Grupo De Inversiones Suramericana S.a. · BVC:GRUPOSURA

Grupo De Inversiones Suramericana — Grupo SURA — Investor Presentation (September 2023)

21 slides from Grupo De Inversiones Suramericana's investor presentation, September 2023

  1. Slide 1: Corporate Presentation Grupo SURA

    Corporate Presentation Grupo SURA September 2023

  2. Slide 2: Disclaimer

    This document may contain forward-looking statements related to Grupo SURA and its subsidiaries, which have been made under assumptions and estimates of the management of the Companies and may present variations. For a better illustration and decision making, the figures are administrative and not a

  3. Slide 3: Grupo SURA

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  4. Slide 4: Advance in the evolution of Grupo SURA's ownership structure

    Preserving the way we do business and create value 1990 / 2007 2017 / 2022 1944 / 1990 2007 / 2016 FOOTPRINT OPTIMIZATION • Organic growth LEADERSHIP IN INSURANCE FINANCIAL SERVICES INTERNATIONAL EXPANSION • Increased profitability in Colombia Leader in Colombia Multi Latin, financial services group

  5. Slide 5: Grupo SURA consolidated figures

    Showing positive evolution since 2014 and opportunities for future growth. Grupo SURA Consolidated figures CAGR2 Premiums1 #3 INSURANCE GROUP OF LATAM ORIGIN Revenues Life, P&C and Health USD 6 Bn +19.4% 81.1% 7.8Bn CAGR +16.3%2 AUM #1 PENSION FUND IN LATAM with voluntary savings business USD 165 Bn

  6. Slide 6: Integrated view of capital management

    INVESTMENT Who we are? MANAGER We are an investment manager Integrated view of capital management SUSTAINABLE What do we want? PROFITABILITY Sustainable profitability Harmonious capital management Financial Natural Human Social How do we differentiate? OWN APPLIED KNOW-HOW Through our own applied kn

  7. Slide 7: Financial services footprint

    Financial services footprint SURA AM Investment Manager with the strategic objective of obtaining Sustainable Returns. COUNTRIES1 CLIENTS1 EMPLOYEES1 10 + 73 MM + 60K DIVIDEND SHARE BY SHARE OF DIVIDENDS COMPANY LAST 10 YEARS BY COUNTRY 20232 Grupo Argos Others 8% Peru USA 9% Sura AM 3% Nutresa 34%

  8. Slide 8: Dividends received by Grupo SURA

    Accompanied by the diversification of the portfolio companies Dividends received by Grupo SURA USD millions*. 3.6 times 362 1.665 12% 8% 245 1.125 225 1.035 228 1.049 18% 951 207 13% 889 193 9% 10% 170 782 8% 179 821 8% 8% 8% 13% 7% 10% 8% 11% 146 669 25% 131 600 9% 8% 9% 29% 44% 17% 465 101 11% 52%

  9. Slide 9: Reflect a positive evolution in portfolio companies

    Reflect a positive evolution in portfolio companies TOTAL REVENUES EQUITY METHOD CAGR: 12% CAGR: 12% 7,840 444 452 6,823 5,413 303 4,641 4,543 273 3,992 4,090 230 226 229 3,376 79 2016 2017 2018 2019 2020 2021 2022 LTM 2016 2017 2018 2019 2020 2021 2022 LTM CONTROLLING NET INCOME* TOTAL EQUITY CAGR:

  10. Slide 10: Flexibility in managing debt given cash flow

    Flexibility in managing debt given cash flow COP denominated debt (in COP MM) DEBT PROFILE 530 COP 656,147 MM Individual Net Debt* USD (157 MM) COP 4.5 tn 2,418,980 (USD 1,077 mm) 1,762,833 144 98 54 71 69 72 24 43 23 - - - - 2023 2024 2025 2026 2027 … 2029 2030 … 2032 … 2040 … 2049 Marzo 2017 March

  11. Slide 11: Strengths of Grupo SURA and growth opportunities

    Investment manager with a solid and diversified portfolio in sectors with growth prospects Strengths of Grupo SURA Growth opportunities Diversified portfolio Low penetration in financial services By region, channels, customers and mandatory/voluntary business. • Banking: 39% in 2011 - 74% in 2021 (G

  12. Slide 12: Portfolio

    Portfolio

  13. Slide 13: Suramericana

    SURA AM Market leader in insurance industry, trends and risk management Multichannel, Multi-segment, Multi-región COUNTRIES CLIENTS EMPLOYEES Leadership positions in different countries in LATAM 7 + 21MM + 20K Diversified business model: WRITTEN PREMIUMS WRITTEN PREMIUMS 41% Mandatory Business BY SE

  14. Slide 14: Results with double-digit growth in premiums

    Results with double-digit growth in premiums WRITTEN PREMIUMS CONTROLLING NET INCOME EQUITY CAGR: 19% CAGR: 8% CAGR: 12% 6,396 1,476 153 83 562 1,416 2014 2023 - LTM 2014 2023 - LTM 2014 Jun 2023 *Figures in USD millions Adjusted ROE LTM Adjusted ROTE LTM 12.2% vs 7.1% 2Q22 15.7% vs 9.0% 2T22 14

  15. Slide 15: SURA Asset Management

    SURA AM Leading Latin American asset manager in pension fund administration, asset management and investment advisory services. Leadership in the región COUNTRIES1 CLIENTS EMPLOYEES 21% of market share 9 + 23MM 525 institutional + 6K Voluntary Savings AUM BY SEGMENT EBITDA BY COUNTRY 5% 15% of commi

  16. Slide 16: Reflecting stable business dynamics over time

    Reflecting stable business dynamics over time COMISSION INCOME CONTROLLING NET INCOME AUM CAGR: 13% CAGR: 10% CAGR: 12% 807 165 194 65 287 87 2014 2023 - LTM 2014 2023 - LTM 2014 Jun 2023 *Figures in USD millions, AUM in USD billions Adjusted ROE LTM Adjusted ROTE LTM 8.7% vs 4.7% 2Q22 26.7% vs 13.5

  17. Slide 17: Bancolombia: leading financial group in Colombia

    Leading financial group in Colombia with presence in Central America Leadership COUNTRIES CLIENTS EMPLOYEES 52% of participation in monetary transactions in Colombia 4 + 29MM + 33K Brand positioning LOAN PORTFOLIO DIVERSIFICATION #1 brand with the best reputation in Colombia MODALITY COUNTRY 1% 7% F

  18. Slide 18: Accompanied by business growth, expansion and consolidation

    Accompanied by business growth, expansion and consolidation ASSETS EQUITY CONTROLLING NET INCOME CAGR: 10% CAGR: 10% CAGR: 12% 81,051 8,747 1,403 35,817 4,039 519 2014 Jun 2023 2014 Jun 2023 2014 2023 - LTM *Figures in USD millions ROE ROTE ROA 15.7% vs 22.6% 2Q22 23.8% vs 29.5% 2Q22 1.7% vs 2.4% 2Q

  19. Slide 19: Infrastructure: asset manager with strategic focus

    SURA AM Asset manager with strategic focus on infrastructure COUNTRIES EMPLOYEES ASSETS 20 + 11K + 13Bn REVENUE SHARE REVENUE SHARE BY COMPANY1 BY COUNTRY1 Pactia Others 1% 9% Others Odinsa 14% 10% Argos EEUU Colombia Celsia 55% 31% 55% 25% REVENUES EBITDA2 MARKET CAP1 5.0 Bn 1.2 Bn 1.6 Bn 1 Figures

  20. Slide 20: Accompanied by a structured business plan

    Accompanied by a structured business plan REVENUES EBITDA CONTROLLING NET INCOME CAGR: 11% CAGR: 12% CAGR: 10% 4,998 1,246 263 1,991 484 113 2014 2023 - LTM 2014 2023 - LTM 2014 2023 - LTM *Figures in USD millions Net Debt / EBITDA AUM 2.1x Jun 2023 USD 12.5 BN Jun 2023 20

  21. Slide 21: Investor Relations and Capital Markets

    INVESTOR RELATIONS AND CAPITAL MARKETS Investors and Capital Markets Manager Investors and Capital Markets Specialist CARLOS EDUARDO GONZALEZ MARIA ALEJANDRA DUQUE cegonzalezt@gruposura.com.co maduque@gruposura.com.co Investors and Capital Markets Director Investors and Capital Markets Analyst DANIE

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