Itaú Unibanco posts transcript of 2Q26 earnings conference call

• Itaú Unibanco released a transcript of its 2Q26 earnings video conference attended by analysts and investors; the CEO led the presentation.
• Recurring net income reached BRL 12.4 billion; ROE was 24.3% consolidated, 25.7% in Brazil.
• Loan book rose to BRL 1.522 trillion, up 2.7% quarter-on-quarter; NII with clients climbed to BRL 32.6 billion, up 3.3%.
• Guidance held for loans, NII, credit costs, expenses; fee and insurance growth outlook cut to 2%-5% from 5%-9%.
• Management flagged SME delinquency as a grace-period mechanical effect, forecasting NPL over 90 days to rise about 10 bps next quarter to ~2.1%.

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