Q1 2026 Ayvens SA Earnings Call Transcript

Apr 30, 2026 / 08:00 AM GMT

Release Date Price: $14

Transcript

Key Points

Positve

Ayvens SA (WBO:AYV) reported a strong start to 2026 with a 21% increase in net income group shares, reaching EUR266 million.
The company achieved a 29% increase in EPS, reaching $0.31 per share, and an improvement in ROT to 13.9% from 11% in Q1 2025.
Ayvens SA successfully executed two new green bond issues, each worth EUR750 million, attracting significant investor interest.
The company maintained a strong CET1 ratio of 13.9%, above its target, indicating robust capital management.
Ayvens SA achieved validation from SBTI for its CO2 emissions reduction targets, enhancing its ESG credentials.

Negative

The gross used car sales (UCS) results decreased significantly, with net UCS results dropping to EUR59 million from EUR111 million in Q1 2025.
Total fleet numbers decreased by 98,000 units compared to the end of 2025, reflecting a strategic focus on profitability over volume.
The company faced a decrease in earning assets, which stood at EUR52.5 billion, a 1% decrease versus the end of 2025.
Insurance margins diminished slightly due to higher claims quality resulting from adverse weather conditions.
The company did not renew a large fleet management contract, which was not aligned with expected profitability, impacting service margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AYV.PA - Ayvens SA
Q1 2026 Ayvens SA Earnings Call
Apr 30, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Avens Q1 2026 results conference call.

Today's speaker will be Philip de Robira, CEO, and Patrick Sumlet, Deputy CEO and CFO.

I now hand over to Mr. Philip de Robira. Sir, please go ahead.

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Unidentified_2 [2]
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Thank you.

Well, good morning, ladies and gentlemen. Welcome to AVENS Q1 2026 Results Conference Call. I'm hosting this call with Patrick Sumlet.

First, I will present the highlights of Q1, then Patrick will comment on the detail of our financial results, and we will then take your questions. So,

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