GFH Financial Group BSC (DFM:GFH) Q1 2025 Earnings Call Highlights: Strong Profit Growth and ...

In This Article:

  • Shareholders' Profits: Increased by 11% year-on-year to USD30 million.

  • Annualized ROE: 12.6%, up by 1.3% year-on-year.

  • Net Profit Attributable to Shareholders: USD30 million, 11% year-on-year growth.

  • Consolidated Net Profit: USD31 million.

  • Total Income: Increased by 5% to USD171 million.

  • Total Expenses: USD89 million, in line with the previous year.

  • Earnings Per Share: Grew by almost 10% to USD0.85 per share.

  • Assets and Funds Under Management: USD22.6 billion, a 4% increase from last year.

  • Liquid Assets: 47% of total assets, with cash and treasury portfolio at USD5.5 billion.

  • Total Equity Attributable to Shareholders: Decreased to USD937 million from USD981 million.

  • Capital Adequacy Ratio: 16.27%.

  • Liquidity Coverage Ratio: 210%.

  • Net Stable Funding Ratio: 133%.

  • Investment Banking Income Contribution: 39% of total income.

  • Commercial Banking Income Contribution: 25% of total income.

  • Khaleeji Bank Net Profit: USD8.58 million, a 7.8% increase from 2024.

  • Treasury and Proprietary Investments Income Contribution: 37% of total income.

  • GFH Stock Price: Closed at AED1.10 as of 13th March.

Release Date: May 14, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • GFH Financial Group BSC (DFM:GFH) reported an 11% year-on-year increase in shareholders' profits, reaching USD30 million for Q1 2025.

  • The company achieved an annualized return on equity (ROE) of 12.6%, up by 1.3% year-on-year.

  • The group's assets and funds under management grew by 4% to USD22.6 billion, indicating strong asset growth.

  • Investment banking, a core business line, contributed 39% to the total income, supported by successful investments in defensive sectors and high-growth markets.

  • The GFH Investment App, powered by AI, was well-received, enhancing customer experience and digital offerings, leading to increased customer onboarding in Q1 2025.

Negative Points

  • Total equity attributable to shareholders decreased from USD981 million at the end of 2024 to USD937 million by the end of Q1 2025, primarily due to dividend distributions.

  • Despite the overall positive performance, the consolidated net profit only saw a modest increase of 1.2% to USD31 million.

  • The stock price experienced volatility due to global market conditions, particularly after the US announced a global tariff policy.

  • The treasury and proprietary investments, while contributing significantly to income, are subject to market volatility and dislocations.

  • The liquidity coverage ratio and net stable funding ratio, although above regulatory requirements, indicate a cautious approach to liquidity management amidst market uncertainties.