NASDAQ$IGIC

International General Insurance Holdings Ltd · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

IGI reported strong financial results for Q4 2024, driven by increased net premiums earned and improved underwriting income.

IGI reported strong financial results for the fourth quarter of 2024, with net income of $30.0 million and core operating income of $40.9 million. The company achieved a combined ratio of 77.8% and grew its book value per share by almost 20% for the full year.

  • Gross written premiums increased by 5.9% to $174.6 million in Q4 2024, primarily driven by growth in the Reinsurance Segment.
  • Underwriting income increased to $48.8 million in Q4 2024, primarily due to an increase in net premiums earned.
  • Net investment income was $13.6 million in Q4 2024, with an annualized investment yield of 4.4%.
  • The combined ratio improved to 77.8% in Q4 2024 from 81.8% in Q4 2023, reflecting strong underwriting performance.

Headline financials

Total Revenue

$175M

Previous: $165M+5.9%
EPS (adj)

$0.89

Previous: $0.65+36.9%
Gross Written Premiums

$175M

No prior period
Net Premiums Earned

$121M

No prior period
Underwriting Income

$48.8M

No prior period
Net Investment Income

$13.6M

No prior period
Combined Ratio

77.8%

No prior period
Annualized ROE

18.4%

No prior period
Loss Ratio

43.0%

No prior period
Expense Ratio

34.8%

No prior period
Book Value Per Share

$14.85

No prior period
Net Income

$30M

Previous: $33M-9.1%
Operating Income

$40.9M

Previous: $82.5M-50.4%

Revenue & EPS history

IGI · Revenue · Quarterly

$175M

Q4 2024+5.9%vs Q4 2023
Beat estimate in 0 of 11 quarters(0%)
ActualEstimate

Revenue by segment

IGI · $111M total across 3 segments · Q1 2026

  • Specialty Short-tail
    $63.9M
  • Specialty Long-tail
    $30.9M
  • Reinsurance
    $16.4M

Forward guidance

The company's forward-looking statements indicate continued focus on underwriting discipline, intelligent risk selection, and capital management, with an emphasis on returning excess capital to shareholders. However, these projections are subject to various economic, competitive, and industry uncertainties.

Tailwinds

  • Continued focus on underwriting discipline and intelligent risk selection to manage risk-adjusted returns.
  • Strategy to return excess capital to shareholders through dividends and share repurchases.
  • Anticipated growth in Reinsurance and Short-tail segments.
  • Commitment to maintaining strong financial condition and operational results.
  • Ability to adapt to market cycles and manage capital effectively.

Headwinds

  • Changes in demand for IGI's services due to global economic, business, and competitive factors.
  • Fluctuations in global currencies, including UK Pound Sterling, Euro, and US Dollar.
  • Potential impact of legal proceedings against the Company.
  • Effects of geopolitical conflicts (e.g., Russia-Ukraine war, Israel-Hamas hostilities) on operations.
  • Inability to maintain Nasdaq listing and other risks indicated in SEC filings.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.8%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

59%

17 / 29 earnings

Positive

+12.0%

Q1 2020

Best reaction

-11.2%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-0.6%-0.3%-8.7%
Q3 2025+5.7%+2.2%+12.0%
Q2 2025+3.2%+3.2%+3.0%
Q4 2024+0.8%-0.0%+1.6%
Q2 2024-0.6%-1.3%+16.0%
Q1 2024+4.9%+6.8%+3.5%
Q4 2023+4.2%+6.8%+8.7%
Q3 2023+10.1%+9.5%+10.4%
Q2 2023+4.6%+5.7%+14.3%
Q1 2023+4.3%+6.2%+7.8%
Q4 2022+1.1%-1.4%-0.5%
Q3 2022+1.8%+0.3%+2.1%
Q2 2022+0.3%-0.6%-2.3%
Q1 2022+0.1%+1.0%-2.0%
Q4 2021-1.5%-0.3%+3.4%
Q3 2021-1.1%-2.1%-5.8%
Q2 2021-1.6%-2.5%-6.9%
Q1 2021+1.4%+4.8%+6.4%
Q4 2020+4.2%+1.9%-2.6%
Q3 2020-2.8%+6.3%+9.0%
Q2 2020+12.0%+9.9%+4.0%
Q1 2020+12.0%+9.9%+4.0%
Q4 2019-11.2%-0.1%-24.0%
Q3 2019+0.0%+0.3%+1.4%
Q2 2019+0.0%+0.1%+0.1%
Q1 2019+0.0%+0.0%-0.5%
Q4 2018+0.2%+0.1%+1.8%
Q3 2018+0.0%+0.3%-0.1%
Q2 2018+0.0%+0.0%-0.5%
Q1 2018

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