Simply Safe - Season 2

Gert De Winter, CEO

Swiss Equities Conference ZKB - Zurich, 3 November 2021

Click hereto watch the recording of Baloise Investor Day 2020

Cautionary Statement Regarding Forward-Looking Information

This presentation was produced by Bâloise Holding AG and/or its affiliates (hereafter "Baloise") with the greatest of care and to the best of its knowledge based on information available for Baloise in Switzerland on the day of its first publication. If nothing is indicated to the contrary, all figures are not audited. This presentation contains forward-looking statements. Forward-looking statements involve inherent risks and uncertainties, and Baloise might not be able to achieve the predictions, forecasts, projections and other outcomes Baloise describes or implies in this presentation. A number of important factors could cause results to differ materially from the plans, objectives, expectations, estimates and intensions Baloise expresses in this presentation. However, neither Baloise nor any of its members of the board, directors, officers, employees, advisors or any other person make any representation or warranty as to the accuracy or completeness of the information contained in this presentation. Neither Baloise nor any of its members of the board, directors, officers, employees, advisors or any other person accept any liability for direct or indirect losses which might arise from making use of the information of this presentation. This presentation does not constitute an offer or a recommendation to subscribe for or purchase any shares or other securities of Baloise and does not release the recipient from exercising his/her own judgment, if necessary with the help of a professional advisor. Furthermore, Baloise does not intend to update these forward-looking statements except as may be required by applicable law. This document may not be copied, reproduced, altered, offered, sold or otherwise distributed to any other person either in part or in full without the prior written consent of Baloise.

Copyright © 2021 Bâloise Holding AG. All rights reserved.

2

Agenda

  1. Taking Pride in the Success of Season 1
  2. Our New Targets and Ambitions in Season 2

3

1. Taking Pride in the Success of Season 1

Group
Shareholders
Net Income
Capital
Half Year Results 2021
• Strong growth: 8.2% in Non-Lifeand 30.6% in Investment-typebusiness
• Rebound of profitability: 70% higher net income despite negative impact of CHF 40 mn due to the hail and storm events in June
• Well diversified earnings: highly profitable in Non-Life,boost of EBIT in Life, and additional third-partyassets of CHF 0.5 bn in Asset Mgmt
• High innovative strength: Successful launch of FRIDAY in France, new initiatives in ecosystem Mobility, and new partnership with UBS in the ecosystem Home

Non-Life

EBIT: CHF 166 mn

Growth

8.2%

Net Combined Ratio

92.3%

Life

EBIT: CHF 195 mn

2.4%

30.6%

Growth

Life

Investment-type

Margins

47.6%

97 bps

New business

Interest rate

margin

margin

Asset Mgmt & Banking

EBIT: CHF 42 mn

Net Investment Yield

1.1%

(on insurance assets, not annualized)

CHF 302 mn (+70.1%)

CHF 7.1 bn

A +

186%

Equity

S&P Rating

SST-Ratio

as per 01.01.2021

confirmed in June 2021

Fully on track to achieve strategic targets

Attachments

  • Original document
  • Permalink

Disclaimer

Baloise Holding AG published this content on 03 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 08 November 2021 17:37:10 UTC.