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German Banking Sector Experiences Growing Fragmentation

Increased interest rates boost bank revenue and profits in Germany during 2023. Yet, there's a wide disparity in return on equity between diverse banking groups.

Frankfurt's Financials Boom

German Banking Sector Experiences Growing Fragmentation

Riding the financial wave, German banks and savings banks notched a considerable 17% surge in interest surplus, landing a robust €104 billion in 2023. Leaving one exception, this average after-tax return on equity has hit a high of 6.1% since the 1990s, if we go by Bain & Company's findings from their latest study, 'Germany's Banks 2024'. This thorough examination dives into the fiscal fitness of 1,326 domestic financial institutions, unveiled recently.

While specifics of the average after-tax return on equity for each bank and savings bank isn't outlined in the study, it's worth noting that one standout institution, BayernLB, registered a pre-tax return on equity (RoE) of 12.7%, as per available records. The exact after-tax return for these institutions, however, necessitates knowledge of their tax rates, and in BayernLB's case, their tax expenses were €271 million, leaving us waiting for the specific net income figures.

Interestingly, BayernLB reported a profit before taxes of €1,579 million in the year following 2023. However, their 2023 profit before taxes isn't specified. Given the usual link between pre-tax and after-tax RoE, the effective tax rate plays a crucial role in determining the after-tax returns.

For the precise average return rates from Bain & Company's analysis, consult their report directly to gain comprehensive insights into the health of German banks and savings banks.

  1. In 2023, German banks and savings banks collectively recorded an average after-tax return on equity of 6.1%, according to Bain & Company's latest study, 'Germany's Banks 2024'.
  2. Despite the study not providing specific after-tax return figures for each bank, BayernLB, a notable institution, reported a pre-tax return on equity of 12.7% in 2023.
  3. Nonetheless, the exact after-tax return for BayernLB, as well as other institutions, needs to be calculated after considering their tax rates and tax expenses.
  4. To find the specific average return rates for German banks and savings banks as per Bain & Company's analysis, it's advisable to refer directly to their report for a detailed look into their financial health.
Higher rates brought on by inflation have boosted revenue and profitability for German banks in 2023; however, return on equity differs markedly amongst various banking institutions.

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