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High materiality9/10

Inter&Co delivers Rule of 50 progress with 16.3% ROE and 32% revenue growth

Aug 5, 2026, 4:37 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong Q2 print with 16.3% ROE, 32% net revenue growth, and record-low efficiency ratio suggests improved margins and potential multiple expansion. Positive cash-flow implications from profitability support near-term upside, though reliance on non-IFRS metrics and macro factors adds some risk.

AI summary

What happened, with direct paths to the underlying reporting

Inter&Co reported a 2Q26 record quarter, achieving the Rule of 50 as ROE rose to 16.3% and net revenue grew 32% year over year. The efficiency ratio declined to a record 42% while net income rose 34% QoQ to $81 million, underscoring scalable, profitable growth. Management framed growth as capital-neutral, funded by profitability, signaling upside potential and valuation support ahead of the Aug 6 earnings call.

2Q26: ROE 16.3% and net revenue up 32% YoY. Net income $81M, +34% QoQ.
Efficiency ratio hits 42%, record low; expenses +19% YoY.
Credit quality stable; NPLs rising in Private Payroll and Cards.
Pix market share 9%; loans per active client up 11%.

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