Financial Overview and Sector Exposure slide image

Financial Overview and Sector Exposure

APPENDIX 1 | TOTAL BANK - Q1 22 RESULTS Total Bank Summary Results - Q1 2022 - Revenues up 11% YoY(1) and PTPP up 14% YoY(1)(2) Average loans up 12% YoY Average deposits up 12% YoY Positive operating leverage Expenses up 8% YoY (see slides 7 and 8) PCL recovery of $2M reflecting continued strong performance ■ Diluted EPS of $2.65 ($MM, TEB) Adjusted Results (1) Q1 22 Q4 21 Q1 21 QoQ YoY ☐ Revenues 2,530 2,252 2,281 12% 11% Non-Interest Expenses 1,277 1,249 1,180 2% 8% Pre-Tax/Pre-Provisions (2) 1,253 1,003 1,101 25% 14% PCL (2) (41) 81 (95%) (102%) Net Income 932 783 761 19% 22% Diluted EPS $2.65 $2.21 $2.15 20% 23% ☐ Operating Leverage (3) 3% Efficiency Ratio (3) 50.5% 55.5% 51.7% -500 bps -120 bps Return on Equity (3) 21.7% 18.9% 21.2% " Reported Results Q1 22 Q4 21 Q1 21 QoQ YoY Revenues 2,466 2,211 2,224 12% 11% Non-Interest Expenses 1,277 1,258 1,180 2% 8% Pre-Tax/Pre-Provisions (2) 1,189 953 1,044 25% 14% PCL (2) (41) 81 Net Income 932 776 761 20% 22% Diluted EPS $2.65 $2.19 $2.15 21% 23% Return on Equity (3) 21.7% 18.7% 21.2% Key Metrics (3) Q1 22 Q4 21 Q1 21 QoQ YOY Avg Loans & BAs - Total 185,757 Avg Deposits Total - 254,818 CET1 Ratio 12.7% 180,631 246,206 12.4% 165,588 227,641 11.9% 3% 12% 3% 12% (1) On a taxable equivalent basis and excluding specified items in Q4-21 comparable period, which are non-GAAP financial measures. See slides 2 and 31. (2) Pre-Tax Pre-Provision earnings (PTPP) refers to Income before provisions for credit losses and income taxes. (3) For supplementary financial measures, non-GAAP ratios and capital management measures, see slide 2. 17
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