Q3 2020 Business Update amid Covid-19 slide image

Q3 2020 Business Update amid Covid-19

Business performance: NII and NIM NII increases yoy and qoq Group 1,188 .168 2.14% 2.04% 1,192 2.04% 165 1.57% AT/EBO e 160 1.56% 161 1.49% 265 1.75% AT/SB 265 1.69% 270 1.69% 109 1.11% AT/OA 114 1.10% 114 1.12% 285 2.02% CZ |242 255 [1.70% 1.77% 110 RO 109 108 108 SK 109 109 HO HU 515 53 49 57 HR 66 9899 69 66 2.52% 2.42% 2.40% 2.76% 2.22% 2.57% 3.14% 2.89% 68 15 RS 15 17 557 3.28% 10 Other 39 Not meaningful 32 in EUR m ERSTEŚ Group - • Q3 19 Q2 20 Q3 20 Yoy NII slightly up as improvements across most geographies, more than offset decline in CZ resulting from rate cuts and CZK depreciation Qoq increase across all geographies (except RO), mainly on higher volumes and lower modification losses 3.46% 3.35% 3.22% 2.95% 3.39% 3.06% • Year-on-year segment trends: CZ: decline in NII mainly driven by lower interest rate environment; FX impact -EUR 8.1m AT/OA: improvements in the corporate business of the Holding driven by higher customer loan volumes AT/EBOe: NII declines mainly on lower result from debt securities Quarter-on-quarter segment trends: CZ: improvement in NII on modification loss booked in Q2; FX impact: +EUR 6.4m HU: NII increases on higher volumes and on modification loss booked in Q2 AT/SB: improved NII across most savings banks, mainly on higher loan volumes Page 30
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