Replay available

Axa Sa Ord (AXAHF) Q2 2025 Earnings Call

Axa Sa Ord (OTC: AXAHF) Q2 2025 earnings conference call, held 2025-08-01. Replay captured from the company's public earnings webcast.

Fri, August 1, 2025 at 5:00 AMendedReplay
Axa Sa Ord (AXAHF) Q2 2025 Earnings Call

Hosted by

Featured presenters

Thomas Buble

Group CEO

Frederic de Courtois

Group Deputy CEO

Albon de Mainel

Group CFO

Patrick Cohen

CEO of AXA Europe

Scott Gunter

CEO of AXA Excel

David Barmer

Analyst, Bank of America

Will Harcastle

Analyst, UBS

William Hawkins

Analyst, KBW

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Axa Sa.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.779 Good morning, and welcome to AXA's first half 2025 results call. 00:00:04.779 -- 00:00:10.028 Presenting today are Group CEO, Thomas Buble, Group Deputy CEO, 00:00:10.028 -- 00:00:14.215 Frederic de Courtois, and Group CFO, Albon de Mainel. 00:00:14.215 -- 00:00:19.444 Also in the room are Guillaume Bory, CEO of AXA France, Patrick Cohen, CEO of AXA 00:00:19.444 -- 00:00:22.208 Europe, and Scott Gunter, CEO of AXA Excel. 00:00:22.208 -- 00:00:25.124 With that, I turn it over to you, Thomas. 00:00:25.124 -- 00:00:29.690 Thank you, Anu. Good morning to all of you and thank you very much for joining our first 00:00:29.690 -- 00:00:34.696 half 2025 earnings call. As you can see from the results that we have 00:00:34.696 -- 00:00:38.821 published this morning, our business is in excellent shape. 00:00:38.821 -- 00:00:43.928 We have developed strong organic growth of plus 7% 00:00:43.928 -- 00:00:49.034 top line and underlying earnings per share is up 8% 00:00:49.034 -- 00:00:52.917 at the top of our target range during this plan. 00:00:52.917 -- 00:00:58.023 We are generating a very attractive return on equity while maintaining 00:00:58.023 -- 00:01:02.369 a strong capital position with a Solvency Tool Ratio of 220%. 00:01:02.369 -- 00:01:04.769 Our results 00:01:06.554 -- 00:01:10.759 reflect the strength of our model which is simple, 00:01:10.759 -- 00:01:15.926 balanced and now with the completion of the sale of AXA-IM completely 00:01:15.926 -- 00:01:18.736 focused on insurance. 00:01:18.736 -- 00:01:24.145 We are very much on track to achieve our plan targets, and this is important 00:01:24.145 -- 00:01:28.512 to say because we are in the middle of our current three-year plan. 00:01:28.512 -- 00:01:33.620 If we go to the next slide...