Investor Presentaiton slide image

Investor Presentaiton

4Q21 - IFS - Europe-Mediterranean 4Q21 4Q20 4Q21 / 3Q21 4Q21 / 2021 2020 2021 / €m Revenues Operating Expenses and Dep. Gross Operating Income 4Q20 3Q21 2020 449 527 -14.7% 511 -12.1% 1,941 2,362 -17.8% -395 -402 -1.8% -383 +3.2% -1,604 -1,711 -6.3% 54 125 -56.4% 128 -57.6% 337 651 -48.3% Cost of Risk -32 -95 -66.2% -15 n.s. -144 -437 -66.9% Operating Income 22 30 -25.1% 113 -80.3% 192 214 -10.2% Non Operating Items 43 51 -14.8% 70 -38.5% 181 187 -2.7% Pre-Tax Income 65 80 -18.6% 183 -64.2% 374 401 -6.7% Income Attributable to Wealth and Asset Management -2 -2 -4.7% -1 +75.5% -8 -8 -6.4% Pre-Tax Income 63 78 -19.0% 182 -65.1% 366 392 -6.7% Cost/Income 87.9% 76.4% +11.5 pt 74.9% +13.0 pt 82.6% 72.4% +10.2 pt Allocated Equity (Єbn) 5.0 5.1 -1.9% Including 100% of Private Banking in Turkey and Poland for the Revenues to Pre-Tax Income line items Forex impact (on average over the period) driven by the euro's appreciation vs. the Turkish lira and the zloty • TRY/EUR1: -27.0% vs. 4Q20, -21.7% vs. 3Q21, -23.4% vs. 2020 PLN/EUR1: -2.5% vs. 4Q20, -1.1% vs. 3Q21, -2.6% vs. 2020 At constant scope and exchange rates vs. 4Q20 • Revenues²: -3.1%, strong increase when excluding the impact of a non-recurring item in Poland³; good underlying momentum driven by higher net interest income and the increase in fees • Operating expenses²: +10.1%, increase driven by high wage drift and targeted initiatives • Pre-tax income4: +22.9%, strong drop in cost of risk BNP PARIBAS 1. Average exchange rates 2. Including 100% of Private Banking in Turkey and Poland; 3. Limited impact for the Group, see Corporate Centre in 4Q21; 4. Including 2/3 of Private Banking in Turkey and Poland The bank for a changing world 2021 Full Year Results | 77
View entire presentation