Banco do Brasil

Following its 2025 results showing a 45.4% profit drop due to agribusiness delinquency, Banco do Brasil executives at the BB Day event forecast a 'W'-shaped recovery for the sector in 2026. The payments index is expected to reach 95%, with delinquency pressuring results into mid-year amid risks like Middle East tensions and El Niño. The bank will maintain risk-calibrated lending with stronger guarantees.