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High materiality8/10

Banco Macro 2Q26 earnings show robust profitability and strong capitalization

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

Why it may matterVerify against the original reporting

Strong quarterly profitability, solid capitalization metrics, and healthy liquidity suggest upside potential; however, FX sensitivity and inflation adjustments in IAS 29 could introduce volatility, supporting a cautious near-term upside with headline-driven moves.

AI summary

What happened, with direct paths to the underlying reporting

Banco Macro posted 2Q26 net income of Ps206.8b, up 39% QoQ (ROAE 13.4%, ROAA 3.3%). Excluding restructuring costs, net income would be Ps221b (ROAE 14.3%). The bank maintains solid capitalization (Basel III 28%, Tier 1 28%), ample liquidity (74% of deposits), and prudent asset quality (NPL 6.25%, coverage 95.39%).

2Q26 net income Ps206.8b, up 39% QoQ; ROAE 13.4%.
Excluding Ps21.9b restructuring costs, 2Q26 net income would be Ps221b; ROAE 14.3%.
Total financing up 3% QoQ to Ps11.69t; YoY -5%.
Total deposits Ps14.74t; -1% QoQ; USD deposits -11%; peso +0.4%.
Excess capital Ps4.1t; Basel III 28%; Tier 1 28%; NPL 6.25%.

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Banco Macro 2Q26 earnings show robust profitability and strong capitalization

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