Prudential (PUKPF)
OTHER OTC:PUKPF
Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.49Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: double‑digit growth in NBP and other core KPIs, an OFSG inflection, improved margins, productivity gains, successful capital returns and a stronger balance sheet (S&P AA upgrade). Key strategic milestones (India AM IPO, higher Malaysian stake) and continued investment in distribution, tech and AI were also highlighted. Offsetting these positives are meaningful near‑term challenges: underperforming agency growth and agent activation in some ASEAN markets, Hong Kong H2 weakness and market‑share pressure, China margin mix headwinds as par business increases, transient increases in required capital driven by equity markets, and residual negative operating variances (though management expects improvement and return to positive variances by 2027). Overall, highlights materially outweigh the lowlights, with management providing explicit plans and targets to address the challenges.Company Guidance
Consistent Double‑Digit Growth Across Key KPIs
New business profit (NBP) grew 12% in 2025; adjusted operating profit after tax per share also grew 12%. Management guided to double‑digit growth across key financial KPIs for 2026 and reaffirmed the 2027 financial objectives.
Strong Capital Generation and OFSG Inflection
Gross OFSG increased 15% year‑on‑year and net OFSG rose 22%, described as an inflection point on the path to the 2027 OFSG objective.
Improved Shareholder Returns and Capital Actions
Dividend per share increased 15% in 2025 with guidance of >10% DPS growth p.a. from 2025–2027. Announced additional capital returns: $500m this year, $600m expected in 2027, $1.2bn buyback launched (to complete by end‑2026), and plans to return $7bn+ of capital to shareholders between 2024–2027. IPO net proceeds ($1.4bn) to be returned (half this year, half next).
Stronger Embedded Value and Financial Strength
Return on embedded value increased to 15%. S&P upgraded Prudential’s financial strength rating to AA. Free surplus ratio ended the year at 221% (204% excluding IPO net proceeds), broadly consistent with the stated operating range (175%–200%).
Bancassurance Momentum and Mix Improvement
Bancassurance new business profit crossed $1 billion, representing ≈95% of the lower end of the 2027 bancassurance NBP objective. Management highlighted bancassurance as an outstanding channel in 2025 and a key driver of growth.
Margin and Productivity Gains
NBP margin expanded by 2 percentage points to 42%. Agency productivity (NBP per active agent) improved around 15% year‑on‑year, and Prudential delivered double‑digit NBP growth in every quarter of 2025.
Strategic Execution Milestones
Completed IPO of Indian asset management company and increased holding in Malaysian conventional business to 70%. Reported 18% CAGR in NBP from 2022–2025 and ongoing investments in technology, analytics and AI to support distribution and service.
Planned Completion of Capability Investment
Company intends to largely complete the capability investment program in 2026 with a planned spend of $300–$350 million in 2026 and expects minimal material capability spend in 2027.
PUKPF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PUKPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 17, 2026 | $15.91 | $15.91 | 0.00% |
Aug 27, 2025 | $12.56 | $12.82 | +2.07% |
Mar 19, 2025 | $9.54 | $9.44 | -1.06% |
Aug 28, 2024 | $8.54 | $8.44 | -1.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Prudential (PUKPF) report earnings?
Prudential (PUKPF) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Prudential (PUKPF) earnings time?
Prudential (PUKPF) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PUKPF EPS forecast?
PUKPF EPS forecast for the fiscal quarter 2026 (Q2) is 0.56.