Credit Quality Overview slide image

Credit Quality Overview

Q3-14 YTD Financial Results Highlights Emirates NBD Highlights Net profit of AED 3,913 Mn for Q3-14 YTD improved 51% y-o-y Net interest income rose 19% y-o-y helped by an improved asset mix due to retail and Islamic growth, a lower cost of funds helped by both CASA growth and a reduction in more costly time deposits and a contribution of 4% from Egypt • Non-interest income improved 39% y-o-y boosted by increases in trade finance and foreign exchange income, brokerage & asset management fees and gains from the sale of investments and property. There was a contribution of 2% from Egypt Cost to income ratio improved 4.6% y-o-y to 29.5%. Excluding one-offs, cost to income ratio was 31.6%. Costs increased 8% y- o-y due to staff and occupancy costs linked with rising business volumes and partially offset by a control of professional fees and marketing costs. Egypt contributed 4.7% of the increase NPL ratio improved by 1.3% during 2014 to 12.6% as net impaired loans decreased by AED 1.7 Bn due to a sharp rise in repayments and recoveries • Provisions of AED 3,831 Mn boosted the coverage ratio by 12.8% in 2014 to 70.3% AD ratio of 99.2% within 90-100% management range (97.3% excluding IPO leverage settled subsequent to Q3-14) NIMs improved 25 bps y-o-y to 2.83% due to improving asset and deposit mix and contribution from Egypt Key Performance Indicators AED Mn Q3-14 YTD Q3-13 YTD Better/ (Worse) Net interest income 7,024 5,915 19% Non-interest income Total income 3,863 2,780 39% 10,887 8,695 25% Operating expenses (3,212) (2,967) (8%) Pre-impairment operating 7,675 5,728 34% profit Impairment allowances (3,831) (3,400) (13%) Operating profit 3,844 2,328 65% Share of profits from associates 159 101 57% Gain on disposal of stake in associates/subsidiaries Taxation charge 191 (100%) (90) (36) (152%) Net profit 3,913 2,584 51% Cost: income ratio (%) 29.5% 34.1% 4.6% Net interest margin (%) 2.83% 2.58% 0.25% AED Bn 30-Sep-14 31-Dec-13 % Total assets 353.9 342.1 3% Loans 247.7 238.3 4% Deposits 249.7 239.6 4% 15
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