Reported Earnings • Aug 04
Second quarter 2026 earnings released: EPS: €0.36 (vs €0.42 in 2Q 2025) Second quarter 2026 results: EPS: €0.36 (down from €0.42 in 2Q 2025). Revenue: €463.1m (up 3.5% from 2Q 2025). Net income: €54.2m (down 13% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Insurance industry in the United Kingdom. 공고 • Jul 31
COFACE SA Announces Board Changes COFACE SA had, at its meeting on July 20, 2026, the Board of Directors co-opted Hugh Sturgess, Chief Executive Officer at Arch, as a non-independent director at the Board of Directors taking the place of David Gansberg. Hugh Sturgess was appointed Chief Executive Officer, Arch Insurance International in January 2019. He joined Arch Insurance Canada’s Executive Assurance division in Canada in 2005, and before being appointed, in 2014, as President and Chief Executive Officer of Arch Insurance Canada Ltd, where he oversaw the growth and diversification of the company's underwriting activities. Throughout his career, Hugh Sturgess has held various roles in the financial services industry including as a Senior Analyst with the Royal Bank of Canada’s Capital Markets division, and as an underwriter with Chubb Insurance Company of Canada. He has a Bachelor of Commerce from McGill University in Montreal and holds the Canadian Securities and Chartered Insurance Professional designations. COFACE SA co-opted Christine Todd, Chief Investment Officer at Arch, as a non-independent director at the Board of Directors taking the place of Marcy Rathman. Christine Todd has served as Chief Investment Officer of Arch Capital Group Ltd. since June 2021. With more than 35 years of experience in asset management and institutional investing, she has held numerous senior leadership positions at major industry organisations, including Head of Fixed Income at Amundi US, as well as President of Neighborly Investments and Standish. Christine Todd is a Chartered Financial Analyst (CFA) charterholder. She holds a degree from Georgetown University and an MBA from Boston University. The Board of Directors of COFACE SA remained unchanged, comprising 10 members (5 women and 5 men), including a majority of independent directors (6). Upcoming Dividend • May 20
Upcoming dividend of €1.25 per share Eligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (4.3%). Declared Dividend • May 20
Dividend reduced to €1.25 Dividend of €1.25 is 11% lower than last year. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 7.7%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공고 • May 06
COFACE SA Announces Executive Appointments, Effective May 1, 2026 COFACE SA announced the appointment of Katarzyna Kompowska as CEO of Strategic Partnerships, covering all of the Group’s business lines. This appointment is fully in line with the strategic direction of the ‘Power the Core’ plan. It illustrates the Group’s strengthened ambition to develop partnerships with high growth potential that create value and sustainable synergies across its business lines. In this new position, her role will be to accelerate the development of strategic partnerships to drive commercial performance. She joins the Group Management Committee and reports directly to Xavier Durand, Chief Executive Officer of Coface. Christian Stoffel succeeds Katarzyna Kompowska as Managing Director of the Northern Europe region. Building on his experience as Sales Director for Northern Europe since April 2022, Christian Stoffel will continue to roll out the Group’s strategy in this key region, strengthening customer proximity, sales momentum and long-term value creation. These two appointments reflect a clear commitment to managerial and strategic continuity and support Coface’s ambition to further strengthen the growth drivers offered by partnerships. These changes take effect from 1 May 2026. Katarzyna Kompowska has over 30 years of experience in financial services and international business development. She joined Coface in 1992 and played a key role in establishing the company’s operations in Poland. She has been CEO of Coface for the Northern Europe Region, overseeing Germany, the Netherlands and Scandinavia since 2017. Previously, she served as CEO of the Central and Eastern Europe Region from 2012 to 2017, covering 14 countries. She has been a member of the Coface Group Executive Committee since 2012. Katarzyna holds a master’s degree in economics and business administration from the Warsaw School of Economics. Christian Stoffel joined the company in 2019 as Chairman of the Management Board of the German factoring entity Coface Finanz. Prior to Coface, he held several senior positions in the financial services sector, including Chief Commercial Officer at TARGO Commercial Finance and Commercial Director Factoring at GE Capital. With nearly 30 years of experience, Christian brings both strategic vision and operational depth. He holds a degree in Business Administration (Banking and Finance) from DHBW Mannheim. 
