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BBAR 2Q26 Inflation-Adjusted Earnings Rise; ROE Up, NIM Steady

Aug 27, 2026, 4:30 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong inflation-adjusted earnings growth and robust ROE/ROA, plus solid capitalization and liquidity, suggest a favorable near-term price response, barring macro shocks or credit deterioration similar to prior quarters.

AI summary

What happened, with direct paths to the underlying reporting

BBVA Argentina reported strong 2Q26 results with inflation-adjusted net income of 131.6B, up 44.6% QoQ and 65.2% YoY, and a robust ROE of 12.2% (ROA 1.8%). While NIM remains supportive (18.2% total currency; 14.7% inflation-adjusted), credit quality softened modestly with NPL at 6.09% and 79.91% coverage. With capital ample (18.8% Tier 1) and deposits growing, the results bode well for near-term profitability and potential multiple expansion for BBAR.

2Q26 inflation-adjusted net income: 131.6B, +44.6% QoQ, +65.2% YoY.
1H26 net income: 222.6B, +14.0% YoY.
2Q26 ROE 12.2%, ROA 1.8%; 6M ROE 10.3%, ROA 1.5%.
NIM total currency 18.2%; inflation-adjusted NIM 14.7%.
NPL 6.09%; coverage 79.91%.

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