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Investor Presentaiton

4Q21 - DM - French Retail Banking (excluding PEL/CEL effects) 4Q21 4Q20 4Q21 / 3Q21 4Q21 / 2021 2020 2021 / €m 4Q20 3Q21 2020 Revenues 1,602 1,516 +5.7% 1,570 +2.0% 6,240 5,944 +5.0% Incl. Net Interest Income 879 855 +2.7% 856 +2.6% 3,371 3,303 +2.1% Incl. Commissions 724 661 +9.5% 714 +1.3% 2,869 2,641 +8.6% Operating Expenses and Dep. -1,178 -1,126 +4.6% -1,129 +4.3% -4,551 -4,490 +1.4% Gross Operating Income 424 390 +8.7% 441 -3.9% 1,689 1,454 +16.2% Cost of Risk -99 -169 -41.1% -115 -13.8% -441 -496 -11.1% Operating Income 325 221 +46.8% 326 -0.4% 1,248 958 +30.3% Non Operating Items -15 40 n.s. 54 n.s. 37 38 -0.8% Pre-Tax Income 310 261 +18.8% 380 -18.3% 1,285 995 +29.1% Income Attributable to Wealth and Asset Management Pre-Tax Income -37 -36 +4.0% -36 +3.4% -136 -133 +2.0% Cost/Income 272 73.5% 225 +21.2% 343 -20.6% 1,149 862 +33.3% 74.3% -0.8 pt 71.9% +1.6 pt 72.9% 75.5% -2.6 pt Allocated Equity (€bn) 10.6 11.0 -3.1% Including 100% of Private Banking in France for the Revenues to Pre-Tax Income line items (excluding PEL/CEL effects)1 Revenues: +5.7% vs. 4Q20 • . Net interest income: +2.7%, increase driven by loan activity mitigated by the impact of the low-interest-rate environment Fees: +9.5%, strong increase in all fees to a level higher than in 2019, and in particular financial fees and payment and cash management fees Operating expenses: +4.6% vs. 4Q20, increase driven by the economic recovery and targeted initiatives, ongoing cost-optimisation measures - positive jaws effect (+1.1 pt) Pre-tax income: +21.2% vs. 4Q20 1. PEL/CEL effect: + €29m in 2021 (+€3m in 2020) and +€6m in 4Q21 (€0m in 4Q20) BNP PARIBAS The bank for a changing world 2021 Full Year Results | 65
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