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Source document· March 3, 2026

Grupo Supervielle outlines 25%-30% loan growth target for 2026 as margins recover and capital strengthens

View original at seekingalpha.com
Grupo Supervielle outlines 25%-30% loan growth target for 2026 as margins recover and capital strengthens Earnings Call Insights: Grupo Supervielle S.A…
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  • Cost of risk projected between 6% and 6.5% for 2026

    80% confidence

  • We believe Supervielle is well positioned to participate in that expansion

    80% confidence

  • Net fee income expected to grow about 5% in real terms for 2026

    80% confidence

  • Client net financial income increased 21% sequentially, driven by lower funding costs combined with higher loan volumes and yields

    80% confidence

  • NPL ratio expected to range between 5% and 6% for 2026, temporarily peaking in Q1 2026

    80% confidence

  • We can expect sequential improvements throughout 2026...our ROE basically to move into double digits by the end of 2026

    80% confidence

  • We reported an attributable net loss of nearly CLP 20 billion in the fourth quarter, improving materially from the CLP 55 billion loss in the prior quarter. November marked a turning point with declining rates supporting better margins towards year-end.

    80% confidence

  • Total loans grew 8% sequentially and 37% year-over-year, driven by corporates now representing 63% of the portfolio

    80% confidence

  • More than 70% of transactions are digital, reinforcing both engagement and operating efficiency

    80% confidence

  • In the fourth quarter, we delivered results within our guidance range and positioned the balance sheet for industry recovery. The period was marked by elevated system-wide credit stress, which we were not immune to. However, in several key areas, we outperformed the industry.

    80% confidence

  • Margin recovery and strict cost control despite elevated cost of risk led to improved loss

    80% confidence

  • NIM expected to be between 14% and 16% in 2026

    80% confidence

  • Year-end CET1 ratio projected between 11% and 13% for 2026

    80% confidence

  • Real loan growth expected at 25% to 30% in 2026, led by corporate lending

    80% confidence

  • The capital level will be set by reinvestment of utilities for profit and the loan growth that we now foresee between 25% and 30% in real terms for the year

    80% confidence

  • No dividends will be paid in 2026 due to the 2025 loss

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Grupo Supervielle outlines 25%-30% loan growth target for 2026 as margins recover and capital strengthens — Source | Via News | ViaNews EU