UBL Navigates Cost Pressures to Deliver Robust Double-Digit Earnings Growth in Q1 2026

UBL Navigates Cost Pressures to Deliver Robust Double-Digit Earnings Growth in Q1 2026

United Bank Limited (PSX: UBL) reported a profit after tax (PAT) of Rs48.42 billion for the quarter ended March 31, 2026, showing a 34.09% increase compared to Rs36.11 billion in Q1 2025. Earnings per share (EPS) rose to Rs19.33 from Rs14.67 in the same period last year. The board declared an interim cash dividend of Rs8 per share (160%) for the first quarter.

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The bank’s mark-up/return/interest earned rose 23.97% year-on-year to Rs323.53 billion from Rs260.97 billion, reflecting higher asset volumes during the period. However, mark-up/return/interest expensed climbed at a steeper pace of 26.80% to Rs224.11 billion, driven by increased funding costs. As a result, net mark-up/interest income (gross profit) increased 18.05% to Rs99.42 billion from Rs84.22 billion.

MetricQ1 2026Q1 2025Change
Profit After TaxRs48.42bnRs36.11bn+34.09%
EPSRs19.33Rs14.67+31.77%
Interim DividendRs8/share (160%)
Net Mark-up IncomeRs99.42bnRs84.22bn+18.05%
Total IncomeRs142.81bnRs101.04bn+41.34%

Non-Markup Income Surge

Total non-mark-up/interest income surged 157.94% year-on-year to Rs43.39 billion from Rs16.82 billion. Within this, fee and commission income grew 19.07% to Rs8.94 billion, while foreign exchange income rose 13.99% to Rs4.18 billion. Most notably, gain on securities net soared 422.24% to Rs30.42 billion, providing a significant boost to non-markup earnings.

Non-Markup Income ComponentQ1 2026Change
Gain on Securities (net)Rs30.42bn+422.24%
Fee and Commission IncomeRs8.94bn+19.07%
Foreign Exchange IncomeRs4.18bn+13.99%
Loss from DerivativesRs885.1m-29.35% (narrowed)

Expense Pressures

On the expense side, total non-mark-up/interest expenses rose sharply by 52.30% to Rs40.66 billion from Rs26.70 billion. Operating expenses surged 53.31% to Rs38.64 billion, reflecting inflationary pressures and business expansion costs. Workers’ Welfare Fund expense increased 34.71% to Rs2.01 billion.

Credit Loss Allowance

The bank recorded a net reversal of credit loss allowance and write-offs of Rs455.1 million, compared to a larger reversal of Rs1.61 billion in Q1 2025, indicating a moderation in recoveries and provisioning benefits year-on-year.

Bottom Line

Profit before taxation increased 32.13% to Rs100.60 billion from Rs76.14 billion. Taxation expense rose 30.37% to Rs52.18 billion, partially absorbing the pre-tax earnings growth. The net profit margin stood at 33.90% in Q1 2026, slightly lower than 35.74% in Q1 2025, as expense growth—particularly in operating costs and a reduced share of associate profits—tempered the bottom-line expansion relative to total income growth.

About United Bank Limited

United Bank Limited (PSX: UBL) is one of Pakistan’s largest commercial banks, offering a comprehensive range of banking products and services to retail, corporate, and institutional clients. With a nationwide network of branches and international presence, UBL plays a vital role in Pakistan’s financial sector.

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