Sabre Insurance Group plc (SBRE) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

okay good morning everyone just give a few seconds people to join okay i think we're good to go um thank you very much for joining us and darling on this uh bright and sunny day and i'm pleased to say bright and sunny is pretty much how we feel about the half year results actually we think it's a good half year performance and we're looking forward to um explaining why and giving some of the detail in the next half an hour or so usual usual process today. Myself and Adam will run through a few slides and then we'll leave all the difficult questions to Trevor and Matt to pick up at the end. As we go through, you have the option to type questions into the Q&A box now. We'll pick up all at the end, put your virtual hand up and Hanro will unmute you and introduce you into the call. So this will be the presentation we'll run through. Fairly punchy. We're not going to drag this out too long. Run through the Top highlights, Adam will run through the financial performance, a bit of a market update, bit of a strategy update, restate our investment case, and then the outlook. And we will, as ever, leave plenty of time for Q&A at the end. So the highlights are, I guess for me, strong growth, probably slightly more growth than we expected at this point, and very confident in delivering against our current guidance of a profit slightly higher than last year. Probably impressively, we've done that ahead of a meaningful market turn in pricing as well. So looking into the DECA a little bit. As I say, very confident in the full year profit projection. Part here probably underplays the progress. I know there's been some focus on the margin. To me, that's just maths. The margin will snap back into line. We're very, very confident by the end of the year. Matt can explain why later. Grow...