Octave (OSG) Q2 FY26 earnings call

Octave Group delivered a strong Q2 FY26, driven by robust growth in its insurance distribution segment, which saw significant revenue and EBITDA expansion. While the specialty P&C segment showed operational progress and improved profitability, the company revised its full-year Everspan EBITDA and adjusted EPS guidance downwards due to higher acquisition costs and updated estimates for various expenses. The firm continues to leverage its diversified portfolio and MGA model to navigate a softening P&C market, with strategic investments in AI and new leadership aimed at enhancing underwriting cap