2022-24 Strategic Plan Update slide image

2022-24 Strategic Plan Update

4Q 23 P&L AND BALANCE SHEET Continued growth in protection insurance on the back of MyBox NEW PRODUCTION OF PROTECTION INSURANCE New production (annualised) of protection (2) insurance premia, ЄM +7.0% CaixaBank *VidaCaixa ☑SegurCaixa Adeslas Breakdown of FY23 new premia by type of product, in % of total 43% Life-risk 57% o/w MyBox 77% 739 691 FY22 o/w MyBox 82% FY23 Non-life HEALTH 17% & AUTO 16% HOME 14% A *** OTHER 10% Sustained growth in total protection insurance premia (1) +9.6% FY23 yoy Gaining market share while seizing potential Spanish life-risk insurance market(3): premia in €Bn Market share, 2023 (4) 1.04 1.20 1.29 0.98 1.04 Rest of the market Vida Caixa % of clients with non-life insurance products(5) 20.2% 0.73 0.37 3.32 25.7% 14.8% 0.43 3.06 0.57 2.90 3.74 3.80 3.97 3.98 3.81 10.8% 3.47 2010 2012 2014 2016 2018 2020 2021 2022 2023 +278 bps yoy VidaCaixa Mar-21 Dec-23 Clients from former BKIA (6) Dec-23 Other CABK clients(7) VidaCall +0.92Bn + €0.50Bn Sector ex VidaCaixa (1) Earned premia. Includes Vida Caixa life-risk premia plus SegurCaixa Adeslas non-life premia sold through the bancassurance network. (2) All insurance products (including single premium with multiannual tenor) are presented on an annual basis to facilitate comparisons across all product lines. Including life-risk and non-life. CABK ex BPI and considering premia sold through the bancassurance channel. (3) Based on ICEA data. For 2023, data corresponds to Sep-23 TTM (latest available data). (4) Based on ICEA data. Latest available data (September 2023 with % yoy vs. September 2022). (5) Individual clients in Spain, by origin. Including home, health, dental, auto insurance and other non-life insurance for self-employed. (6) Excluding clients shared by former Bankia 35 network and CABK. (7) CABK clients as of March 2021 (merger date), including those shared with former Bankia.
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