Analysis of Banks H1 2025 Results

The Mwango Capital Podcast · Nov 18, 2025 · 46m

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 Notes

00:00:00 Introduction

00:01:01 High-Level View of H1 Bank Earnings

00:03:03 FX Stability and Impact

00:06:27 Interest Margins and Impact of Central Bank Policies

00:13:16 Credit Growth Trends

00:21:12 Profitability and Dividend

00:25:27 Spotlight on Specific Banks

00:38:35 Core Capital Requirements

00:44:04 Closing Thoughts

Get full…