Research analysts who have asked questions during Grupo Supervielle earnings calls.
Brian Flores
Citigroup Inc.
6 questions for SUPV
Also covers: BAP, BBAR, BBD +6 more
Ernesto Gabilondo
Bank of America Merrill Lynch
6 questions for SUPV
Also covers: BAP, BCH, BMA +4 more
Carlos Gomez-Lopez
HSBC
4 questions for SUPV
Also covers: BAP, BBAR, BBD +9 more
Pedro Offenhenden
Latin Securities
4 questions for SUPV
Also covers: BBAR, GGAL
CS
Camila Sevillo
UBS
2 questions for SUPV
Fernando Zabaleta Gonzalez
Banco Pichincha
2 questions for SUPV
I
Ignacio
IMBERTIN and MOLSA
2 questions for SUPV
MS
Marco Seru
Malaria
2 questions for SUPV
RC
Ricardo Cavanagh
Itaú
2 questions for SUPV
Carlos Gomez
HSBC
1 question for SUPV
Also covers: BAP, BBAR, BMA +3 more
FS
Fernando Savaleta
Banco Pichincha
1 question for SUPV
PO
Pedro Ofenhagenen
Latin Securities
1 question for SUPV
Recent press releases and 8-K filings for SUPV.
Grupo Supervielle S.A. Announces Cancellation of Class B Treasury Shares
SUPV
Share Buyback
- Grupo Supervielle S.A. announced the automatic cancellation of 5,633,007 Class B common shares on November 25, 2025.
- This cancellation occurred because the treasury shares, acquired between October 3, 2022, and November 24, 2022, were not disposed of within the three-year regulatory term.
- As a result, the company's share capital was automatically reduced, amounting to Ps. 446,834,114 as of November 24, 2025.
Nov 26, 2025, 9:00 PM
Grupo Supervielle Reports Q3 2025 Net Loss and Updates Full Year Guidance
SUPV
Earnings
Guidance Update
Demand Weakening
- Grupo Supervielle reported a net loss of ARS 50.3 billion in Q3 2025, primarily due to systemic pressures, tight monetary policy, and margin compression.
- Loan growth in Q3 2025 was 8% in real terms, led by the corporate segment, while the Non-Performing Loan (NPL) ratio increased to 3.9%, mainly from retail. Deposit growth was robust, up 15% quarter-on-quarter in real terms.
- The company updated its full year 2025 guidance, projecting real loan growth of 35%-40%, an NPL ratio between 4.7%-5.1%, and a Net Interest Margin (NIM) of 15%-18%.
- Full year 2025 Return on Equity (ROE) is now anticipated to range between negative 5% and 0%.
- For 2026, the company expects real loan growth of 30%-40%, with corporate and SME lending driving recovery and retail lending resuming in Q2 2026.
Nov 26, 2025, 2:00 PM
Grupo Supervielle Reports Q3 2025 Results and Updates Full-Year Guidance
SUPV
Earnings
Guidance Update
New Projects/Investments
- Grupo Supervielle's Q3 2025 results were heavily impacted by macro and regulatory headwinds, resulting in a 43% sequential decline in net financial income and a total Net Interest Margin (NIM) of 10.8%.
- For full year 2025, the company has revised its guidance, forecasting real loan growth of 35%-40%, an NPL ratio between 4.7%-5.1%, and a full year Return on Equity (ROE) ranging from negative 5% to 0%.
- Management anticipates NPLs to peak in Q4 2025 and projects 2026 real loan growth to reach 30-40%, with ROE for 2026 expected to be in high single digits or low double digits.
- Grupo Supervielle is pursuing strategic initiatives, including securing $270 million in facilities from multilaterals for SMEs and exploring strategic alliances and new businesses to support future growth.
Nov 26, 2025, 2:00 PM
Grupo Supervielle Reports Q3 2025 Results and Updates Full-Year 2025 Guidance
SUPV
Earnings
Guidance Update
Demand Weakening
- Grupo Supervielle reported that its Q3 2025 results were heavily impacted by temporary macro and regulatory headwinds, resulting in a 43% sequential decline in net financial income and a quarter-over-quarter decrease in total Net Interest Margin (NIM) to 10.8%.
- The company has reset its full-year 2025 expectations, forecasting real loan growth of 35%-40%, an NPL ratio between 4.7%-5.1%, and a Net Interest Margin (NIM) of 15%-18%.
- Full-year 2025 Return on Equity (ROE) is now projected between negative 5% and 0%. However, for 2026, the company anticipates reaching its medium-term target ROE by year-end, with the full year in high single digits or low double digits, driven by lower interest rates and easing reserve requirements.
- Management expects real loan growth in 2026 to reach 30-40%, primarily led by corporate and SME lending, with retail growth resuming in Q2 2026. The loan mix is expected to become more balanced, and risk-adjusted NIMs are projected to recover earlier in 2026.
- Political analysis indicates a significant shift in Argentina's political cycle, with increased power for governors and a more favorable legislative environment for reforms under Javier Milei, which is expected to support economic recovery and investment.
Nov 26, 2025, 2:00 PM
Supervielle Reports Strong Q4 2024 Performance and Provides 2025 Outlook
SUPV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Grupo Supervielle (SUPV) reported a strong Q4 2024, with its loan book expanding 27% quarter over quarter and 107% year-on-year, while achieving an annual Return on Equity (ROE) of 15.7% for 2024.
- The company is strategically shifting its portfolio towards higher-margin retail lending, which comprised 48% of the total portfolio in Q4 2024, up from 40% a year ago.
- For 2025, Supervielle projects significant growth, with loans expected to increase by over 60% in real terms and deposits by approximately 40%.
- Management provided 2025 guidance including a full-year ROE ranging between 12%-15%, a Net Interest Margin (NIM) of 18%-20%, and a year-end Tier-1 capital ratio of 12%-13%.
- The Non-Performing Loan (NPL) ratio is expected to gradually converge to 2%-2.2% in 2025, up from 1.3% in Q4 2024, reflecting anticipated increased lending activity.
Mar 11, 2025, 2:00 PM
Quarterly earnings call transcripts for Grupo Supervielle.
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