Valiant reports 12% operating profit beat in Q2, net profit up 4%

Published 25/07/2025, 10:26
Valiant reports 12% operating profit beat in Q2, net profit up 4%

Investing.com -- Valiant reported a second-quarter net profit of CHF40.6 million, exceeding consensus estimates by 4%, driven by strong operating results despite increased contributions to reserves for general banking risks.

The Swiss bank’s operating profit surpassed expectations by 12%, supported by a 3% beat on operating income, an 8% beat on depreciation, and a 2% beat on operating expenses.

Net interest income came in 6% above consensus due to a steep decrease in interest expenses and stable hedge income. Net fees and commissions were 1% ahead of expectations, while cost of risk was 20% above consensus.

Trading income fell 24% below expectations, representing a CHF3 million shortfall in absolute terms. However, other income exceeded consensus by 36%, or CHF2 million in absolute terms.

Total (EPA:TTEF) client loans, mortgage loans, and customer deposits remained broadly flat quarter-over-quarter. The CET1 ratio improved by 10 basis points to 16.8%, exceeding expectations by 30 basis points and reaching the upper end of management’s 15-17% target range.

Valiant reaffirmed its 2025-2029 financial targets announced on June 13, 2024. These include loan growth exceeding GDP by more than 2% annually, over 5% annual growth in commission business and services, a cost-to-income ratio below 55% excluding depreciation, an underlying return on equity above 7%, and a CET1 ratio between 15-17%.

The bank expects its consolidated profit for fiscal year 2025 to be slightly higher than the previous year, aligning with consensus forecasts.

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