KASIKORNBANK Economic and Subsidiaries Performance Overview slide image

KASIKORNBANK Economic and Subsidiaries Performance Overview

K KASIKORNTHAI Interest Income - net June 2023 (Consolidated) Interest Income and Interest Expenses ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Interest Income - net (Bt bn) (Bt bn) 151.33 I 133.00 160.00 140.00 130.18 135.41 140.00 119.39 127.59 120.00 102.69 109.02 I 120.00 100.00 87.66 100.00 71.58 80.00 80.00 60.00 60.00 40.00 27.49 18.57 16.02 18.33 40.00 16.08 20.00 0.00 20.00 0.00 2019 2020 2021 2022 1H23 2019 2020 2021 2022 1H23 Interest income Interest expenses 1H23 net interest income increased 12.25% YoY, due to higher interest rate, despite higher cost of fund from FIDF fee resumption and higher deposit rate. Interest Income (Bt bn) Interest Expenses (Bt bn) Interest Income - net (Bt bn) Interest Income - net (% Growth YoY) 2019 130.18 27.49 2020 127.59 18.57 2021 2022 135.41 151.33 16.02 18.33 1H22 1H23 1Q23 2Q23 72.29 8.53 87.66 42.44 45.21 16.08 7.57 8.51 102.69 4.21% 109.02 6.17% 119.39 133.00 9.51% 11.40% 63.76 10.22% 71.58 34.88 36.70 12.25% 9.84% 14.65% Note: Contributions from MTL's insurance business to KBank include non-interest income (e.g. net-premium earned-net), and interest income (e.g. interest income from investment portfolio); however, all income sources from MTL will be netted with non-controlling interests. บริการทุกระดับประทับใจ K KASIKORNTHAI Non-interest Income and Structure June 2023 (Consolidated) Non-interest Income to Average Assets ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 73 Non-interest Income Structure Net Premium Earned and Underwriting Expenses (%) (Bt bn) (Bt bn) 4 65 57.80 (+2%) 120 80.49 100 60 3 45.87 80 80.65 72.13 72.56 69.36 70.98 66.06 69.28 55 43.96 60 1.79 I 2 50 1.32 1.13 0.96 1.08 45 (-21%) 4% 40.26 33.78 36.33 (-4%) 40 (-8%) 20 5% 23.07 0 40 64% 2019 35 2020* Net premium earned 2021 0 2019 30 2020* 2021 2022 1H23 72% (+26% YoY) 80% 25 82% 5% 2022 1H23 Underwriting expenses Net Premium Earned - net Non-interest Income by Business** I 20 (Bt bn) 5% 0.1% 69% 14 (Bt bn) 15 Corporate Business SME Business Retail Business 15% 10 5% 80 3% 8% 5 14% 18% 57.80 -0.4% 13% 9% 0.3% 9% 31% 10 13% 6 60 0 -0.3% -2% 45.87 43.96 29.4% 40.26 -5 2019 2020* -1% 2021 -4% -0.3% 2022 -8% 1H23 2 -11% -0.16 -0.44 -1.62 -3.23 -2.55 40 21.0% 20 49.6% 31.3% 18.5% 50.2% -2 29.1% 34.3% 23.07 Other operating income Fee and Service Income - net 17.9% -6 53.0% 19.6% 46.1% | 35.2% 41.8% Net earned premium-net Dividend Income 23.0% 0 2019 2020* 2021 2022 1H23 Share of profit from investments on equity method Gain on financial instrument measured at FVTPL (Gain on Trading and FX transactions-Old) Gain on investments 2019 2020* 2021 2022 Contributions from MTL's insurance business to KBank include non-interest income (e.g. net-premium earned- net), and interest income (e.g. interest income from investment portfolio); however, all income sources from MTL will be netted with non-controlling interests. 1H23 Non-interest Income (Bt bn) Non-interest Income Growth (% YoY) Non-interest Income Ratio (%) 2019 57.80 2020 45.87 2021 43.96 2022 40.26 1H22 18.36 1H23 23.07 1Q23 11.70 2Q23 11.37 1.51% (20.65%) (4.17%) (8.42%) 36.02 Note: Non-interest Income Ratio = Non-interest Income/Total Operating Income - net - Net Premium Earned net Net Premium Earned less Underwriting Expense and others 29.61 26.91 23.24 - The Bank and its subsidiaries have adopted TFRIC 13: Customer Loyalty Programmes since January 1, 2014 onwards * The Bank and its subsidiaries have adopted new accounting standards (TFRS 9: Financial Instruments) since January 1, 2020 onwards, some financial statements and financial ratios are not comparable with previous years' financial figures before Y2020, which were based on the prior accounting standards (non-TFRS9). ** Non-interest income excludes capital market business, treasury business บริการทุกระดับประทับใจ (20.28%) 22.36 25.64% 32.00% 19.70% 24.37 25.12 23.65 74
View entire presentation