Allianz SE · XETR:ALV
Allianz — Deutsche Bank Conference 2017
7 slides from Allianz's conference presentation, May 31, 2017
Slide 1: Delivering
Delivering Oliver Bäte Chief Executive Officer Deutsche Bank Conference New York, May 31, 2017 Allianz Investor Relations App Apple App Store Google Play Store
Slide 2: Allianz at a glance – a globally leading financial services provider
Delivering Allianz at a glance – a globally leading financial services provider Strong market positions Strong brand names P/C L/H AM Top 3 Top 5 Top 5 Effective diversification … … operating profit by segments1 … and by regions1 Property/Casualty insurance 46% Germany 25% Life/Health insurance 36%
Slide 3: Fiscal 2016 – strong performance in a challenging year
Delivering Fiscal 2016 – strong performance in a challenging year Difficult environment Strong performance1 Brexit vote Operating profit Solvency II capitalization Market EUR 11.1bn (+2.7%) 218% volatility Ultra-low rates Shareholders’ net income RoE2 Italian EUR 7.0bn (+5.2%) 12.3% referendum Regul
Slide 4: Our equity story
Delivering Our equity story 5% EPS growth External growth opportunities Upside potential Renewal Agenda Scale benefits 50% payout EUR 3bn share buyback Attractive dividend policy Dividend ratchet Flexible payout of excess capital Strong market position Well diversified and brands © Allianz SE 2017 D
Slide 5: Consistent 5-year track record
Delivering Consistent 5-year track record1 Operating profit (EUR bn) EPS (EUR) DPS (EUR) CAGR CAGR CAGR 7.3% 21.7% 11.1% 7.60 11.1 16.9 7.30 10.7 10.4 6.85 10.1 15.3 14.6 9.3 13.7 13.2 11.6 5.30 7.8 4.50 4.50 5.7 … © Allianz SE 2017 2011 2012 2013 2014 2015 2016 2011 2012 2013 2014 2015 2016 2017 20
Slide 6: Ambitious targets for 2018
Delivering Ambitious targets for 20181 Performance Health Ambition 2018 Ambition 2018 2016 13% 2016 75% RoE NPS 12.3% 55% better than market Ambition 2018 Ambition 2018 2016 5% CAGR 2016 72% EPS IMIX © Allianz SE 2017 +5% 70% 1) RoE excluding unrealized gains/losses on bonds, net of shadow accountin
Slide 7: Disclaimer
Disclaimer These assessments are, as always, subject to the disclaimer provided below. Forward-looking statements The statements contained herein may include prospects, statements of extent of credit defaults, (vii) interest rate levels, (viii) currency exchange future expectations and other forward