Banco BTG Pactual S A : Corporate Presentation - Updated as of 1st Quarter 2023
May 08, 2023 at 01:24 pm EDT
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Corporate Presentation
1st Quarter 2023
For additional information, please read carefully the notice at the end of this presentation
BTG Pactual at-a-glance
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2
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5
BTG Pactual
ESG & Impact
BTG Pactual
Financial
1st Quarter
Overview
Investing
Business Units
Highlights
2023 Highlights
Section 1
Section 2
Section 3
Section 4
Section 5
2
BTG Pactual Overview
Section 1
BTG Pactual at-a-glance
Wealth
Principal
Interest &
Investment
Corporate &
Sales &
Asset
Management &
Participations
Banking
SME Lending
Trading
Management
Consumer Banking
Investments
Others
▪
Financial
▪
Financing
▪
Fixed Income
▪
LatAm FI & Eq.
▪
Investment
▪
Banco Pan
▪
Investments
▪
Interest on
▪
FX
in asset
Advisory
▪
Structured
▪
Alternative
Advisory
▪
Too
capital
▪
Equities
management
(M&A)
Credit
Investments
▪
Financial
Seguros
▪
Insurance
funds
▪ ECM
▪
Letters of Credit
▪
Fund Services
▪
EFG
Planning to HNWI
▪
Energy
▪
Legacy PE
▪
DCM
▪
BTG Empresas
▪
Global Hedge
▪
BTG Banking
▪
Brokerage
Investments
Funds
▪
Credit
▪ Empiricus
Agricultural commodities
Net Revenues and Net Income
Highlights(2)
(R$ million)
Total revenues
Adjusted net income
2022
1Q 2023
4.756
4.803
Total Assets
R$450.6 bn
R$470.3 bn
4.513
(US$86.4bn)
(US$92.6bn)
4.351
3.626
Shareholders' Equity
R$42.4 bn
R$44.2 bn
(US$8.1 bn)
(US$8.7 bn)
Revenues
R$17.2 bn
R$4.8 bn
(US$3.3 bn)
(US$0.9 bn)
2.175
2.302
2.263
2.062
1.767
Adjusted Net Income
R$8.3 bn
R$2.3 bn
(US$1.6 bn)
(US$0,4 bn)
1,767
AuM/AuA
R$707.3 bn
R$716.8 bn
(US$135.6 bn)
(US$141.1 bn)
WuM
R$546.5 bn
R$568.3 bn
1Q 2022
2Q 2022
3Q 2022
4Q 2022
1Q 2023
(US$104.7 bn)
(US$111.9 bn)
Note:
4
(1) US$ figures converted by end of period PTAX rate of R$5.2177 and R$5.0804 for Dec/2022 and Mar/2023, respectively
Summarized shareholder structure
BTG Pactual G7 Holding S.A.
Other Partners
Voting: 100%
Voting: 0%
Total: 48.7%
Total: 51.3%
BTG Pactual Holding S.A.1
100%
BTG Pactual Holding
Financeira Ltda.
69.4% 30.6%
of which 6.7% was acquired at market(1)
Total Units
Each BPAC11 Unit is composed of 1 ON and 2 PNA shares of Banco BTG Pactual S.A.
Total Units 1Q 2023: 3.835.373.309
Free Float
Banco BTG Pactual S.A.
Note:
5
(1) Includes units acquired by investment vehicles owned by certain partners individually or collectively and vehicles under common control of the Partnership
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Disclaimer
Banco BTG Pactual SA published this content on 08 May 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 08 May 2023 17:23:05 UTC.
Banco BTG Pactual SA is a Brazil-based bank primarily engaged in the investment banking and investment management activities. Together with its subsidiaries, the Bank offers a range of financial services, including investment banking, corporate lending, brokerage and clearing services, asset management, wealth management, commercial and consumer banking services, merchant banking and real estate investments. Through the platform BTG Pactual digital, the Bank facilitates online retail investments. It also provides property and casualty insurance and reinsurance services. The bank has a number of subsidiaries in Brazil and abroad, with present in many Latin American countries, the United States, the United Kingdom, Luxembourg and Hong Kong.