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High materiality8/10

Banco Macro posts solid 2Q26 earnings with strong ROAE and capital adequacy

Aug 19, 2026, 6:35 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong QoQ earnings growth, solid ROAE/ROAA, and ample excess capital suggest earnings visibility and potential dividend/return support. While funding mix and inflationary context are headwinds, the positive metrics (NPL coverage, liquidity, Basel III levels) may attract buyers, especially for ADRs, in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Banco Macro reported 2Q26 net income of Ps206.8 billion, up 39% QoQ and 4% YoY. Excluding restructuring costs, net income would be Ps221 billion with ROAE near 14% and ROAA around 3.5%. The bank continues to show robust capitalization (Basel III 28%, Tier 1 28%), healthy liquidity (74% of deposits), and solid asset quality (NPL 6.25%), supporting a constructive near-term view for BMA.

2Q26 net income Ps206.8b; QoQ up 39%.
ROAE 13.4%, ROAA 3.3%; ex-restructuring 14.3%/3.5%.
Total financing Ps11.69T; QoQ +3%, YoY -5%.
Total deposits Ps14.74T; QoQ -1%; USD deposits -11% YoY.
NPL 6.25%; coverage 95.39%; Stage 3 4.1% (stage 3 coverage 148.8%).

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Banco Macro posts solid 2Q26 earnings with strong ROAE and capital adequacy

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