Aub Group Limited · ASX:AUB
Aub — Macquarie Australia Conference 2021
9 slides from Aub's conference presentation, May 3, 2021
Slide 1: ASX cover announcement: Presentation to Macquarie Australia Conference
3 May 2021 For personal use only The Manager Market Announcements Office Australian Securities Exchange Ltd Level 6, Exchange Centre 20 Bridge Street Sydney NSW 2000 FOR RELEASE TO THE MARKET Presentation to Macquarie Australia Conference Attached for immediate release in relation to AUB Group Limit
Slide 2: Macquarie Conference Presentation
For personal use only Macquarie Conference Presentation 4 May 2021 Mike Emmett CEO and Managing Director Mark Shanahan CFO 1
Slide 3: Robust Q3 performance with both revenue growth and margin improvement
ROBUST Q3 PERFORMANCE WITH BOTH REVENUE GROWTH AND MARGIN IMPROVEMENT For personal use only Austbrokers continues to perform very strongly aided by: Premium rate increases in Q3 of 5.9%, at the top end of our 5%- Impressive premium growth in BizCover 1 6% estimate Margin improvements flowing t
Slide 4: An overview of AUB Group – largest equity-based insurance broking group in Australasia
AN OVERVIEW OF AUB GROUP – LARGEST EQUITY- BASED INSURANCE BROKING GROUP IN AUSTRALASIA For personal use only Full complement of services and technology supporting the Austbrokers network of 64 brokerages Ongoing consolidation of businesses to create scale, improve efficiency and $3.6BN+ GWP2 IN
Slide 5: FY21 priorities: exploiting the portfolio's potential for organic growth complemented with strategic M&A
FY21 PRIORITIES: EXPLOITING THE PORTFOLIO’S POTENTIAL FOR ORGANIC GROWTH COMPLEMENTED WITH STRATEGIC M&A For personal use only Strategic Themes FY21 Strategic Priorities Leverage the scale of our portfolio EXECUTE ON STRATEGICALLY ALIGNED ACQUISTIONS Optimise portfolio to create additional scale,
Slide 6: Our focus is to optimise the benefit to AUB Group of all business placed across our networks
OUR FOCUS IS TO OPTIMISE THE BENEFIT TO AUB GROUP OF ALL BUSINESS PLACED ACROSS OUR NETWORKS For personal use only $3.6BN+ PREMIUM Our strategic initiatives are PLACED ACROSS OUR BROKER AND AGENCY NETWORKS designed to maximise benefits from Opportunity Size business placed through AUB Networks. $$ 3
Slide 7: FY21 guidance affirmed
FY21 GUIDANCE AFFIRMED For personal use only FY21 Underlying NPAT1 by Half ($mns) 63.0 - 65.0 3.4 2.9 26.0 – 28.0 Assumed premium rate rises for AU in the range of 5% to 6% 30.7 1H21 Organic Premium Rates Acquisitions2 FY21 Guidance Feb 2021 AUB Group performed strongly in Q3. Given the historical
Slide 8: Thank You
For personal use only Thank You
Slide 9: Notice
NOTICE For personal use only SUMMARY INFORMATION This document has been prepared by AUB Group Limited (ABN 60 000 000 715) (AUB). It is a presentation of general background information about AUB’s activities current at the date of the presentation. It is information in a summary form and does not pu