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Financial Data

Helaba group 3rd quarter 2009 under IFRS


Balance sheet development
 
  30/09/2009 31/12/2008 Change
   € bn  € bn  € bn %
Loans and advances to banks incl. cash reserve 15.9 17.9 -2.0 -11.2
Loans and advances to customers 90.3 91.0 -0.7 -0.8
Impairments on receivables -1.1 -1.0 -0.1 -10.0
Assets held for trading 46.3 51.5 -5.2 -10.1
Positive market value of derivatives not held for trading 4.0 4.1 -0.1 -2.4
Financial assets incl. companies accounted for using the
equity method
16.8 16.2 +0.6 3.7
Property, plant and equipment, income tax assets and
other assets
4.7 4.9 - 0.2 -4.0
Total assets 176.9 184.6 -7.7 -4.2
Liabilities due to banks 33.6 34.0 -0.4 -1.2
Liabilities due to customers 42.6 41.9 0.7 1.7
Securitized liabilities 39.6 40.6 -1.0 -2.5
Liabilities held for trading 46.9 53.5 -6.6 -12.3
Negative market value of derivatives not held for trading 2.9 3.4 -0.5 -14.7
Provisions, income tax liabilities and other liabilities 1.8 2.0 -0.2 -10.0
Subordinate capital 4.6 4.5 +0.1 2.2
Shareholders’ equity 4.9 4.7 +0.2 4.3
Total liabilities 176.9 184.6 -7.7 -4.2



Helaba Group first half of 2009 under IFRS


Balance sheet development
 
  30/06/2009 31/12/2008 Change
  in € million in € million in € million in %
Loans and advances to banks incl. cash reserve 16,671 17,875 -1,204 -6.7
Loans and advances to customers 90,204 90,957 -753 -0.8
Impairments on receivables -1,029 -1,040 11 1.1
Assets held for trading 49,660 51,487 -1,827 -3.5
Positive market value of derivatives not held for trading 3,516 4,097 -581 -14.2
Financial assets, incl. companies accounted for using the equity method 16,626 16,206 420 2.6
Investment property 1,786 1,748 38 2.2
Property, plant and equipment 680 771 -91 -11.8
Intangible assets 178 187 -9 -4.8
Income tax assets 495 456 39 8.6
Available-for-sale non-current assets and disposal groups 325 626 -301 -48.1
Other assets 1,240 1,202 38 3.2
Total assets 180,352 184,572 -4,220 -2.3
Liabilities due to banks 33,114 33,965 -851 -2.5
Liabilities due to customers 43,964 41,884 2,080 5.0
Securitised liabilities 40,189 40,601 -412 -1.0
Liabilities held for trading 49,161 53,469 -4,308 -8.1
Negative market value of derivatives not held for trading 2,784 3,400 -616 -18.1
Provisions 1,017 1,017 - -
Income tax liabilities 291 275 16 5.8
Liabilities attributable to available-for-sale non-current assets and disposal groups 14 116 -102 -87.9
Other liabilities 551 641 -90 -14.0
Subordinate capital 4,504 4,529 -25 -0.6
Shareholders' equity 4,763 4,675 88 1.9
Total liabilities 180,352 184,572 -4,220 -2.3





Helaba group 1rd quarter 2009 under IFRS


Balance sheet development
 
  31.03.2009 31.12.2008 Changes
  In €m. In €m.  in €m. %
Loans and advances to customers incl. cash reserve 17,504 17,875 -371 -2.1
Loans and advances to customers 90,727 90,957 -230 -0.3
Value allowances on loans and advances -1.054 -1,040 -14 -1.3
Trading assets 53,062 51,487 1,575 3.1
Positive fair value of banking book derivatives 4,141 4,097 44 1.1
Non-current financial assets incl. companies valued using the equity method 16,406 16,207 199 1.2
Property, tangible assets, intangible assets 2,683 2,706 -23 -0.8
Tax asset 489 456 33 7.2
Other assets 2,382 1,827 555 30.4
Total assets 186,340 184,572 1,768 1.0
Liabilities to banks 32,955 33,965 -1,010 -3.0
Liabilities to customers 43,027 41,884 1,143 2.7
Securitized liabilities 40,986 40,601 385 0.9
Trading liabilities 53,608 53,469 139 0.3
Negative fair value of banking book derivatives 3,451 3,400 51 1.5
Provisions 1,016 1,017 -1 -0.1
Tax liabilities 266 275 -9 -3.3
Other liabilities 1,729 757 972 >100.0
Subordinated debt 4,610 4,529 81 1.8
Equity 4,692 4,675 17 0.4
Total liabilities 186,340 184,572 1,768 1.0


Helaba Group 2008 under IFRS

Balance sheet development
 
  31.12.2008 31.12.2007 Change
  in € million in € million in € million  %
Loans and advances to banks including cash reserves 17,875 16,170 1,705 10.5
Loans and advances to customers 90,957 80,351 10,606 13.2
Valuation allowances on loans and advances -1,040 -1,075 35 -3.3
Trading assets 51,487 52,264 -777 -1.5
Positive fair value of banking book derivatives 4,097 1,671 2,426 >100.0
Noncurrent financial assets including companies valued using the equity methode 16,206 19,487 -3,281 -16.8
Property, tangible assets, intangible assets 2,706 2,705 1 0.0
Tax assets 456 594 -138 -23.2
Other assets 1,828 1,620 208 12.8
Total assets 184,572 173,787 10,785 6.2
Liabilities to banks 33,965 31,814 2,151 6.8
Liabilities to customers 41,884 38,032 3,852 10.1
Securitised liabilities 40,601 34,145 6,456 18.9
Trading liabilities 53,469 56,166 -2,697 -4.8
Negative fair value of banking book derivatives 3,400 1,723 1,677 97.3
Provisions 1,017 1,044 -27 -2.6
Tax liabilities 275 517 -242 -46.8
Other liabilities 757 693 64 9.2
Subordinated debt 4,529 4,747 -218 -4.6
Equity 4,675 4,906 -231 -4.7
Total liabilities 184,572 173,787 10,785 6.2
Volume of business 223,700 218,978 4,722 2.2


Helaba group 3rd quarter 2008 under IFRS


P&L figures
Results of operations, Helaba Group (IFRS) – pro rata comparison with previous year (9/12) as of 30.09.2008
  9/12 of
2007
1.1.-
30.09. 2008
Changes
  € m € m € m %
Net interest income 702 777 75 11
Loan loss provisions 80 25 -55 -69
Net interest income after risk provisioning 782 802 20 3
Net commission income 161 171 10 6
Net trading income -95 -174 -79 83
Net income from hedging activities/derivatives -47 -171 -124 >-100
Net income from noncurrent financial assets (including measurement at equity) 12 -73 -85 >-100
Other operating income 165 265 100 61
Administrative expenses -674 -756 -82 12
Group net profit before taxes 305 64 -241 -79
Income tax expense -41 -23 18 -44
Group profit/loss 265 41 -224 -85

Helaba Group first half of 2008 under IFRS


P&L figures
 
  01.01.–30.06. 2008 01.01.-30.06.
2007
Change
  in € million in € million in € million in %
  Net interest income 530 396 134 33.8
  Loan loss provisions 46 63 -17 -27.0
  Net interest income after risk provisioning 576 459 117 25.5
  Net commission income 117 102 15 14.7
  Net trading income -155 87 -242 >-100.0
  Net income from hedging activities/derivatives -56 -16 -40 >-100.0
  Net income from noncurrent financial assets (including measurement at equity) -15 32 -47 >-100.0
  Other operating income 158 88 70 79.5
  Administrative expenses -504 -440 -64 14.5
  Group net profit before taxes 121 312 -191 -61.2

Helaba Group 2007 under IFRS

 
Business Volume: € 220,2 bn
Total assets: € 173,7 bn
Cost-Income-Ratio: 68,8%
Core capital ratio
per SolvV*:
6,5%
Return on Equity
(before taxes):
8,7%
Employees: 5.974 (as at 31. December 2007)
Ownership: 85% Sparkassen- und Giroverband Hessen-Thüringen, 10% State of Hesse, 5% State of Thuringia
International offices: Dublin, London, New York, Madrid, Moskau, Mumbai, Paris, Shanghai
Significant participation:
Frankfurter Sparkasse, Hannover Leasing, Helaba Dublin, Helaba Invest, Helaba Trust, Banque LBLux, LB(Swiss) Privatbank

(*) Figure for 2006 calculated in accordance with Principle I as defined in the German Banking Act (KWG), figure for 2007 calculated in accordance with the German Solvency Regulation (SolvV)


         
Group result 2007 2006 Change
  in
€ million
in
€ million
in
€ million
in %
Net interest income 936 806 130 16.1
Loan loss provisions 106 18 88 > 100.0
Net interest income after risk provisioning 1,042 824 218 26.5
Net commission income 215 191 24 12.6
Net trading income - 126 93 - 219 >-100.0
Net income from hedging activities - 11 3 - 14 >-100.0
Net income from noncurrent financial assets
(including measurement at equity)
-10 15 - 25 >-100.0
Other operating income* 215 185 30 18.9
Administrative expenses - 898 - 858 - 40 4.7
Group net profit before taxes 402 501 - 99 - 19.8
Income tax expense - 54 - 134 80 - 59.7
Group net profit for the year 353 367 - 14 - 3.8

*2007 figure includes € 5 m net income from disposal groups per IFRS 5

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Wolfgang Kuss

Press Officer
Tel. +49 (0)69 9132 2192
mobile +49 (0)171 617 7023
Fax +49 (0)69 9132 4335
E-Mail: » Press and Communication

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