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Apr 30
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Scotiabank Q2 2025 Earnings Report

Scotiabank reported a decline in earnings and continued facing credit loss pressures in Q2 2025.

Key Takeaways

Scotiabank delivered weaker Q2 results amid a challenging macroeconomic environment, with net income slightly down and higher provisions for credit losses. Despite this, Global Wealth Management and Capital Markets showed strength, and capital levels remained solid.

Net income was CAD$2.03 billion, slightly down from the prior year.

EPS dropped to CAD$1.48, while adjusted EPS stood at CAD$1.52.

Provision for credit losses increased significantly to CAD$1.398 billion.

The Common Equity Tier 1 (CET1) capital ratio strengthened to 13.2%.

Total Revenue
CA$9.08B
Previous year: CA$8.42B
+7.8%
EPS
CA$1.52
Previous year: CA$1.59
-4.2%
Return on Equity
10.1%
Previous year: 11.2%
-9.8%
Common Equity Tier 1
13.2%
Credit Loss Provisions
CA$1.4B
Previous year: CA$1.01B
+38.8%

Scotiabank

Scotiabank

Forward Guidance

Scotiabank remains focused on executing its strategic plan while navigating macro uncertainty and strengthening its capital position.

Positive Outlook

  • Capital markets performed strongly, particularly in investment banking.
  • Global Wealth Management saw revenue growth from mutual funds and brokerage.
  • International Banking showed solid operating leverage improvements.
  • CET1 capital ratio increased by 30 bps quarter-over-quarter.
  • Positive operating leverage maintained through productivity initiatives.

Challenges Ahead

  • Higher credit loss provisions due to deteriorating macroeconomic outlook.
  • Canadian Banking earnings fell 31% YoY due to increased allowances.
  • Lower ROE compared to prior year.
  • Decline in EPS and adjusted EPS versus Q2 2024.
  • Continued uncertainty from U.S. tariffs impacting Canadian portfolios.