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Investor Presentaiton

Inflation & Exchange Rate Inflation ✓ Depreciation of the Naira along with supply shocks attributed to COVID-19 led to a gradual rise in inflation. ✓ Inflation ticked at 12.40% yoy in May 2020 relative to 12.34% in April 2020 ✓ We, however, expect inflation to begin a downward trend in Q4 2020 given strengthened emphasis on improving productivity in the agriculture and manufacturing sectors Inflation & MPR (% yoy) Exchange Rate ✓ Given the drop in crude oil prices, and its impact on the foreign exchange earnings, NGN/USD rate experienced a 18% depreciation at the official exchange rate window Exchange rate adjusted from N305/$ to N360/$ in March 2020 Band between the official exchange rate and the NAFEX window continues to narrow. N/$ rate at NAFEX window depreciated from N360/$ to N385/$ ✓ CBN will continue to work towards a gradual unification of rates across all FX windows NGN/USD Exchange rate 9.4 18.7 16.5 13.0 12.0 14.0 16.3 15.1 11.2 13.5 450 400 12.5 350 11.0 12.4 300 250 200 Sep-15 Apr-16 Nov-16 Jun-17 Jan-18 Inflation Aug-18 MPR Mar-19 Oct-19 May-20 May-18 Sep-18 Jan-19 May-19 Sep-19 Jan-20 May-20 NAFEX Official Federal Ministry of Finance, Budget and National Planning Source: Central Bank of Nigeria 10
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