Alex Maloney
Group CEO
Replay available
Lancashire Holdings Limited (LRE) Q1 2026 Earnings Call
Lancashire Holdings Limited (LSE: LRE) Q1 2026 earnings conference call, held 2026-04-30. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Paul Gregory
Group CEO
Natalie Kershaw
Group CFO
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Lancashire Holdings Limited.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.938 Hello and welcome to the Lancashire Holdings Limited first quarter 2026 earnings 00:00:05.938 -- 00:00:11.164 call. Throughout the call, all participants will be in a listen-only mode. 00:00:11.164 -- 00:00:14.769 And afterwards, there will be a question and answer session. 00:00:14.769 -- 00:00:20.095 The speakers today will be Alex Maloney, Group CEO, Natalie Kershaw, Group 00:00:20.095 -- 00:00:25.141 CFO, and Paul Gregory, Group CEO. I will now hand the call 00:00:25.141 -- 00:00:27.622 over to Alex. 00:00:29.066 -- 00:00:30.541 Thank you, operator. 00:00:30.541 -- 00:00:34.868 Good morning everyone. We will follow our usual process this morning. 00:00:34.868 -- 00:00:37.973 I'll keep it brief and give you my thoughts on the quarter. 00:00:37.973 -- 00:00:42.220 I'll then hand over to Paul for underwriting summaries and then Natalie for the finance 00:00:42.220 -- 00:00:45.886 part and then we will then take your questions. 00:00:45.886 -- 00:00:50.193 I want to start by saying that it's been another excellent quarter for Lancashire 00:00:50.193 -- 00:00:56.260 where we affirm our guidance for a high teens ROE for the 2026 year. 00:00:56.731 -- 00:00:58.553 Amidst 00:00:58.553 -- 00:01:03.699 elevated geopolitical tensions, our business continues to perform strongly, reflecting 00:01:03.699 -- 00:01:05.782 our prudent strategy. 00:01:05.782 -- 00:01:11.248 To remind you, we've set out to continue to grow ahead of rate and deliver more sustainable 00:01:11.248 -- 00:01:14.672 returns for our investors across the cycle. 00:01:14.672 -- 00:01:20.038 Our track record of delivery supports this, with three consecutive years above 00:01:20.038 -- 00:01:22.061 20% ROEs 00:01:22.061 -- 00:01:26.009 and on average returning 100% of earni...