Credit Quality and Financial Performance slide image

Credit Quality and Financial Performance

Net Interest Income Highlights NIM of 2.52% in 2010; declined by 29 bps from 2.81% in 2009: о ○ Negative mix impact of deployment of increased liquidity in lower yielding interbank and cash-equivalent assets Increase in deposit funding costs given strong competition for deposits in the UAE O Partly offset by continued selective re-pricing of loans ■ Margin decline evident during 2010 arrested in Q1 2011 with NIM stable at 2.41% vs. Q4 2010: 2.21 Net Interest Margin Trends (%) 3.01 Qtrly NIM 2.85 2.76 2.65 2.60 2.59 2.54 2.51 2.41 2.41 O Increase in deposit spreads due to active downward re-pricing of deposits о Offset by continued negative mix impact of increased liquidity Growth in assets driving 2% growth in net interest income from Q4 2010 to USD 44 million in Q1 2011 Net Interest Margin Drivers: 2010 (%) 2.05 2.01 Q108 Q2 08 Q3 08 Q4 08 Q1 09 Q2 09 Q3 09 Q4 09 Q1 10 Q2 10 Q3 10 Q4 10 Q1 11 Net Interest Margin Drivers: Q1 2011 (%) 0.09% (0.12%) 2.81% 0.07% (0.23%) 0.02% (0.10%) 0.01% 0.04% 2.41% 2.41% 2.52% 2009 Asset Spreads Deposit Treasury Spreads Spreads Other 2010 Q4 2010 Asset Spreads Deposit Treasury Spreads Spreads Other Q1 2011 Emirates NBD 14
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