Momentum Group Limited · JSE:MTM
Momentum — Investor Day (2025)
15 slides from Momentum's investor day presentation, 2025
Slide 1: Momentum Africa: Impact strategy progress
Momentum Africa Impact strategy progress Lulama Booi
Slide 2: Overview
Overview 1 Impact strategy recap 2 Strategy progress update 3 Operating model 4 Closing 2
Slide 3: Recap: Long-term aspiration
Momentum Africa Recap: Long-term aspiration “ To be a preferred financial services LONG-TERM partner within our chosen markets, WINNING providing relevant solutions to enable ASPIRATION the wellbeing of our clients through exceptional client experience. 3
Slide 4: Recap: Ambition and strategic focus areas
Momentum Africa Recap: Ambition and strategic focus areas IMPACT STRATEGY To be a life-long partner with significant market share in our business lines, supporting financial security to all AMBITION through effective solutions and exceptional client experience. OUR KEY STRATEGIC FOCUS AREAS IN EXECU
Slide 5: Recap: Objectives and measures of success
Momentum Africa Recap: Objectives and measures of success Focus areas Objectives – what we are aiming for Measures of success • Enhance and optimise distribution channels to ensure peak performance Distribution and effectiveness 1.2 policies per Productivity effectiveness • Grow and strengthen partn
Slide 6: Strategy progress update
Overview 1 2 Strategy progress update 3 4 6
Slide 7: Strategy progress update
Momentum Africa Strategy progress update Namibia Botswana Ghana Lesotho Mozambique Sales: Sales: Sales: Sales: Sales: • Strong sales growth. • Improved productivity • Improved Retail sales • Improved productivity in the • Strong increase in new Improved retail productivity productivity Retail busine
Slide 8: Strategy progress update (continued)
Momentum Africa Strategy progress update (continued) Focus areas What we achieved so far • Strong sales growth driven by deliberate efforts to embed optimal sales disciplines Distribution • Corporate life business pricing review concluded, increased corporate sales effectiveness • Improved claims ex
Slide 9: Strategy progress update (continued)
Momentum Africa Strategy progress update (continued) Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Enhance and optimise distribution channels to ensure peak performance Highly confident Distribution and effectiveness effectiveness • Grow and strengthen partnersh
Slide 10: Operating model
Overview 1 2 3 Operating model 4 10
Slide 11: Operating model review
Momentum Africa Operating model review Momentum Group's Africa business is evolving and will operate across three business units going forward Current model New operating model Africa Life Africa Momentum Health Guardrisk (new business unit) Retail Life Retail Life Institutional Life Institutional L
Slide 12: Closing
Overview 1 2 3 4 Closing 12
Slide 13: Our focus in the next 12 to 18 months
Momentum Africa Our focus in the next 12 to 18 months Transition to new operating model Sales growth • Implement new operating model • Increased retail sales through distribution • Achieve targeted improvements in business initiatives effectiveness, operational efficiency and growth • Institutional
Slide 14: Right to win
Momentum Africa Right to win We have an opportunity to play an We provide relevant, simple impactful role in the communities products to meet client needs we serve, to make financial on a commercial basis. Deliver services accessible to clients as improved Institutional value they pursue their goals
Slide 15: 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