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Source document· March 3, 2026

Grupo Supervielle outlines 25%-30% loan growth target for 2026 as margins recover and capital strengthens

View original at seekingalpha.com
Grupo Supervielle outlines 25%-30% loan growth target for 2026 as margins recover and capital strengthens Earnings Call Insights: Grupo Supervielle S.A…
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  • Client net financial income increased 21% sequentially, driven by lower funding costs combined with higher loan volumes and yields

    80% confidence

  • NIM expected to be between 14% and 16% in 2026

    80% confidence

  • Cost of risk projected between 6% and 6.5% for 2026

    80% confidence

  • NPL ratio expected to range between 5% and 6% for 2026, temporarily peaking in Q1 2026

    80% confidence

  • We can expect sequential improvements throughout 2026...our ROE basically to move into double digits by the end of 2026

    80% confidence

  • We reported an attributable net loss of nearly CLP 20 billion in the fourth quarter, improving materially from the CLP 55 billion loss in the prior quarter. November marked a turning point with declining rates supporting better margins towards year-end.

    80% confidence

  • Year-end CET1 ratio projected between 11% and 13% for 2026

    80% confidence

  • We believe Supervielle is well positioned to participate in that expansion

    80% confidence

  • Real loan growth expected at 25% to 30% in 2026, led by corporate lending

    80% confidence

  • The capital level will be set by reinvestment of utilities for profit and the loan growth that we now foresee between 25% and 30% in real terms for the year

    80% confidence

  • Total loans grew 8% sequentially and 37% year-over-year, driven by corporates now representing 63% of the portfolio

    80% confidence

  • Net fee income expected to grow about 5% in real terms for 2026

    80% confidence

  • More than 70% of transactions are digital, reinforcing both engagement and operating efficiency

    80% confidence

  • No dividends will be paid in 2026 due to the 2025 loss

    80% confidence

  • In the fourth quarter, we delivered results within our guidance range and positioned the balance sheet for industry recovery. The period was marked by elevated system-wide credit stress, which we were not immune to. However, in several key areas, we outperformed the industry.

    80% confidence

  • Margin recovery and strict cost control despite elevated cost of risk led to improved loss

    80% confidence
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Biotech Catalyst Wave: Late-2026 Clinical Readouts, PDUFA Dates and Capital Restructuring
A dense cluster of Q4 2026 to Q1 2027 clinical and regulatory catalysts spans hepatitis delta (Vir's ECLIPSE/SOLSTICE), hypertension and sleep apnea (Mineralys' lorundrostat, PDUFA 2026-12-22), severe hypertriglyceridemia (plozasiran), oncology (ivonescimab BLA, PDUFA 2026-11-14) and gene therapy (Krystal). Positive data flow from AASLD and AHA presentations is offset by cost-cutting guidance, milestones slipping into 2027, and a delisting process that signals capital-market stress for some issuers. Near-term value hinges on binary FDA decisions and Phase 3 topline readouts in Q1 2027.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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