Third Quarter 2022 Results slide image

Third Quarter 2022 Results

CPBS Specialised Businesses - 9M22 - Arval & Leasing Solutions €m Arval & Leasing Solutions Revenues Operating Expenses and Dep. 3Q22 3Q21 3Q22/ 2Q22 3Q22/ 9M22 9M21 9M22 / 3Q21 2Q22 9M21 874 658 +32.9% 895 -2.2% 2,580 1,966 +31.2% -341 -314 +8.6% -341 -0.1% -1,048 -971 +8.0% Gross Operating Income 534 344 +54.9% 553 -3.6% 1,532 996 +53.8% Cost of Risk -38 -54 -30.5% -49 -23.2% -116 -120 -2.8% Operating Income 496 291 +70.8% 505 -1.7% 1,416 876 +61.6% Share of Earnings of Equity-Method Entities 1 3 -57.6% 1 +37.9% 6 5 +27.7% Other Non Operating Items 5 0 n.s. 40 -88.1% 45 0 n.s. Pre-Tax Income Cost/Income Allocated Equity (Ebn, year to date) 502 293 +71.2% 545 -8.0% 1,467 881 +66.5% 39.0% 47.7% -8.7 pt 38.1% +0.9 pt 40.6% 49.4% -8.8 pt 3.4 3.2 +5.5% Revenues: +31.2% vs. 9M21 • Very good performance at Arval driven by very high used car prices and by organic growth in the financed fleet • Good increase at Leasing Solutions, driven by higher outstandings Operating expenses: +8.0% vs. 9M21 • Growth at marginal cost with the improvement in productivity • Very largely positive jaws effect (+23.2 pts) Pre-tax income: +66.5% vs. 9M21 (reminder: 9M22 impact of the effects induced by the hyperinflation situation in Turkey (application of IAS 29) in the amount of €44m on “Other non-operating items") BNP PARIBAS The bank for a changing world Third quarter 2022 results | 67
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