20-F: Intercorp Financial Services Reports Financial Results and Strategic Updates in Form 20-F Filing


Intercorp Financial Services files its Form 20-F, detailing financial performance, risk factors, and strategic initiatives.

Summary

  • Intercorp Financial Services Inc. (IFS) has filed its Form 20-F, providing an overview of its financial performance and strategic direction.
  • The document highlights expenses related to operational write-offs and technological failures, particularly in 2023 and 2022, and non-recurring COVID-19 related expenses in 2021.
  • Gains from derivative financial instruments were recognized in 2023 (S/68.3 million), while losses were recorded in 2022 (S/4.5 million) and 2021 (S/60.3 million).
  • The company applied expert judgment to account for the potential impact of the El Nio event in 2023 and political and economic uncertainty in 2022, leading to higher expected loss provisions.
  • Interest income from rescheduled loans amounted to approximately S/9.2 million in 2023, S/22.9 million in 2022, and S/96.6 million in 2021.
  • Expenses related to the Reactiva Peru program were S/38.7 million in 2023, while income was S/18.2 million in 2022 and S/23.6 million in 2021.

Positives

  • The company recognized a gain of S/68.3 million in 2023 from the valuation of derivative financial instruments.
  • Interest was recorded according to the rescheduled term for approximately S/9.2 million in 2023.
  • The company applied its expert judgement with the purpose of reflecting the effects of the possible impact of the El Nio event during 2023, and the political and economic uncertainty during 2022.

Negatives

  • The company experienced losses of S/4.5 million in 2022 and S/60.3 million in 2021 from the valuation of derivative financial instruments.
  • Expenses for operational write-offs and technological failures occurred during 2023 and 2022.
  • The company incurred expenses for approximately S/38.7 million due to the rescheduling of loans under the Reactiva Peru program in 2023.

Risks

  • The document mentions the effects of the possible impact of the El Nio event during 2023, and the political and economic uncertainty during 2022, that were not considered in the forward-looking model, that led to incur in a higher provision for expected loss.

Key Dates

DateDescription
2019-07-01Listed shares
2019-07-31Listed shares
2020-01-01ReactivaPeruProgramMember
2020-01-01RpiInternationalHoldingMember
2020-05-19CommencementOfMajorLitigationMember
2020-12-31ReactivaPeruProgramMember
2020-12-31RpiInternationalHoldingMember
2021-01-01Ifrs4Member
2021-01-01IFRS17Member
2021-01-01IncreaseDecreaseDueToChangesInAdoptionOfAccountingPolicyIfrs17Member
2021-01-01InteligoGroupCorpMember
2021-01-01InterseguroCompaaDeSegurosSaMember
2021-01-01BancoInternacionalDelPerSaaMember
2021-01-01IzipayMember
2021-01-01InterbankAndSubsidiariesMember
2021-01-01InteligoAndSubsidiariesMember
2021-01-01InterseguroMember
2021-01-01InterseguroCompaaDeSegurosSaAndSubsidiariesMember
2021-01-01NegociosEInmueblesSaAndHoldingRetailPerSaMember
2021-01-01InterfondosSaFundManagementCompanyMember
2021-01-01NoncontrollingInterestsMember
2021-01-01EquityAttributableToOwnersOfParentMember
2021-01-01RetainedEarningsMember
2021-01-01ReserveOfGainsAndLossesFromInvestmentsInEquityInstrumentsMember
2021-01-01ReserveOfGainsAndLossesOnFinancialAssetsMeasuredAtFairValueThroughOtherComprehensiveIncomeMember
2021-01-01ReserveOfInsuranceFinanceIncomeExpensesFromInsuranceContractsIssuedExcludedFromProfitOrLossThatWillBeReclassifiedToProfitOrLossMember
2021-01-01ReserveOfCashFlowHedgesMember
2021-01-01ReserveOfExchangeDifferencesOnTranslationMember
2021-01-01OtherReservesMember
2021-01-01BondsGuaranteedByThePeruvianGovernmentMember
2021-01-01SovereignBondsOfTheRepublicOfPeruMember
2021-01-01CorporateLeasingAndSubordinatedBondsMember
2021-01-01GlobalBondsOfTheRepublicOfColombiaMember
2021-01-01VariableInterestCertificatesOfDepositIssuedByTheCentralReserveBankOfPeruMember
2021-01-01NegotiableCertificatesOfDepositIssuedByTheCentralReserveBankOfPeruBcrpMember
2021-01-01TreasuryBondsOfTheUnitedStatesOfAmericaMember
2021-01-01GlobalBondsOfTheUnitedStatesOfMexicoMember
2021-01-01UnderPerformingAssetsMember
2021-01-01PerformingAssetsMember
2021-01-01DirectLoansMember
2021-01-01LineOfCreditFacilitiesMember
2021-01-01MortgagesMember
2021-01-01SmallAndMicroBusinessLoansMember
2021-01-01CorporateLoansMember
2021-01-01ConsumerLoansMember
2021-01-01RentMeasurementInputMember
2021-01-01LongtermInflationMember
2021-01-01DiscountRateMeasurementInputMember
2021-01-01AccumulatedDepreciationAndAmortisationMember
2021-01-01CofideMember
2021-01-01PromotionalCreditLinesMember
2021-01-01DebitInLocalCurrencyMember
2021-01-01CurrencyRepurchaseObligationsMember
2021-01-01NetAssetValueMember
2021-01-01PrivateEquityStocksMember
2021-01-01NetAssetValueMethodMember
2021-01-01PrivateEquityFundsMember
2021-01-01EquityMethodMember
2021-01-01Level3OfFairValueHierarchyMember
2021-01-01FinancialAssetsAtFairValueThroughOtherComprehensiveIncomeCategoryMember
2021-01-01FinancialAssetsAtAmortisedCostMember
2021-01-01DueToForeignEntitiesMember
2021-01-01SecuredOvernightFinancingRateSofrOvernightIndexSwapRateMember
2021-01-01BankJSarfaSarasinMember
2021-01-01BankJ.SafraSarasin2Member
2021-01-01CrossCurrencySwapsDueJan2023Member
2021-01-01InterestRateSwapsDueBetweenJanuary2023AndJune2036Member
2021-01-01CurrencySwapsDueBetweenJanuary2023AndMarch2029Member
2021-01-01ForwardExchangeContractsDueBetweenJanuary2023AndDecember2023Member
2021-01-01ForeignCurrencyOptionsMember
2021-01-01CrossCurrencySwapsDueOct2024OneMember
2021-01-01CrossCurrencySwapsDueAug2024OneMember
2021-01-01CrossCurrencySwapsDueNov2024OneMember
2021-01-01CrossCurrencySwapsDueJan2025OneMember
2021-01-01CrossCurrencySwapsDueOct2027OneMember
2021-01-01NotLaterThanOneYearMember
2021-01-01LaterThanOneYearAndNotLaterThanThreeYearsMember
2021-01-01LaterThanThreeYearsMember
2021-01-01InterestExpensesFromCashFlowHedgesMember
2021-01-01ExpensesForExchangeDifferencesFromCashFlowHedgesMember
2021-01-01InterestIncomeFromCashFlowHedgesMember
2021-01-01IncomeForExchangeDifferencesFromCashFlowHedgesMember
2021-01-01InterestRateSwapContractMember
2021-01-01PositionSold6MonthLIBORMember
2021-01-01InterestRateSwapContractMember
2021-01-01PositionSold3MonthLIBORMember
2021-01-01CurrencySwapContractMember
2021-01-01PositionPurchased6MonthLIBORMember
2021-01-01InterestRateSwapContractMember
2021-01-01PositionPurchased6MonthLIBORMember
2021-01-01CurrencySwapContractMember
2021-01-01PositionSold6MonthLIBORMember
2021-01-01InterestRateSwapContractMember
2021-01-01PositionPurchased3MonthLIBORMember
2021-01-01SharesconsideredInComputationMember
2021-01-01OutstandingSharesMember
2021-01-01BankingMember
2021-01-01EliminationOfIntersegmentAmountsMember
2021-01-01InsuranceMember
2021-01-01WealthManagementMember
2021-01-01RelatedPartiesMember
2021-01-01SeniorNotesDue2020Member
2021-01-01ReactivaPeruMember
2021-01-01BankingMember
2021-01-01IzipayMember
2021-01-01NoncontrollingInterestsMember
2021-01-01FinancialEffectOfChangesInAccountingPolicyMember
2021-01-01EquityAttributableToOwnersOfParentMember
2021-01-01RetainedEarningsMember
2021-01-01ReserveOfInsuranceFinanceIncomeExpensesFromInsuranceContractsIssuedExcludedFromProfitOrLossThatWillBeReclassifiedToProfitOrLossMember
2021-01-01AnnuitiesMember
2021-01-01OtherLifeInsuranceMember
2021-01-01LifeInsuranceContractMember
2021-01-01GeneralInsuranceContractMember
2021-01-01RetirementDisabilityAndSurvivalMember
2021-01-01IndividualLifeMember
2021-01-01GroupLifeMember
2021-01-01RentaParticularPlusMember
2021-01-01RentaParticularPlusVitalicioMember
2021-01-01TopOfRangeMember
2021-01-01UsdMember
2021-01-01AnnuitiesAndRetirementDisabilitiesAndSurvivalAnnuitiesAndSctrInsuranceMember
2021-01-01PenMember
2021-01-01SOrVacMember
2021-10-01InretailPeruCorp.Member
2021-10-01InretailPerCorpMember
2021-11-24InretailPeruCorp.Member
2021-12-31InretailPeruCorp.Member
2021-12-31ReactivaPeruProgramMember
2021-12-31AccumulatedDepreciationAndAmortisationMember
2021-12-31InterseguroMember
2021-12-31country:PE
2021-12-31ifs:RentaParticularPlusMember
2022-03-31IzipayMember
2022-03-31ReserveMember
2022-03-31ReserveMember
2022-03-31IzipayMember
2022-03-31HsbcBranchIndiaMember
2022-03-31SecuredOvernightFinancingRateSofrOvernightIndexSwapRateMember
2022-04-01IzipayMember
2022-04-30IzipayMember
2022-04-30ForeignCurrencyMember
2022-04-30NationalCurrencyMember
2022-07-01CaixabankS.a.BarcelonaMember
2022-07-31CaixabankS.a.BarcelonaMember
2022-07-31CaixabankS.a.BarcelonaMember
2022-09-01JpMorganChaseBankNyMember
2022-09-01IzipayMember
2022-09-30JpMorganChaseBankNyMember
2022-09-30IzipayMember
2022-11-01ForeignCurrencyMember
2022-11-01NationalCurrencyMember
2022-12-01SumitomoMitsuiBankingMember
2022-12-31Ifrs4Member
2022-12-31IFRS17Member
2022-12-31IncreaseDecreaseDueToChangesInAdoptionOfAccountingPolicyIfrs17Member
2022-12-31IntercorpPerLtdMember
2022-12-31InterbankAndSubsidiariesMember
2022-12-31InteligoAndSubsidiariesMember
2022-12-31InterseguroMember
2022-12-31IzipayMember
2022-12-31InterseguroCompaaDeSegurosSaAndSubsidiariesMember
2022-12-31DepositsInTheBcrpMember
2022-12-31CashInVaultsMember
2022-12-31TermDepositsInTheBCRPMember
2022-12-31OvernightDepositsInBcrpMember
2022-12-31CashAndClearingMember
2022-12-31InvestmentsInEquityInstrumentsMeasuredAtFairValueThroughOtherComprehensiveIncomeMember
2022-12-31TotalFinancialInvestmentsMember
2022-12-31FinancialAssetsAtAmortisedCostCategoryMember
2022-12-31FinancialAssetsMeasuredAtFairValueThroughOtherComprehensiveIncomeCategoryMember
2022-12-31FinancialAssetsAtFairValueThroughProfitOrLossCategoryMember
2022-12-31SovereignBondsOfTheRepublicOfPeruMember
2022-12-31VariableInterestCertificatesOfDepositIssuedByTheCentralReserveBankOfPeruMember
2022-12-31GlobalBondsOfTheRepublicOfPeruMember
2022-12-31CorporateLeasingAndSubordinatedBondsMember
2022-12-31GlobalBondsOfTheRepublicOfColombiaMember
2022-12-31TreasuryBondsOfTheUnitedStatesOfAmericaMember
2022-12-31GlobalBondsOfTheUnitedStatesOfMexicoMember
2022-12-31BondsGuaranteedByThePeruvianGovernmentMember
2022-12-31NegotiableCertificatesOfDepositIssuedByTheCentralReserveBankOfPeruBcrpMember
2022-12-31StandardGradeMember
2022-12-31PerformingAssetsMember
2022-12-31UnderPerformingAssetsMember
2022-12-31SubStandardGradeMember
2022-12-31FinancialAssetsCollectivelyAssessedForCreditLossesMember
2022-12-31HighGradeMember
2022-12-31NonPerformingAssetsMember
2022-12-31LocalAndForeignMutualFundsAndInvestmentFundsParticipationsMember
2022-12-31NonListedSharesMember
2022-12-31ListedSharesMember
2022-12-31NegotiableCertificatesOfDepositsMember
2022-12-31CorporateLeasingAndSubordinatedBondsMember
2022-12-31LaterThanThreeYearsAndNotLaterThanFiveYearsMember
2022-12-31LaterThanOneYearAndNotLaterThanThreeYearsMember
2022-12-31WithoutMaturityMember
2022-12-31

Keywords

financial instruments, derivative, rescheduled loans, El Nio, Reactiva Peru, Intercorp, losses, gains, expenses, interest

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