Despite BBRI’s asset quality situation is still a concern, BBRI’s performance recovery is starting to show improvement as seen in the company’s quarterly performance from several aspects, while some notes are still needed. As of 9M24, BBRI posted a net profit increase of +2.6% YoY to IDR 45.36 T (9M23: IDR 44.21 T), as profit growth and performance recovery happened to strengthen on a quarterly basis (Net Profit +11.2% QoQ, 2Q24: IDR 13.91T & 3Q24: IDR 15.47 T). Net Interest Income (NII) growth also began to recover after contracting in 2Q23, which grew +5.4% QoQ to IDR 25.83 T as of 3Q24 (2Q24: IDR 33.98T) and NII grew by +4.5% YoY to IDR 105.76 T as of 9M24 (9M23: IDR 31.84 T, +26.6% QoQ, 2Q24: IDR 12.67 T & 3Q24: IDR 16.04 T). The growth was driven by the significant recovery of written-off assets (+63.4% YoY & +36.1% QoQ, 9M24: IDR 17.83T & 3Q24: IDR 7.75T). The combination of such growth, along with stable-controlled and efficient operating expenses led to BBRI’s Pre-Provision Operating Profit performance growing +10.5% YoY and +15.9% QoQ to IDR 87.5 T in 9M24 (9M23: IDR 79.18 T & 2Q24: IDR 26.3T). |
Download full report HERE.