Daniel Vance's questions to Banco Santander (Brasil) (BSBR) leadership • Q2 2025
Question
Daniel Vance of Bradesco BBI asked about the bank's level of concern regarding the rise in delinquency in the Small and Medium-sized Enterprises (SME) segment amid a cautious macroeconomic landscape.
Answer
CEO Mario Roberto Opice Leão affirmed that while the macro environment is challenging, the bank remains committed to the SME segment, viewing it as a major growth opportunity. He stated that the SME portfolio is highly profitable, often exceeding 20% ROE, due to strong transactionality and deposits. The bank will continue to pursue growth in this area, albeit with a cautious and disciplined approach to capital allocation.