Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (April 2026)
16 slides from Mlp's roadshow presentation, Apr 27, 2026
Slide 1: Roadshow Paris
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie Roadshow Paris April 27, 2026
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation, including any materials related to this presentation, do not constitute an offer or an invitation by, or on behalf of, MLP SE to subscribe for or purchase any securities of MLP SE. No party has been authorized by MLP SE to solicit indications of interest related t
Slide 3: Highlights MLP Group
Highlights MLP Group Unique business model: stability and growth prospects Recurring revenues ensure stability and overall trends offer growth prospects AI as an accelerator: value generation and efficiency gains Intense use of AI increases client benefits and unlocks process efficiency Successful g
Slide 4: Unique business model benefits from overall trends
Unique business model benefits from overall trends Supporting high net worth family clients, MLP’s performance for clients corporate clients and institutional clients is further scaled by AI aiming for: throughout their entire life cycle in the areas of a financial advisory network Personal advisory
Slide 5: Use of AI in whole Group – AI agent system scales advisory
Use of AI in whole Group – AI agent system scales advisory Client Consultant Financial home Personal client relationship Consultant portal Overview and management remains the central element at MLP Central tool for of the entire asset structure / client-oriented and risk protection comprehensive con
Slide 6: Successful growth track in revenues and key figures
Successful growth track in revenues and key figures Total revenue of the MLP Group Sales revenue breakdown into competence fields € million, Dec 31 share of competence fields in sales revenue, Dec 31 1,300-1,400 1,067 1,080 Wealth 973 767 935 949 7% 29 % Life & Health CAGR1 49 % Property & Casualty
Slide 7: Ambitious future plannings for 2028
Ambitious future plannings for 2028 EBIT €140 – €155 million EPS €0.90 – €0.99 Planning Total revenue €1.3 – €1.4 billion + Unlocking potential in the corporate 2028 Digitalisation strategy client business through the + & Cost efficiency extensive MLP network Property + Expansion of non-life insuran
Slide 8: Dividend yield above 5 % and valuation below consensus
Dividend yield above 5 % and valuation below consensus Dividend and dividend yield2 Research Coverage € and percent, Dec 31 Analysts’ estimates, date of last update: Apr 16, 2026 5.8 % 5.4 % 5.9 % 5.2 %1 NuWays Buy TP €12.00 4.3 % 3.5 % ODDO BHF Outperform TP €10.00 Metzler Buy TP €10.00 €0.30 €0.30
Slide 9: Details
Details Business Performance Forecast Planning 9
Slide 10: FY 2025: Total revenue reaches new record high
FY 2025: Total revenue reaches new record high Sales revenue breakdown into competence fields € million, Dec 31, previous year‘s values in brackets Income statement MLP Group (€ million) 2025 2024 △ Wealth 510 (520) -2 % Total revenue 1,079.6 1,066.7 +1 % 29 % Life & Health 303 (298) +2 % EBIT1 87.9
Slide 11: FY 2025: Key figures reach new record highs
FY 2025: Key figures reach new record highs Assets under management1 Non-life insurance premium volume € billion, Dec 31 € million, Dec 31 65.9 809 63.1 751 56.6 57.0 687 54.3 632 561 42.7 440 117 2.9 2005 2020 2021 2022 2023 2024 2025 2005 2020 20213 2021 2022 2023 2024 2025 1 Contains wealth manag
Slide 12: Forecast 2026: EBIT of € 100-110 million
Forecast 2026: EBIT of € 100-110 million Sales revenue EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- € million, Dec 31 100-110 + 96.8 75.6 95.0 87.9 Wealth 70.7 59.4 + + Life & Health Property & 2020 2021 2022 2023 2024 2025 2026e Casualty Forecast Forecast includes
Slide 13: Planning 2028: Wealth management
Planning 2028: Wealth management Significant market potential AuM MLP Banking AG Growth segment € billion, Dec 31 14.9 7.4 703,000 households 2023-2024: +11 % 2020 2025 have liquid assets of Based on MLP’s private client business between €0.5 million and €3 million1 is well positioned to achieve fur
Slide 14: Planning 2028: Alternative Investments
Planning 2028: Alternative Investments FERI: Hedge funds Significant market potential • Largest bank-independent hedge fund research and investment team with around €3 billion in assets under management • Cooperation Goldman Sachs on two new UCITS hedge funds with Share of Alternatives >€80 million
Slide 15: Planning 2028: Corporate client business
Planning 2028: Corporate client business Micro-companies Corporate • Sales revenue < €1.0 million clients Focus on freelancers • 3,051,000 companies1 Commercial clients Corporate MLP’s client base with clients • €1.0 million < sales revenue < €10.0 million • 414,000 companies1 additional potential i
Slide 16: Many thanks for your time
Many thanks for your time We are happy to answer your questions Phone +49 (0)6222 • 308 • 8320 E-mail investorrelations@mlp.de Website www.mlp-se.com Details on upcoming events can be found on our website: https://mlp-se.com/investors/financial-calendar/ 16