Helvetia Baloise Holding Ag · SIX:HBAN
Helvetia Baloise — Helvetia Group — Investor Presentation (November 2021)
11 slides from Helvetia Baloise's investor presentation, November 2021
Slide 1: Investor presentation
Investor presentation Helvetia Group November 2021
Slide 2: Disclaimer
Disclaimer Disclaimer: Investor presentation NEITHER THIS DOCUMENT NOR ANY PART OR COPY OF IT NOR THE INFORMATION CONTAINED IN IT AND ANY RELATED MATERIALS MAY BE TAKEN OR TRANSMITTED INTO THE UNITED STATES, AUSTRALIA, CANADA OR JAPAN OR DISTRIBUTED OR REDISTRIBUTED, DIRECTLY OR INDIRECTLY, IN THE U
Slide 3: Highlights of the first half-year 2021: delivering on profitable growth and a successful start of the helvetia 20.25 strategy
Highlights of the first half-year 2021: delivering on profitable growth and a successful start of the helvetia 20.25 strategy Profitable growth Caser acquisition paying off Business volume Fee and commission income Caser IFRS business volume: Caser IFRS net income: +21.0% (in OC) CHF 166 million CHF
Slide 4: Recent developments confirm our solid position
Recent developments confirm our solid position Rating upgrade by Standard & Poor's (15 September 2021) S&P rating upgrade to 'A+' with a stable outlook confirms Helvetia's strong business position, sound profitability and solid capitalisation Solid business development in third quarter of 2021 Conti
Slide 5: Living our purpose will help us reach our vision with our strategy helvetia 20.25
Living our purpose will help us reach our vision with our strategy helvetia 20.25 To be the best partner in Vision financial security – setting standards in convenience and accessibility. Purpose opportunities. Life is full of risks and We are there, when it matters. 5 |
Slide 6: helvetia 20.25 focuses on four strategic priorities and three enablers for a successful strategy implementation
helvetia 20.25 focuses on four strategic priorities and three enablers for a successful strategy implementation Strategic priorities Customer convenience Right offering Profitable growth New opportunities Increase customer Provide fit for purpose Grow profitably in core Explore new business convenie
Slide 7: helvetia 20.25 financial targets as a strong basis for an attractive shareholder return
helvetia 20.25 financial targets as a strong basis for an attractive shareholder return Strategic priorities Financial objectives Financial targets Quality of earnings and growth Profitability: Customer convenience Non-life net combined ratio 92% – 94% Life new business margin 2% – 3% Fee business:
Slide 8: Implementation of helvetia 20.25 has started successfully
Implementation of helvetia 20.25 has started successfully Customer convenience Right offering ● CH: Smile with strong premium growth of ~12%, ● CH: Launch of ecosystem Atlanto reaching around 160,000 customers ● EU: Insurance solutions for e-cars in Germany ● CH: New cross-channel offer system for m
Slide 9: Solid foundation – we are well positioned to capture future opportunities
Solid foundation – we are well positioned to capture future opportunities Unique insurance Flexible distribution Growing fee Strong quality footprint network business of earnings ● Switzerland: Top position as all-lines ● Comprehensive customer access New sources of revenues from: Fourfold diversifi
Slide 10: Defensive quality investment with sustainable dividend returns
Defensive quality investment with sustainable dividend returns Well-diversified portfolio by region A balanced business mix (as of 2020) (as of 2020) +8% pts ▪ Switzerland ▪ Europe 16% Life ▪ Specialty Markets 47% 56% 44% +6% pts Change vs. 2015 Non-life 38% Strong capital position Attractive and su
Slide 11: Calendar and contact
Calendar and contact Important dates − 24/03/2022 Publication of full-year results 2021 − 29/04/2022 Ordinary Shareholders' Meeting 2022 − 08/09/2022 Publication of half-year results 2022 Contact details Investor Relations Media Relations Philipp Schüpbach Jonas Grossniklaus Head of Investor Relatio
Helvetia Group — Investor Presentation (November 2021) on 6ix