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Helvetia Baloise Holding AG (HLVTY) Helvetia Holding AG - Analyst/Investor Day Transcript

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Helvetia and Baloise completed their merger in 2025, forming a leading European multiline insurer with Swiss roots, as announced at their April 2026 Capital Markets Day. Group CEO Fabian Rupprecht, formerly of NN Group and AXA, emphasized the merger’s strategic value, citing expanded market reach and operational synergies after 12 months of integration. The combined entity targets growth in core markets like Switzerland and Germany, leveraging Rupprecht’s M&A expertise from past deals including AXA Life Switzerland and Delta Lloyd Belgium. Executives outlined plans to streamline operations, with Deputy CEO Michael Muller overseeing integration efforts to optimize cost structures and customer service across merged divisions. Analysts from JPMorgan, UBS, and BNP Paribas attended, signaling strong investor interest in the insurer’s post-merger strategy and financial outlook.
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SA Transcripts159.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Helvetia Baloise Holding AG (HLVTY) Helvetia Holding AG - Analyst/Investor Day April 15, 2026 8:30 AM EDT Company Participants Peter Eliot - Head of Investor RelationsFabian Rupprecht - Group Chief Executive OfficerMatthias Henny - Group Chief Financial OfficerMichael Muller - Deputy Group CEO & Head of IntegrationEsther Roman - Group Chief Human Resource OfficerMartin Jara - Chief Executive Officer of SwitzerlandJurg Schiltknecht - CEO of GermanyJurg Schiltknecht - Chief Executive Officer of Germany Conference Call Participants Farooq Hanif - JPMorgan Chase & Co, Research DivisionThomas Bateman - Mediobanca - Banca di credito finanziario S.p.A., Research DivisionIain Pearce - BNP Paribas, Research DivisionNasib Ahmed - UBS Investment Bank, Research DivisionMichele Ballatore - Keefe, Bruyette & Woods Limited, Research DivisionThomas Bateman Conversation Peter EliotHead of Investor Relations So let's start with the first speaker, and let me welcome our Group CEO, Fabian Rupprecht. Before joining Helvetia, Fabian came from NN Group, and he previously held various leadership positions at AXA around the world. At both these companies, he was responsible for significant M&A transactions. These included the PMIs of AXA Life in Switzerland, Delta Lloyd in Belgium, AEGON in the Czech Republic and Slovakia and MetLife in Poland and Greece. Fabian was CEO of Helvetia before the merger, and he will now share his strategy for the new Helvetia Baloise Group. Fabian? Fabian RupprechtGroup Chief Executive Officer Thank you, Peter. Good afternoon, ladies and gentlemen. Thank you all for joining us today. It's a great honor to welcome you to our 2026 Capital Markets Day and the first one as the newly combined Helvetia Baloise Group, a leading European multiline insurer with Swiss roots. While the last 12 months have been very busy for us as management, we're more than ever convinced about the merits of the merger. It's a great opportunity in so many ways. I hope that

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