Canadian Real Estate Secured Lending Portfolio Highlights slide image

Canadian Real Estate Secured Lending Portfolio Highlights

Q2 2022: PTPP 17,114 & Operating Leverage 17,115 Modified for partners' share of SCP PCL, FX and Insurance Fair Value Change TD TOTAL BANK 1 Reported Results ($MM) 2 PTPP 3 PTPP (QoQ %) 4 PTPP (YOY %) 5 Revenue (YoY %) 6 Expenses (YoY %) Q2 2022 Revenue Expenses 11,263 6,033 Q1 2022 Revenue Expenses 11,281 5,967 Q2 2021 Revenue Expenses 10,228 5,729 SFI Reference Page 2, L3 & L6 5,230 5,314 4,499 (1.6%) 6.4% (10.5%) 16.2% 5.7% (16.8%) 10.1% 4.3% (2.8%) 5.3% 3.2% 11.9% 7 Operating Leverage 4.8% 1.2% (14.7%) 8 Adjusted Results ($MM) 17 11,039 5,999 11,281 5,897 10,228 5,691 Page 2, L16 & L17 9 Minus: U.S. Retail value in C$116 2,719 1,632 2,786 1,597 2,613 1,594 Page 9, L35 & L7 10 Plus: U.S. Retail value in US$116 2,146 1,289 2,201 1,261 2,076 1,267 Page 10, L35 & L7 11 Minus: Insurance fair value change11 117 (117) (43) (57) Page 6, L14 12 Plus: Corporate PCL1 118 (6) 23 (64) Page 12, L6 13 Subtotal (Line 13)119 10,583 5,650 10,739 5,584 9,748 5,300 156 14 Line 13 PTPP Line 13 PTPP (QoQ %) 4,933 5,155 4,448 (4.3%) 6.0% (7.8%) Line 13 PTPP (YoY %) 10.9% 6.9% (3.3%) 17 Line 13 Revenue (YoY %) 8.6% 5.2% 0.0% 18 Line 13 Expenses (YoY %) 120 6.6% 3.7% 3.1% 19 Line 13 Operating Leverage 2.0% 1.5% (3.0%) 63 63
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