Switzerland · Delayed Price · Currency is CHF EFG International AG Earnings Call Transcripts
Fiscal Year 2025
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Record 2025 results with CHF 325 million net profit, 12% AUM growth to CHF 185 billion, and strong organic and M&A-driven expansion. Cost-to-income ratio improved, capital and liquidity remain robust, and outlook targets double-digit profit growth and 20% return on tangible equity.
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Management outlined upgraded 2028 targets, including higher profit growth, improved cost efficiency, and a greater dividend payout. The strategy focuses on organic growth, digital transformation, and a client-centric CRO model, with M&A as an additional lever. Strong regional momentum and robust risk management support confidence in delivering sustained value.
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Record H1 2025 profit and strong organic growth were driven by robust commission income, improved cost efficiency, and positive contributions from all regions. Management remains confident in exceeding 2025 targets, with continued focus on growth, margin defense, and disciplined cost management.
Fiscal Year 2024
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Record 2024 results featured 6% net profit growth, 7.1% NNA inflows, and a 16% AUM increase, with all regions contributing positively. The Cité Gestion acquisition and strong capital position support confidence in exceeding 2025 targets.
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Record H1 2024 profit of CHF 163 million (+10% YoY) driven by strong net new asset growth, resilient revenues, and improved cost efficiency. Return on tangible equity reached 19.2%, with all regions contributing positively and robust capital metrics supporting a confident outlook for 2025.