NYSE$BBAR

Banco BBVA Argentina SA · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

BBVA Argentina Q2 net income falls to ARS 59.6B as loan-loss provisions rise with book growth

Banco BBVA Argentina S.A. reported inflation-adjusted Q2 2025 results for the quarter ended June 30, 2025. Net income totaled ARS 59.6 billion, down 31.1% quarter over quarter and 62.1% year over year, while six-month net income was ARS 146.1 billion. Financial margin reached ARS 591.8 billion on stronger commercial activity, and net fee income was ARS 94.1 billion. Total operating expenses were ARS 483.1 billion (-7.5% QoQ), producing a quarterly efficiency ratio of 56.5%. Loan-loss allowances were ARS 144.5 billion, reflecting loan book growth. Private-sector loans totaled ARS 11.3 trillion (+15.7% QoQ in real terms) and deposits reached ARS 13.0 trillion (+12.0% QoQ). ROAE was 7.6% and NIM 19.1%; regulatory capital ratio stood at 18.4%.

  • Q2 net income ARS 59.6B (-31.1% QoQ, -62.1% YoY); H1 net income ARS 146.1B
  • Financial margin ARS 591.8B; net fee income ARS 94.1B; operating expenses ARS 483.1B
  • Loan-loss allowances ARS 144.5B on loan book growth; efficiency ratio 56.5%
  • Private-sector loans ARS 11.3T (+15.7% QoQ); deposits ARS 13.0T (+12.0% QoQ)
  • ROAE 7.6%, NIM 19.1%, and regulatory capital ratio 18.4% at quarter end

Headline financials

Total Revenue

AR$686B

Previous: AR$767M+89352.2%
EPS (adj)

AR$97.27

Previous: AR$0.61+15845.9%
Return on average equity (ROAE)

7.6%

No prior period
Financial margin (net interest income)

AR$592B

No prior period
Net fee income

AR$94.1B

No prior period
Loan-loss allowances

AR$145B

No prior period
Net interest margin

19.1%

No prior period
Private-sector loans

AR$11.3T

No prior period
Net Income

AR$59.6B

Previous: AR$125M+47441.9%

Revenue & EPS history

BBVA · Revenue · Quarterly

AR$686B

Q2 2025+89,352.2%vs Q2 2024
Beat estimate in 4 of 9 quarters(44%)
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 Q2 2025

Historical avgQ2 2025

+0.7%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+1.5%

Avg return

30 days after

56%

34 / 61 earnings

Positive

+10.9%

Q4 2023

Best reaction

-15.0%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.8%+13.1%
Q4 2025+0.2%+1.6%+14.8%
Q3 2025+10.6%+11.4%+28.3%
Q2 2025-5.3%-13.9%-45.1%
Q1 2025-0.7%-1.5%-24.5%
Q4 2024+6.6%+5.7%+2.1%
Q3 2024-4.9%-4.3%+6.1%
Q2 2024-8.4%-9.6%+14.9%
Q1 2024-15.0%-13.1%-17.0%
Q4 2023+10.9%+12.7%+32.0%
Q2 2023+1.2%+16.4%-5.8%
Q1 2023+4.3%+4.0%+41.4%
Q4 2022-1.4%-7.9%-20.0%
Q2 2022+9.6%+10.7%+16.0%
Q4 2021-7.9%-7.0%+12.2%
Q3 2021-6.2%-8.1%+4.2%
Q1 2021+6.4%+14.2%+17.6%
Q4 2020+8.7%+13.4%+9.1%
Q3 2020+7.8%+14.3%+2.3%
Q2 2020-1.5%+6.4%-20.1%
Q1 2020+6.7%+8.8%+9.2%
Q4 2019-2.0%-5.9%-16.1%
Q3 2019-2.0%+1.6%-19.5%
Q2 2019+0.4%+6.4%+4.6%
Q1 2019+0.7%-4.3%-15.7%
Q4 2018+2.1%+7.6%+23.4%
Q3 2018+2.5%-4.0%-5.1%
Q2 2018-6.0%+5.4%+13.2%
Q1 2018-0.3%+2.0%-2.5%
Q4 2017+1.6%+1.3%-1.7%
Q3 2017+1.1%+3.9%+7.7%
Q2 2017+2.5%+0.1%-15.4%
Q1 2017+1.3%+2.7%-1.4%
Q4 2016+4.5%+4.5%+5.7%
Q3 2016+0.1%+4.1%+1.9%
Q2 2016-0.9%-1.3%-4.3%
Q1 2016-1.8%
Q4 2015-3.4%
Q3 2015-1.5%
Q2 2015-1.0%
Q1 2015-1.9%
Q4 2014-2.0%
Q3 2014-3.7%
Q2 2014+2.5%
Q1 2014+7.2%
Q4 2013-3.9%
Q3 2013+2.8%
Q2 2013+1.1%
Q1 2013-1.7%
Q4 2012+5.9%
Q3 2012+0.2%
Q2 2012+5.7%
Q1 2012+1.3%
Q4 2011+6.6%
Q3 2011-9.5%
Q2 2011+2.2%
Q1 2011+1.5%
Q4 2010+5.4%
Q3 2010-0.1%
Q2 2010-1.9%
Q1 2010-2.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro