Kenyan Listed Banking Sector Quarterly Earnings and Operating Metrics slide image

Kenyan Listed Banking Sector Quarterly Earnings and Operating Metrics

Financial Statements Extracts NCBA Group's PAT is expected to grow at a 5-year CAGR of 28.4% Income Statement 2019 2020 2021 2022f Net Interest Income 13.3 25.5 27.0 29.3 Non Funded Income Total Operating Income Loan Loss Provision Other Operating Expenses Total Operating Expenses Profit Before Tax Profit After Tax 20.3 20.9 22.1 26.5 33.7 46.4 49.2 55.8 (6.3) (20.4) (12.7) (12.8) (14.1) (19.6) (20.8) (23.1) (20.4) (40.0) (33.4) (35.8) 11.3 5.0 15.0 19.3 7.8 4.6 10.2 13.5 % PAT Change YoY (12.4%) (41.7%) 123.7% 31.8% EPS 11.1 2.8 6.2 8.2 DPS 0.3 2.3 3.0 0.2 Cost to Income (with LLP) 60.5% 86.2% 68.1% 64.2% NIM 3.3% 5.8% 5.9% 5.6% ROE 11.8% 6.6% 13.6% 17.1% ROA 1.7% 0.9% 1.8% 2.2% Balance Sheet Net Loans and Advances Government Securities Other Assets Total Assets Customer Deposits Other Liabilities Total Liabilities Shareholders Equity Number of Shares Book value Per share % Change in BPS YOY Cytonn 2019 2020 2021 2022f 249.4 248.5 244.0 268.6 145.0 163.5 196.1 216.8 100.5 116.0 151.0 144.2 494.8 528.0 591.1 629.6 378.2 421.5 469.9 497.4 49.3 33.9 43.2 52.6 427.6 455.4 513.1 550.0 67.0 72.4 77.9 79.6 0.7 1.5 1.5 1.6 44.7 43.9 47.3 48.3 1.5% (1.8%) 7.6% 2.2% 55
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