Translation In the second quarter of 2024, lending accelerated across all segments, while household funds continued to grow actively.

The growth of the corporate portfolio accelerated more than twice compared to Q1 2024 and amounted to 5%. More than a third of the increase came from segments that are less sensitive to tight monetary conditions: project financing for residential construction, financing of previously initiated investment projects, and others. Additionally, thanks to high revenues, companies can service their debt even in conditions of increased rates. Considering the demand for loans from companies in the first half of the year, the annual forecast has been raised to 10–15%.

The mortgage portfolio grew by 6.3% ahead of the reduction in government support starting July 1. However, the annual forecast remains in the range of 7–12%, taking into account more moderate rates in the second half of the year after the completion of the mass «Preferential Mortgage» program and tightening of the «Family Mortgage» conditions.

Consumer lending grew by 5.9%, which is explained by increased consumer spending against the backdrop of rising incomes. The forecast for 2024 has been raised to 12–17%.

The influx of household funds in bank accounts for the quarter was 6.5%, driven in part by rising incomes, as well as high rates and the capitalization of interest on deposits. In 2024, the dynamics of this indicator may reach 16–21%.

The profit of the banking sector in Q2 fell to 0.8 trillion rubles. Nevertheless, banks were able to maintain a margin of about 4.4%, while provisions in conditions of good credit quality were relatively low.

More detailed information is provided in the quarterly review «Banking Sector.»

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