Pathward Financial Results Presentation Deck slide image

Pathward Financial Results Presentation Deck

TAX SEASON UPDATE 2021 Refund advances ("RAs") and refund-transfers ("RTs") leverage BaaS infrastructure and are core to MetaBank's mission, as they allow consumers quicker access to their money. ● RA originations of $1.79 billion compared to $1.33 billion in the 2020 tax season. 2021 tax season benefited by the addition of H&R Block relationship Approximate average loan size of $1,323 compared to $1,355 in 2020 RT volumes and RT product income for the overall tax season expected to be similar to last year. $ in millions Tax Season at MetaBank ramps up during the first fiscal quarter and peaks during the second fiscal quarter. As a result, performance for the six months ended March 31 is a better reflection on the overall performance for tax season as it alleviates timing differences between quarters. TAX SERVICES ECONOMICS Three Months Ended Six Months Ended March 31, 2020 RELATIONSHIPS WITH FRANCHISES (H&R BLOCK, JACKSON HEWITT) Net interest income (expense) Tax advance product income RT product income Total revenue Total expense 14 $ March 31, 2021 $ (0.29) 44.56 22.68 66.95 8.34 27.68 30.93 $ 1,727 RELATIONSHIPS WITH INDEPENDENTS (META TAX) (1.36) 29.54 28.94 57.12 9.15 19.60 28.37 $ 1,258 $ % Change (8)% 50.9% Provision for credit losses Net income, pre-tax Total refund advance originations Approximate loss rate¹ (6 months) 1 Approximate loss rate calculated by taking provision for loan & lease losses divided by total refund advance originations. (21.6)% 17.2% (8.9)% 41.3% 9.1% 37% $ $ March 31, 2021 (0.34) 46.52 23.33 69.51 8.77 28.13 32.61 $ 1,792 1.57 % $ $ March 31, 2020 QUARTERLY INVESTOR UPDATE | SECOND QUARTER FISCAL YEAR 2021 | NASDAQ: CASH (1.33) 31.81 29.13 59.61 10.45 20.51 28.65 $ 1,335 1.54 % % Change (74.8)% 46.2% (19.9)% 16.6% (16.1)% 37.2% 13.8% 34% 2%
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