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Investor Presentaiton

Bank of Ireland Overview H1 2016 Strong Operating Performance Total Income H1 2015 €1,759m H2 2015 €1,513m H1 2016 €1,587m Net Interest Margin (NIM) 2.21% 2.17% 2.11% Operating expenses (€848m) (€898m) (€890m) Levies and regulatory charges (€27m) (€48m) (€62m) Impairment charges (€168m) (€128m) (€95m) Underlying profit €743m €458m €560m before tax Robust balance sheet metrics Dec 15 Customer loans (net) €84.7bn Jun 16 €80.2bn Non-performing loans €12.0bn €9.9bn CET1 ratios: Transitional 13.3% 12.8% Fully Loaded 11.3% 10.7% Transitional Total 18.0% Capital Ratio 17.2% Liquidity metrics: NSFR 120% 119% LCR 108% 116% LDR 106% 103% Bank of Ireland Group Underlying profit of €560m in H1 2016 NIM of 2.11%, impacted by the low interest rate environment, lower liquid asset yields and FX translation effects Commercial discipline maintained on lending and deposit margins All trading divisions contributing to the Group's profitability Increased new lending by 14% on H1 2015 Continue to be largest lender to the Irish economy Growth in core loan books of €1.1bn Reduced non-performing loans by €2.1bn in H1 2016 to €9.9bn; defaulted loans now c.10% of customer loans and >50% below reported peak in June 2013 Net impairment charge of 21 bps for H1 2016 vs 28bps in H2 2015 Continued organic capital generation offset by IAS19 accounting standard pension deficit; Fully loaded CET1 ratio of 10.7% Transitional CET1 ratio of 12.8% Transitional Total Capital ratio of 17.2% 3
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