Financial and ESG Performance Review slide image

Financial and ESG Performance Review

1 Loan book expansion and increasing asset yields, reaching NII of €626mn despite the amended TLTRO III terms and higher senior debt cost Net Interest Income (NII) 2021 2022 4Q22 Net Interest Margin (NIM) Avg. Income/ Rate Costs Costs Avg. Income/ Avg. Income/ Rate Rate Costs +9.1% € million; % Customer Loans 2.01% 510 2.31% 595 2.97% Corporate loans 2.33% 324 2.60% 373 3.27% 197 121 +23.1 625.5 +88.4 573.4 Mortgage lending 1.04% 104 1.36% 136 2.07% 53 Consumer loans and Others 5.86% 82 5.96% 86 6.36% 23 (35.3) (24.1) Money Market Placements 0.07% 3 0.20% 13 1.32% 22 Securities and Other Assets 1.28% 133 1.48% 153 1.80% 50 Interest Earning Assets & Other 1.60% 645 1.79% 761 2.46% 269 Customer Deposits 0.19% 51 0.17% 48 0.22% 16 Money Market Funding -0.51% - 54 -0.09% -10 0.47% 8 Other Liabilities 6.53% 71 6.30% 93 6.15% 23 2021 Interest Bearing Liabilities & Other 0.17% 68 0.31% 131 0.50% 48 TLTRO III (liability) 2021 Commercial Issuance activity Other (eg: Securities) 2022 NIM / NII¹ 1.42% 573 1.47% 625 1.99% 220 novobanco (1) With stage 3 impairment adjustment; || 13
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