Derek Hung's questions to PLDT (PHI) leadership • Q2 2025
Question
Derek Hung of CITIC CLSA questioned the primary drivers behind Maya's net interest margin (NIM) expansion to 20%, its connection to the recent uptick in non-performing loans (NPLs), and requested a net income breakdown between Maya's banking and merchant acquiring businesses.
Answer
Aayush Jhunjhunwala, Chief Investment Officer of Maya, clarified that NIM growth was driven by a combination of factors including new credit card offerings, the scaling of personal loans, and an increasing loan-to-deposit ratio. He acknowledged the slight NPL uptick is an expected consequence of new, longer-tenure loan products and should stabilize. A detailed net income split was not provided, but he indicated more financial details for Maya Bank would be released soon.