NASDAQ$GGAL

Grupo Financiero Galicia SA · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Grupo Galicia Q1 2026: Ps.66.5B net income as loan provisions ease and financial margin recovers

Grupo Financiero Galicia reported first-quarter 2026 results on May 13, 2026, with net income attributable to the group of Ps.66,488 million, down 66% year over year but a sharp swing from the Ps.91,430 million loss in Q4 2025. Net operating income was Ps.1,663,208 million, up 1% versus Q4 but down 14% versus Q1 2025, as net interest income of Ps.1,595,336 million and net fee income of Ps.434,057 million were partly offset by loan loss provisions of Ps.892,130 million. Management highlighted that provisions remain the main drag on profit but declined versus the prior quarter as delinquency improved, while the financial margin recovered toward quarter-end after January–February rate volatility. Annualized ROE was 3.2% and ROA 0.6%; capital ratio stood at 23.3% with net profit per share of Ps.41.4. Subsidiary Galicia contributed Ps.47,653 million of profit, while Naranja X posted an Ps.18,638 million loss.

  • Net income attributable to Grupo Galicia was Ps.66,488 million in Q1 2026 versus Ps.193,576 million in Q1 2025, with annualized ROE of 3.2% and efficiency ratio of 39.9%.
  • Loan loss provisions totaled Ps.892,130 million, down 20% from Q4 2025 but still the largest negative driver; NPL ratio rose to 9.6% from 3.6% a year earlier.
  • Banco Galicia net income was Ps.47,653 million (+24% YoY); Naranja X lost Ps.18,638 million; Fondos Fima earned Ps.34,375 million.
  • Private-sector loan and deposit market share held at 15.2%; the group had Ps.25.6 trillion of deposits and 9,749 employees at quarter end.
  • Conference call scheduled May 14, 2026 at 11:00 a.m. ET; figures restated under IAS 29 hyperinflation accounting.

Headline financials

Total Revenue

AR$2.03T

No prior period
EPS (adj)

AR$41.40

No prior period
ROE (annualized)

3.2%

No prior period
Capital ratio

23.3%

No prior period
NPL ratio

9.6%

No prior period
Efficiency ratio

39.9%

No prior period
Net Income

AR$66.5B

No prior period
Operating Income

AR$598B

No prior period

Revenue & EPS history

Grupo Financiero Galicia · Revenue · Quarterly

AR$2.03T

Q1 2026
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

43%

26 / 60 earnings

Positive

+9.3%

Q4 2020

Best reaction

-9.5%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%+0.3%
Q3 2024-3.1%-0.7%+19.4%
Q2 2024-9.5%-6.9%-11.6%
Q1 2024+1.5%+7.7%+27.6%
Q4 2023-1.8%-4.5%+24.5%
Q3 2023-3.1%-2.8%-14.7%
Q2 2023+0.4%+1.2%-3.0%
Q1 2023-0.4%-2.7%+1.1%
Q4 2022+1.1%-10.2%-16.1%
Q3 2022+3.6%+6.5%+22.9%
Q2 2022+5.8%+8.2%+8.3%
Q1 2022-0.3%-2.3%-20.7%
Q4 2021+8.0%+7.6%+16.2%
Q3 2021-0.1%+0.0%+5.9%
Q2 2021+1.1%+6.5%-7.3%
Q1 2021+6.9%+9.6%+10.7%
Q4 2020+9.3%+7.8%+28.0%
Q3 2020+5.4%+9.1%+4.5%
Q2 2020-0.2%+5.4%-24.2%
Q1 2020+3.9%+3.7%+6.4%
Q4 2019+2.8%-6.0%-51.7%
Q3 2019-2.7%-6.7%+6.4%
Q2 2019+1.4%-13.2%-35.4%
Q1 2019-1.3%+5.3%+32.9%
Q4 2018+0.8%+3.4%-4.9%
Q3 2018+1.6%+6.9%+2.1%
Q2 2018-7.0%-9.8%-32.0%
Q1 2018-1.4%-6.9%-8.6%
Q4 2017+3.1%+7.3%+4.6%
Q3 2017+0.5%+4.4%+6.3%
Q2 2017-2.2%+1.6%+27.4%
Q1 2017+2.2%+3.5%+1.6%
Q4 2016+1.9%+0.4%+3.2%
Q3 2016+0.9%+5.9%+2.0%
Q2 2016-0.2%-1.1%-4.3%
Q1 2016-1.1%
Q4 2015-2.6%
Q3 2015-4.6%
Q2 2015-2.5%
Q1 2015-4.3%
Q4 2014-1.0%
Q3 2014-3.8%
Q2 2014+3.7%
Q1 2014+6.7%
Q4 2013-4.2%
Q3 2013-0.2%
Q2 2013+4.3%
Q1 2013-0.9%
Q4 2012-0.7%
Q3 2012-1.6%
Q2 2012-0.2%
Q1 2012-2.0%
Q4 2011-3.0%
Q3 2011-1.2%
Q2 2011-3.1%
Q4 2010+0.1%
Q1 2011-7.2%
Q3 2010+1.1%
Q2 2010-0.9%
Q1 2009+0.5%

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