Exor N.V.·Consumer Cyclical

Amsterdam, 20 May 2026 EXOR SHAREHOLDERS APPROVE ALL AGM RESOLUTIONS Exor N.V. (“Exor” or the “Company”) shareholders approved all resolutions proposed by the Board of Directors at the Annual General Meeting (the “AGM”) held today in Amsterdam.

During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific, PayPal and Walt Disney. CNH, a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. Life-sciences company Avantor detracted for the quarter.

Amsterdam, 8 April 2026 EXOR NOMINATES TEMASEK CFO PNG CHIN YEE AND BENEDETTO DELLA CHIESA TO ITS BOARD Exor nominates Png Chin Yee and Benedetto Della Chiesa as non-executive members of its Board of Directors, subject to approval at the Company's next Annual General Meeting on 20 May 2026. Ms. Png joined Temasek in July 2011 and was appointed President of Temasek Singapore on 1 April 2026, while continuing to serve as Chief Financial Officer, a role she has held since 1 January 2023.

Exor N.V. (EXXRF) Q4 2025 Earnings Call Transcript

Exor N.V. trades at an unjustified ~62% discount to NAV, despite a robust balance sheet and active portfolio management. Lingotto's asset management division tripled AuM to $10 billion, now 11.3% of NAV, providing a new earnings growth engine. Asset disposals, including Iveco, GEDI, Lifenet, and Nuo, generated around €2 billion in proceeds. With €3.5 billion of capital available for new investments, we remain buyers.

The holding company of Italy's Agnelli family has suffered from poor performances at some of its largest listed companies, including Stellantis.
Exor N.V., together with its subsidiaries, engages in the luxury goods, automotive, agricultural equipment, construction equipment, commercial vehicles, and professional football businesses. The company designs, engineers, produces, and sells luxury performance sports cars under the Ferrari brand. It also offers automotive vehicles and mobility solutions under the Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Mopar, Opel, Peugeot, Ram, and Vauxhall brands; and retail and dealer financing, and rental services for the automotive sector, as well as sells service parts. In addition, the company designs, produces, markets, sells, and finances agricultural and construction equipment, trucks, commercial vehicles, buses, engines, and car spare parts. Further, it manages professional football teams; publishes The Economist, La Repubblica and La Stampa, Il Secolo XIX, and other newspapers and magazines; offers digital and advertising, and conference and electronic services; and operates three national radio stations, including Radio Deejay. Additionally, the company provides furniture, homeware, apparel, leather goods, jewelry, and accessories; and offers footwear. It operates in the Netherlands, the United States, Brazil, Canada, Poland, Serbia, Turkey, Mexico, Argentina, the Czech Republic, India, China, Australia, and South Africa. The company was founded in 1899 and is headquartered in Amsterdam, the Netherlands. Exor N.V. is a subsidiary of Giovanni Agnelli B.V.
Consumer Cyclical
Auto - Manufacturers
23
2017-01-17
0.49