RCE earnings growth likely to ease moderately


PETALING JAYA: CIMB Research is lowering RCE Capital Bhd’s financial year 2026 (FY26), FY27 and FY28 earnings forecasts by 3.7%, 4.5%, and 6.1%, respectively, to reflect more conservative receivables growth assumptions.

“Subsequently, we project slower net profit growth of approximately 1.3% year-on-year (y-o-y) in FY26, followed by y-o-y growth of 1.4% in FY27 and 1.3% in FY28, underpinned by higher fee-based income from the projected receivable growth and a 7.5% y-o-y reduction in impairment losses on receivables in FY26 following a 24.1% increase in FY25.

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