2023 Highlights Digital Consumer Bank Europe slide image

2023 Highlights Digital Consumer Bank Europe

In summary, our global platforms will deliver operational leverage and profitable growth to become the most profitable bank in every market Most upside from changes to common platforms in Retail, Consumer and Payments, which represent 81% of total revenue Global businesses 2023 Revenue (€bn) Contribution to Group's revenue¹ Efficiency ROTE² 2025 ROTE² target 30 43.1% 15.1% Retail +12% 51% c.17% -157bps +1.0pp 12 42.8% 11.5% Consumer 21% >14% +1% +86bps -4.0pp 8 45.0% 17.5% CIB >20% 13% +17% +171bps +1.6pp 3 37.9% 72.2% Wealth 6% c.60% +22% -333bps +19.8pp EBITDA margin PagoNxt 5 ◆ Payments 9% 44.2% 24.8% >30% +12% -235bps +15.7pp 58 44.1% 15.1% 15-17% Group +13% -173bps +1.7pp Note: YoY change in constant euros. New global business definitions as published on 20 December 2023. Santander (1) As % of total operating areas, excluding Corporate Centre. (2) Global businesses' ROTEs are adjusted based on Group's deployed capital. 61
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