorte reported a 6% rise in second-quarter net profit.
Net profit reached 15.55 billion pesos, exceeding estimates.
Total revenues increased 12% year-over-year to 43.15 billion pesos.
Tomas Lozano was named chief financial officer, reporting to COO Rafael Arana.
Return on equity expanded to 25.7%, up 209 basis points year-over-year.
Consumer loan growth led portfolio expansion, with auto and payroll loans up 4% sequentially.
Net interest income fell 5% from the prior quarter due to inflation-linked securities valuation.
Provisions fell 12% from the prior quarter following a regulatory adjustment.

Sources

T1
Strong consumer loan demand lifts Banorte quarterly profitReuters

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