Allianz SE (ALIZY) Q2 2026 Earnings Name Transcript
Convention Name Individuals
Michael Huttner – Joh. Berenberg, Gossler & Co. KG, Analysis Division
Andrew Baker – Goldman Sachs Group, Inc., Analysis Division
Fahad Changazi – Kepler Cheuvreux, Analysis Division
Vinit Malhotra – Mediobanca – Banca di credito finanziario S.p.A., Analysis Division
William Hawkins – Keefe, Bruyette, & Woods, Inc., Analysis Division
Andrew Crean – Bernstein Autonomous LLP
Iain Pearce – BNP Paribas, Analysis Division
Henry Heathfield – Morningstar Inc., Analysis Division
Benjamin Cohen – RBC Capital Markets, Analysis Division
William Hardcastle – UBS Funding Financial institution, Analysis Division
Presentation
Andrew Ritchie
Head of Investor Relations
Women and gents, welcome to the Allianz convention name on the Allianz Group Monetary Outcomes for the Second Quarter and First Half of 2026. In your info, this convention name is being streamed reside on allianz.com and YouTube. A recording might be made accessible shortly after the decision. Right now, I wish to flip over the decision to your host at this time, Oliver Bate, Chief Govt Officer of Allianz SE. Please go forward, Oliver.
Oliver Bate
Chairman of the Administration Board & CEO
Thanks, Andrew, and thanks, buyers, for taking curiosity. I do know you had a few calls already, so we try to maintain it mercifully quick and centered as a way to ensure we make the most effective out of your time. So Web page A2 is the place I wish to begin. Simply as context and that you just’re all conscious of, we’re in a really unstable setting, not simply geopolitical tensions, but in addition monumental nervousness, investor nervousness round who’s going to win and lose from AI, together with the folks which are really spending a whole bunch of billions on constructing AI infrastructure.
