JSC Halyk Bank — Cyborg Score 8/10

Strong
Commercial Banking & Financial Services

Strategic Profile

The bank's digital platforms show significant growth, with the B2C Super-App's payment volume rising 39% and the B2B online bank's payment volume growing 16% year-on-year. The bank's MSCI ESG rating was upgraded to BBB, it became the first Kazakhstani commercial bank to issue green bonds, and its total loan exposure to Uzbekistan increased by 45% year-on-year, highlighting strategic expansion in Central Asia.

Cyborg Score Rationale

The bank reported record high profit of KZT921 billion for 2024 (32.8% YoY increase) with 34% return on equity. Cost-to-income ratio improved to 17.6% and total assets grew 19.7%. Strong execution with high profitability, though regulatory headwinds on taxation merit monitoring.

Top Insights

  • Record profit of KZT921 billion in 2024 with interest income up 30% year-over-year
  • Retail lending accelerating with 33.3% growth and B2C deposits up 26.5%, indicating strong consumer franchise
  • Asset quality improving with Stage 3 loans down to 6.3% and corporate NPLs at approximately 1%
  • Uzbekistan loan exposure growing 45% year-over-year, signaling successful regional expansion beyond Kazakhstan

Named Competitors

  • Kaspi Bank — Digital-first fintech bank with growing market share
  • BTA Bank — Major universal bank in Kazakhstan
  • Alfa Bank — Regional banking competitor

Recent Developments

  • (May 2025) Q1 2025: Net interest income growth of 30% YoY reported
  • (March 2025) 2024 Record: KZT921 billion profit, 32.8% YoY increase with 34% ROE
  • (March 2025) ESG Upgrade: MSCI rating upgraded to BBB; first Kazakhstani bank to issue green bonds

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