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Investor Presentaiton

Wholesale funding and capital: uses of (excess) capital - Organic capital generation supports business growth and capital return • Priorities for the use of (excess) capital CET1 requirement (SREP) 1. Funding organic business growth 2. Rewarding shareholders with adequate regular dividend targeting progressive dividend policy within 40-50%* payout corridor - • Payout ratio* for FY2021 (DPS = EUR 1.6): 38.7% 11.16% Pillar 2 CET 1 guidance Pillar 2 CET 1 requirement 1.00% 0.98% Combined buffer requirement 4.68% Pillar 1 CET requirement 4.50% Dec 21 3. Investing in inorganic business growth by way of bolt-on acquisitions in existing markets, such as Commerzbank transaction in Hungary 4. Additional capital return by way of share buybacks Excess capital component in CET1 ratio Excess capital 14.50% 1.00% *) Payout ratio = (DPS * number of shares issued at the end of the period)/ (net result for the period attributable to owners of the parent after deduction of AT1 capital dividend ) ERSTEŚ Group Mid-term capital target 13.50% Dec 21 Page 34
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