Stock Markets April 30, 2026 08:13 PM

ANZ posts 6% lift in half-year cash profit as restructuring trims costs

Cost reductions and Suncorp Bank integration support profit growth; CEO cautions on wider geopolitical risks

By Ajmal Hussain
ANZ posts 6% lift in half-year cash profit as restructuring trims costs

ANZ Group reported a 6% year-on-year increase in half-year cash profit to A$3.78 billion for the six months ending March 31, driven in part by roughly A$200 million in lower operating expenses amid an ongoing major restructuring. Operating income edged up to A$11.20 billion, the bank declared an interim dividend of 83 cents per share, and its CET1 ratio rose to 12.39% at the end of March.

Key Points

  • Cash profit rose 6% year-on-year to A$3.78 billion for the six months to March 31 and was 70% higher than the prior six months.
  • Operating income edged up to A$11.20 billion while operating expenses fell by about A$200 million year-on-year.
  • ANZ declared an interim dividend of 83 cents per share; CET1 ratio was 12.39% as of March 31, up 36 basis points from six months earlier.

ANZ Group posted stronger cash earnings for the half-year to March 31, as a sustained program of cost reductions under its ongoing restructuring supported the Australian lender's bottom line.

Profit and income

Cash profit for the six months rose 6% year-on-year to A$3.78 billion. Compared with the prior six months, the figure increased by 70%. Operating income improved slightly to A$11.20 billion.

Expense savings and restructuring

Operating expenses were lower by about A$200 million compared with the same period a year earlier. Management attributed the reduction to measures implemented as part of a major restructuring led by CEO Nuno Matos. That program has included a reshuffle of senior management, additional cost-cutting initiatives, and the completion of the integration of Suncorp Bank.

Management commentary on geopolitical risk

Matos said the impact of the Middle East war on ANZ’s operations had been minimal so far. He cautioned, however, that much of the potential effect remains to be seen, and warned that a sustained interruption to oil flows could increase the chance that the crisis evolves from an inflation issue into a broader supply and growth problem.

Capital and shareholder returns

The bank announced an interim dividend of 83 cents per share. ANZ’s common equity Tier 1 ratio stood at 12.39% as of March 31, up 36 basis points from six months earlier.


The results reflect progress on restructuring goals and improved cost efficiency, while management continues to monitor external risks that could affect inflation, supply chains and economic growth.

Risks

  • Potential escalation of the Middle East war - could shift the crisis from inflationary pressure to a supply and growth challenge, impacting banks and broader markets tied to oil and trade.
  • A prolonged outage in oil flows - would raise the risk to economic growth and supply chains, which could affect corporate credit quality and banking sector stability.

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