KASIKORNBANK Economic and Subsidiaries Performance Overview slide image

KASIKORNBANK Economic and Subsidiaries Performance Overview

K KASIKORNTHAI Other Operating Expenses June 2023 (Consolidated) Other Operating Expenses Structure ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK (Bt bn) 72.73 74.75 70.00 71.04 70 I 29% 30% Other expenses 60 29% 28% Taxes and duties I 50 7% 7% 8% 8% 40.64 Premises and equipment expenses 40 18% 17% 16% 15% ■Directors' remuneration 0.2% 0.2% 0.2% 28% 0.2% 30 8% ■Employee's expenses 14% 20 0.3% 46% 46% 49% 46% 10 49% 0 2019 2020 2021 2022 1H23 1H23 other operating expenses increased 14.61% YoY, mainly due to an increase in employee expenses from cost of living subsidy measures, which were one-time expenses and customer service expenses increased according to business volume. Other Operating Expenses (Bt bn) 2019 72.73 2020 70.00 2021 71.04 2022 74.75 1H22 35.46 1H23 40.64 1Q23 19.79 2Q23 20.85 Other Operating Expenses Growth (% YoY) 6.41% (3.76%) 1.50% 5.22% 5.53% 14.61% 13.82% 15.37% บริการทุกระดับประทับใจ K KASIKORNTHAI Loan Structure and Loan Growth June 2023 (Consolidated, TFRS 8: Operating Segments*) Loan Portfolio Structure (Bt bn) Consolidated 2,800 2,421 2,495 2,449 2,245 2,400 2,002 2,000 34% 36% 35% 36% 1,600 35% 1,200 33% 31% 31% 34% 33% 800 Corporate ■SME ■Retail Others SME Loans Corporate Loans Retail Loans 400 28% 28% 29% 28% 28% Other Loans Total Loans 1) 0 4% 3% 4% 5% 6% 2019 2020 2021 2022 1H23 Loan Growth (% YoY) ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Loan Portfolio Amount (Bt bn) Dec 22 Jun 23 1H23 1H23 Y2023 Loan Growth Yield Range Loan Growth Target (%) (%) 880 866 (1.6%) 2-4% 780 751 (3.7%) 5-7% 703 684 (2.6%) 5-7% 132 148 12.1% 2,495 2,449 (1.8%) 5.7% (%) 4-6% 1-2% 2-4% 5-7% Note: From time to time, the Bank has adjusted loan definitions based on loan portfolio management; thus, the latest loan base is not comparable with previous reports. 1) Other loans were included loans through the World Business Group. In 1H23 WBG loans were Bt95bn, increased 16.4% YTD, and 67.6% YoY Loan by Retail Products (All Segments)** 77 (%) (Amount in Bt bn) 15 10 50505 12.13 7.88 4.59 3.03 2019 2020 2021 2022 -1.61 1H23 Housing Loans Credit Cards Consumer Loans KLeasing Loans (Bt bn) Loan Growth (% YoY) Loan Growth (% YTD) Dec 22 Jun 23 Y2022 1H23 % Portion Loan Loan Growth Growth to Total Loan (%) (%) 443 437 (8.3) (1.2) 17.9 109 100 7.4 (8.6) 4.1 73 65 11.2 (11.8) 2.6 137 145 13.4 5.4 5.9 2021 2,422 2022 1H22 1H23 1Q23 2Q23 2,495 2,489 2,449 2,465 2,449 4.45% (1.61%) 0.28% (1.61%) 7.88% 2.79% (1.84%) 2019 2020 2,002 2,245 4.59% 12.13% 7.88% 3.03% 4.59% 12.13% 3.03% (1.84%) (1.20%) Note: * Since 1Q13, as per the Bank of Thailand's requirement, the Bank has complied with TFRS 8 (Operating Segments) to present operating results for each key segment in financial reports. ** From December 2021 onwards, KBank's housing loans include housing loans and all retail secured loans. Loan Definition - Corporate Loans: Loans Loans of KBank and KBank's Subsidiaries in Corporate Segments (Annual sales turnover > Bt400mn); SME Loans: Loans in SME Segments (Annual sales turnover ≤ Bt400mn); Retail Loans: Loans in Retail Segments; Other Loans: Composed of loans through the World Business Group, the insurance business (MTL), and other loan types not directly attributable to the main business groups. Since Y2020 onwards, loans in Enterprise Risk Management Division (NPL + Performing Restructured Loans) were reclassified to their customer segments. - Housing Loans: KBank's housing loans and all retail secured loans; Credit Cards: KBank's credit card loans to all eight customer segments; Consumer Loans: KBank's retail unsecured loans; KLeasing: KLeasing's loans to all eight customer segments บริการทุกระดับประทับใจ 78
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