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Recently, I discussed a simple but important question with a group of HDI Global SE leaders: As the market environment becomes more challenging and AI accelerates, what will truly differentiate successful insurance companies? My biggest takeaway: We will set ourselves apart from our peers through excellence when dealing with our customers. We have agreed on four aspects that are now crucial for our industry: 1️⃣ Stay lean. Smart cost leadership remains our competitive advantage. 2️⃣ Talk with clients, not about them. The closer we are to their real challenges, the better our solutions. 3️⃣ Protect our entrepreneurial DNA. More reporting will not create value. Empowered people taking ownership will. 4️⃣ Focus on AI enablement and adoption. Relative performance counts. 5️⃣ Leadership matters now more than ever. Our job is to speed up decisions and give teams the clarity and authority they need to succeed. The middle management, in particular, plays a very important role in implementation! What’s your take on this subject? Thanks for everybody for the valuable discussion!

Always ask yourself: So, what? Nine months ago, this was my advice to 15 leaders from 9 countries. Since then, they have participated in our international Management Development Programme, developed their leadership skills and collaborated on projects across continents and time zones. Yesterday, the programme has officially ended. My colleagues presented the following three innovative projects to the audience: 1️⃣ Scaling resilience services with AI agents, 2️⃣ Accelerating our role in the energy transition, 3️⃣ Closing emerging cyber-physical protection gaps. My colleagues have taken my advice to heart: the projects are not only innovative, but they also create real impact. Congratulations to your great work! But this programme is not over after the last presentation. It’s a programme for personal growth. It’s an opportunity to forge business contacts around the world and to continue working together. Dear colleagues, continue to grow, work on your legacy! Don’t stop pushing your company and your leaders forward. Challenge the status quo. And most importantly: never give up! Which idea are you taking from insight to impact now?

We have received over 50% more applications in our Talanx Group than the previous year. That’s great because we need top talent with a strong growth mindset to bring our Group in challenging times to the next level. Recently, I have met some of our young top talent to hear their thoughts and perspectives on our Talanx Group in general and on GenAI in particular. We were discussing that 👉 GenAI is a real gamechanger. We want to serve our customers faster, better, and more cost-efficiently than our peers. 👉 AI transformation must be led by the business. It is not an IT project. End-to-end processes need to be transformed. 👉 Building an AI-driven organisation is 70% about people and only 30% about tech and algorithms. We are a people business, and we need people with a strong growth mindset. Companies that stay close to customers and build strong relationships will lead. We must work on that with a great deal of discipline, attitude, and passion. Relative performance counts. I’m confident that our #PerformanceCulture based on trust and our values #transparency, #engagement and #collaboration will take us even in challenging times to our next level. Culture is AI strategy 😉

Dear colleagues, you made this possible! 🫵 From five consecutive years of profitable growth to the next steps towards an insurance company run by people and driven by AI - this Annual General Meeting highlighted how we create real impact: For us culture is strategy. None of our momentum would be possible without our colleagues worldwide living our #PerformanceCulture based on trust and our values #transparency, #engagement and #collaboration. Thank you, dear colleagues, for your dedication! I’m proud that we can deliver these great results together despite all the challenges. And thank you to our customers, partners and shareholders for your trust. 🙏 Watch in the video below the main messages of my speech to the Talanx shareholders.

There’s a simple truth in business: Let the results speak for themselves. Our Q1 2026 outcomes offer a clear snapshot of our work. 👉Record quarter with a strong profitability. +28% to 774 (604) million EUR 👉Return on equity at 22.3% (20.1%) 👉Primary insurance contributes 53% to our Group net income 👉Resilience increased by EUR 1.2 billion to EUR 5.9 billion I am grateful that we can deliver such results during challenging times. Our results give us much confidence for the future. We are well on track to reach approximately EUR 2.7 billion for the full year. Highly diversified portfolio. P&C focus. Cost leadership in 93% of our portfolio. High resiliency. That’s what makes us traditionally different. My thanks to all colleagues for your great engagement! Congratulations, this is your achievement! Let’s take our #PerformanceCulture together to the next level.

EUR 774 million vs. EUR 604 million – a clear year‑on‑year leap of 28% in the first quarter 2026. I am proud of a record-breaking quarter, and grateful that we can deliver such results during these challenging times! With this result we are fully on track to deliver our full year ambition of approximately EUR 2.7 billion net income for 2026. Our momentum is no coincidence. It’s strategy in action and disciplined execution by teams with a strong #PerformanceCulture based on trust and on our values #transparency, #engagement and #collaboration. Strong results are built by people. Thank you to everyone across Talanx Group! And momentum is something you earn diligently—every quarter. So, let’s keep pushing forward to our next level! We will publish our final first quarter results on 13 May. Stay tuned. ################################################# Disclaimer This post contains forward-looking statements which are based on certain assumptions, expectations and opinions of the Talanx AG management. These statements are, therefore, subject to certain known or unknown risks and uncertainties. A variety of factors, many of which are beyond Talanx AG’s control, affect Talanx AG’s business activities, business strategy, results, performance and achievements. Should one or more of these factors or risks or uncertainties materialise, actual results, performance or achievements of Talanx AG may vary materially from those expressed or implied in the relevant forward-looking statement. Talanx AG does not guarantee that the assumptions underlying such forward-looking statements are free from errors nor does Talanx AG accept any responsibility for the actual occurrence of the forecasted developments. Talanx AG neither intends, nor assumes any obligation, to update or revise these forward-looking statements in light of developments which differ from those anticipated.