Financial Analysis and Currency Deposits slide image

Financial Analysis and Currency Deposits

Pro forma for HFS and VEP, CET1 at 14.2% 14 and Total Capital ratio at 19.3%¹4 • • min OCR (SREP) requirement for 2022³ 19.3% 2.9% 14.6% 14.6% 0.6% (0.3%) (0.1%) (0.2%) 0.6% 14.2% (1.0%) 2.2% 15.0% 10.1% - -10.1% CET1 1 31 Mar 2022 Operating profit Provisions and impairments 2 6 RWAs Other movements CET1 30 Jun 2022 1,4 Held for Sale VEP CET1 30 Jun AT1 T2 2022 pro Total Capital ratio form a for HFS and VEP 1,4 30 Jun 2022 pro forma for HFS and VEP 1,4 CET1 ratio¹ positively impacted by: • c.60 bps organic capital generation from operating profitability CET1 ratio negatively impacted by: • c.30 bps from provisions and impairments • c.20 bps from other reserve movements (AT1 coupon payment and movements on FVOCI) . • . • Held for Sale expected to add c.60 bps on completion in 2H2022 VEP expected to reduce CET1 ratio by c.95 bps in 3Q2022 CET1 ratio fully loaded at 13.9% as at 30 June 2022 and 13.4% pro forma for HFS and VEP IFRS 17 Day 1 (January 2023) benefit on Group tangible equity estimated at c.€50 mn, enhancing Group CET1 by additional c.50 bps5 The Group continues to monitor opportunities for the optimisation of its capital position including Additional Tier1 capital 1) Allowing for IFRS 9 and temporary treatment for certain FVOCI instruments transitional arrangements 3) OCR (SREP) - Overall Capital Requirement (refer to slide 61) 5) 2) Loan credit losses and other impairments (include the net change of the prudential charges relating to specific credits and other items) 4) Includes reviewed profits for the six months ended 30 June 2022 6) Upon the upstreaming of dividend by the subsidiary Held for sale refer to Project Helix 3 and Project Sinope 27
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