Commercial Bank Financial Performance Report Q1 2022 slide image

Commercial Bank Financial Performance Report Q1 2022

Alternatif Bank - Q1 22 Financials Balance Sheet (TRY m) Total Assets Total Loans TL Loans FC Loans (in USD) Investments Total Deposits TL Deposits 8,614 Mar/21 Dec/21 Mar/22 YtD YOY 40,066 50,989 54,612 7% 36% 23,117 28,411 32,680 15% 41% 12,483 13,353 17,647 32% 41% 1,277 1,130 1,027 -9% -20% 5,718 8,715 9,416 8% 65% 18,725 26,070 27,304 5% 46% 8,603 11,468 33% 33% • • FC Deposits 1,214 1,310 1,082 -17% -11% Shareholders Equity 2,526 2,625 2,951 12% 17% • 7% YTD growth in asset (including currency impact) with cautious and selective lending approach Optimizing loan book through increasing share of TRY (TRY loan share Mar 22: 54% Dec 21: 47%) Fully hedged balance sheet structure against depreciation of TRY Focus on decreasing TL funding cost, increasing share of TL deposits and optimizing funding mix (increasing share of low ticket deposit and FX protected TL time deposit for pro-active management of TL spread) Improved asset quality thanks to limited NPL inflow and strong collection performance, consolidated NPL ratio is 2.4% as of 1Q 22 Profitability (TRY m) 1Q21 4Q21 1Q22 QoQ YOY 120 212 346 63% 187% Net Fee&Comm. Income 43 52 41 -22% -5% Trading & Other Income Operating Income -35 185 35 -81% 129 449 422 -6% 228% Operating Expense Provisions -108 -132 -140 6% 30% -71 -231 -108 -53% 52% Income Tax Expense 10 -22 -41 84% Net Profit -41 64 132 107% • 107% QoQ increase at net profit with positive effect of NII (RR cost and decreasing FC spread offset by CPI linkers gain and increasing TL spread) Operating income YoY increase amounts to TL 293m with contribution of both NII (TL 226m) and non-interest income (TL 68m) • Increase in opex is maintained significantly below YoY inflation (Mar 22 inflation: 61.1%) • Gradual improvement in bottom line starting with 4Q 21 continued in 1Q 22. Net profit realised as TL 132m (up by 107% compared to 4Q 22) Net Interest Income 26 26 55
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