Helvetia Baloise Holding Ag · SIX:HBAN

Helvetia Baloise — Helvetia Group — ZKB Swiss Equity Conference 2020

10 slides from Helvetia Baloise's conference presentation, Nov 5, 2020

  1. Slide 1: Solid basis. Successful acquisition. Resilient business.

    Solid basis. Successful acquisition. Resilient business. ZKB Swiss Equity Conference Philipp Gmür, CEO Helvetia Group 5 November 2020

  2. Slide 2: Disclaimer

    Disclaimer Disclaim er: Analyst 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

  3. Slide 3: First half-year 2020: key figures and highlights

    First half-year 2020: key figures and highlights Business volume Non-life (+9.0% in OC): driven by substantial growth in all lines of business of the Specialty Markets Growth CHF 5,657 million segment (+33.0% in OC) due to both positive volume and price effects; solid growth in Switzerland (+1.3% in

  4. Slide 4: Recent developments confirm our solid position

    Recent developments confirm our solid position Business developing as expected in third quarter of 2020  Continuing good growth in non-life above market in most countries  Ongoing shift to capital-light business in life  Stable COVID-19 claims burden in Q3 compared to half-year figure in most cou

  5. Slide 5: On the home stretch on implementing our helvetia 20.20 strategy

    On the home stretch on implementing our helvetia 20.20 strategy Strengthening the core business New business models Innovation Access: Online business B2B2C business Smile mobile app, mobile Claim notification (CH) VIVA (DE, ES) (CH, DE, ES) bancassurance solution and virtual insurance with neon (CH

  6. Slide 6: We have met strategic milestones with the Caser acquisition and the launch of a real estate fund

    We have met strategic milestones with the Caser acquisition and the launch of a real estate fund Strengthening the core business New business models Acquisition of Caser Helvetia Asset Management Successful financing despite challenging environment Successful launch of Swiss real estate fund  Issua

  7. Slide 7: Caser: indicative HY 2020 numbers based on local GAAP show solid results despite COVID-19 crisis

    Caser: indicative HY 2020 numbers based on local GAAP show solid results despite COVID-19 crisis1) Risk premiums (non-life & life) Net income after tax (Caser standalone; gross written premiums; in EUR million) (Caser standalone, HY 2020) 655 660 2) EUR 62 million Please note: Due to the fact that C

  8. Slide 8: On track to reach our financial targets in spite of headwinds from the COVID-19 crisis

    On track to reach our financial targets in spite of headwinds from the COVID-19 crisis Targets Realised as of 30/06/2020 FY 2020 outlook Business volume CHF 10 billion (ambition) On track (incl. acquisition of Caser)  On track Non-life Net CR < 93% Net CR: 95.9% ~ Depending on claims development in

  9. Slide 9: Q&A.

    Kapiteltrenner Q&A. oder Fazit auf Farbfläche Flexible Schriftgrösse Arial Black 0.9 ZA 8 Optional Bereichsbezeichnung | Thema/Projekt | Referent 02.11.2020

  10. Slide 10: Calendar and contact

    Calendar and contact Important dates  25/03/2021 Publication of financial results 2020  30/04/2021 Ordinary Shareholders' Meeting 2021  01/09/2021 Publication of half-year results 2021 Contact details Investor Relations Media Relations Susanne Tengler Philipp Schüpbach Jonas Grossniklaus Head of

Helvetia Group — ZKB Swiss Equity Conference 2020 on 6ix