Investor Presentation Second Quarter 2007
Scotiabank
Mexico
Contribution
Q2/07 Q1/07 Q2/06
($ millions)
Net income in pesos, excluding inflation accounting 1,084
956 1,037
MXP/CAD exchange rate
9.6
9.5
9.5
Net income in CAD, excluding inflation accounting
BNS' share (97%)
$113
$101
$110
$110
$98
$107
Canadian GAAP and acquisition adjustments
$1
$43
$17
Scotiabank Mexico contribution in CAD
$111
$141
$124
■ Canadian GAAP and acquisition adjustments relate mainly to taxes and
loan losses
Strong positive underlying trends: strong revenue growth, loan losses
reflecting portfolio growth, investing in initiatives to drive future growth
39
Scotiabank
$ millions
Domestic:
Retail
Trend in net impaired loan formations
by business
Commercial
Q2/06 Q3/06 Q4/06 Q1/07 Q2/07
73 44 17
43
628
76
77
81
78
20
29
6
(20)
96
106
80
87
58
International
Retail
43
52
52
70
74
87
Commercial
(34)
(31)
(43)
(9)
9
21
27
65
15
41
128
Scotia Capital
(115)
(98)
36
(75)
(121)
11
19
169
77
65
40View entire presentation