Banco Itaú (ITAUCL) Fixed-Income Non-Deal Road Show presentation summary

Corporate profile and business overview

• Operates as a universal bank with a significant regional footprint and is part of a major international group.

• Holds a 9.8% loan market share in Chile, ranking among the country's largest banks.

• Offers comprehensive services across retail and wholesale banking, including specialized segments for high-net-worth individuals and SMEs.

• Focuses on client-centricity, diversity, inclusion, and operational efficiency as core values.

Strategy and transformation

• Pursues leadership in sustainable performance and customer satisfaction, with a strong emphasis on digital transformation.

• Achieved top rankings in customer satisfaction and lowest client claims in the industry.

• Demonstrates rapid growth in assets under management and market share, especially in wealth management.

• Digital channels now account for the majority of consumer loans and credit card advances, with high app ratings.

• Improved efficiency and profitability, narrowing gaps with peers in loan mix and returns.

ESG and sustainability

• Committed to net zero emissions by 2050, with clear portfolio and operational decarbonization targets.

• Active in sustainable finance, participating in major ESG bond issuances and targeting $200–300 million in sustainable financing annually.

• Recognized in multiple sustainability indices and awards, including Dow Jones and S&P Global.

• Promotes diversity, inclusion, and financial empowerment, with high employee satisfaction and leadership gender targets.