MLP SE · XETR:MLP
MLP — German Fall Conference 2024
16 slides from MLP's conference presentation, Sep 3, 2024
Slide 1: German Fall Conference 2024
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie German Fall Conference 2024 Frankfurt, September 3, 2024
Slide 2: Summary MLP Group
Summary MLP Group • Broad and strategically interlinked positioning of the MLP Group is taking effect and shows its future potential, supported by overall trends • MLP Group listed in SDAX – Attractive dividend policy • Ongoing successful developments of total revenue and EBIT in 2024 – Assets under
Slide 3: Agenda: MLP at a glance
Agenda German Fall Conference 2024 1 | MLP AT A GLANCE 3
Slide 4: Business model
Business model a leading financial advisory network for … Wealth Using the opportunities Family & Creating sustainable, of digitalisation Corporate additional value Clients Property & Life & Casuality Health 1 | MLP AT A GLANCE 4
Slide 5: Trends support growth ambitions in competence fields
Trends support growth ambitions in competence fields GROWING WEALTH, MORE ASSET SUCCESSIONS increases demand DEMOGRAPHIC DEVELOPMENT for wealth management with a increasingly generates need for diversified portfolio private and occupational pension provision DIGITALISATION improves client INFLATION
Slide 6: Total revenue at new all-time high
Total revenue at new all-time high Total X revenue of the MLP Group Recurring X Revenue inx € million Proportion x of sales revenue 973 935 30% 709 2005 630 628 564 532 546 554 499 68% 2023 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 1 | MLP AT A GLANCE 6
Slide 7: MLP SE – attractive dividend policy & valuation
MLP SE – attractive dividend policy & valuation Dividend Dividend per share in Cents; Dividend yield in % 5.8 5.4 4.3 Broad Research Coverage* 3.8 Consistent 3.5 dividend policy NuWays Buy TP € 11.50 30 30 30 Pareto Securities Buy TP € 9.00 21 23 Pay out ratio of Metzler Buy TP € 7.90 50 % to 70 % K
Slide 8: Agenda: Business performance H1/Q2 2024
Agenda German Fall Conference 2024 2 | BUSINESS PERFORMANCE H1/Q2 2024 8
Slide 9: Total revenue reaches new peak
Total revenue reaches new peak 6M X total revenue of the MLP Group inx € million 514 473 475 422 359 233 247 221 2005 2010 2015 2020 2021 2022 2023 2024 2 | BUSINESS PERFORMANCE H1/Q2 2024 9
Slide 10: Assets under management pass the €60 billion mark
Assets under management pass the €60 billion mark Assets X under management* Non-life X insurance portfolio volume inx € billion, as of December 31 or June 30, respectively inx € million, as of December 31 or June 30, respectively 729 60.5 687 56.6 57.0 632 54.3 561 42.7 440 29.0 336 19.8 117 128 2.
Slide 11: Strong growth in the Wealth competence field
Strong growth in the Wealth competence field 6M sales revenue X breakdown into competence fields in € million, previous x year's values in brackets Wealth 240 (190) +26 % Life & Health 123 (123) +1 % Wealth management 176 (150) +17 % Old-age provision 93 (93) -0 % Interest income 46 (27) +66 % Healt
Slide 12: EBIT at €48.7 million – strong second quarter
EBIT at €48.7 million – strong second quarter Income statement Balance sheet figures MLP Group (in € million) 6M 2024 6M 2023 △ MLP Group June 30, 2024 Total revenue 514.3 475.0 +8 % Balance sheet total €4,076 million EBIT 48.7 37.4 +30 % Shareholders' equity €570 million Finance result 5.5 -2.4 +33
Slide 13: Agenda: Forecast 2024 and planning 2025
Agenda German Fall Conference 2024 3 | FORECAST 2024 AND PLANNING 2025 13
Slide 14: Forecast 2024
Forecast 2024 Sales revenue X EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- inx € million 100-110 96.8 ++ 59.4 75.6 70.7 75-85 Wealth + 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty EBIT 2024 expected to be in the upper half o
Slide 15: Planning 2025
Planning 2025 2025 EBIT €100 – 110 Growing non-life million insurance business Sustainable Growth & Group synergies • Continued growth in portfolio Increase in assets volumes (plan: €730-810 million) under management • Increase in old-age provision • Contribution from private and revenue • Stable gr
Slide 16: We are happy to answer any questions you may have
We are happy to answer any questions you may have Your contact Pascal Löcher Head of Investor Relations Tel. +49 (0)6222 • 308 • 3559 E-mail pascal.loecher@mlp.de Simon Knaack Tobias Wolf Manager Investor Relations Manager Investor Relations Tel. +49 (0)6222 • 308 • 2715 Tel. +49 (0)6222 • 308 • 433