Lloyds publishes sellside roundtable transcript on 2026 H1 results and strategy update

• Lloyds published a sellside roundtable transcript on its 2026 H1 results and Accelerate 2030 strategy update, attended by CFO William Chalmers.
• Chalmers reaffirmed full-year 2026 guidance, citing statutory PAT GBP 3.1 billion, ROTE 17.1%, cost-income ratio 49%, impairment 25 bps.
• Interim dividend lifted 30% year on year; GBP 1 billion buyback announced, taking interim capital returns to about GBP 1.9 billion.
• Basel 3.1 seen cutting RWAs by GBP 6-8 billion at year-end; RWA density to rise a few points from operational risk, equity investments.
• Remediation expected nearer GBP 200 million a year than GBP 300 million; 1% UK bank surcharge rise seen costing about GBP 75 million.

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