Capital Adequacy and Divisional Performance slide image

Capital Adequacy and Divisional Performance

Asset Quality Retail and Corporate Loans & Receivables • • Corporate Credit Quality Portfolio credit quality remains satisfactory, despite challenging economic environment NPL ratio 1.11% at end-Q1 2010 vs. 0.98% at Q4 2009 96% of the portfolio is to UAE customers where the Bank has long- standing relationships • Exposure is mainly to top tier names with diversified business interests and multiple sources of repayment Environment necessitates renegotiation of certain customer accounts; amounting to USD 2.1b at end-2009 and Q1 2010 these reflect renegotiated repayment terms in line with underlying cash flows; and no sacrifice of interest or principal Corporate & Sovereign Lending Portfolio • • Real Estate & Contracting Exposures to Real Estate and Contracting Sector are USD 7.4b (16%) and USD 2.0b (4%) respectively Very selective in financing real estate sector; extent of finance is generally limited to: 70% of construction cost excluding land or 60% of cost including land (land valued at lower of cost or market value) 60% of purchase price for completed properties Exposure is mainly to top tier names with diversified business interests and multiple sources of repayment Financing now restricted to Emirates of Dubai & Abu Dhabi. Repayment experience is satisfactory Approximately 59% of the portfolio has a repayment maturity of <3 years 100% By Sector(1) = USD 47.5b Manufacturi Transport & communicati ng Trade 5% on 4% 4% Contracting 4% Others 6% Sovereign 28% Personal - Corporate 7% Real estate 16% Services 11% Banks & Fis 15% Personal loans Portfolio USD 2.0b (34%) 44% of value is to UAE nationals; >60% of value is to government employees Personal loans only granted subject to salary assignment " Personal Loans losses well within original expectations No funding is given to applicants Real Estate, working in the Construction and Contracting and Hotel Industry Credit Cards Portfolio USD 0.6b (10%) Product with highest yield in retail 90+ delinquencies better than industry benchmarks Recent months delinquency indicators have stabilised with entry rates into delinquency controlled Retail Lending Portfolio Car loans Portfolio USD 0.8b (13%) Portfolio balance has declined in 2009 and Q1 2010 Minimum Income threshold has been raised Down payment of 10-20% mandatory based on customer profiles Mortgages Portfolio USD 1.3b (21%) Only offered for premium developers By Sector(1) 100% USD 6.4b Credit Completed properties account for 80% of the portfolio Overdrafts 7% Cards 10% Average LTV is 75% on original value Time Personal Loans 34% Measures taken to control exposures on unutilised limits " Portfolio trends have been stable in Q1 2010 > 75% of the customers have only one loan from Emirates NBD Loans 15% Lending criterions are revisited regularly to ensure that the quality of the loan portfolio remains good Mortgages 21% Car Loans 13% 1) Loans and advances before provisions; Corporate & Sovereign Lending sectoral breakdown as per "Analysis by Economic Activity for Loans & Receivables" in note 5 of the Q1 2010 Financial statements Emirates NBD 18
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