Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (May 2025)
19 slides from Mlp's roadshow presentation, May 22, 2025
Slide 1: Roadshow Frankfurt
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie Roadshow Frankfurt May 22, 2025
Slide 2: Highlights MLP Group
Highlights 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, dividend proposal for 2024: +20 % yoy • Key figures with good growth and basis
Slide 3: Agenda Roadshow Frankfurt
Agenda Roadshow Frankfurt 1 | MLP AT A GLANCE 3
Slide 4: Diversified business model
Diversified business model Financial advisory network Wealth Using the opportunities Family & Creating sustainable, of digitalisation and Corporate additional value within artificial intelligence the Group Clients Property & Life & Casualty Health 1 | MLP AT A GLANCE 4
Slide 5: Strong growth in the Wealth competence field
Strong growth in the Wealth competence field Sales revenue breakdown into competence fields in € million, as of December 31, previous year‘s values in brackets Wealth 520 (408) +27 % Life & Health 298 (294) +1 % Wealth management 380 (308) +23 % Old-age provision 234 (234) +0 % Interest income 90 (6
Slide 6: Total revenue exceeds 1 billion euros for the first time
Total revenue exceeds 1 billion euros for the first time Total revenue of the MLP Group Recurring revenue inX€ million, as of December 31 Proportion of sales revenue, as of December 31 x 1,067 949 973 935 767 564 68 % of the sales revenue are recurring (€708 million) 2005 2020 2021 2022 2023 2024 *
Slide 7: Overview of key figures
Overview of key figures Assets under management* Non-life insurance premium volume in € billion, as of December 31 or March 31 in € million, as of December 31 or March 31 63.1 62.8 779 56.6 57.0 751 54.3 687 632 42.7 561 440 117 2.9 2005 2020 2021 2022 2023 2024 Q1 2025 2005 2020 2021*** 2022 2023 2
Slide 8: EBIT significantly increased to €95 million
EBIT significantly increased to €95 million Income statement Balance sheet figures MLP Group (in € million) FY 2024 FY 2023 △ MLP Group December 31, 2024 Total revenue 1,066.7 973.5 +10 % Balance sheet total €4,152 million EBIT 95.0 70.7 +34 % Shareholders' equity €570 million Finance result 4.6 -1.
Slide 9: MLP SE – attractive dividend policy & valuation
MLP SE – attractive dividend policy & valuation Earnings per share (EPS) and dividend per share (DPS) in cents Dividend policy: EPS planning 2028 Distribution of 50-70 % of net profit 90-95 cents Earnings per share (EPS) Dividend per share (DPS) * subject to approval by the Annual General Meeting on
Slide 10: Q1 2025: Successful start to the year
Q1 2025: Successful start to the year Sales revenue breakdown into competence fields Income statement in € million, as of March 31, previous year‘s values in brackets MLP Group (in € million) Q1 2025 Q1 2024 △ Total revenue 300.6 284.1 +6 % Wealth 125 (116) +8 % EBIT 37.8 37.0 +2 % 22 % Finance resu
Slide 11: Agenda Roadshow Frankfurt – Digitalisation and AI
Agenda Roadshow Frankfurt 2 | DIGITALISATION AND AI 11
Slide 12: Digitalisation strategy creates competitive advantages
Digitalisation strategy creates competitive advantages Digital complement to the personal client relationship Digital financial overview Personal consulting facilitated thanks to Financial Home by the Consultant Portal Presentation and management of the Gap analysis of customer needs as a entire ass
Slide 13: Further efficiency gains thanks to artificial intelligence
Further efficiency gains thanks to artificial intelligence AI correspondence AI research AI service assistant assistant agent AI assistant provides AI assistant is AI service agent is support with e-mails and available for research on always available as a point of telephone communication specialise
Slide 14: Agenda Roadshow Frankfurt – Forecast 2025 and Planning 2028
Agenda Roadshow Frankfurt 3 | FORECAST 2025 AND PLANNING 2028 14
Slide 15: Forecast for 2025 confirmed
Forecast for 2025 confirmed Sales revenue EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- in € million, as of December 31 100-110 96.8 95.0 0 75.6 70.7 Wealth 59.4 + + Life & Health 2020 2021 2022 2023 2024 2025e Property & Forecast Casualty Forecast includes only a s
Slide 16: Planning for 2028 reaffirmed – further significant growth
Planning for 2028 reaffirmed – further significant growth Total revenue EBIT Assets under management Non-life insurance premium volume in € million, as of December 31 in € million, as of December 31 in € billion, as of December 31 in € million, as of December 31 1,300-1,400 140-150 75-81 1,000-1,100
Slide 17: Planning for 2028 reaffirmed – growth in all competence fields
Planning for 2028 reaffirmed – growth in all competence fields EBIT €140 – €150 million Total revenue €1.3 – 1.4 billion Planning + Digitalisation strategy 2028 + Cost efficiency + Unlocking potential in the corporate client business through the extensive MLP network Property + Expansion of non-life
Slide 18: Summary MLP Group
Summary MLP Group Stable business model with high percentage of recurring revenues and solid balance sheet structure Successful growth path and ambitious future plannings Overall trends support further growth ambitions Stable shareholder structure and attractive dividend policy 18
Slide 19: 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 Phone +49 (0)6222 • 308 • 3559 E-mail pascal.loecher@mlp.de Simon Knaack Tobias Wolf Manager Investor Relations Manager Investor Relations Phone +49 (0)6222 • 308 • 2715 Phone +49 (0)6222 • 308 •