First Quarter Group Results slide image

First Quarter Group Results

Nigerian Economy and Key Developments in the Banking Sector Real GDP Growth: ■ Nigeria's real GDP grew by 2.31% y/y in Q1 2023. GDP Growth Rate ■ The oil sector contracted by 4.31% y/y and contributed 6.21% to total real GDP in Q1 2023 while the non-oil sector expanded by 2.77% and contributed the balance of 93.79%. The expansion in non-oil sector was driven mainly by Information and Communication (Telecommunication); 4.03% Financial and Insurance (Financial Institutions); Trade; Manufacturing (Food, Beverage & Tobacco); and Construction. Headline Inflation: Headline inflation increased to 22.04% y/y in Mar'23 from 21.91% y/y recorded in Feb'23. 3.98% 3.54% 3.11% 2.25% 3.52% 2.31% Q3 '21 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q1'23 Food inflation rose by 10 bps to 24.45% y/y while core inflation decreased by 126 bps to 19.63% y/y over the same period. Inflation Rate Oil Production & Price: OPEC average monthly basket price fell by 1.5% QoQ to $78.5/bbl in Q1 2023. This rose to $85.1/bbl in April 2023; while the average daily basket price currently stands at $75.2/bbl as at 22nd May 2023. ■ Nigeria recorded an average daily oil production of 1.51 mbpd in Q1 2023, a marginal increase from 1.34 mbpd recorded in Q4 2022. Foreign Reserves: Nigerian foreign reserves declined by 4.3% QoQ from $37.1bn recorded at the end of Q4 2022 to $35.5bn recorded at the end of Q1 2023. Exchange Rate: In Q1 2023, the local currency (NGN) depreciated by 0.04% against the USD. NAFEX (I&E) window exchange rate (NGN/USD) as at Q1 2023 - 461.30 (Q4 2022 NAFEX - 461.1). Cash Reserve Ratio (CRR) & Monetary Policy Rate (MPR): The Monetary Policy Committee (MPC) of the Central Bank of Nigeria (CBN) voted to increase the MPR from 17.5% to 18% while keeping all other parameters constant during the MPC meeting held in March 2023. Cash Reserve Ratio (CRR) - 32.5%; Monetary Policy Rate (MPR) - 18.0%; and Liquidity Ratio - 30%. 20.77% 21.09% 21.47% 21.34% 21.82% 21.91% 22.04% Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Foreign Reserves / Oil Price 95.3 93.2 89.7 79.7 81.6 81.9 78.5 38.3 37.4 35.5 37.1 37.1 36.9 36.7 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Av Monthly Basket Price of Crude (US$/bbl) Source: National Bureau of Statistics, Central Bank of Nigeria, OPEC © 2023 ZENITH BANK PLC | First Quarter Group Results Presentation to Investors & Analysts | Page 5
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