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Investor Presentaiton

Aggregate cost of risk across the sector has decreased with all the banks except SNB reporting higher cost of risk Improved Stable Worsened - Cost of Risk (bps) – Net of Reversals -30.8 -15.0 -69.9 -141.8 -75.3 مصرف الراجحي SNB Al Rajhi Bank riyad bank البنك السعودي الشرعية بنك الرياض ساب SABB Note: Scaling and some numbers might not add up due to rounding Source: Financial statements, investor presentations, A&M analysis 2020 2021 2020 Av 2021 Av -184.2 -23.6 -30.4 -31.9 Dangus Fransl anb مصرف الإنماء العربي بنك البلاد alinma bank Bank Albilad 11 بنك الجزيرة BANK ALJAZIRA -30.8 البنك السعودي للاستثمار The Saudi Investment Bank 105.95 66.47 KEY TAKEAWAYS Cost of risk decreased for all the banks except for SNB in 2021 • BSFR reported a significant fall in cost of risk (141.8 bps YoY) to 0.71% in 2021 driven by: ■ Moderation in impairment charge from SAR 2,670mn in 2020 to SAR 904mn in 2021 due to improved macro-economic scenario Cost of risk for SNB increased by 30.8 bps to 0.9% as the provisions increased by 104% YoY ■ However, on a normalized basis the SNB's cost of risk is 0.61% ALVAREZ & MARSAL
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