Exor N.V. (OTCPK:EXXRF) Q2 2025 Earnings Name September 18, 2025 8:30 AM EDT
Firm Contributors
Guido de Boer – Chief Monetary Officer
Convention Name Contributors
Monica Bosio – Intesa Sanpaolo Fairness Analysis
Martino De Ambroggi – Equita SIM S.p.A., Analysis Division
Joren Van Aken – Banque Degroof Petercam S.A., Analysis Division
Hans D’Haese – ING Groep N.V., Analysis Division
Alberto Villa – Intermonte SIM S.p.A., Analysis Division
Andrea Balloni – Mediobanca – Banca di credito finanziario S.p.A., Analysis Division
Presentation
Operator
Welcome, everybody, to the half yr — Welcome, and thanks for becoming a member of Exor’s Half Yr 2025 Outcomes Convention Name. Please observe that the presentation supplies and the associated press launch can be found for obtain on Exor’s web site, www.exor.com underneath the Investor and Media Monetary Outcomes part and any forward-looking statements made throughout this name are lined by the protected harbor assertion included within the presentation materials. [Operator Instructions] Please observe that this convention is being recorded.
Presently, I want to flip the convention to Exor’s Chief Monetary Officer, Guido de Boer. Sir, chances are you’ll now start.
Guido de Boer
Chief Monetary Officer
Implausible. Thanks for this introduction, and blissful to have this half yr outcomes name. And as you will see within the new format of our half yr report. I hope that gave good insights, and I wish to take you thru the highlights on this presentation.
So our NAV per share outperformed the MSCI World Index by about 5%, largely aided by the EUR 1 billion buyback. Corporations did nicely, however a blended bag of efficiency throughout the completely different firms, which we’ll deal with a bit later. We’re significantly happy with the efficiency of Lingotto performing with an 11% improve, primarily from the general public funding half within the backdrop of the declining market.
And this half yr