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Allianz shows robust performance in Asia Pacific and the Middle East

Munich, March 30, 2009

 

More than 8 billion Euros revenues in Asia Pacific and MENA in 2008 – Double-digit growth in P&C in many markets – Some life insurance markets not immune to financial crisis – Low equity exposure


Allianz has seen a robust performance in its two growth regions Asia Pacific and Middle East and North Africa (MENA) in 2008. Both regions jointly reported 8.1 billion Euros in gross written premiums, an increase of 1 percent. 1) Property and casualty business (P&C) was strong, growing at double-digit pace in many markets. Total premiums amounted to 2.5 billion Euros. Some life insurance markets suffered from the turmoil on financial markets. As a result, life insurance premiums from both regions fell slightly to 5.6 billion Euros. Allianz has more than 21 million customers in Asia Pacific and MENA today.

“The P&C business in Asia, the Middle East and North Africa remains a growth driver for Allianz“, commented Werner Zedelius, Member of Board of Allianz SE responsible for Growth Markets. “In life insurance, some markets fared well, others were not immune to the economic downturn. Against this background, I am satisfied with our overall performance in Asia Pacific and MENA in 2008.”

Asia Pacific – P&C remains growth driver, unique opportunities to strengthen distribution

Property and casualty business in Asia Pacific has shown a good performance in 2008. 2)

Results are dominated by Allianz Australia, which recorded premiums of 1.5 billion Euros, up 2.1 percent from last year. Combined ratio in Australia was at 97.1 percent.

Asia (excl. Australia) contributed 0.5 billion Euros, strongly up by 18 percent compared to 2007. In Malaysia, premiums even increased by 28 percent and reached 220 million Euros. This is testimony to the very successful integration of Commerce Assurance Berhad, which was acquired in 2007. China, Laos, Indonesia, and Hong Kong were all firmly growing above 10 percent. Growth in Thailand and Japan was only slightly lower. The combined ratio improved to 96.9 percent (from 98.6 percent), as a result of disciplined underwriting and, in particular, successful cost control. Total premiums in life insurance in Asia were 3.8 billion Euros. Allianz Indonesia grew by 8.5 percent and is the fourth biggest life insurer in the country. Malaysia posted a record premium of 141 million Euros and raised its market share in new business to 7 percent. Allianz Life Japan started selling life insurance policies in April 2008 and generated revenues ahead of expectations.

Total premiums in life insurance in Asia were 3.8 billion Euros. Allianz Indonesia grew by 8.5 percent and is the fourth biggest life insurer in the country. Malaysia posted a record premium of 141 million Euros and raised its market share in new business to 7 percent. Allianz Life Japan started selling life insurance policies in April 2008 and generated revenues ahead of expectations.

Other companies were affected by the financial crisis and the resulting decline of demand for unit-linked products. Premiums of Allianz China Life fell by 20 percent, but the company did better than the market and climbed to no. 4 among international joint ventures. While premiums fell by roughly 40 percent, Allianz Taiwan Life maintained its no. 1 position in unit-linked business and improved its solvency, against market trend. South Korea reported 1.6 billion Euros premiums (down 10 percent), and remains the fifth largest life market for Allianz.


On the investment side, Allianz started reducing its equity exposure in late 2007. At the end of 2008, equities accounted for 1 percent of Allianz' investment assets in Asia. In 2009, Allianz will remain cautious on equities, but will selectively invest if market conditions appear to be favourable.

“I am glad about the very robust P&C business. In life, we have to be content considering the very difficult market conditions in the second half of the year”, Bruce Bowers, CEO of Allianz Asia Pacific commented. “We have weathered the storm so far and invested our clients' money prudently. We see unique opportunities to grow our business, and we will seize them. I remain confident for 2009.”

Allianz has two strategic priorities in Asia Pacific in 2009. First, as part of its two global initiatives 'Customer Focus' and 'Target Operating Model', Allianz will push forward to make processes, products and services even more customer focused. The objective is to become loyalty leader in all chosen markets. Second, Allianz will further strengthen its sales channels with a special focus on recruiting, training, and developing tied agents. “We see a 'flight to quality' among agents”, Bowers explains. “Take Taiwan, for example. Allianz is a very coveted partner for agents nowadays. This is a unique chance for us to strengthen agency and to grow our business. We are committed to taking this opportunity, in Taiwan and elsewhere in Asia.”

Middle East and North Africa (MENA) – India growing by 41 percent

In 2008 the MENA region has proven to be one of Allianz' growth powerhouses.3) Revenues from the region grew to 2.4 billion Euros, an increase of 40 percent from last year.

Business in the region is dominated by India. Despite the difficult financial situation, strong growth continues. Bajaj Allianz Life reported premiums of 1.8 billion Euros, an increase of 43 percent. Premium volume of Bajaj Allianz General grew by 31 percent to 460 million Euros. Both companies quickly expanded the number of agents in previous years to reach roughly 210.000 by end of 2008. The focus is currently on the profitability of the agency channel.

Revenues in other markets were growing quickly, albeit from a relatively small level. For example, life business in Egypt grew by 34 percent to reach 60 million Euros. Lebanon reported growth of 25 percent to 30 million Euros. A new Takaful unit in Bahrain (Allianz Takaful Bahrain) was set up and started selling Takaful products in March 2008.

Kamesh Goyal, Regional CEO of Allianz Middle East and North Africa, commented: “Since September, market conditions have been quite difficult. We focused on the profitability of our businesses and on increasing the ratio of premiums per employee and premiums per agent, respectively.” In India, Bajaj Allianz Life and Bajaj Allianz General achieved operating profit in 2008.

Contributions of other MENA entities are still rather small. “However, these countries have shown high growth, and there is a great potential in future”, Goyal said. Looking forward, he concluded: “2009 will be characterised by a global recession that also will reach our customers. We will continue to help our customers to weather the current financial turmoil and strive to establish long lasting relationships with them.”

Allianz in Indonesia firmly grew in 2008

PT Asuransi Allianz Utama Indonesia (“Allianz Utama”) and PT Asuransi Allianz Life Indonesia (“Allianz Life”) achieved a joint GWP of IDR 3.7 trillion in 2008, an increase from previous year's GWP of IDR 3.4 trillion. Together, both companies are insuring more than 1 million customers and are supported by more than 12.000 agents nationwide.

“Allianz in Indonesia has again grown profitably and is in a very solid financial condition in 2008. Our strong solvency ratio of 306% for Allianz Life and 162% for Allianz Utama and our robust profits (IDR 128.8 billion for Allianz Life and IDR 43.8 billion for Allianz Utama) prove that we are a financially solid and stable partner for our customers. We are a very committed partner and we are in a very good position to provide long-term protection to all our customers, also in more tough times,” said Jens Reisch, President Director of Allianz Life Indonesia.

Medium-term target confirmed

Werner Zedelius commented: “Our agenda for 2009 is clear. We will continue to invest in sales and distribution in Asia, Middle East and North Africa. We will safeguard the solvency of our companies and benefit from the exceptional financial strength of Allianz. And we will work on our operating models to achieve even better customer focus and higher performance.” He added: “Our medium-term target remains unchanged: We want to reach 10 billion Euros in premiums in Asia Pacific and MENA and to attain a top-5 position in each market at least.”

1) Figures comprise all Allianz insurance companies in Asia Pacific and
    MENA, including those not consolidated under IFRS (India,
    Thailand). Growth figures are internal growth, i.e. adjusted for F/X
    effects and consolidation effects.
2) Asia Pacific consists of Allianz entities in Australia, China, Hong
    Kong, Indonesia, Japan, Laos, Malaysia, Singapore (incl. Brunei),
    South Korea, Taiwan, and Thailand.
3) Middle East and North Africa was established as the third growth
    region of Allianz in 2007, besides Asia Pacific and New Europe. It
    consists of entities in Bahrain, Egypt, India, Jordan, Lebanon,
    Pakistan, Saudi Arabia, and Sri Lanka.

About Allianz

Globally, Allianz is one of the world's leading insurers and financial services providers and one of the first Societas Europeae. Founded in 1890, Allianz SE is now present in more than 70 countries with over 150,000 employees. Allianz provides about 75 million customers worldwide with a comprehensive range of services in the areas of property and casualty insurance, life and health insurance, and asset management.

Allianz SE is one of the leading primary insurers in the Dow Jones Sustainability Index. We support the principles of the Global Compact of the United Nations as well as the OECD Guidelines for Multinational Enterprises.

Singapore, Munich, March 30, 2009

Press contact:
Christoph John
Allianz Insurance Management Asia Pacific Pte Ltd
Phone +65-62 97 27 24
e-mail christoph.john@allianz.com.sg

Michael Matern
Allianz Group Communications
Phone +49-89 3800 2960
e-mail michael.matern@allianz.com

Press Contact

Agung Priambadha
Public Relations & Communications
Tel.: +62 21 52998848
Fax: +62 21 5253246
Email: Agung.Priambadha
@allianz.co.id

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