Consistent Earnings Growth and Digital Engagement slide image

Consistent Earnings Growth and Digital Engagement

Q4 2022: PTPP17,120 & Operating Leverage 17,121 Modified for partners' share of SCP PCL, FX and Insurance Fair Value Change TD TOTAL BANK 1 Reported Results ($MM) Q4 2022 Revenue Expenses 15,563 6,545 Q3 2022 Revenue Expenses 10,925 6,096 Q4 2021 Revenue Expenses 10,941 5,947 SFI Reference Page 2, L3 & L6 2 PTPP 9,018 4,829 4,994 3 PTPP (QoQ %) 86.7% (7.7%) (2.0%) 4 PTPP (YOY %) 80.6% (5.2%) (18.6%) 5 Revenue (YoY %) 42.2% 2.0% (7.6%) 6 Expenses (YoY %) 10.1% 8.5% 4.2% 7 Operating Leverage 32.2% (6.6%) (11.8%) 8 Adjusted Results ($MM) 20 12,247 6,430 11,603 6,033 10,941 5,898 Page 2, L16 & L17 9 Minus: U.S. Retail value in C$133, 135 3,595 1,909 3,101 1,686 2,780 1,617 Page 9, L35 & L36 10 Plus: U.S. Retail value in US$133, 135 2,699 1,432 2,409 1,310 2,212 1,288 Page 10, L35 & L36 11 Minus: Insurance fair value change 136 (64) (28) (38) Page 6, L14 12 Plus: Corporate PCL 137 137 49 (23) Page 13, L6 13 Subtotal (Line 13)1 139 11,415 6,090 10,939 5,706 10,411 5,546 14 156 Line 13 PTPP Line 13 PTPP (QoQ %) Line 13 PTPP (YOY %) 5,325 5,233 4,865 1.8% 6.1% (1.7%) 9.5% 5.8% 9.8% 17 Line 13 Revenue (YoY %) 9.6% 7.3% 6.5% 18 19 180 Line 13 Expenses (YoY %) 141 9.8% 8.7% 3.9% Line 13 Operating Leverage (0.2%) (1.4%) 2.7% 69
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