Pathward Financial Results Presentation Deck slide image

Pathward Financial Results Presentation Deck

COMMERCIAL FINANCE MIX ¹ ● MANUFACTURING Computer and Electronic Product Manufacturing Fabricated Metal Product Manufacturing Transportation Equipment Manufacturing Nonmetallic Mineral Product Manufacturing Machinery Manufacturing Electrical Equipment, Appliance, and Component Manufacturing Plastics and Rubber Products Manufacturing Chemical Manufacturing Printing and Related Support Activities Food Manufacturing Other³ Total Exposure ● ● Total Exposure $419.1 million Limited exposure to single borrowers Diversified across multiple subsectors - greatest concentration of subsectors is 1.8% of total² ● MANUFACTURING % of Total² 11.5% $371.3 million Outstanding Balance $419.1 67.2 51.2 42.3 39.1 34.7 30.8 29.6 29.2 27.9 17.4 49.7 TRANSPORTATION & WAREHOUSING % of Total² 11.5% 1.8% 1.4% 1.2% 1.1% 1.0% 0.8% 0.8% 0.8% 0.8% 0.5% 1.3% % of Total² 10.2% $236.9 million exposure to truck transportation, over 89% in general freight trucking. Less than $18.0 million exposure to passenger air transportation and support activities. Receive invoices and back-up, verify a portion of the purchases and monitor these accounts under a Dominion of Funds to ensure that our balances are covered by collateral 3 Other includes manufacturing subsectors comprised of less than 0.5% of total² 16 Total Exposure 98% of Utilities exposure is to Solar Electric Power Generation, majority of which is related to permanent solar generators. ● . $348.3 million Total Exposure UTILITIES Well collateralized, majority backed by power purchase agreements with highly rated, large public utilities OIL & GAS $54.7 million Excludes certain joint ventures; percentages calculated based on aggregate principal amount of loans includes operating lease rental equipment of $206.7M 2 Total includes total gross loans & leases of $3.44 billion and rental equipment, net of $206.7M, as of December 31, 2020, exposures are based on current outstanding balances as of December 31, 2020 % of Total² QUARTERLY INVESTOR UPDATE | FIRST QUARTER FISCAL YEAR 2021 | NASDAQ: CASH ■Solar Electric Power Generation Other Utilities 9.6% % of Total² $51.0 million exposure related to support activities for Oil & Gas Operations Approximately half of outstandings are in working capital lines, primarily collateralized by accounts receivable, remaining collateralized by machinery and equipment 1.5%
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