Banco Bilbao Vizcaya Argentaria, S.a. · BME:BBVA
Banco Bilbao Vizcaya Argentaria — Shareholder Meeting (March 2022)
21 slides from Banco Bilbao Vizcaya Argentaria's shareholder meeting presentation, Mar 18, 2022
Slide 1: Annual General Meeting 2022 – Carlos Torres Vila
Annual General Meeting 2022 Torres Vila
Slide 2: Annual General Meeting 2022
Annual General Meeting 2022 2
Slide 3: BBVA has achieved the highest recurrent result in the past 10 years
Annual General Meeting 2022 3 BBVA has achieved the highest recurrent result in the past 10 years 5,069 €M +18.7% vs 2019
Slide 4: Delivering on our clear commitment to shareholder value creation
Annual General Meeting 2022 4 Delivering on our clear commitment to shareholder value creation PROFITABILITY TANGIBLE BOOK VALUE PER SHARE (ROTE) + DIVIDENDS (VS. DEC-20) 12 % +10.1 % EUROPEAN PEERS EUROPEAN PEERS 7.7 % +6.8 %
Slide 5: We are significantly increasing our shareholders' distributions
Annual General Meeting 2022 5 We are significantly increasing our shareholders’ distributions THE HIGHEST CASH DIVIDEND PER ONE OF THE LARGEST SHARE BUYBACK NEW DIVIDEND SHARE IN THE PAST TEN YEARS PROGRAM IN EUROPE POLICY 31 € cents1 3,500 €M 40-50% PAYOUT TOTAL 5,500 SHAREHOLDERS’ DISTRIBUTIONS €M
Slide 6: Higher shareholders' return than the industry
Annual General Meeting 2022 6 Higher shareholders’ return than the industry SHARE PRICE+ DIVIDENDS EVOLUTION SINCE 2019 (TOTAL SHAREHOLDER RETURN) +30% +16% +2% EUROPEAN SPANISH BANKS2 BANKS3 (1) Data as of 17th March (2) Stoxx 600 Banks. (3) BKIA, CABK, SAB, SAN.
Slide 7: BBVA has a solid capital position to continue investing in profitable growth
Annual General Meeting 2022 7 BBVA has a solid CAPITAL RATIO HIGHER THAN REGULATORY REQUIREMENT capital position to continue investing in profitable growth 12.75 CET1 FL % 8.60% requirement
Slide 8: An environment of increasing uncertainty
Annual General Meeting 2022 8 An environment of increasing uncertainty OIL (BRENT) EVOLUTION PRICE IN EUROPE NATURAL GAS PRICE EVOLUTION IN EUROPE (BRENT FUTURE PRICE) (DUTCH TTF FUTURE NATURAL GAS) Source: Bloomberg. Source: Bloomberg.
Slide 9: Digitalization has accelerated exponentially
Annual General Meeting 2022 9 Digitalization has accelerated exponentially DIGITAL TRANSACTIONS 2X (WEB & APP) (vs. pre COVID)
Slide 10: We offer our clients the best service leveraging data and technology
Annual General Meeting 2022 10 We offer our clients the best service leveraging data and technology Digital experience leader in Europe 5 years in a row
Slide 11: We have fostered customer growth driven by our digital edge
Annual General Meeting 2022 11 We have fostered customer growth driven by our digital edge 8.7 MILLION CLIENTS DIGITAL DIGITAL ACQUISITION 40% + 47 % 2021 vs 2020
Slide 12: We are entering new markets using our digital capabilities
Annual General Meeting 2022 12 We are entering new markets (EUROPE) using our digital (UK) capabilities (ITALY) (BRAZIL)
Slide 13: Beyond digital, we are experiencing an unprecedented disruptive wave
Annual General Meeting 2022 13 Beyond digital, we are experiencing an unprecedented disruptive wave IMPACT ON ECONOMIC PRODUCTIVITY Artificial Intelligence Impact on Economic Productivity Blockchain Telephone Energy storage Steam Electricity engine Computers Autonomous mobility Internet Robotics Int
Slide 14: We support innovation across all sectors
Annual General Meeting 2022 14 We support innovation across all sectors BEING THE BANK OF THE REDOUBLE OUR INVESTMENTS IN FUTURE WINNERS INNOVATIVE MODELS Blockchain Innovative businesses Green technologies FINTECH ARTIFICIAL INTELIGENCE
Slide 15: Decarbonization is an enormous challenge and a source of opportunities
Annual General Meeting 2022 15 Decarbonization is an enormous challenge and a source of opportunities GREEN HOUSE GAS EMISSION BY 2050 GLOBAL INVESTMENT NEEDS (2021-2050) 170 275 $ Trillion years 28 years
Slide 16: We have pushed forward our commitment to Net Zero by 2050
Annual General Meeting 2022 16 We have pushed forward our commitment to Net Zero by 2050 2030 DECARBONIZATION GOALS SET IN CO2 SELECTIVE INTENSIVE INDUSTRIES -52% kg CO2e/MWh -23% kg CO2/tn Phase-out STEEL COAL POWER -46% g CO2/km -17% kg CO2/tn AUTO CEMENT
Slide 17: We are pioneers in Sustainability
Annual General Meeting 2022 17 We are pioneers in Sustainability SUSTAINABLE FINANCE (€BN) 200€BN PLEDGE 2025 Total channeled 86€BN # 1 2018 2019 2020 2021 2022 2023 2024 2025
Slide 18: We are reinforcing our social commitment to inclusive growth
Annual General Meeting 2022 18 We are reinforcing our social commitment to inclusive growth BBVA COMMUNITY COMMITMENT 2025 550€M 7,000€M Investments Microloans
Slide 19: Our foundations contribution to society is outstanding
Annual General Meeting 2022 19 Our foundations contribution to society is outstanding
Slide 20: We thrive thanks to our great and engaged team
Annual General Meeting 2022 20 We thrive thanks to our great and engaged team “To bring the age of opportunity to everyone” Customers come first We think big We are one team
Slide 21: Carlos Torres Vila
Annual General Meeting 2022 Torres Vila
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) — Shareholder Meeting (March 2022) on 6ix