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Nedbank flags stronger PPOP and fees but higher credit losses in H1 pre-close

Nedbank says diluted headline EPS growth for FY26 should slightly outpace headline earnings after 2025 buybacks. For 5M 2026, NII grew low–mid single digits, NIR upper single digits and PPOP rose (ex-associates upper single digits). Impairments and no ETI associate income reduced HE; CLR rose into upper half of through

Nedbank Group said in a first-half 2026 pre-close update that diluted headline earnings per share for the full year are expected to grow slightly faster than headline earnings, reflecting the impact of 2025 share buybacks. Over the first five months of 2026, net interest income rose in the low to mid single digits, non-interest revenue increased in the upper single digits and pre-provision operating profit advanced, with core PPOP (excluding associates) up in the upper single digits.

The bank said higher impairments and the absence of associate income from Ecobank Transnational Incorporated weighed on headline earnings. The credit loss ratio moved into the upper half of the group’s through-the-cycle range. Further information is available in the full announcement.

Source: JSE SENS