Slide 1: IR Web Meeting COVID-19 Crisis Update June 2020
IR Web Meeting COVID - 19 CRISIS UPDATE June 2020
Slide 2: Disclaimer
2 Disclaimer IN REVIEWINGTHE INFORMATIONCONTAINEDIN THIS PRESENTATION, YOU ARE AGREEINGTO ABIDE BY THE TERMS OF THIS DISCLAIMER . THIS INFORMATION IS BEING MADE AVAILABLE TO EACH RECIPIENTSOLELY FOR ITS INFORMATION ANDIS SUBJECT TO AMENDMENT . This presentation is prepared by XP Inc . (the “Company,
Slide 3: Index
3 Index 0 1 KPIs 0 2 Recent Developments 0 3 Opening Remarks Closing Remarks 0 4
Slide 4: Opening Remarks
1 Opening Remarks
Slide 5: Opening Remarks
5 INNOVATION AND FAST ADAPTATION GROWTH OPPORTUNITY Opening Remarks SELF - REINFORCING ECOSYSTEM Our Purpose is to transform the financial market to improve people’s lives UNIQUE PLATFORM CAPITALIZING ON NEW OPPORTUNITIES The Brazilian market presents a clear opportunity for disruption and an unprec
Slide 6: KPIs
2 KPIs
Slide 7: KPIs: AUC and Net Inflow
7 KPIs: AUC and Net Inflow Higher net inflow and market rebound drove R$27 billion AUC growth in May AUC (in R$ bn) ▪ AUC surpassed the 4 Q 19 level in May ; ▪ R $ 46 billion increase in AUC since 1 Q 20 was driven by R $ 15 billion net inflow and R $ 31 billion market appreciation . ▪ Net inflow ac
Slide 8: KPIs: Active Clients and NPS
8 KPIs: Active Clients and NPS Client base kept growing consistently in May Active Clients (‘000) ▪ Active Clients totaled 2 . 2 million in May, up 9 % vs 1 Q 20 . ▪ New Active Clients per month accelerated in 2020 versus 4 Q 19 . New Active Clients per month (‘000) 2,039 1Q20 May - 20 2,222 +9% NPS
Slide 9: KPIs: Retail Equity Trading
9 KPIs: Retail Equity Trading May was another positive month for retail equity volume and custody XP Inc. Daily Average Trades¹ (million) ▪ Daily trades in our platform grew 127 % in April and May relative to 4 Q 19 . ▪ XP Inc’s market share gain accelerated during the crisis in a period of increase
Slide 10: Equitization Trend in Brazil
10 Equitization Trend in Brazil May was another month of record individual investors in the stock exchange ▪ Individual investors grew 45 % annually between May - 16 and May - 20 ; ▪ In the last twelve months, the base grew 126 % , with 1 . 4 million new investors . ▪ The relevance of retail investo
Slide 11: Recent Developments
3 Recent Developments
Slide 12: Recent Developments
12 Recent Developments Announcements reinforce our long - term mission XP FROM ANYWHERE x Conception of Villa XP aligned with our vision of the future ; x Employees will have more flexibility to work and access to a sustainable and inspirational workplace. ESG INITIATIVES x Creation of board to ensu
Slide 13: Business Update
13 Business Update New banking features to be launched soon and international funds showing increasing demand INTERNATIONAL FUNDS • Offshore investments represent <1% of the Brazilian Asset Management industry AUM; • Low interest rates increase the need for diversification through international expo
Slide 14: IFA Network Update
14 IFA Network Update Main Numbers 7.0K IFAs 680 OFFICES 85% + of Brazil GDP covered with presence in 147 cities CRM tool for IFAs integrated into the Hub ecosystem Multiple Accounts: clients can now have more than one account in XP Transparency: funds’ rebates disclosed to clients Revised Incentive
Slide 15: Digital Content Update
15 Digital Content Update Unique monthly visitors in our content platforms has been constantly growing Reassign the research platform, unifying content, event and influencers 1.3 4Q19 1Q20 April/May 2020 0.5 1.2 +160% Million U nique Visitors INFOMONEY Largest investments website in LATAM, with glob
Slide 16: M&A Activity
16 M&A Activity Transactions to reinforce XP’s ecosystem PROFILE RATIONALE OUR AMBITION • App provides a single view of investments across different financial institutions • Complements ecosystem by increasing transparency and financial education • Empower clients with information to make investment
Slide 17: M&A Activity: Complementing the Ecosystem
17 M&A Activity: Complementing the Ecosystem Social Media and Influencers Spiti Infomoney Xpeed School DIGITAL CONTENT Dedicated Support Teams Trading Desk s Individual 7.0 k IFAs XP Direct / Online Services INSTITUTIONAL ISSUER SERVICES Capital Market Securities Placement Complementary Services EXP
Slide 18: Closing Remarks
4 Closing Remarks
Slide 19: Closing Remarks
19 Ongoing investments to ensure security and the best experience in our ecosystem TECHNOLOGY IS KEY Entrepreneurial and long - term vision in a meritocratic environment MISSION - DRIVEN CULTURE Well capitalized and constantly looking for opportunities to create value STRONG BALANCE SHEET Individual
Slide 20: Investor Relations
Investor Relations Carlos Lazar André Martins ir@xpi.com.br IR Website: investors.xpinc.com Provide your feedback using the QR code