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    BAP
    Earnings call· Dec 2024(Q4 FY24)

    CREDICORP LTD BAP

    Feb 11, 2025 Source

    Executive summary

    Credicorp Q4 FY24 — Record Profitability and Strategic Growth

    Credicorp achieved record profitability in FY24, primarily driven by strong universal banking and insurance performance, alongside Mibanco's recovery. Despite one-off charges from the Sartor case impacting reported ROE, the company met its adjusted ROE target. Strategic investments in digital transformation, including Yape's profitability, and improved risk management are strengthening competitive advantages and positioning Credicorp for sustained growth amidst Peru's economic recovery, though political uncertainty and global volatility remain watch factors.

    Highlights

    5
    • Credicorp delivered full-year record profitability of PEN 5.5 billion.

    • Adjusted ROE for FY24 reached 17.2%, aligning with guidance.

    • The NPL ratio dropped 60 basis points QoQ to 5.3% in Q4, driven by improvements at BCP and Mibanco.

    • Cost of risk fell to 2.1% in Q4 due to enhanced payment performance.

    • Yape achieved profitability in 2024, boasting nearly 14 million active users and almost doubling its transaction volume.

    Concerns

    4
    • Reported FY24 ROE of 16.5% was below expectations due to PEN 259 million in one-off charges from the Sartor case.

    • Private sector investment in Peru remains subdued, necessitating political stability and structural reforms for long-term growth.

    • Increased market volatility is anticipated during President Trump's presidency due to heightened uncertainty and potential tariff actions.

    • Net Interest Margin (NIM) decreased 9 basis points QoQ to 6.3% in Q4, influenced by a shift in asset mix towards cash and equivalents and lower market interest rates.

    Guidance & targets

    18
    CategoryTargetConfidence
    Peruvian GDP Growth
    around 3%
    high materiality
    High
    Chilean GDP Growth
    2.4%
    medium materiality
    Medium
    Colombian GDP Growth
    2.1%
    medium materiality
    Medium
    Total Loan Book Growth (average daily balances)
    around 3.5%
    high materiality
    High
    Total Loan Book Growth (quarter-end balances)
    around 6%
    high materiality
    High
    Net Interest Margin (NIM)
    between 6.2% and 6.5%
    high materiality
    High
    Cost of Risk
    between 2% and 2.4%
    high materiality
    High
    Risk-Adjusted NIM
    between 4.8% and 5%
    high materiality
    High
    Efficiency Ratio
    between 45% and 47%
    high materiality
    Medium
    Fee Income Growth
    low double digits
    medium materiality
    Medium
    Insurance Underwriting Results
    solid and relatively stable
    medium materiality
    Medium
    ROE
    around 17.5%
    high materiality
    High
    Sustainable ROE
    around 18%
    high materiality
    High
    Disruptive Initiatives Impact on ROE
    positive impact on ROE
    high materiality
    High
    Yape Active Users
    16.5 million
    medium materiality
    High
    Yape Loan Disbursements
    5 million yaperos with a loan disbursed
    medium materiality
    High
    Mibanco ROE
    minimum target of 20%
    medium materiality
    Medium
    Risk-Adjusted Revenues from New Businesses
    10%
    high materiality
    High

    Segment performance

    6
    SegmentRevenueYoYQoQMargin
    BCP
    Strong performance driven by resilient margins, shift to retail loans, solid transactional funding, and diversified income. Q4 loan growth driven by short-term corporate loans (mining, energy), SME, and mortgage segments. NPL contraction in SMEs and wholesale. Provisions dropped due to improved payment performance in SME-Pyme and mortgage, but increased in Consumer and Credit Cards due to model calibration.
    Loans (average daily balances): +0.9% QoQLoans (average daily balances): -0.7% YoYNPL volumes: -9.6% QoQNIM: 6% (Q4)NIM: -20 bps QoQNIM: 6% (FY24)NIM: +30 bps YoYOther core income: +1.9% QoQOther core income: +15.2% YoYCost of risk: 1.8% (Q4)Cost of risk: -33 bps QoQRisk-adjusted NIM: 4.9% (Q4)Efficiency ratio: 39.3% (FY24)Digital customers: 26%Core income to assets ratio: high
    20.1% (Q4 ROE), 22% (FY24 ROE)
    Mibanco
    Recovering profitability due to improved credit risk management and reduced cost of funds. Loan decline due to shift to small ticket, higher yield loans. NPL improvement faster than peers due to tighter origination, debt relief, and better collection. Mibanco Colombia became 3rd largest private microfinance lender.
    Loans (average daily balances): -1.2% QoQNPL ratio: fell for 3rd consecutive quarterNIM: 14.2% (Q4)NIM: +30 bps QoQCost of risk: 4.7% (Q4)Cost of risk: -154 bps QoQRisk-adjusted NIM: 10.7% (Q4)Efficiency ratio: 52.7% (FY24)Customer NPS: +4 percentage points
    17.3% (Q4 ROE contribution), 10.9% (FY24 ROE contribution)
    Pacifico (Grupo Pacifico)
    Strong performance in P&C and Life business lines. Q4 net income impacted by increased net loss on securities and higher seasonal operating expenses. FY24 net income drop due to normalization of underwriting margins in Life business, partially offset by P&C performance. Investments in digital capabilities.
    Net income: -10% QoQNet income: -5% YoYInsurance underwriting results: +22% QoQClients served: 6.5 million (2024)NPS: +2 percentage points YoY
    20.5% (Q4 ROE), 23.7% (FY24 ROE)
    Credicorp Capital (Investment Management and Advisory)
    Recovered income and profitability driven by capital markets and wealth management. Q4 net income dropped due to higher operating expenses and lower trading results. FY24 net income led by sales in capital markets. Partially offset by drop in Treasury results.
    Net income: -31% QoQNet income: +15% YoYAUM (Wealth Management): +16% YoY (USD)AUM (Asset Management): +18% YoY (USD)
    10.9% (Q4 Managerial ROE ex-Sartor), 15.3% (FY24 Managerial ROE ex-Sartor)
    Yape
    Achieved profitability in 2024. Revenue generation outpaced expense growth despite seasonal charges. Payments business is forerunner for revenue growth (Bill and QR code payments). Financial business revenues from floating and exponential loan growth. E-commerce boosted customer engagement.
    Active users: 14 million (2024)Monthly revenue per active user: PEN 6.5 (Q4)Monthly expenditures per active user: PEN 5.3 (Q4)Total payment volume: +1.9x YoY (Q4)Loan disbursements: +7.3x YoY (Q4)Gross margin volume (e-commerce): +3x YoY (Q4)Economically active population penetration: 69%
    Profitable (2024)
    Krealo / Tenpo (Chile)
    Tenpo in Chile is set to become the country's first Neobank, already serving 750,000 users. Received final license as a full bank, pending operational and connectivity authorization by Q4 2025.
    Users: 750,000

    Operational metrics

    28
    Consolidated NPL ratio
    5.3%-60 bps QoQ
    Q4 FY24

    Driven by BCP and Mibanco.

    Consolidated Provisions
    -14.4%QoQ
    Q4 FY24

    Fueled by an improvement in payment performance after risk management measures at BCP and Mibanco.

    Consolidated Cost of Risk
    2.1%-34 bps QoQ
    Q4 FY24

    Reflects improved payment performance and risk management.

    Consolidated Net Interest Income Growth
    +1.1%QoQ
    Q4 FY24

    Primarily driven by a decrease in interest expenses via a drop in interest rates and by growth in low-cost deposits.

    Consolidated NIM
    6.3%-9 bps QoQ
    Q4 FY24

    Yield on interest-earning assets fell 20 basis points as the asset mix shifted towards cash and equivalents and market interest rates dropped.

    Consolidated Noninterest Income
    expandedQoQ
    Q4 FY24

    Offset by a slight contraction in fee income due to brokerage results at Credicorp Capital.

    Consolidated Fee Income Growth
    -0.4%QoQ
    Q4 FY24

    Due to a drop in brokerage results at Credicorp Capital.

    Consolidated Gain on FX Transactions Growth
    +29.4%QoQ
    Q4 FY24

    Boosted by BCP Bolivia and BCP.

    Consolidated Insurance Underwriting Results Growth
    +7.2%QoQ
    Q4 FY24

    Reflecting a stronger reinsurance result in the P&C business.

    Consolidated ROE
    13.3%
    Q4 FY24

    Supported by steady revenue dynamics and asset quality improvement, impacted by one-off charges and seasonal expenses.

    Consolidated Loans Growth (average daily balances)
    +0.7%QoQ
    Q4 FY24

    Primarily driven by short-term corporate loans, dormant program loans at SME business and mortgage loans.

    Consolidated Loans Growth (quarter-end balances)
    +2.2%QoQ
    Q4 FY24

    Reflects overall loan expansion.

    Low-Cost Deposits as % of Funding Base
    56.4%
    Q4 FY24

    Contributed to a decrease in the cost of funding.

    Yield on Interest-Earning Assets
    -20 bpsQoQ
    Q4 FY24

    As the asset mix shifted towards cash and equivalents and market interest rates dropped.

    Consolidated Core Income Growth
    +1.7%QoQ
    Q4 FY24

    Driven mainly by NII and FX gains.

    Consolidated Core Income Growth
    +9.6%YoY
    FY24

    Evidence of ability to sustain growth in a dynamic environment.

    Consolidated Risk-Adjusted NIM
    5.08%+15 bps QoQ
    Q4 FY24

    Reflects improved risk-adjusted profitability.

    Consolidated Risk-Adjusted NIM
    4.77%
    FY24

    Record high for the full year.

    Consolidated Operating Expenses Growth
    +9.3%YoY
    FY24

    Driven primarily by core business at BCP and disruptive initiatives at the Credicorp level.

    Expenses for Disruptive Initiatives Growth
    +27.1%YoY
    FY24

    Mainly fueled by Yape via technology and systems-related expenses and transactional costs.

    Employee NPS Increase
    12 points
    FY24

    Making Credicorp Peru's top employer brand for executives.

    Self-Servicing Transactions
    40%
    Current

    Increased due to AI-driven initiatives like improved voice.

    Developer Productivity Boost
    30%
    Current

    Boosted by the implementation of GitHub Copilot.

    People Brought into Financial System
    5.7 million
    Since 2020

    As a leader in financial inclusion and education.

    Inclusive Policies Issued
    3.6 million
    Current

    Expanded access to insurance.

    Sustainable Financing Allocated
    $1.5 billion
    Current

    Across agriculture, fishing, energy and textile sectors.

    Sartor One-Off Charges
    PEN 259 million
    Q4 FY24

    Negatively impacted reported ROE; provision for losses in the fund at Atlantic Security Holding and a loan at Atlantic Security Bank.

    Loyalty Program Accounting Policy Change Impact
    80 bpsreduction
    2025 onwards

    Reduction in cost to income due to accounting policy change related to loyalty program.

    Industry KPIs

    13
    MetricValueDetails
    LoansPEN 0.7% QoQ%
    Deposits56.4%%
    Rotce ROE16.5%%
    Cet1 ratio11% (BCP), 13.5% (Mibanco)%
    Capital returns11% (BCP), 13.5% (Mibanco)%
    Fee income linesPEN -0.4% QoQ%
    Allowance reserves104.3%%
    Net interest incomePEN 1.1% QoQ%
    Net interest margin6.3%%
    Net charge offs npls5.3%%
    Total operating expensesPEN 9.3% YoY%
    Provision for credit losses2.1%%
    Efficiency ratio operating leverage45.8%%

    Product announcements

    1
    ProductTypeDetails
    Credicorp culturelaunch

    Deals & partnerships

    1
    FalabellaCollaboration in embedded insurance.

    Pacifico expanded its offerings through a new strategic alliance with Falabella in embedded insurance.

    Risks & headwinds

    5
    Subdued private sector investment in PeruLong-term

    null

    Mitigation: Requires political stability, responsible fiscal policies, and structural improvements in essential services to fully restore business confidence.

    Uncertainty from pre-electoral environment in PeruTowards the end of 2025

    null

    Mitigation: Management is cautious and will provide more clarity closer to elections; not expected to have a high impact for most of the year.

    Increased market volatility due to potential US presidential policiesDuring President Trump's presidency

    null

    Mitigation: Anticipated due to heightened uncertainty and tariff leverage; no specific mitigation mentioned beyond anticipation.

    Sartor case one-off chargesQ4 FY24

    PEN 259 million

    Mitigation: Provisioning made for losses in the fund at Atlantic Security Holding and a loan at Atlantic Security Bank; management is comfortable with the current provision level and does not expect additional expenses in 2025.

    NIM compression from lower interest ratesQ4 FY24 and potential for future policy rate reductions

    NIM fell 9 bps QoQ to 6.3% in Q4 FY24

    Mitigation: Ongoing shift of loan growth towards a higher yield mix and stronger loan growth should ensure a resilient NIM despite lower interest rates.

    What to watch in Q1 FY25

    5

    Peruvian GDP growth

    2025
    CurrentAround 3% for 2024
    TargetAround 3% for 2025

    Why it matters

    Indicates overall economic health and potential for loan demand, influencing the operating environment.

    Looking ahead, we expect the Peruvian economy to grow around 3% in 2025, supported by historically high terms of trade, controlled inflation and continued recovery in real wages.

    Q&A highlights

    7

    Asked about the political landscape for upcoming presidential elections and historical loan growth trends in the year prior to elections for the industry and Credicorp.

    Gianfranco stated it's too early to predict the political landscape with 30-40 potential candidates. Alejandro added that the election process is not expected to significantly impact most of 2025, with more clarity towards year-end. He expects the banking industry loan growth around 5.5% and Credicorp to grow above market at around 6% (quarter-end balances).

    We are not expecting a high impact from the election process for most of the year. This starts to happen late in the year, considering elections are in April of 2026.

    asked by Ernesto Gabilondo · answered by Gianfranco Piero Ferrari de Las Casas

    3 min read6 chapters

    Detailed Narrative

    01

    Peru's Economic Recovery and Outlook

    Peru's GDP expanded over 3% in 2024, recovering from a contraction in 2023, with inflation falling to 2.2%, its lowest level in four years. The Central Bank lowered policy rates to support the recovery. Strong copper and record high coal prices, along with improved weather, boosted primary sectors. For 2025, the Peruvian economy is expected to grow around 3% for the second consecutive year, supported by historically high terms of trade, controlled inflation, and continued recovery in real wages, though pre-electoral uncertainty may emerge late in the year.

    02

    Strategic Priorities and Digital Transformation

    Credicorp is advancing strategic priorities focused on attracting and retaining top talent, accelerating digital transformation, and integrating sustainability. AI-driven initiatives are yielding tangible results, such as a 40% increase in self-servicing transactions at BCP contact centers and a 30% productivity boost for over 1,500 developers using GitHub Copilot. The company has brought over 5.7 million people into the financial system since 2020 and allocated over $1.5 billion in sustainable financing across various sectors, demonstrating its commitment to financial inclusion and poverty reduction.

    03

    Yape's Growth and Profitability

    Yape, now Peru's most recognized brand, achieved profitability in 2024 with nearly 14 million active users, representing 69% of the economically active population. It nearly doubled its transaction volume, expanded its reach to 1.8 billion users, and became Peru's fifth-largest e-commerce player. Loan disbursements rose 7.3x year-over-year, with a target of 5 million yaperos having a loan disbursed by 2026. Monthly revenue per active user reached PEN 6.5, outpacing expenditures despite seasonal marketing and IT costs.

    04

    Mibanco's Turnaround and Asset Quality Improvement

    Mibanco Peru is recovering profitability, with its Q4 ROE contribution rising to 17.3%, moving closer to its 20% target. This improvement is driven by enhanced credit risk management and a reduction in the cost of funds. The NPL ratio fell for the third consecutive quarter, improving faster than peers, reflecting the positive impact of tighter origination guidelines, debt relief facilities, and improved debt collection processes. Mibanco Colombia has also improved significantly, becoming the third-largest private microfinance lender in Colombia.

    05

    Sartor Case and Client Prioritization

    Credicorp made a PEN 259 million provision in Q4 FY24 related to the Sartor case, a third-party fund manager, which negatively impacted reported ROE. Management prioritized client interests by proactively protecting their investments in factoring funds, absorbing the risk. The provision was made at the Atlantic Security Holding and Atlantic Security Bank levels, not Credicorp Capital. While a partial recovery of funds is expected, management believes the major economic impact has been registered in the Q4 FY24 provisions, with no additional expenses anticipated for 2025, though the resolution timeline remains uncertain.

    06

    Capital Management and Dividend Policy

    Credicorp's dividend policy is to pay out all capital not needed for business growth, with an aim for a growing dividend. The minimum core equity targets are 11% at BCP and 13.5% at Mibanco. The holding company bond maturing in June is not planned for refinancing, as there is no current need to maintain that debt. BCP's Tier 2s (2030s) are currently under assessment for potential call and refinancing, with a decision to be announced later.

    AI-generated summary of the company’s earnings call. Not investment advice.