Q3 2020 Business Update amid Covid-19 slide image

Q3 2020 Business Update amid Covid-19

Business performance: customer deposit stock* & growth - Deposit build-up continues in Q3 20 YOY 30/09/19 QoQ 30/06/20 30/09/20 Group 172.5 182.7 184.8 • 7.1% 1.2% 36.8 AT/EBO e 39.8 10.4% 2.1% 40.6 48.0 13.2% AT/SB 53.0 2.4% 54.3 • 6.4 -14.2% AT/OA 5.2 5.3% 5.5 • 41.8 22 0.9% CZ 42.8 -1.5% 42.2 PO 11.7 6.9% RO 12.3 1.4% 12.5 SE 14.1 1.5% SK 14.4 -0.3% 14.3 6.1 HH HU 6.7 10.9% 1.5% • 6.8 7.0 HR 7.5 7.7 10.1% 3.1% 1.1 RS 1.4 1.5 145 35.6% 9.8% -0.5 Other -0.4 -0.6 Not meaningful in EUR bn • Continuation of exceptional deposit growth across most geographies despite zero/low interest rate environment as retail and corporate clients park cash in overnight accounts Yoy growth in absolute terms mainly driven by savings banks (+EUR 6.3bn) and Retail segment (+EUR 6.1bn); solid contribution from Corporates (+EUR 2.1bn) Qoq increase across most geographies Year-on-year segment trends: AT/OA: lower customer deposits in foreign branches AT/SB: increase across all savings banks HU: dynamic growth in Corporates (+24.8%) mainly driven by Group Large Corporates, Retail deposits increase by 14.0% RS: exceptional growth in Corporates (+61.8%) and in Retail (+28.2%) Quarter-on-quarter segment trends: • CZ: decline in Corporate deposits (-13.7%) due to Public Sector, Retail deposits increase slightly by 0.6% SK: reduced deposit inflow from Corporates (-10.3%) mainly driven by Group Large Corporates, Retail deposits increase by 1.2% HR: Continuation of growth both from Corporates (+3.3%) and Retail (+2.4%) * Excludes lease liabilities as of 2020 ERSTEŚ Group Page 29
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