Stock Markets May 11, 2026 08:01 AM

Jefferies: Payroll Credit, Asset Quality and Profitability Divergence Shape Brazilian Bank Landscape

Credit dynamics in payroll lending and widening profitability gaps drive scrutiny as prospects for rate cuts fade

By Marcus Reed ITUB BSBR BBD INTR

Jefferies said last week that payroll loans, asset-quality trends and disparities in profitability were the dominant themes for Brazilian banks. With expectations for monetary easing receding, credit patterns in payroll and unsecured segments, plus differences in funding and returns across major banks, stood out as the principal market concerns.

Jefferies: Payroll Credit, Asset Quality and Profitability Divergence Shape Brazilian Bank Landscape
ITUB BSBR BBD INTR

Key Points

  • Payroll lending expansion and regulatory efforts to limit payroll credit supply are central to recent bank discussions, influencing both product mix and competitive dynamics - Banking and consumer credit sectors
  • Private payroll loan balances more than doubled to about 102 billion reals in just over a year, with five incumbents' market share falling from roughly 76% to 41% since Q1 2025 - Retail lending and fintechs
  • Profitability dispersion is wide: adjusted pre-tax returns on risk-weighted assets are about 4% at Itau, 2.4% at Santander Brasil and 1.4% at Bradesco, with Bradesco reporting a shift to a more conservative risk stance - Bank earnings and investor focus

Jefferies highlighted payroll-lending dynamics, asset-quality deterioration and widening profitability dispersion among Brazilian banks as the focal points of market discussion last week, noting that credit trends have become the central concern as hopes for policy rate reductions have diminished.

The firm warned that regulatory steps aimed at curbing the expansion of payroll-secured credit could produce unintended market responses. Jefferies said specialized lenders may move to offer unsecured loans that top up borrowers' payroll credit limits, but at substantially higher spreads. In the INSS segment, unsecured lending rates can run at more than four times payroll loan rates, creating clear incentives for lenders to pivot toward higher-yield unsecured products.

Jefferies' analysis pointed to rapid growth in the private payroll market. The private payroll stock expanded from roughly 40 billion Brazilian reals to about 102 billion reals in just over a year, the firm reported. That shift has coincided with a sharp decline in concentration: market share held by five incumbent banks dropped from approximately 76% to roughly 41% since the first quarter of 2025, underscoring aggressive entry by smaller private competitors into the payroll segment.

Inter & Co's experience in this market illustrated associated risks. Jefferies estimated that Inter & Co's private payroll cost of risk reached about 17% in the first quarter of 2026. That elevated cost of risk represented roughly one-third of the sequential increase in the group's overall cost of risk, despite private payroll exposure accounting for only about 4% of the firm's total risk-weighted exposure.

Profitability differentials across larger banks were also a key focus. Jefferies' data showed that Bradesco now contributes about 26% of Itau Unibanco's banking profits, a marked decline from roughly 80% in the first quarter of 2022. On a pre-tax return on risk-weighted assets basis, adjusted figures place Bradesco at around 1.4%, Itau at approximately 4%, and Santander Brasil at roughly 2.4%. Jefferies noted that Bradesco disclosed last week it has adopted a more conservative risk appetite.

On asset quality, Jefferies reported that both Santander Brasil and Bradesco experienced an increase in non-performing loan formation of about 30 basis points quarter-over-quarter. Bradesco further disclosed that its corporate cost of risk doubled sequentially, which Jefferies said implies an approximate 20 basis-point quarterly increase in retail cost of risk.

Funding trends diverged across the major banks, according to the firm. Santander Brasil's funding growth was characterized as low single digits, while both Itau and Bradesco delivered growth in excess of 15%. Demand deposits at Santander fell by around 45% year-over-year, compared with 5% and 12% increases at Itau and Bradesco, respectively. Santander management attributed the drop in demand deposits to a deliberate strategy to optimize funding costs by reshaping the deposit mix.

Collectively, Jefferies framed these developments as a set of credit, funding and profitability signals that will likely shape investor and regulatory attention in coming periods, particularly as monetary easing appears less imminent.

Risks

  • Regulatory attempts to constrain payroll lending could prompt a migration to unsecured INSS loans that carry materially higher rates, increasing unsecured credit exposure - Retail lending and consumer credit risk
  • Rising non-performing loan formation (about 30 basis points q/q at Santander Brasil and Bradesco) and a doubling of corporate cost of risk at Bradesco point to deterioration in asset quality that may pressure profitability - Corporate and retail credit sectors
  • A concentrated drop in demand deposits at Santander (around 45% y/y) versus growth at peers may raise funding-cost and liquidity management uncertainties as banks reshape deposit mixes - Bank funding and liquidity

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