Analysis of Banks H1 2025 Results

In this episode recorded on September 11, 2025, we are joined by Capital A Investment Bank’s Senior Research Analyst, Ronny Chokaa, as we unpack and break down the H1 2025 results of Kenyan banks.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:01:01 High-Level View of H1 Bank Earnings00:03:03 FX Stability and Impact00:06:27 Interest Margins and Impact of Central Bank Policies00:13:16 Credit Growth Trends00:21:12 Profitability and Dividend00:25:27 Spotlight on Specific Banks00:38:35 Core Capital Requirements00:44:04 Closing Thoughts Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe