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Investor Presentaiton

RISK MANAGEMENT SEGMENTS OF INTEREST COMMERCIAL PROPERTY OUTSTANDINGS BY REGION COMMERCIAL PROPERTY OUTSTANDINGS BY SECTOR $b % 7.6% 6.9% 6.9% 7.0% 7.3% 7.4% 46.5 47.1 46.8 45.2 42.4 42.9 2.4 2.1 2.2 2.1 2.8 2.8 10.9 10.9 11.4 10.4 10.7 10.5 6% 6% 9% 8% 7% 7% 3% 4% 2% 2% 2% 2% 21% 21% 20% 18% 18% 18% 27% 28% 28% 29% 27% 29% 32.7 34.1 32.7 33.7 14% 15% 16% 17% 18% 19% 28.9 29.6 Mar-19 Sep-19 Mar-20 Sep-20 Mar-21 % of Group GLA (RHS) Australia New Zealand Sep-21 International 27% 26% 26% 27% 27% 25% Mar-19 Sep-19 Mar-20 Sep-20 Mar-21 Sep-21 Retail Industrial Offices Residential Tourism Other Growth in commercial lending activity was in line with the overall ANZ book with Property continuing to account for 7.3% of the Group's GLA. The increase in Australian volumes was driven by higher lending to the Industrial (driven by strong M&A activity) and Office (Premium / A-grade assets with strong lease covenants) sectors Increase in NZ outstandings was a result of exchange rate movements The APEA portfolio continued to remain stable with exposure predominantly to large, well rated names in Singapore and HK Composition of the Commercial Property book remained relatively stable with an increase in Industrial and Office volumes offsetting a decline in the Retail sector which is still recovering from the effects of COVID-19 ANZ 99
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