Investec PLC (IVTJF) (H1 2025) Earnings Call Highlights: Strong Growth in Funds Under ...

In This Article:

  • Adjusted Earnings Per Share (EPS): 39.5 pence, up from 26.3 pence in the first half of 2022.

  • Funds Under Management: Increased to 23.4 billion, with inflows of 10 billion rand.

  • Loan Book Growth: Increased by over 5% to 31.7 billion.

  • Deposits Growth: Grew by just under 5% annualized to 40.4 billion.

  • Dividend: Declared at 16.5 pence, a 6.5% increase over the prior period.

  • Return on Equity (ROE): 13.9%, within the upgraded range of 13-17%.

  • Return on Tangible Equity (ROTE): 16.4%.

  • Pre-Provision Operating Profit: Increased by double digits to 542 million.

  • Cost to Income Ratio: Improved to just under 51%.

  • Credit Loss Ratio: 42 basis points, at the higher end of the 25-45 basis points range.

  • Adjusted Operating Profit: Increased by 7.6% to 475 million.

  • UK Deposit Growth: 8.1% annually.

  • South African Adjusted Operating Profit Growth: 21.9% in rands.

  • UK Adjusted Operating Profit: Decreased by 5.4%.

  • South African ROE: 19.9%, at the top end of the 16-20% range.

  • UK ROTE: 13.5%.

  • Net Interest Income Growth: 2%.

  • Non-Interest Revenue Growth: 12.2%.

  • Operating Costs Increase: 0.8%.

  • Technology Spend: Over 20% of operating costs, totaling 109.2 million.

Release Date: November 21, 2024

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

Positive Points

  • Investec PLC (IVTJF) reported solid results with adjusted earnings per share of 39.5p, at the upper end of their guidance range.

  • Funds under management in their wealth business grew by double digits to 23.4 billion, with significant inflows.

  • The company declared a dividend of 16.5p, a 6.5% increase over the prior period.

  • Investec PLC (IVTJF) achieved a return on equity of 13.9%, within their upgraded through-the-cycle range of 13% to 17%.

  • The South African business reported a commendable adjusted operating profit increase of 21.9% in a challenging market.

Negative Points

  • The UK business saw a decline in adjusted operating profit by 5.4%, with the specialist bank down by 2.4%.

  • The credit loss ratio increased to 42 basis points, at the higher end of their through-the-cycle range.

  • Group costs increased significantly, with South Africa up 14% and the UK up 27%, raising concerns about cost management.

  • The UK market remains highly competitive, impacting deposit pricing and profitability.

  • The company faces challenges from geopolitical risks and changes in tax environments, particularly in the UK.