Business

National Bank's Q2 earnings hit by energy sector weakness

National Bank on Wednesday joined the list of financial institutions reporting their bottom lines have taken a hit from the battered oil and gas sector.
A large building with a Banque Nationale sign.
National Bank's head office in Montreal is seen in this April 2015 photo. The bank said Wednesday it had a lower second-quarter profit due to provision for bad loans in the oil and gas sector. (Graham Hughes/Canadian Press)

National Bank on Wednesday joined the list of financial institutions reporting their bottom lines have taken a hit from the battered oil and gas sector.

The bank reported net income of $210 million, or 52 cents a share, for its second quarter, down from $404 million, or $1.13 per share, in the same quarter of 2015, 

National said the profit drop was "essentially as a result of a sectoral provision for credit losses recorded for producers and service companies in the oil and gas sector."

Excluding the after-tax provision of $183 million and other items, the bank said its net income totalled $420 million, up two per cent from $411 million in the second quarter of 2015.

"The bank took action, by way of a sectoral provision, to address credit uncertainties in its oil and gas producer and service company loan portfolio," said Louis Vachon, National's president and CEO. 

"The credit quality of the overall loan portfolio, excluding the oil and gas producer and service company loan portfolio, remains within expectations," Vachon said in a statement.

In the wake of the earnings release, investors sent shares of National down  63 cents to $42.89 in morning trading on the TSX.

"Outside of the provisions taken against the energy portfolio, [National's] results were reasonably solid and the sole focus of investors should not be on oil's impact on National going forward," said Barclays analyst John Aiken in a commentary.