The Nigerian banking sector is positioned for continued outperformance through 2026.
With the Central Bank of Nigeria’s (CBN) recapitalisation deadline of March 2026 now in the rearview mirror, analysts highlight a "Winner’s List" of bolstered institutions ready to capitalise on a high-yield environment and increased lending capacity.
Key drivers for the sector's robust outlook include the completion of major capital raises, a steepening yield curve following the MPR's peak at 27.5 percent, and a pivot toward non-interest income.
While
