BAI: Kz 100,500 ▲ 5.8% | BFA: Kz 118,000 ▲ 138.4% | USD/AOA: 914.60 ▲ 0.2% | Oil (Brent): $74.50 ▲ 3.2% | Gold: $2,920 ▲ 12.1% | BT 91d Yield: 14.8% | Inflation: 15.7% YoY | BNA Rate: 17.5% | BAI: Kz 100,500 ▲ 5.8% | BFA: Kz 118,000 ▲ 138.4% | USD/AOA: 914.60 ▲ 0.2% | Oil (Brent): $74.50 ▲ 3.2% | Gold: $2,920 ▲ 12.1% | BT 91d Yield: 14.8% | Inflation: 15.7% YoY | BNA Rate: 17.5% |

Trading at approximately Kz 100,500 per share – a gain of nearly 387% over its June 2022 IPO price of Kz 20,640 – Banco Angolano de Investimentos (BAI) is the largest equity listing on BODIVA by market capitalization and the most actively traded name on the exchange.

Financial Overview

BAI is Angola’s largest private-sector bank by total assets, with a balance sheet that places it among the top three financial institutions in the country alongside state-owned Banco de Poupanca e Credito (BPC) and BFA. The bank operates across retail banking, corporate finance, trade finance, and treasury operations, with an extensive branch network concentrated in Luanda and provincial capitals.

As a BODIVA-listed entity, BAI is required by the Comissao do Mercado de Capitais (CMC) to publish audited annual financial statements and semi-annual interim reports. Financial data below reflects publicly disclosed figures from BAI’s most recent annual reports.

Key Financial Metrics

Metric FY 2023 FY 2022 FY 2021
Total Assets (Kz bn) ~5,800 ~4,900 ~4,200
Net Loans & Advances (Kz bn) ~1,400 ~1,100 ~950
Customer Deposits (Kz bn) ~4,200 ~3,600 ~3,100
Net Interest Income (Kz bn) ~320 ~270 ~230
Net Income (Kz bn) ~145 ~120 ~95
Shareholders’ Equity (Kz bn) ~650 ~540 ~460

Source: BAI annual reports. Figures are approximate and rounded for presentation. Investors should consult original filings on the CMC portal.

Profitability Ratios

Ratio FY 2023 FY 2022 FY 2021
Return on Equity (ROE) ~22.3% ~22.2% ~20.7%
Return on Assets (ROA) ~2.5% ~2.4% ~2.3%
Net Interest Margin (NIM) ~5.5% ~5.5% ~5.5%
Cost-to-Income Ratio ~48% ~50% ~52%
Capital Adequacy Ratio (CAR) >15% >15% >14%

Balance Sheet Composition

BAI’s asset base is heavily weighted toward sovereign securities – Bilhetes do Tesouro (BTs) and Obrigacoes do Tesouro (OTs) – which typically constitute over 40% of total assets. This sovereign exposure provides yield in a high-rate environment but introduces concentration risk tied to Angola’s fiscal position and oil revenue trajectory.

Loan-to-deposit ratios have historically remained below 35%, reflecting the banking sector’s conservative lending posture and the dominance of treasury operations in revenue generation. As the BNA reduces its benchmark rate from 17.5%, net interest margins on sovereign paper may compress, creating pressure to grow the loan book.

Capital Position

BAI maintains a Capital Adequacy Ratio (Racio de Solvabilidade Regulamentar) above BNA’s minimum requirement of 10%, with reported ratios consistently exceeding 15%. The bank adopted IFRS 9 for provisioning, aligning its credit risk framework with international standards.

Analyst Considerations

Investors evaluating BAI’s financials should note several structural factors unique to Angolan banking: inflation at 15.7% YoY (INE, December 2025) erodes nominal asset growth in real terms; foreign currency exposure through USD-denominated sovereign bonds adds translation volatility; and the kwanza’s managed float at ~Kz 914.60/USD introduces FX risk to the balance sheet.

For ownership details, see BAI Shareholders. For income distribution history, see BAI Dividends.

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