AXA/2025/FY/Transcript

< AXA

This article summarizes AXA's Transcript published on 2026-02-26 (2 pages).

  • AXA delivered excellent results across the board in 2025 p. 1.
  • Topline grew by 6% p. 1.
  • Underlying earnings excluding AXA Investment Managers (sold July 1st) grew by 9% p. 1.
  • Underlying earnings per share were +8%, at the top end of the target range p. 1.
  • Balance Sheet is robust with a Solvency II ratio of 224% p. 1.
  • AXA is confident in achieving its main financial targets in 2026 p. 1.
  • AXA expects to deliver Underlying earnings per share growth at the upper end of its 6% to 8% target in 2026 p. 1.
  • AXA is a diversified franchise, well positioned for growth opportunities in the industry p. 1.
  • The solidity of AXA's model is based on four points p. 1:
    • A broad and strong distribution footprint, constantly expanding, for example, with the Prima acquisition in Italy p. 1.
    • Deep technical expertise allowing profitable risk underwriting p. 1.
    • Scale enabling competitive products for customers p. 1.
    • A trusted brand and long-term partner to customers p. 1.
  • These strengths led to strong organic profitable growth in 2025 p. 1.
  • In 2026, AXA will continue to deliver its 'Unlock The Future' strategic plan, which is its final year p. 2.
  • Foundations for the next plan are being laid and will be announced on September 21st p. 2.
  • AXA will transform its activity to secure long-term success p. 2.
  • AI is seen as a technology that can create tremendous advantages for the business p. 2.
  • AI is expected to change how customers access insurance, product personalization, and customer experience p. 2.
  • AXA is strongly positioned for this shift, with strong foundations, tangible use cases, and readiness to scale p. 2.
  • AXA aims to increase business agility to adapt to a rapidly changing environment p. 2.
  • AXA aims to build resilience for greater predictability and reliability in performance p. 2.
  • This resilience involves strengthening diversification across customers and distribution, reinforcing the balance sheet, and enhancing the risk management framework p. 2.
  • AXA's ambition is to be a winner in the industry, the preferred insurer for customers, an attractive place for talent, and to compound value for shareholders and employees p. 2.
Document info
OrganizationAXA
Year2025
PeriodFY
Period labelFY25
Document categoryTranscript
Document nameAXA FY 2025 CEO Interview Transcript (Thomas Buberl)
Publication date2026-02-26
LanguageEnglish
Pages2
Sourceoriginal URL