Leading Financial Services Firm, Arqaam Capital

Arqaam Capital

Established in 2007 in the Cayman Islands and the Dubai International Financial Centre (DIFC), the Arqaam Group’s strategy was to participate in and benefit from the growth of capital markets and investments in the MENA region.

Arqaam Group has grown significantly since then to five offices in four countries (the UAE, KSA, Egypt and Lebanon); and has become one of the biggest home-grown firms in the DIFC and a leading top two institutionally focused financial services firm in the Middle East region. 

Arqaam Group has a professional and experienced team and has invested in people, processes and technology to create a highly scalable platform.  Arqaam Group combines international best practice and corporate governance with regional know-how and experience to bridge capital with opportunity.

Arqaam Group acts for institutions, family offices and high net worths seeking risk diversification and higher returns.  “Arqaam” has become a strong brand name, with a reputation for professionalism, award winning products and services, clients and connections.

Leading Financial Services Firm

MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors

Established in 2007 in the Cayman Islands and the Dubai International Financial Centre (DIFC), the Arqaam Group’s strategy was to participate in and benefit from the growth of capital markets and investments in the MENA region. Arqaam Group has grown significantly since then to five offices in four countries (the UAE, KSA, Egypt and Lebanon); and has become one of the biggest home-grown firms in the DIFC and a leading top two institutionally focused financial services firm in the Middle East region. Arqaam Group has a professional and experienced team and has invested in people, processes and technology to create a highly scalable platform. Arqaam Group combines international best practice and corporate governance with regional know-how and experience to bridge capital with opportunity. Arqaam Group acts for institutions, family offices and high net worths seeking risk diversification and higher returns. “Arqaam” has become a strong brand name, with a reputation for professionalism, award winning products and services, clients and connections.

Equity Bottom-Up

<ul><li>We have revised our estimates post-Q3 to reflect a normalized reinsurance service ratio of 9% for FY25e, improving to 10% by FY30e, underpinned by operational efficiencies and portfolio optimization that should support margin recovery over the medium term.</li><li>Robust Growth Outlook: Saudi Re continues to target 2.8x (FY 24A GWPs) by FY 28e with 23.2% revenue CAGR (FY 25-30e); 9M 2025 revenue up 45% y/y to SAR 1.2bn, market share at 18%, driven by Vision 2030 projects, PIF partnerships, and international expansion in Asia/ME.</li><li>Investment and Capital Strength: Yields are expected to peak at 4.8% in FY25e (income +80% to SAR 142m), easing to 4.2% in FY26e and 3.8% in FY27e before normalizing at 3.5%.</li></ul><p><em>Content is external report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We have revised our estimates post-Q3 to reflect a normalized reinsurance service ratio of 9% for FY25e, improving to 10% by FY30e, underpinned by operational efficiencies and portfolio optimization that should support margin recovery over the medium term.Robust Growth Outlook: Saudi Re continues to target 2.8x (FY 24A GWPs) by FY 28e with 23.2% revenue CAGR (FY 25-30e); 9M 2025 revenue up 45% y/y to SAR 1.2bn, market share at 18%, driven by Vision 2030 projects, PIF partnerships, and international expansion in Asia/ME.Investment and Capital Strength: Yields are expected to peak at 4.8% in FY25e (income +80% to SAR 142m), easing to 4.2% in FY26e and 3.8% in FY27e before normalizing at 3.5%.Content is external report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Saudi Re - Resilience and Growth Amid Normalizing Margins