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Investor Presentaiton

Consumer spending % 5 4 3. 2- 1. Spending rose 5.0% Y-o-Y in Q1 '16 Positive momentum into 2016 Core retail sales up 4.9% Y-o-Y in June Nearly 100,000 cars sold in H1 2016 Employment and income gains feeding through Deleveraging continuing, some uncertainty from Brexit impact Consumer Spending 2016f: 3.8% 2017f: 3.2% Employment rising Consumer Spending Growing % 12 10 8 Economy creating jobs, almost 50,000 new jobs Y-o-Y in Q1 '16 Bank of Ireland Group Gains broadening out across sectors and regions Unemployment rate well below euro area average, down to 7.8% from a peak of c.15% Projected to be below 7% by end of 2017 Employment 2016f: 2.4% 2017f: 1.9% Unemployment Falling 0+ 2014 2015 2016(f) 6 2017(f) 2014 Ireland Euro Area 2015 2016(f) Ireland Euro Area 2017(f) Graph shows year-on-year real consumer spending growth Source: CSO, Eurostat: Forecasts: Ireland: BOI ERU, Euro area: EU Commission Graph shows average annual unemployment rate Source: CSO, Eurostat: Forecasts: Ireland: BOI ERU, Euro area: EU Commission 17
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