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Investor Presentaiton

4Q21 - International Financial Services 4Q21 4Q20 4Q21 / 3Q21 4Q21 / 2021 2020 2021 / €m Revenues 4Q20 3Q21 2020 3,952 3,915 +0.9% 3,823 +3.4% 15,751 15,938 -1.2% Operating Expenses and Dep. -2,700 -2,555 +5.7% -2,466 +9.5% -10,231 -10,117 +1.1% Gross Operating Income 1,252 1,360 -8.0% 1,357 -7.7% 5,519 5,821 -5.2% Cost of Risk -353 -678 -47.9% -299 +18.1% -1,427 -2,775 -48.6% Operating Income 898 682 +31.7% 1,057 -15.1% 4,092 3,046 +34.4% Share of Earnings of Equity-Method Entities 126 56 n.s. 105 +20.7% 444 353 +25.8% Other Non Operating Items -2 22 n.s. 40 n.s. 83 22 n.s. Pre-Tax Income 1,022 759 +34.6% 1,202 -15.0% 4,620 3,421 +35.0% Cost/Income 68.3% 65.3% +3.0 pt 64.5% +3.8 pt 65.0% 63.5% +1.5 pt Allocated Equity (€bn) 29.2 29.2 +0.2% • Forex effects (on average over the period): appreciation of the euro vs. the dollar, the Turkish lira and the zloty on the year • USD/EUR1: +4.3% vs. 4Q20, +3.1% vs. 3Q21, -3.5% vs. 2020 • TRY/EUR1: -27.0% vs. 4Q20, -21.7% vs. 3Q21, -23.4% vs. 2020 . PLN/EUR¹: -2.5% vs. 4Q20, -1.1% vs. 3Q21, -2.6% vs. 2020 At constant scope and exchange rates vs. 4Q20 Revenues: +1.9%, very good performance by WAM and Insurance, growth at BancWest partly offset by a less favourable context for Personal Finance and Europe Mediterranean Operating expenses: +6.9%, driven mainly by activity growth and targeted initiatives • Pre-tax income: +41.8%, strong decrease in the cost of risk 1. Average exchange rates BNP PARIBAS The bank for a changing world 2021 Full Year Results | 74
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