Barclays PLC (BCS) Presents at Bank of America 30th Annual Financials CEO Conference 2025 Transcript

Core Insights - The company has set a target of GBP 30 billion in Risk-Weighted Assets (RWAs) for its U.K. operations from 2024 to 2026, with GBP 17 billion already deployed at the halfway point of the plan [1] - Approximately GBP 8 billion of the deployed RWAs has come from Tesco, while the remainder has been generated organically [1] - The company is currently achieving a deployment rate of a little over GBP 2 billion per quarter, indicating confidence in meeting the target within the remaining six quarters [1] Summary by Categories Financial Performance - The company has already deployed GBP 17 billion of the GBP 30 billion RWA target, demonstrating significant progress [1] - The deployment rate is running at over GBP 2 billion per quarter, suggesting a strong operational capacity to meet future targets [1] Strategic Opportunities - Clear opportunities for growth have been identified, particularly in the U.K. market, which is expected to drive further RWA deployment [1] - The organic growth component of the RWA deployment indicates a robust strategy beyond just acquisitions [1]