Kenyan Listed Banking Sector Quarterly Earnings and Operating Metrics slide image

Kenyan Listed Banking Sector Quarterly Earnings and Operating Metrics

Financial Statements Extracts I&M Group's PAT is expected to grow at a 5-year CAGR of 5.0% Income Statement Net Interest Income 2019 2020 2021 2022f 15.5 15.6 20.9 22.3 Non-Funded Income Total Operating Income Loan Loss Provision Other Operating Expenses Total Operating Expenses Profit Before Tax 8.3 8.6 8.7 11.5 23.8 24.2 29.6 33.8 0.6 2.5 (4.2) (5.2) 9.5 10.1 (13.5) (15.6) (10.1) (12.6) (17.7) (20.8) 14.6 11.0 12.4 13.6 % PAT Change YoY 26.6% (21.9%) 2.5% 10.1% EPS 13.0 10.2 4.9 5.7 DPS 2.6 2.3 1.5 1.8 Cost to Income (with LLP) 42.4% 52.0% 59.9% 61.5% NIM 5.9% 5.4% 6.3% 6.0% ROaE 19.5% 13.2% 12.2% 12.4% ROaA 3.4% 2.3% 2.1% 2.1% Balance Sheet 2019 2020 2021 2025F Government securities 53.9 101.7 125.5 132.4 Net Loans and Advances 175.3 187.4 210.6 231.4 Other Assets 86.0 69.0 79.0 88.0 Customer Deposits Total Assets Other Liabilities Total Liabilities Shareholders Equity Number of Shares Book Value Per Share % BVPS Change YoY Cytonn 315.3 358.1 415.2 451.8 229.7 262.7 296.7 320.5 24.7 27.4 44.4 51.2 254.4 290.0 341.1 371.7 57.7 64.2 69.6 75.0 0.8 0.8 1.7 1.7 69.8 77.6 42.1 45.4 (39.7%) 11.2% (45.8%) 7.8% 75
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