Digital Banking and Financial Performance Review slide image

Digital Banking and Financial Performance Review

PBT Trend The Group's Gross Earnings increased by 20.4% to #539.2bn in FY-2022 from #447.8bn in FY-2021 driven by the growth recorded on the Funded and Non-Funded Income lines. Interest earnings grew by 21.9% from the twin impact of growth in Earnings Asset volume and yield (8.53% in FY-2022 from 8.05% in FY-2021). Growth in volumes by #444.0bn (#2.879tn vs #2.435tn) underpinned by improved funding. The 21.9% growth in Interest Income (#325.4bn vs #266.9bn) was further complemented by the 18.2% growth posted on Non-Funded Income (#213.8bn vs #180.9bn). Non-Funded Income (NFI) comprising Fees and Commission Income (42.4% growth), Other Income (38.8% growth), and Trading Income (18.8% growth). ■ Net Interest Income is up y-o-y by 17.5% (#259.3bn vs #220.6bn) as the 21.9% increase recorded on the interest income line easily offset the 42.8% increase in Interest Expense (#66.1bn vs #46.3bn). The growth in Interest Expense was driven by the 71.0% increase in interest paid on time deposits (#27.6bn vs #16.1bn), as customers demanded more interest on their deposits. The growth in interest Expense also led to an increase in the cost of funds from 0.88% in FY-2021 to 1.24% in FY-2022. Rising Inflation and an increase in MPR by the Central Bank contributed significantly to the pick-up in the cost profile. Loan Impairment charge increased by 41% to 11.985bn in FY-2022 from #8.531bn in FY-2021 due to an increase in the probability of default generated by the predictive ECL impairment model from the macroeconomic data inputs, necessitating a need for an increase in the allowance for impairment in spite of the level of risks reserves already in place and loan quality. The impairment recorded by the Group as a result of investment in Ghanaian Sovereign Securities has been discussed earlier in the presentation. . The combination of high Inflation and a devaluing currency led to an increase in operating cost, with significant increases in the amount expended on diesel, fuel, electricity tariffs, ground rate, coms exp., repairs and maintenance, aside from Increased regulatory cost in the form of Amcon Levy and NDIC (increase Amcon and NDIC levies calculated on the basis of growth in prior year's Total Assets plus Contingents and Deposit Liabilities). The growth in Opex by 21.6% outweighed the 16.5% increase in Operating Income leading to a pick up in Cost-to-Income ratio to 48.0% in FY-2022 from 42.3% in FY-2021. Overall, the Group benefited from the effective utilisation of its strategic, core and foundational capabilities; changing and adapting quickly to make the best use of opportunities and deal with challenges. However, its performance was significantly hindered by the #35.6bn Impairment on the Ghanaian Sovereign Securities leading to a 3% drop in FY-2022 PBT to #214.2bn from #221.5bn in FY-2021. As the Financial Holding Company continues to gain traction, we expect the revenue streams to become stronger and further diversified to withstand further stresses. We also expect income from Non-Banking Subsidiaries (i.e., Payments, PFA, and Asset Management) to strengthen and account for 2-3% of the Group's performance by FY-2024. PBT (#'Bn) 215.59 231.71 238.1 221.5 214.2 Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 Return on Average Assets & Equity 30.90% 31.16% 26.83% 20.60% 18.65% 5.56% 5.59% 4.63% 3.37% 2.85% Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 ROAA ROAE * Pre-tax profit expressed due to impact of Finance Act and expiration of CIT Exemption Order 2011 on tax 19
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