Investor Relations

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Investor Presentation

Current company presentation providing an overview of the strategy, market environment and financial targets.

WKN: A0B9N3

JDC Group AG

IR Calendar

Upcoming Events

21 - 23 September 2026
15th German Corporate Conference

Investment Case

JDC Group at a Glance

JDC Group is a technology-driven financial services group focused on the digitalization of insurance and investment distribution. Through its powerful Advisortech platform, the Company connects insurance providers, banks, savings banks, independent financial advisors, brokers, and distribution organizations, creating an efficient infrastructure for financial advice, product distribution, and portfolio administration.

At the core of JDC Group’s business model is a scalable digital platform that enables intermediaries and institutional partners to access a comprehensive range of insurance, retirement, and investment products. The platform supports the entire value chain, from application processing and policy administration to portfolio management, reporting, and a broad range of value-added services.

By combining advanced technology, regulatory expertise, and extensive product access, JDC Group enables its partners to deliver more efficient client service while digitizing and streamlining business processes. At the same time, the Group benefits from recurring revenues generated by assets and insurance portfolios under administration, as well as transaction-based commission income.

Through its platform strategy, JDC Group has established itself as one of Germany’s leading providers of B2B2C financial technology solutions. The Company’s objective is to continuously expand the reach of its platform through organic growth, strategic partnerships, and targeted acquisitions, thereby increasing its market share in the insurance and financial services industry.

€250m

revenue

>2.5 million

end customers served

>16,000

users connected to the platform

>200

insurance companies connected

>€1.6bn

insurance portfolio (ANP)

>€11bn

investment portfolio

(including €2.5m from asset management)

>12,000

available products

>400

employees / FTEs

Historical Development

Financial Targets

Megatrends create structural growth potential.

Guidance 2026

€300-330m

Revenue

Outlook 2030

€450–500m

Revenue

Segments

Two Segments, One Platform Model

Advisortech

Technology-driven solutions connecting financial advisors, insurers and customers on a single platform.

79%

Revenue Share by Operating Segment*

*As of 31 December 2025

Advisory

Personalized financial advice and holistic support for sophisticated customers and partners.

21%

Revenue Share by Operating Segment*

*As of 31 December 2025

Financial Calendar

11 March
Preliminary financial results 2025
11 March
Earnings Call Financial Year 2025
31 March
Consolidated Financial Statements 2025
20 - 24 April
USA-Roadshow
11 May
First Quarter 2026 letter to shareholders
11 May
Earnings Call First Quarter 2026 letter to shareholders
11 - 12 May
Frühjahrskonferenz 2026 (Equity Forum)
13 July
2026 Annual General Meeting
18 August
Interim Report for First Half of 2026 Financial Year
18 August
Earnings Call Interim Report for First Half of 2026 Financial Year
21 - 23 September
15th German Corporate Conference
18 November
Third Quarter 2026 letter to shareholders
18 November
Earnings Call Third Quarter 2026 letter to shareholders
23 - 25 November
Deutsches Eigenkapitalforum

Contact & Service

Ralf Funke
Director Finance

JDC Group AG
Söhnleinstraße 8
65201 Wiesbaden

Phone: +49 611 335322-00
Fax: +49 611 335322-09
Email: ir@jdcgroup.de
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