Inter & Co. Inc. (INTR) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi everyone, I'm Rafa Guetora, IR Officer at Inter, and I would like to welcome all to Inter & Co's first quarter, 2026, earnings conference call. First of all, some instructions. This call is also available in Portuguese. To access it, press the globe icon on the lower right side of your Zoom screen, then select the Portuguese room. Please be advised that all participants will be in listen-only mode and that the conference is being recorded. You may submit online questions at any time today using the Q&A box on the webcast. A replay will be available at the company's IR website. With me today are João Vitor Meni, our Global CEO, Alexandre Iesso, our Brazil CEO, and Santiago Stel, our CFO. To start with the CEO overview, I would like to invite João. João, please go ahead. Thank you, Rafa. And thank you for joining us today to discuss our first quarter results for 2026. As you can see, we had a strong start of the year. And our first skill results reaffirm our path to sustainable and profitable growth. We have a strong momentum across several metrics. Some examples are our gross loan portfolio scaled to more than 50 billion reais. Our structural profitability is taking shape. Our net income reached almost 400 million reais on first kill and on a run rate of 1.6 billion on a year base. More than 1.7 trillion reais in run rate for the CPV on this first quarter. Sanji and Sanji will join me later on to elaborate more on that. And I want to highlight that these results were at the same time executed with discipline and they connect to our vision for the future. During Ernie's call, I usually speak about the strategic view of Inter, our vision. However, next Monday we're hosting our Honors Day and I will save the big picture for that event. which I am personally very excit...