PagSeguro Digital rilis transkrip paparan kinerja kuartal II 2026
Reuters2026/08/11 22:19- PagSeguro Digital memaparkan kinerja kuartal II-2026 dalam earnings call yang dihadiri Principal Executive Officer Ricardo Dutra, CEO Carlos Mauad, CFO Gustavo Sechin.
- TPV mencapai R$ 133 miliar, naik 3% yoy; pendapatan bersih di luar interchange R$ 3,4 miliar, naik 2% yoy.
- Laba bersih berulang non-GAAP R$ 576 juta, naik 2% yoy; diluted EPS non-GAAP R$ 2,06, naik 10% yoy.
- Total deposito R$ 42,8 miliar, naik 15% yoy; biaya pendanaan turun 5% qoq, mencatat sembilan kuartal beruntun penurunan terhadap CDI.
- Portofolio kredit total R$ 5,1 miliar, naik 31% yoy; NPL90 3,4% dibanding rata-rata pasar Brasil 6,2%.
- Manajemen menilai suku bunga masih tinggi; pemangkasan tidak sebesar ekspektasi awal, menekan kinerja sepanjang tahun.
- Target 2026 dipertahankan, tetapi kini mengarah ke batas bawah panduan karena level SELIC saat ini.
- Rasio Basel disesuaikan 22,5% dari 24,1% pada kuartal I; pengembalian pemegang saham 12 bulan sekitar R$ 2 miliar.
- Dividen tunai 2026 diproyeksikan sekitar R$ 1,4 miliar; tranche US$ 0,28 per saham dibayar 30 September, record date 16 September.
- PagBank menunjuk Enrique Fragata sebagai COO baru, efektif diumumkan pada akhir paparan sebelum sesi tanya jawab.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Cambria Gold Mines FY26 Q2 net loss narrows to CAD 2.96 million
TRUMP rises nearly 8% in 24 hours, market capitalization reaches $2.037 billions
Electra Therapeutics (ETRA.US) submits US IPO application, leveraging the biotech IPO boom to advance new drug development for immune diseases and cancer.
Electra Therapeutics Inc. has officially filed for an initial public offering (IPO), aiming to leverage the strong IPO performance of the biotechnology sector this year to raise funds for its clinical-stage pipeline of drugs targeting immune-mediated diseases and cancer.
Crypto prices
More
