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Investor Presentaiton

Q4 2012 Financial Results Highlights Highlights Net profit of AED 625 million, broadly stable vs. Q3 2012 and +312% vs. Q4 2011 ⚫ Net interest income improved 2% q-o-q and declined 8% y-o-y to AED 1,766 million due to net interest margin variability • Non-interest income declined by 6% q-o-q and improved by 32% y-o-y; core fee income stable q-o-q . Costs improved by 6% y-o-y to AED 958 million due to cost optimisation initiatives, but increased 10% q-o-q mainly due to Dubai Bank integration costs Continued balance sheet de-risking and conservatism on provisioning resulted in net impairment allowances of AED 940 million Net loans increased 3% q-o-q and 7% since end-2011 Deposits stable q-o-q and increased 11% since end-2011 Headline LTD ratio at 102% vs. 105% at end-2011 Key Performance Indicators Emirates NBD AED million Q4 2012 Q4 2011 % Q3 2012 % Net interest income 1,766 1,929 -8% 1,730 +2% Non-interest income 740 562 +32% 790 -6% Total income 2,506 2,491 +1% 2,520 -1% Operating expenses (958) (1,025) -6% (874) +10% Amortisation of (20) (23) -15% (20) intangibles Pre-impairment 1,528 1,443 +6% 1,626 -6% operating profit Impairment allowances (940) (1,057) -11% (1,008) -7% Operating profit 588 386 +52% 618 -5% Share of profits and impairment of 37 (227) -116% 27 +35% associates Taxation charge 0 (7) -108% (5) -111% Net profit 625 152 +312% 640 -2% Cost: income ratio 38.2% 41.1% -2.9% 34.7% +3.5% Net interest margin 2.47% 2.85% -0.38% 2.35% +0.12% AED billion Loans 218.2 31-Dec-12 31-Dec-11 203.1 % 30-Sep-12 % +7% Deposits 213.9 193.3 +11% 212.5 214.2 +3% -0% 17
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