Wholesale Banking - Positioned for Growth slide image

Wholesale Banking - Positioned for Growth

Q4 2023: PTPP1,2,3 & Operating Leverage 1.4 Modified for partners' share of SCP PCL, FX and Insurance Fair Value Change TOTAL BANK 1 2 3 4 569 Reported Results ($MM) PTPP PTPP (QoQ %) PTPP (YOY %) Revenue (YoY %) Expenses (YoY %) 7 Operating Leverage Q4 2023 Revenue Expenses 13,121 7,883 Q3 2023 Revenue Expenses 12,779 7,582 Q4 2022 Revenue Expenses 15,563 6,545 SFI Reference Page 2, L3 & L6 5,238 5,197 9,018 0.8% (3.4%) 86.7% (41.9%) 7.6% 80.6% (15.7%) 17.0% 42.2% 20.4% 24.4% 10.1% -36.1% (7.4%) 32.2% 8 Adjusted Results ($MM)1 13,185 7,243 13,013 6,953 12,247 6,430 Page 2, L16 & L17 9 Minus: U.S. Retail value in C$5 3,558 2,066 3,527 1,920 3,595 1,909 Page 10, L35 & L36 10 Plus: U.S. Retail value in US$5 2,622 1,520 2,642 1,439 2,699 1,432 Page 11, L35 & L36 11 Minus: Insurance fair value change (10) (50) (64) Page 7, L14 12 Plus: Corporate PCL7 142 113 137 Page 14, L6 13 Subtotal (Line 13)8 12,259 6,839 12,178 6,585 11,415 6,090 14 156 Line 13 PTPP Line 13 PTPP (QoQ %) Line 13 PTPP (YoY %) 17 Line 13 Revenue (YoY %) 5,420 5,593 5,325 (3.1%) 6.6% 1.8% 1.8% 6.9% 9.5% 7.4% 11.3% 9.6% 18 18 Line 13 Expenses (YoY %)9 12.3% 15.4% 9.8% 19 Line 13 Operating Leverage (YoY) -4.9% (4.1%) (0.2%) 68 88 TD
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