Momentum Group Limited · JSE:MTM
Momentum — Investor Day
19 slides from Momentum's investor day presentation
Slide 1: The Impact Strategy F2025 to F2027
Momentum Group Impact strategy progress Jeanette Marais
Slide 2: Overview
Overview 1 Impact strategy recap 2 Impact strategy progress 3 Closing 2
Slide 3: The Impact Strategy
Slide 4: Market dynamics and internal realities
Impact strategy recap Market dynamics and internal realities Low SA growth Untapped markets in SA • Explore other geographies • Enter new market segments Changing client needs and behaviour Regulatory complexities • Simplify and digitalise client experience • Optimise cost base Continued dominance o
Slide 5: Impact strategy on a page
Impact strategy recap Impact strategy on a page | We build dreams & pr ote ncial ct o a ur fin cli nts’ en e Design simplified li ts rc and impactful client Unlock the full ’f ou ina experiences as a potential of our ect nci foundation for businesses rot al d growth &p ream We build s Harness synerg
Slide 6: Overview
Overview 1 Impact strategy recap 2 Impact strategy progress 3 Closing 6
Slide 7: Empowering our businesses to achieve more
Impact strategy progress Empowering our businesses to achieve more Unlock the full potential of our businesses Highly confident Principles of strategic objective: Highlights: • Continuously ASSESS as businesses go • MOMENTUM INSURE achieved sustainable through life cycles profitability • Identifying
Slide 8: Driving collaboration and leveraging vertical integration
Impact strategy progress Driving collaboration and leveraging vertical integration Harness synergies of collaboration Highly confident within our federated operating model Principles of strategic objective: Highlights: • We are using opportunities in our • Integrated EMPLOYEE BENEFITS and HEALTH FED
Slide 9: Driving efficiencies to enhance competitiveness
Impact strategy progress Driving efficiencies to enhance competitiveness Optimise our cost base to grow earnings Highly confident Principles of strategic objective: Highlights: • Ensure we have a LEAN business so that we can • DIAGNOSTICS done, INVEST more in growth and optimisation IMPLEMENTATION p
Slide 10: Differentiating through an advice-led approach
Impact strategy progress Differentiating through an advice-led approach Invest aggressively in advice Highly confident to drive growth Principles of strategic objective: Highlights: • FACE-TO-FACE advice is here to stay • Embedded new MFP operating model with new and offers growth opportunities exec
Slide 11: Focused and selective expansion for sustainable growth
Impact strategy progress Focused and selective expansion for sustainable growth Selectively expand our addressable market Reasonably confident where we have a right to win Principles of strategic objective: Highlights: • FOCUSED and SELECTIVE approach to • Good progress from GUARDRISK with initiativ
Slide 12: Group-wide focus on client experience
Impact strategy progress Group-wide focus on client experience Design simplified and impactful Highly confident client experiences as a foundation for growth Principles of strategic objective: Highlights: • Focus on enhancing CLIENT EXPERIENCE – • Embedded and embraced our PURPOSE – this is key to o
Slide 13: Strategic enablers
Impact strategy progress Strategic enablers • Embedded purpose to build and protect our clients’ financial dreams People • Culture behaviours embedded • Focus on building leadership and talent for the future • Achieved Level 1 B-BBEE rating, 6 years in a row Transformation • Good progress with emplo
Slide 14: Impact strategy targets
Impact strategy progress Impact strategy targets By 20 2 7 % % bn New We will Return on business Earnings achieve equity margin • NHE and ROE on track to reach our Impact targets • VNB remains a challenge, but we are progressing well • Financial ambitions remain achievable 14
Slide 15: Overview
Overview 1 Impact strategy recap 2 Impact strategy progress 3 Closing
Slide 16: Key takeaways
Closing Key takeaways Successes Challenges Closing thoughts • Embedded Purpose • SA economy and • Sound strategy, diligent and Culture geo-political execution and behaviours – driver of environment monitoring of progress success • VNB remains a • Continued transparent • Strong start to Impact challe
Slide 17: Momentum Group
Momentum Group Impact strategy progress Jeanette Marais
Slide 18: Our right to win
Closing Our right to win Improved federated operating model Investing in successful businesses Diversified corporate portfolio Optimisation potential Distribution strength Cash generation ability OUR RIGHT TO WIN Advice focus Strong balance sheet Amplified focus on digital Disciplined capital deploy
Slide 19: Thank you
Thank you The information in this presentation, including the financial information on which the outlook is based and any non-IFRS financial measures (which are presented for additional information purposes only), is the responsibility of the directors of Momentum Group and has not been reviewed and