First Merchants Results Presentation Deck slide image

First Merchants Results Presentation Deck

Asset Quality Asset Quality Trends ($M) 2Q22 3Q22 4Q22 1. Non-Accrual Loans 2. Other Real Estate 3. 90PD Loans 4. Renegotiated Loans 5. NPAS +90PD 6. NPAS + 90PD/Loans and ORE 7. Classified Loans 8. Classified Loans/Loans $ 46.0 $ 43.5 6.5 0.6 0.2 6.5 0.7 0.2 $ 42.3 6.5 1.7 0.2 1Q23 2Q23 $ 46.6 $ 69.2 7.8 7.0 First Merchants Corporation Helping you prosper 7.7 0.4 $53.3 $ 50.9 $ 50.7 $ 61.4 $ 77.3 0.47% 0.44% 0.42% 0.50% 0.63% $192.1 $207.1 $215.2 $250.5 $257.0 1.68% 1.77% 1.79% 2.04% 2.09% 9. Net Charge-offs (QTD) $ 0.3 $ (0.4) $ 3.4 $ 0.2 $ 1.9 10. QTD NCO/Avg. Loans 0.01% -0.01% 0.12% 0.01% 0.06% (Annualized) Highlights NPAS + 90PD were up 13 bps to 0.63% of loans and ORE ▪ New Non-Accruals: ▪ Stable Classified Loans/Loans. Remains below pre- pandemic levels A $15.9 million loan to a syndicated specialty finance company An $8.7 million loan to a material handling company ▪ Q2 Net Charge-offs of $1.9 million ● ● 0.06% of average loans (annualized) Gross charge-offs of $2.3 million with recoveries of $0.4 million 21
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