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Investor Presentaiton

Ireland really competitive now, so we need to avoid repeat of mid-2000s Nominal Labour Cost Ratio - IE vs Euro Area Wage growth a natural consequence of improving labour conditions (1999-2021) 110 105 100 95 90 00 T Most competitive since early 2000s Nominal wage growth per head 10.0% Wage Growth = -0.62* (UR) + 0.086 R² = 0.73 8.0% 6.0% 4.0% 2.0% 0.0% 2.0% 5.0% 8.0% 11.0% 14.0% 17.0% -2.0% -4.0% 85 -6.0% 2000 2002 2004 2006 2008 2010 2012 2014 2016 Source: Eurostat, NTMA analysis *Ratio = IE Nom. Labour Costs/EA Nom. Labour Costs Gníomhaireacht Bainistíochta an Chisteáin Náisiúnta National Treasury Management Agency Unemployment Rate Source: CSO, NTMA analysis *red dots are SPU2017 forecasts (2017- 2021); Non-Agriculture employment/wage data 61
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