Peruvian Economy and Scotiabank Global Banking and Markets slide image

Peruvian Economy and Scotiabank Global Banking and Markets

Canadian Banking Financial Performance Strong deposit growth and higher NIM FINANCIAL PERFORMANCE AND METRICS ($MM)¹ Q1/19 Y/Y Q/Q . Reported Revenue $3,415 +3% (1%) Expenses $1,730 +8% (1%) PCLs $233 +11% +18% Net Income $1,073 Productivity Ratio 50.6% (3%) +200bps (10bps) (4%) Net Interest Margin 2.44% +3bps (1bp) PCL Ratio² 0.27% +2bps +4bps PCL Ratio on Impaired Loans² Adjusted³ 0.27% +5bps Expenses $1,709 +7% Net Income $1,089 Productivity Ratio 50.0% (2%) +160bps (5%) +50bps ADJUSTED NET INCOME 13 ($MM) AND NIM (%) 2.41% 2.43% 2.46% 2.45% 2.44% 1,107 1,022 1,141 1,146 1,089 Q1/18 Q2/18 1 Attributable to equity holders of the Bank Q3/18 Q4/18 Q1/19 YEAR-OVER-YEAR HIGHLIGHTS Adjusted Net Income down 2%3 o Lower real estate gains and prior year Interac gain reduced net income by 4% Higher PCLs related to one commercial account o Includes the impact of acquisitions ○ Asset and deposit growth, margin expansion Revenue up 3% o Includes impact of acquisitions ○ Net interest income up 5% • Loan growth of 4% o Business loans up 10% o Residential mortgages up 3%; credit cards up 7% Deposit growth of 9% o Personal up 7%; Non-Personal up 12% NIM up 3 bps o Primarily driven by the impact of prior rate increases Expenses up 7%³ o Includes impact of acquisitions ○ Investments in technology and regulatory initiatives PCL ratio2 up 2 bps to 27 bps 2 Provision for credit losses on certain assets-loans, acceptances and off-balance sheet exposures 3 Adjusted for Acquisition-related costs, including integration and amortization costs related to current acquisitions, and amortization of intangibles related to current and past acquisitions Scotiabank® 17
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