Marex Group plc (MRX) Analyst/Investor Day Transcript

SA Transcripts159.16K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Marex Group plc (MRX) Analyst/Investor Day March 26, 2026 9:00 AM EDT Company Participants Ian Lowitt - Group CEO & Executive DirectorCrispin Robert Irvin - CFO & DirectorThomas Texier - Group Head of ClearingPaolo Tonucci - Chief Strategist & CEO of Capital MarketsNilesh Jethwa - Chief Executive Officer of Marex Solutions Conference Call Participants William Katz - TD Cowen, Research DivisionAlex Kramm - UBS Investment Bank, Research DivisionPatrick Moley - Piper Sandler & Co., Research DivisionChristopher Allen - Keefe, Bruyette, & Woods, Inc., Research DivisionBenjamin Budish - Barclays Bank PLC, Research Division Conversation Ian LowittGroup CEO & Executive Director Welcome, everybody, to our 2026 Investor Day. It's great to see so many familiar faces, and we appreciate the effort you've made to join us here today. It's almost 2 years since our IPO in April of 2024. And it's instructive to cast one's mind back to that time and how we describe Marex to gain a sense of how much we have accomplished during that 2-year period. For me, more important than the outperformance itself is understanding what it is that explains, why we've been able to grow so much more successfully than we expected because that provides the basis for our assessment of how we will deliver the next phase of our growth. Our goal has always been to build a resilient business, capable of sustained double-digit growth for a range of market environments. Since our IPO, we have delivered that consistent growth with every quarter ahead of the same quarter in the prior year. It is that consistency, which is one of the clearest indications of how much the firm has strengthened and underpins our confidence in our future. It's instructive to look back at how we conceptualize our opportunity and describe the investment case at our IPO. The foundation was the same