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Investor Presentaiton

Consumer Banking & Wealth Management Wholesale Banking Divisional Performance ā˜ Key focus during Q1 2012 was on strategy re-alignment to ensure enhanced future customer service quality and share of wallet, increased cross-sell of Treasury and Investment Banking income and increased Cash Management and Trade Finance penetration Revenue declined 8% q-o-q but improved 9% y-o-y Loans rose by 1% from end-2011 as new underwriting more than offset normal loan repayments Balance Sheet Trends AED billion +1% 172.4 158.2 161.1 162.0 163.6 Revenue Trends AED million +4% 4,835 4,400 4,580 94.2 3,648 1,248 1,008 1,126 1,081 83.2 73.8 75.7 69.8 +8% 3,587 3,274 3,499 2,640 Deposits rose 8% from end-2011 due to balance sheet management initiatives 1,113 845 268 2008 2009 2010 2011 Q1 2012 2008 2009 2010 2011 Q1 2012 Loans Deposits NFI NII CWM maintained its position in challenging market conditions Continued expansion in Private Banking business; now almost 70 RMS Revenue improved 7% q-o-q due to strong 29% growth in fee income Deposits grew 10% from end-2011 Loans declined 2% from end-2011 as strong growth in personal loans was more than offset by declines in other retail portfolios Channel optimization strategy being pursued to enhance efficiency across all distribution channels, resulting in a reduction of 3 branches and 25 ATM/SDMs during Q1 2012 to 109 and 605 respectively Balance Sheet Trends AED billion Revenue Trends AED million +18% -2% 82.6 75.4 +10% 66.1 3,387 3,322 54.4 45.3 3,012 790 3,910 1,000 790 940 26.0 22.2 19.1 18.8 18.4 2,597 2,910 1,121 2,222 2,382 776 345 2008 2009 2010 2011 Q1 2008 2009 2010 2011 Q1 2012 2012 Emirates NBD Loans Deposits NFI NII 28
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