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Grupo Supervielle reports 2Q26 adjusted ROAE 12.4% with 17% headcount cuts

Aug 10, 2026, 6:14 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The combination of sustained cost savings, improved NIM, and a clear path to full run-rate benefits supports a near-term earnings upgrade, likely attracting buyers and lifting SUPV shares in the next 1–3 quarters.

AI summary

What happened, with direct paths to the underlying reporting

Grupo Supervielle delivered a profit rebound in 2Q26, posting an adjusted ROAE of 12.4% and structural ROAE of 14.4% as cost savings from a rightsizing program flow through. Headcount was trimmed 17% versus year-end 2025, with AR$42 billion in annualized personnel savings toward a full run-rate by 3Q26. The bank also reported a stronger net interest margin of 20.3% and improving asset quality, signaling a broader earnings recovery in a stabilizing Argentine macro backdrop.

2Q26 adjusted ROAE 12.4% excluding severance; structural ROAE 14.4%.
Headcount down 17% y/y; AR$42b annualized personnel savings; full run-rate by 3Q26.
NPL 5.5%; net cost of risk 5.6%; NIM 20.3% as funding costs fall.
Net income AR$12.8b in 2Q26; 1H26 shows transition with improved efficiency.

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