Fbd Holdings Plc EURONEXT:EG7

FBD : Presentation (2025 Full Year Results Presentation)

Published

Source: MarketScreener







FBD Holdings plc

2025 Results





6th March 2026



Forward looking statements

This presentation contains certain forward-looking statements. Actual results may differ materially from those projected or implied in such forward-looking statements. Such forward-

looking information involves risks and uncertainties that could affect expected results.

2025 RESULTS

Agenda

Overview

Tomás Ó Midheach, CEO

Financial Performance

Kate Tobin, CFO

Conclusion

Tomás Ó Midheach, CEO

Appendix Glossary Contact Details



2025 RESULTS

Overview

Tomás Ó Midheach, CEO







2025 At a Glance



€502m

Gross Written Premium (+9%)

+18,000

Policies up on last year

€54m

Profit Before Tax

Post €30m Jan' 2025

weather loss

100c

Ordinary Dividend Proposed

€4m allocated to

share repurchase

201%

SCR

Post Dividend and share repurchase

3





Strategy continues to deliver

Delivering strong returns with predictable yields



Robust Franchise

Continuing to Grow

  • €54m profit for 2025, after €30.8m impact

    of Jan' 25 weather

  • Wallet holding steady - strong growth in customer base

  • 90% retention over 2022 - 2025 while

€366m

GWP Growth

+37%

€502m

Policy Count Growth

+16%

495k

572k

maintaining margins

FY2021 2022 2023 2024 2025 FY2025

FY2021 2022 2023 2024 2025 FY2025

GWP & Policy count growth in 2021-2023 excludes legacy scheme

Strongly Capitalised

SCR%

Value created

197%

214%

226%

213%

197% 201%

FY2020 FY2021 FY2022 FY2023 FY 2024 FY 2025

Green = SCR Gain; Amber = Capital Return

4

& Since 2022, €291m capital returned





Profit underpinned by growth, underwriting discipline and investment returns

Profit Before Tax

€54m
  • Underwriting Result €45m (2024: €67m)

  • January 2025 weather losses had a net

    cost of €30.8m

  • Income Statement investment return of

    €25m (2024: €26m); OCI return €8m (2024: €19m)

  • €15m favourable prior year reserve development (2024: €27m)

Gross Written Premium

€502m
  • Gross Written Premium up 9% on 2024 - growth across all sectors, channels and products

  • Average premium up 5.6% - 3.4% of which relates to increased levels of cover

  • Farmer GWP up €28m contributing

two thirds of the increase

Customer Focus

(Policy growth)

+3.2%
  • Growth supported by consistently high retention levels

  • Farmer up 10,000 policies - Customer

    policy holding steady at 3.5

  • 3% growth in increasingly competitive Business sector - Customer policy holding steady at 2.3

  • 3% growth in Retail

  • 6% increase in Home policies with

growth in Direct & Partnership channels



5





Underwriting profitability, in line with expectations, supports strong capital ratio and return on equity

Reported COR

90.8%
  • Undiscounted COR 92.9% (2024: 86.7%)

  • Current service COR 97.4%

    (2024: 95.3%)

  • COR reflects underlying underwriting profitability following January weather losses

  • Best Estimate Prior year reserve

development of €15m (2024: €27m)

Solvency II SCR

201%
  • SCR (unaudited) 201% (2024: 197%) after proposed ordinary dividend and share repurchase

  • Remains strong after proposed return of capital

  • Risk Appetite 150%-170%

Return on Equity

10%
  • Net Asset Value 1,320 after ordinary and special dividends in 2025 (2024: 1,346c)

  • Dividend yield 11% (31 Dec 2025)

  • Return on Targeted Equity of 13%

  • Ordinary Dividend of 100c proposed

  • €4m allocated to share repurchase



6

2025 RESULTS

Financial Performance

Kate Tobin, CFO







2025 Results

2025

2024

Change

GWP

€502m

€460m

+€42m



Investment return €25m €26m -€1m

Underwriting result €45m €67m -€22m

Unwind of discounting -€7m -€6m -€1m Finance and other Group costs -€9m -€10m +€1m

1 Profit before tax €54m €77m -€23m

2025 2024 Change

EPS 130c 186c -56c

  1. Profit before tax

    supported by growth, underwriting profitability and investment returns

  2. Combined Operating Ratio (COR) of 90.8% reflects underlying underwriting profitability following January weather losses. Best

NAV

1,320c

1,346c

-26c

Estimate prior year reserve

development is lower than

ROE

10%

14%

-4%

previous years

2025

2024

Change

Loss ratio

63.2%

57.1%

+6.1%



3 Investment portfolio has

Expense ratio

27.6%

27.8%

-0.2%

contributed strongly. Income



2

Combined Operating Ratio

90.8%

84.9%

+5.9%

from bond portfolios continues to

increase as maturities reinvested

3

Total investment return

2.8%

4.0%

-1.2%

at higher book yields

  • Income statement

2.1%

2.3%

-0.2%

  • OCI

0.7%

1.7%

-1.0%

8





2025 Results

1

Insurance service result

reflects underlying underwriting profitability and favourable prior year reserve development following January weather losses

2

Income statement

investment return reflects increasing returns from bonds and reduced contribution from risk assets and cash

3

Net insurance finance

expenses includes impact of unwind of discounting of higher interest rates from 2022-2024



Change

2024

2025

Income Statement

Insurance revenue €487m €441m +€46m

Insurance service expenses -€428m -€279m -€149m

Net income/(expense) from reinsurance contracts held

€34m -€51m +€85m

  1. Insurance service result €93m €111m -€18m

  2. Investment return €25m €26m -€1m

  3. Net insurance finance expenses -€7m -€6m -€1m

result

Non-attributable expenses

-€41m

-€38m

-€3m

Finance costs, other provisions

-€16m

-€16m

-

Profit before taxation

€54m

€77m

-€23m

Net insurance and investment

€111m €131m -€20m

9





1

Current Service COR reflects

strong underlying underwriting profitability impacted by January 2025 weather losses

2

Past Service COR

benefitted from favourable development on prior year claims of €14.9m, which is lower than previous years



Analysis of Combined Operating Ratio

2025

2024

1 Current Service Combined Operating Ratio

97.4%

95.3%

2 Past Service Combined Operating Ratio

-6.6%

-10.4%

Reported Combined Operating Ratio

90.8%

84.9%

Undiscounted Combined Operating Ratio

92.9%

86.7%

10





Best Estimate Claims Reserve Development

YE 2023

YE 2025 YE 2025 YE 2025

YE 2022

YE 2023

YE 2025

YE 2024 YE 2024

YE 2021

YE 2023

YE 2025

YE 2024

YE 2022 YE 2024

Evolution of AY 2021 Evolution of AY 2022 Evolution of AY 2023 Evolution of AY 2024 Evolution of AY 2025

  • Net positive prior year reserve development during 2025

  • More recent accident years impacted by an observed increase in injury awards

  • We continue to allow for expectations for future injury claims inflation in the reserves

Note: The above graphs include EL, PL and Motor Accident Years ("AY") only



11









Increased Contribution from Bonds

Income Statement return stable

2.1%



Cash, Fixed Income and Risk Assets:

  • Income from bond portfolios continues to increase as maturities reinvested at higher book yields

  • Bond income excluding realised losses increased to

    €16.6m (1.9% return) from €12.4m (1.4% return)

  • €8.0m risk asset return, positive performance across all

    risk asset funds including equity outperformance

  • Cash contributed €3.0m

OCI return positive

0.7%



Corporate and Sovereign Bonds:

  • Pull-to-par, expedited by ECB rate cuts, and tightening credit spreads contributed to continued unwind of unrealised losses

  • Risk-free rates representing our portfolio duration increased in H2 2025 offsetting some of the positive OCI return

  • €12m unrealised loss on bond portfolios will unwind over

the remaining life as held to maturity

12





Investment Income Analysis 2025 vs 2024



Income Statement returns (€'000s) 2025 vs 2024

2025 2024 Increasing returns from bond portfolios

30,000

2.3%

  • Bond income increased in 2025 due to

    maturities reinvested at higher interest rates

    25,000 2.1%

    20,000

    15,000

    10,000

    5,000

    0

    2.1%

    1.6%

    6.7%

    8.0%

    1.2% 2.1% 4.1%

    0.9%

    and book yield enhancement trading

  • Corporate Bond portfolio average duration

    3.4 years

  • Government Bond portfolio average duration

3.2 years

Despite volatility, all Risk Asset class returns positive in 2025

Returns on Cash moderating due to

-5,000

Total Corporate Risk Assets Government

Cash Investment

Bond

Expenses

ECB rate cuts

Bonds

Bonds

Property

realised gains/losses

* Realised bond losses in 2024 and 2025 due to book yield enhancement trading

13







Investment Allocation

Changes to investment allocation since Dec 2024

13%

22%

9%1%

Dec 2025

55%

11%

22%

11%1%

Dec 2024

31-Dec-25 31-Dec-24*

Corporate Bonds

€644m

€649m

Government Bonds

€258m

€251m

Cash

€149m

€132m

Risk Assets

€106m

€133m

Investment Property

€11m

€11m

Total €1,168

€1,176

55%

Bond maturity and book yield profile by (maturity) year

€330m



3.0%

€161m

€153m

2.4%



€138m

€111m





1.0%



1.0%

1.2%

2026 2027 2028 2029 2030+

Cash balance temporarily increased to bolster liquidity for claims and dividend payments

€20m corporate bonds reallocated to cash during 2025

€35m divested from risk assets in line with Strategic Asset

Allocation

Average credit quality of A on bond portfolio Allocation to BBB rated corporate bonds stable

Corporate Bonds Sovereign Bonds Book Yield

* Table restated from prior year to include accrued interest on bonds/cash and to exclude operational bank accounts from investment allocation

14





Higher allocation to cash and bonds, increased predictable

investment income

Cash & Bonds vs Risk Asset allocation

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%

13.1%

14.9%

12.2%

10.0%

86.9%

85.1%

87.8%

90.0%

Cash & Bond Risk Assets

Risk Assets includes risk asset funds and investment property

Cash & Bond Income Statement Returns* (€'000s)

20,000

18,000

16,000

1.8%

2.0%

1.6%

1.5%

14,000

12,000

10,000

8,000

6,000

4,000

2,000

1.2%

1.0%

0.6%

0.5%

0.0%

Cash

Gov Bond

Corp Bond

Total

* Includes realised losses



-

15





Strong capital generation supporting investor returns



260%

250%

240%

230%

220%

210%

200%

190%

180%

170%

197%

214%

226%

213%

197%

201%

Five ordinary and three special dividends - €291m capital returned to investors since 2022

* Includes €4m share repurchase

16

2025 RESULTS

Conclusion

Tomás Ó Midheach, CEO





Summary



Profit before tax of €54m with COR 90.8%. Strong underlying underwriting profitability and investment performance following impact of January 2025 weather

In line with intention to move closer to target capital levels over

time, ordinary dividend of 100c per share is proposed

Solvency Capital Ratio 201% (unaudited) after proposed ordinary dividend and share repurchase. SCR Risk Appetite 150%-170%

FBD is a resilient and growing business, that continues to deliver for all stakeholders. Focus remains on dividend sustainability while maintaining a strong capital position

Updated Guidance: Combined Operating Ratio low 90s achievable for the full year 2026

18



2025 RESULTS

Appendix





Corporate Advocacy - The Padraig Walshe Centre for Sustainable Animal and Grassland Research

Construction begins at Teagasc Moorepark

  • €6m FBD contribution (FBD Holdings Plc €2.5m; FBD Trust €2.5m; Farmer Business Developments Plc €1m), committed to in 2023, matched with €6m from the Department of Agriculture, Food and the Marine

  • The new Centre will:

    • Provide state-of-the-art laboratory and animal metabolism facilities

    • Support research aimed at reducing greenhouse gas emissions and nutrient losses from grassland-based livestock systems

    • Provide infrastructure and facilities to attract and retain world-leading animal and grassland scientists



Pictured at Teagasc Moorepark are representatives from FBD Holdings Plc, FBD Trust, Farmer Business Developments Plc,

Teagasc, Minister for Agriculture, Food and the Marine, Martin Heydon TD and Ella Walshe

20



FBD, Our Strategy

A digitally enabled, data enriched organisation which delivers an excellent customer and employee experience

STRATEGIC AMBITION

Our Customers

We have a complete picture of them, understand them and deliver a proposition they value

TEAMS &

COLLABORATION

OUR CUSTOMERS

are at the heart of what we do

DATA & TECHNOLOGY

Our People

Foster individual and organisational effectiveness

Delivering Measured Profitable Growth

Through a sharp focus on value, growth & capital management

Wider Society & ESG

We are recognised as the Irish insurer supporting local communities. Delivering on our sustainability commitments and supporting our customers in theirs

Our

Customers

Our

People

Our

Investors

Wider Society

& ESG

Our

Regulator

Continuous Improvement

Be better tomorrow than we are today. Create capacity while

enhancing our customer and employee experience

21







Strategy Evolution

2025

A digitally enabled, data enriched organisation which delivers an excellent customer and employee experience



2026

Future Proofing Continuous Improvement; Finance, data & technology

strategy and Exploration of further growth

Optimisation

Capital efficiency; Continuous Improvement and Technology

2024

2023

2022

Evolution

Value; SME Growth and Continuous Improvement

Extension

Claims and ESG

Mobilisation

Customer Relationship Focus; Data Enriched and Digitally Enabled

Our Cornerstones

22









Industry Environment and Claims trends

Insurance Reform



  • General Scheme of the Civil Reform Bill 2025 published in January 2026:

    • Introduces substantial changes to Ireland's court system by increasing the value limits

      for cases heard in the District and Circuit Courts

    • This will significantly alter where personal injury claims are litigated, reduce reliance on the High Court, and reshape legal cost structures

  • The Action Plan for Insurance Reform 2025-2029 outlines a number of priority actions across six key themes:

    • Transparency & Affordability; Competitiveness & Availability; Innovation & Skills; Fraud;

      Climate Protection Gap; and Legal Reform

    • FBD have engaged in the consultation process on the Transparency Code and expect finalisation by the Department of Finance in Q1 2026

  • Judicial Council recommendation to increase Personal Injury Guidelines by 16.7% not brought for approval to the Oireachtas

  • General Scheme of the Judicial Council (Amendment) Bill 2026 proposes changes

to how Personal Injuries Guidelines are reviewed, developed, and approved

Claims Trends



  • Average settlement costs for injury claims increased by 4% versus 2024, with pre-litigation settlement costs 6% higher

  • Increases experienced in Third-Party Motor Damage costs in 2025, across both Private and Commercial Motor

  • Attritional Property severity higher due to

    increased number of fire claims

  • Substantial increase in new Property claims notifications in 2025 due to January weather events

23





Ireland & Euro Area Economic Environment



GDP & Private Consumption

YoY %

12.0

10.0

8.0

6.0

4.0

2.0

0.0

-2.0

Inflation (HICP) & Unemployment Rate

YoY %

7.0

6.0

5.0

4.0

3.0

2.0

1.0

-4.0 0.0

GDP Private Consumption Inflation (HICP) Unemployment Rate

Ireland Euro Area Ireland Euro Area

Ireland Euro Area Ireland Euro Area

Source: European Commission Spring Economic Forecast

24





GWP Performance by Product

11%

Tractor

22%

Agri

Policy count +3.1%



Average premium +9.6%

Tractor

Agri

Policy count +2.4%

Ave. premium +9.7%

21%

Private Motor

12%

2024

GWP

19%

Commercial Business

+9.0%

Policy count +1.8%

Ave. premium +5.0%

Private Motor

2025

GWP

Commercial Business

Policy count +1.1%

Home

15%

Commercial Motor

Policy count +5.7%

Ave. premium +7.7%

Home

Commercial Motor

Ave. premium -0.7%

Policy count +4.6%

Ave. premium +6.5%

25





Premium Analysis

31%

Farmer Business Retail

2025

2024

2023

2022

2021

50

0

49%

49%

49%

51%

50%

200

150

100

Active Premium by Customer Sector

€m

500

450

30%

32%

250

30%

300

29%

20%

21%

350

19%

20%

400

20%

Change in GWP

YOY Movement

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

-2.0%

-4.0%

Policy Volume

Average Rate

Cover and Mix

Total GWP

FY 22 v FY 21

FY 23 v FY 22 FY 24 v FY 23 FY 25 v FY 24



26



Total return to shareholders

€6.75 paid in dividends per share since 2021

Aileen Sheehan

27 FBD Young Farmer of the Year 2025

220.00

Share Price and Index Performance 2021 - 2025

200.00

180.00

160.00

140.00

FBD share price

Dec 2020 €7.50

120.00

100.00

80.00

FBD

ISEQ

Stoxx Europe 600 Insurance

Shown above are the performances of FBD, the ISEQ and Stoxx Europe 600 Insurance indices

rebased from 31 Dec 2020. Average Dividend Yield on ISEQ and Stoxx Europe 600 Insurance of 2% and 5% across 2021 - 2025, FBD 11%







Glossary

Acquisition

The total of net commission and operating expenses incurred in the generation of net earned premium and often expressed as a percentage of net earned premium. The operating expenses are after the transfer of direct costs for claims settlement expenses which are included in net incurred claims expense.

Best Estimate

The actuary's expectation of future cost to settle all outstanding claims net of any margin for uncertainty, representing a 50% probability that the reserves are adequate to settle all future claims.

Casualty Insurance

Insurance that is primarily concerned with the losses resulting from injuries to third persons or their property (i.e. not the policyholder) and the resulting legal liability imposed on the insured. It includes, but is not limited to, general liability, employers' liability, workers' compensation, professional liability, public liability and motor liability insurance.

Catastrophe Reinsurance

A reinsurance contract (often in the form of excess of loss reinsurance) that, subject to specified limits and retention, compensates the ceding insurer for losses in related to an accumulation of claims resulting from a catastrophe event or series of events.

Claim

The amount payable under a contract of insurance or reinsurance arising from a loss relating to an insured event.

Claims Handling

Expense (CHE)

Costs incurred in the investigation, assessment and settlement of a

claim.

Claims Incurred

The aggregate of all claims paid during an accounting period adjusted by the change in the claims provision for that accounting period.

Claims Provision

The estimate of the most likely cost of settling present and future claims and associated claims adjustment expenses plus a risk margin to cover possible fluctuation of the liability.

Combined Operating Ratio ("COR")

The sum of the loss ratio and expense ratio. COR provides an overall view of the Group's underwriting and operational performance. A COR below 100% indicates underwriting profitability, while a ratio above 100% indicates underwriting losses.

Deferred Acquisition Costs

Acquisition costs relating to the unexpired period of risk of contracts in force at the balance sheet date which are carried forward from one accounting period to subsequent accounting periods.

Directly Attributable Expenses

flows arising from the costs of selling, underwriting and starting a group of insurance contracts (issued or expected to be issued) that are directly attributable to the portfolio of insurance contracts to which the group belongs.

Dividend Yield

Ordinary plus Special Dividend per share (approved or paid) in the

financial year ÷ Share Price at 31 Dec FY; 30 Jun HY

Dividned payout ratio

Represents the proportion of earnings paid out to investors. Dividends per share (approved or paid) in the financial year ÷ Earnings Per Share.

Earnings Per Share basic (EPS)

Profitability indicator. Profit after tax less preference dividends ÷ weighted average number of outstanding ordinary shares.

Events Not in Data (ENID)

Insurers are required to allow for all possible events when setting their technical provisions, including those that may not have been historically realised. This is done by allowing for events not in data when calculating technical provisions.

Excess of Loss Reinsurance

A form of reinsurance in which, in return for a premium, the reinsurer accepts liability for claims settled by the original insurer in excess of an agreed amount, generally subject to an upper limit.

Expense Ratio

Insurance acquisition expenses and non-attributable expenses as a percentage of insurance revenue.

28





Glossary

Fair Value through Other Comprehensive Income (FVOCI)

Financial assets classified and measured at fair value through other comprehensive income.

General Insurance

Generally used to describe non-life insurance business including

property and casualty insurance.

Gross Claims Incurred

The amount of claims incurred during an accounting period before deducting reinsurance recoveries.

Gross Earned Premium (GEP)

The total premium on insurance earned by an insurer or reinsurer during a specified period on premiums underwritten in the current and previous underwriting years.

Gross Written Premium (GWP)

The total amount of premiums due from policyholders for insurance contracts written during a specific period, before any deductions for reinsurance.

Incurred but not Reported (IBNR)

Claims arising out of events that have occurred before the end of an accounting period but have not been reported to the insurer by that date.

Insurance Finance Income or Expenses (IFIE)

IFRS 17 permits an entity to choose to present insurance finance income or expenses either in profit or loss or disaggregated between profit or loss and OCI. This choice is made on a portfolio-by-portfolio basis.

Insurance Service Result

Insurance revenue less Insurance service expenses less Net expenses from reinsurance contracts held.

Legacy Scheme Runoff

Broker scheme for Private Motor and Home which was terminated in 2024.

Long-tail

Classes of insurance business involving coverage for risks where notice of a claim may not be received for many years and claims may be outstanding for more than one year before they are finally quantifiable and settled by the insurer.

Loss Ratio

Claims incurred net of reinsurance result as a percentage of insurance

revenue.

Margin for Uncertainty

The margin held over and above the actuarial best estimate in order to provide greater certainty that claims reserves will be sufficient to settle all outstanding claims as they fall due.

Net Asset Value (NAV)

Net Asset Value is the net value of an entity's assets less its liabilities, divided by the number of shares outstanding.

Net Claims Incurred

The amount of claims incurred during an accounting period after deducting reinsurance recoveries.

Net Claims Ratio

Net claims incurred as a percentage of net earned premium.

Net Earned Premium (NEP)

Net written premium adjusted by the change in net unearned premium for a year.

Net Investment Income

Gross investment income net of foreign exchange gains and losses and investment expenses.

Net Written Premium (NWP)

The total premium on insurance underwritten by an insurer during a specified period after the deduction of premium applicable to reinsurance.

Other Comprehensive Income (OCI)

Other comprehensive income consists of revenues, expenses, gains, and losses that, under IFRS standards, are excluded from net income on the income statement.

29