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28.06.2022 07:01:06

Helvetia increases its stake in Caser

Helvetia Holding AG / Key word(s): Takeover
Helvetia increases its stake in Caser

28.06.2022 / 07:01

Media release
St.Gallen, 28 June 2022

Helvetia Group has acquired a further 10% of the share capital of Caser and now owns 80% of the Spanish insurer. In addition, Caser sold its stake in the life insurance company Sa Nostra Vida to Caixabank. With these two transactions, Helvetia has strengthened its position in Spain as well as the non-life business within the entire Group.

Helvetia Group has increased its stake in the Spanish insurer Caser by around 10% and now owns 80% of the Spanish insurer. The seller is the Spanish bank Unicaja, which is reducing its holding of around 20% to about 10% after its merger with Liberbank. About 10% of the share capital is owned by Ibercaja. Caser will continue to work with both Unicaja and Ibercaja under the long-standing bancassurance cooperation agreements, which are not affected by these transactions and will remain unchanged. The parties have agreed not to disclose the purchase price.

Caser sells stake in Sa Nostra Vida
In addition, Caixabank is also taking over Helvetia Group's share in the life insurance company Sa Nostra Vida (Sa Nostra Compañía De Seguros De Vida, S.A.), which Helvetia previously held through Caser. The transaction, which is expected to be completed in the second half of 2022, will return a profit in the double-digit millions for Caser. Sa Nostra Vida contributed CHF 7.7 million to the Group's annual result in 2021 and generated gross premiums of CHF 41.1 million. The transaction reduces the weighting of the life business in the business volume of Helvetia Group as a whole and further strengthens its very robust solvency.

Caser acquisition is a success story
With these two transactions, Helvetia is further strengthening the importance of the attractive non-life business. "The acquisition of Caser is a success story: Caser made a profit contribution of CHF 72 million to the Group's overall result last year. Thanks to Caser's service and commission business, we are successfully diversifying our business mix in line with our strategy. The increase in our stake in Caser further boosts the importance of this business for Helvetia in turn", explains Philipp Gmür, Group CEO of Helvetia.


Philipp Schüpbach
Head of Investor Relations

Phone: +41 58 280 59 23



Jonas Grossniklaus
Head of Media Relations

Phone: +41 58 280 50 33

About the Helvetia Group
Helvetia Group, with its headquarters in St. Gallen, has grown since 1858 to become a successful insurance group with over 12,000 employees and more than 7 million cus-tomers. It has been enabling its customers to seize opportunities and minimise risks for all that time Helvetia is there for them when it matters. Helvetia is the best partner and is present everywhere that protection needs arise, with insurance, pension and investment solutions from a single source as well as simple products and processes. The insurance group knows the business, from mobile phone insurance and insurance cover for the Gotthard Base Tunnel to the long-term investment of customer assets. Helvetia develops and opens up new business models with enthusiasm and drives forward its own business in a powerful and future-oriented manner. It acts with foresight and re-sponsibility in everything it does: for the benefit of its shareholders, customers and em-ployees as well as its partners, society and the environment. Helvetia is the leading all-lines insurer in Switzerland. In the Europe segment comprising Germany, Italy, Austria and Spain, the company has firmly rooted market positions for generating above-average growth. In the Specialty Markets segment, Helvetia offers tailored special insurance and reinsurance cover worldwide. With a business volume of CHF 11.22 billion, Helvetia generated IFRS net income after tax of CHF 519.8 million in the 2021 financial year. The shares of Helvetia Holding AG are traded on SIX Swiss Ex-change.

Cautionary note
This document was prepared by Helvetia Group and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of Helvetia Group. The German version of this document is decisive and binding. Versions of the document in other languages are made available purely for information purposes. Although all reasonable effort has been made to ensure that the facts stated herein are correct and the opinions contained herein are fair and reasonable, where any information and statistics are quoted from any external source such information or statistics should not be interpreted as having been adopted or endorsed as accurate by Helvetia Group. Neither Helvetia Group nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this information. The facts and information contained in this document are as up to date as is reasonably possible but may be subject to revision in the future. Neither Helvetia Group nor any of its directors, officers, employees or advisors nor any other person makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this document.
This document may contain projections or other forward-looking statements related to Helvetia Group which by their very nature involve inherent risks and uncertainties, both general and specific, and there is a risk that predictions, forecasts, projections and other outcomes described or implied in forward-looking statements will not be achieved. We caution you that a number of important factors could cause results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements. These factors include: (1) changes in general economic conditions, in particular in the markets in which we operate; (2) the performance of financial markets; (3) changes in interest rates; (4) changes in currency exchange rates; (5) changes in laws and regulations, including accounting policies or practices; (6) risks associated with implementing our business strategies; (7) the frequency, magnitude and general development of insured events; (8) mortality and morbidity rates; (9) policy renewal and lapse rates as well as (10), the realisation of economies of scale as well as synergies. We caution you that the foregoing list of important factors is not exhaustive; when evaluating forward-looking statements, you should carefully consider the foregoing factors and other uncertainties. All forward-looking statements are based on information available to Helvetia Group on the date of its publication and Helvetia Group assumes no obligation to update such statements unless otherwise required by applicable law.

End of Media Release

Language: English
Company: Helvetia Holding AG
Dufourstrasse 40
9001 St.Gallen
ISIN: CH0466642201
Valor: 46664220
Listed: SIX Swiss Exchange
EQS News ID: 1384969

End of News EQS News Service

1384969  28.06.2022 



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