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Investor Presentaiton

1H22 BRSA CONSOLIDATED EARNINGS PRESENTATION 25 APPENDIX: CLOSELY MONITORED AND WELL-PROVISIONED FC LOANS FC PERFORMING LOANS (41% of total performing loans) MITIGATION OF FX RISK - TIMELY DELEVERAGING (in $bn) US$ 15.4 bn Consolidated FC Performing Loans* = US$ 4.9bn GBI and GB Romania loan placements Natural hedge Sector¹ Garanti BBVA 154.8 148.9 135.9 130.5 120.5 121.8 114.9 + 17.7 14.1 US$ 10.5 bn FC Performing Loans 13.1 12.6 16.4% Export Loans FX revenue generation 11.3 10.9 10.5 54. 4% 29. 2% 2022 Project Finance Loans 70% of PF Loans have FX or FX- linked revenues - no currency risk 16% has lower currency risk 14% with some currency risk Working Capital & Other Loans FX loans predominantly to big corporate, commercial clients & multinationals *Excludes leasing and factoring receivables 1 Based on BRSA weekly data, commercial banks 2017 2018 2019 2020 2021 1022 2022 Market Share 11.4% 9.5% 9.6% 9.6% 9.1% 9.3% 9.3% Regular conduct of FX sensitivity analysis for proactive staging and provisioning
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