AM Best


AM Best Revises Outlooks to Stable; Affirms Credit Ratings of Conduit Reinsurance Limited


CONTACTS:

Stanislav Stoev, ACCA, CFA
Senior Financial Analyst
+44 20 7397 0306
stanislav.stoev@ambest.com

Tim Prince
Director, Analytics
+44 20 7397 0320
timothy.prince@ambest.com
Christopher Sharkey
Associate Director, Public Relations
+1 908 882 2310
christopher.sharkey@ambest.com

Al Slavin
Senior Public Relations Specialist
+1 908 882 2318
al.slavin@ambest.com

FOR IMMEDIATE RELEASE

LONDON - DECEMBER 03, 2025 11:38 AM (EST)
AM Best has revised the outlooks to stable from positive and affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Rating of “a-” (Excellent) of Conduit Reinsurance Limited (Conduit Re) (Bermuda).

The Credit Ratings (ratings) reflect Conduit Re’s balance sheet strength, which AM Best assesses as very strong, as well as its adequate operating performance, limited business profile, and appropriate enterprise risk management.

The stable outlooks reflect AM Best’s expectation that Conduit Re’s rating fundamentals will remain supportive of the current assessment over the near to medium term, with the company expected to consolidate its business position under its refreshed senior management team.

Conduit Re’s balance sheet strength is underpinned by risk-adjusted capitalisation that is projected to remain at the strongest level, as measured by Best’s Capital Adequacy Ratio (BCAR). The balance sheet strength assessment is further supported by high quality capital without any financial leverage, a conservative investment strategy focused on fixed maturity securities and a reinsurance programme of excellent credit quality.

The adequate operating performance assessment reflects Conduit Re’s expected robust underwriting profitability over the coming years, supported by adequate pricing levels and low expense ratios. Although 2025 results are expected to be profitable, outsized net exposure to the California wildfires has tempered underwriting profitability. A revised retrocession strategy during the year has reinforced the company’s ability to withstand losses from future secondary peril events. Conduit Holdings Limited, the ultimate parent of Conduit Re, reported a small loss of USD 13.5 million for the first six months of 2025, compared to USD 98.1 million of profit for the first six months of 2024.

Conduit Re has been well received by the market, quickly establishing itself with key distributors since it began writing business in 2021. The company has a well-diversified book by line of business and geography, and AM Best expects it to write reinsurance revenue of approximately USD 900 million in 2025. Although there have been a number of changes within senior management during the year, incoming replacements have been well considered and are of strong caliber.

 

This press release relates to Credit Ratings that have been published on AM Best’s website. For all rating information relating to the release and pertinent disclosures, including details of the office responsible for issuing each of the individual ratings referenced in this release, please see AM Best’s Recent Rating Activity web page. For additional information regarding the use and limitations of Credit Rating opinions, please view Guide to Best's Credit Ratings. For information on the proper use of Best’s Credit Ratings (BCR), Best’s Performance Assessments (PA), Best’s Preliminary Credit Assessments (PCA) and AM Best press releases, please view Guide to Proper Use of Best’s Ratings & Assessments.

AM Best is a global credit rating agency, news publisher and data analytics provider specializing in the insurance industry. Headquartered in the United States, the company does business in over 100 countries with regional offices in London, Amsterdam, Dubai, Hong Kong, Singapore and Mexico City.




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AMB# Company Name
074595 Conduit Reinsurance Limited