Sanlam Allianz Holdings (Kenya) PLC · NSEKE:SLAM
Sanlam Allianz Holdings (Kenya) — Sanlam — UBS SA Financial Services Conference 2015
19 slides from Sanlam Allianz Holdings (Kenya)'s conference presentation, Oct 15, 2015
Slide 1: Beyond South Africa
Beyond South Africa UBS SA Financial Services Conference 15 October 2015
Slide 2: Strategic positioning, Key challenges, Our progress
Strategic positioning Key challenges Our progress
Slide 3: Strategic positioning
strategic positioning © Sanlam
Slide 4: Strategic positioning
Strategic positioning What we are about In South Africa Outside South Africa It’s about It’s about deepening retaining our and enhancing our leadership position existing relationships in financial services and and product ranges to become a leading putting distance player in our targeted between us
Slide 5: The Sanlam vision
The Sanlam vision DIVERSIFIED & BALANCED SANLAM BRAND ONE GROUP A leading Pan-African A household name on the Our partners and other financial services group with continent for financial services stakeholders inside and footprint in India, SE Asia outside of SA feel part of the and selected niches i
Slide 6: The territories that we target
The territories that we target Solid local base key in funding growth beyond South Africa Rest of Africa Demographics, low insurance penetration, competitive South Africa environment, Pan-Africa Solid base & cash flows opportunity India/SE Asia Lower income Developed segments have similar Niche, sol
Slide 7: Maximising RoGEV
A strategy focused on growth Optimising value creation Strategic pillars Strategic enablers Earnings growth Sound governance Maximising RoGEV Operational efficiencies People development Sustainable value Responsible products and creation for Optimal capital utilisation services shareholders Diversif
Slide 8: South Africa
South Africa Foundation for growth beyond South Africa Operational and capital efficiencies key in current environment Further diversifying distribution capability South Africa Delivery of Reviewing optimal capital structure under sustainable growth SAM Managing regulatory changes Opportunities in c
Slide 9: Beyond South Africa: Rest of Africa
Beyond South Africa Execution key differentiator Increased emphasis on accelerated organic growth Effective capital management Extracting maximum value from existing relationships Rest of Africa Selectively increasing stakes in existing Pan-Africa opportunity operations Expanding product lines to fi
Slide 10: Beyond South Africa: India/SE Asia and Developed Markets
Beyond South Africa Execution key differentiator Increasing stake in Indian insurance operations Diversifying product offerings Effective capital management India/SE Asia Building on the base Expanding distribution footprint Cross selling opportunities Optimise reinsurance and capital structures Pro
Slide 11: Challenges = opportunities
challenges = opportunities © Sanlam
Slide 12: Understand, shape and adapt to the external environment
Understand, shape and adapt to the external environment Technology Disruptors – now and future Stakeholder expectations Transformation agenda Quality of leadership matters Retaining and developing top talent Economic and competitive forces
Slide 13: Lift our game in certain areas and retain our leadership position in South Africa
Lift our game in certain areas and retain our leadership position in South Africa ELM products and footprint Digital challenge Big data / analytics Healthcare Risk business Loyalty programme Servicing the millennials Transformation Bancassurance
Slide 14: Meet the challenges and capitalise on emerging market opportunities
Meet the challenges and capitalise on emerging market opportunities
Slide 15: Our progress
our progress © Sanlam
Slide 16: Capital deployment
Capital deployment Large portion of capital deployed beyond SA since 2005 40 000 R4bn of discretionary capital earmarked for 35 000 emerging markets ex SA 30 000 25 000 20 000 15 000 Discretionary capital 10 000 South Africa Developed markets 5 000 Emerging markets Share buy back/special dividend -
Slide 17: A better balanced portfolio
A better balanced portfolio But more to be done – organic growth & acquisitions Net VNB Net operating profit 16% average Other international Rest of Africa 3% growth rate per Other international 7% Rest of Africa 10% Botswana share p.a. 2% Botswana 9% SA Traditional 5% 68% Namibia Namibia 4% 4% 1H15
Slide 18: Non-SA contribution
Non-SA contribution Will grow over time, not chasing specific target Net operating profit Net VNB Group Equity Value 2015 2015 2015 5% 2% 8% 16% 6% 22% 3% 16% 7% 18% 20% 16% 2014 2014 2014 76% 77% 77% 79% 76% 76% South Africa Other emerging markets Other international
Slide 19: Thank you
thank you©