Q2 F2023 - Bank of the West Contribution & Financial Results slide image

Q2 F2023 - Bank of the West Contribution & Financial Results

Gross Impaired Loans and Formations Formations Gross Impaired Loans By Industry ($MM, as at Q2 23) CA & CA & U.S. Total U.S. Total Other Other¹ Consumer 228 90 318 489 341 830 Service Industries 42 26 68 231 183 414 Gross Impaired Loans (GIL) ratio³ 41 bps, up 5 bp Q/Q and flat Y/Y GIL includes BOTW impaired balances of $436MM Formations ($MM) 843 Retail Trade 10 143 153 136 235 371 521 499 Manufacturing 25 59 84 97 149 246 333 341 525 299 275 Agriculture 9 6 15 56 168 224 173 164 160 177 200 246 318 Commercial Real Estate 34 37 71 90 84 174 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Construction (non-real estate) 7 59 Wholesale Trade 1 26 62 66 61 80 141 ■Consumer Business & Government 27 28 62 Transportation 4 28 32 17 74 Rང Gross Impaired Loans ($MM) 2,658 2,123 Oil & Gas 1,954 1,991 2,027 0 0 0 6 24 30 1,828 Other Business and Government² 1,523 5 4 9 35 12 47 1,367 1,384 1,382 600 587 607 645 830 Total Business and Government 137 388 525 757 1,071 1,828 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Total Bank 365 478 843 1,246 1,412 2,658 ■Consumer 1 Total Business and Government includes approx. $12.7MM GIL from Other Countries 2 Other Business and Government includes industry segments that are each <1% of total GIL 3 Gross impaired loans over total gross loan and acceptances, expressed in basis points BMOM ■Business & Government GIL Ratio³ (bps) 41 41 36 35 36 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 • Risk Review May 24, 2023 27
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