TPG Results Presentation Deck slide image

TPG Results Presentation Deck

GAAP Statements of Operations Net income was $163 million for 1Q'22, compared to $412 million in 1Q'21 on a pro forma basis Net income attributable to TPG Inc. was $41 million for 1Q'22, compared to $47 million in 1Q'21 on a pro forma basis ■ ■ ($ in thousands) Revenues Fees and other Capital allocation-based income Total revenues Expenses Compensation and benefits Cash-based compensation and benefits Equity-based compensation Performance allocation compensation Total compensation and benefits General, administrative and other Depreciation and amortization Interest expense Expenses of consolidated TPG Funds and Public SPACs: Interest expense Other Total expenses Investment income Income from investments: Net gains (losses) from investment activities Interest, dividends and other Investment income of consolidated TPG Funds and Public SPACs: Net gains (losses) from investment activities Unrealized gains (losses) on derivative liabilities Interest, dividends and other Total investment income Income before income taxes Income tax expense Net income Less: Net (loss) income attributable to redeemable equity in Public SPACs prior to IPO Net (loss) income attributable to non-controlling interests in consolidated TPG Funds prior to IPO Net (loss) income attributable to other non-controlling interests prior to IPO Net income attributable to TPG Group Holdings prior to IPO Net income attributable to redeemable equity in Public SPACS Net loss attributable to non-controlling interests in TPG Operating Group Net income attributable to other non-controlling interests Net income attributable to TPG Inc. subsequent to IPO $ $ Actual 1Q'21 210,155 $ 994,578 1,204,733 127,981 127,981 53,130 1,364 3,921 192 8,058 194,646 72,404 979 (7,616) 87,600 988 154,355 1,164,442 3,128 1,161,314 63,558 (5,736) 589,311 514,181 $ Pro Forma 1Q'21 215,885 995,238 1,211,123 96,212 125,641 601,595 823,448 53,130 1,364 4,919 8,187 891,048 20,070 979 87,600 11 108,660 428,735 17,168 411,567 63,558 301,005 47,004 $ $ Actual 1Q'22 273,005 837,705 1,110,710 116,359 185,911 523,138 825,408 102,264 8,699 4,638 1,523 942,532 6,643 204 2,657 126 9,630 177,808 15,004 162,804 (517) 966 5,256 1,823 (4,912) 118,904 41,284 $ Actual FY¹21 977,904 3,998,483 4,976,387 579,698 579,698 278,590 21,223 16,291 740 20,024 916,566 353,219 6,460 23,392 211,822 10,321 605,214 4,665,035 9,038 4,655,997 155,131 19,287 2,455,825 2,025,754 $ Pro Forma FY¹21 998,711 3,989,830 4,988,541 439,420 500,607 2,538,505 3,478,532 278,590 21,223 20,282 18,395 3,817,022 260,359 6,460 211,822 6,292 484,933 1,656,452 77,979 1,578,473 155,131 1,191,994 231,348 Note: Pro forma financial measures are on an adjusted basis, assuming the Reorganization and IPO occurred on January 1, 2020; see the Supplemental Details section of this presentation for a full reconciliation and description of adjustments. See the Additional Information and Definitions pages in the Reconciliation and Disclosures section of this presentation for definitions of terms used throughout. TPG | 6
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