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Martín Ignacio Argento

Martín Ignacio Argento

Research Analyst at Delta Asset Management S.A.

Argentina

Martín Ignacio Argento is an Equity Analyst at Delta Asset Management S.A., focusing on equity research and portfolio analysis within the Latin American finance sector. At Delta, he covers a diversified range of listed companies across Argentina and the wider region, supporting buy-side investment decisions through detailed financial modeling and performance analytics. Argento started his career in financial services after graduating from Universidad Torcuato Di Tella and quickly advanced within Delta Asset Management, where he has contributed to robust fund performance, notably aiding the firm in achieving risk-adjusted returns that consistently outperform regional benchmarks. He holds a CFA Level II candidacy and has completed professional development in financial statement analysis, positioning him as a rising talent among Argentina's next generation of analysts.

Martín Ignacio Argento's questions to Banco BBVA Argentina (BBAR) leadership

Question · Q2 2025

Martín Ignacio Argento of Delta Asset Management S.A. asked about the potential earnings contribution from FX trading and dollar-related transactions following the removal of FX controls, and whether it should be considered a recurring revenue source.

Answer

CFO Carmen Arroyo explained that the bank does not expect a significant earnings contribution from its FX position. She noted that the bank's base case assumes exchange rate stability if the government's macro plan holds, and the bank's US dollar position represents only 15-20% of its balance sheet.

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Question · Q2 2025

Martín Ignacio Argento of Delta Asset Management S.A. asked about the potential earnings contribution from FX trading and dollar-related transactions following the removal of FX controls, questioning if it would be a material, recurring revenue source.

Answer

CFO Carmen Arroyo stated that the bank does not expect a significant earnings contribution from its FX position. She noted that the bank's US dollar position is not highly significant (15-20% of the balance sheet) and that their base case scenario assumes a stable evolution of the exchange rate, limiting the potential for substantial gains.

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Question · Q2 2025

Martín Ignacio Argento from Delta Asset Management S.A. asked about the potential relevance of FX trading and dollar-related transactions for future earnings following the removal of FX controls in April 2025.

Answer

CFO Carmen Arroyo stated that the bank does not expect a significant earnings impact from this line. She based this on the bank's expectation for a stable exchange rate and the relatively small portion of the balance sheet denominated in US dollars, which is approximately 15-20%.

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Question · Q2 2025

Martín Ignacio Argento of Delta Asset Management S.A. asked about the potential earnings relevance of FX trading and dollar-related transactions following the removal of FX controls, and whether this should be viewed as a recurring or opportunistic revenue source.

Answer

CFO Carmen Arroyo stated that the bank does not anticipate a significant earnings impact from its FX position. She explained that the bank's base case scenario assumes macro stability and no major evolution in the exchange rate, and noted that only 15-20% of the balance sheet is denominated in U.S. dollars.

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Fintool

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