Haci Omer Sabanci Holding A.s. · BIST:SAHOL
Haci Omer Sabanci Holding A.s — Sabancı Holding — Investor Day (November 2021)
18 slides from Haci Omer Sabanci Holding A.s's investor day presentation, Nov 24, 2021
Slide 1: Sabancı Holding Financial Services Day
SABANCI HOLDING FINANCIAL SERVICES DAY November 24, 2021
Slide 2: Disclaimer
Disclaimer The information and opinions contained in this document have been compiled by Hacı Ömer Sabancı Holding A.Ş. (“Holding”) from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctne
Slide 3: On Stage Today
On Stage Today Orhun Köstem Haluk Dinçer Group Chief Financial Officer Financial Services SBU President Sabancı Holding Sabancı Holding 3
Slide 4: Financial Services in Sabancı; Financial Services SBU; Q&A
01 Financial Services in Sabancı 02 Financial Services SBU 03 Q&A 4
Slide 5: Financial Services in Sabancı
01 Financial Services in Sabancı 5
Slide 6: Financial services has 10% share in Sabancı Holding non-bank listed NAV
Financial services has 10% share in Sabancı Holding non-bank listed NAV Building SABANCI HOLDING Materials TOTAL LISTED USD 3.5 NAV Billion Industrials 10% 20% Energy 16% Financial Services 6% Share in Non-Bank NAV %10 36% 12% Bank Retail All figures are as of September 30, 2021 6
Slide 7: 8% of total non-bank EBITDA of Sabancı Holding constitutes from Financial Services SBU
8% of total non-bank EBITDA of Sabancı Holding constitutes from Financial Services SBU Other** Building Retail* Materials Financial 5% Services 1% 9% 8% SABANCI HOLDING Industrials NON BANK TL 10.3 COMBINED EBITDA* Billion 20% Energy 57% All figures are for 2021 9M period. *Excludes non-operational
Slide 8: Doubling CAPEX to accelerate growth with a coherent strategic plan on core and new platforms
Doubling CAPEX to accelerate growth with a coherent strategic plan Strategy on core and new platforms We unite Turkey and the World Purpose for a sustainable life with leading enterprises Strategic Provide wider Transform into an agile Pioneer in Lead in digital & Adapt to direction customer experie
Slide 9: Financial Services SBU
02 Financial Services SBU 9
Slide 10: Successful and strengthened partnership with Ageas
Successful and strengthened partnership with Ageas 2020 Q3 Aviva announced that it will focus on the UK, Ireland and Canada markets, and review its investments in continental Europe and Asia. A share purchase agreement signed between Aviva and Ageas, one of the largest insurance companies in Europe,
Slide 11: Act as a multi-line insurer with AgeSA & Aksigorta
Act as a multi-line insurer with AgeSA & Aksigorta 2021 9M - GWP: 170; Net income: 49(MUSD) 2021 9M - GWP: 543; Net income: 23 ( MUSD) • Strong Market Presence; Leading Life and Pension Player in Turkey • Strong presence in the Turkish non-life insurance #4 player • Leading position in Pension & AE
Slide 12: Macro Trends for Sabancı Financial Services
Macro Trends for Sabancı Financial Services DIGITALIZATION & AGEING & DIGITALIZATION CHANGING NEEDS & TECHNOLOGY HEALTHY LIVING SUSTAINABILITY Value Chain Acceleration in Private Financing New Business Being Reshaped & Healthcare Advancement Dynamics Core businesses are digitized to enable hybrid Be
Slide 13: Financial Services SBU's Strategy House 2021-2026
Strategic Financial Services SBU’s Strategy House 2021-2026 Business Units To become the leading new generation financial services provider 1 PROTECT AND GROW THE CORE 2 GROW INTO ADJACENCIES Act as a multi-line insurer with Aksigorta & Agesa Reconfigure health insurance business for growth Develop
Slide 14: Our digital play focuses on 3 strategic domains
Our digital play focuses on 3 strategic domains 1 DIGITAL ENABLEMENT 2 DIGITAL BANCASSURANCE 3 ECOSYSTEM & PARTNERSHIPS • Leverage digital and advanced • Simple and segmented products • Integrate insurance to customer- analytics to step up our existing centric networks in which sales performance and
Slide 15: Searching for opportunities in health insurance supported with care services
Searching for opportunities in health insurance supported with care services Strengthen the Core Expand the Core Mom Solutions Virtual health 1 Strategic Value Propositions AI & Diagnosis HMO 1 New business models Smart Products 2 Operational Excellence New Products Long Term Care Case management 2
Slide 16: Financial Services SBU's Future Vision
Financial Services SBU’s Future Vision Smart and Sustainable Growth in Financial Services 2021 FUTURE Competitive Market Positioning; • Leading position in Pension & AE AUM among private companies since 2015 • Maintain leading position in Pension & AE AUM with a mindful • #2 player in total life and
Slide 17: Q&A
03 Q&A 17
Slide 18: Thank You
Thank You OQBANC!I