Mlp Group Sa · GPW:MLG
Mlp Group Sa — Investor Day (September 2026)
26 slides from Mlp Group Sa's investor day presentation, September 2026
Slide 1: 2026 MLP Group Investor Day
2026 MLP Group Investor Day Investor Presentation September 2026 MLP GROUP – CONSERVATIVE APPROACH TO GROWTH IN INDUSTRIAL ASSETS IN CORE URBAN AREAS IN EUROPE
Slide 2: MLP Group at a Glance: Strategic growth drivers & Assets Overview
MLP GROUP AT A GLANCE Strategic growth drivers & Assets Overview MLP GROUP – CONSERVATIVE APPROACH TO GROWTH IN INDUSTRIAL ASSETS IN CORE URBAN AREAS IN EUROPE
Slide 3: MLP Group boasts exceptional fundamentals
MLP GROUP AT A GLANCE MLP Group boasts exceptional fundamentals MLP Group is a leading European logistics platform with a vertically integrated business 1. model, specializing in the development, ownership, and management of Class A, modern, multi -tenant, generic warehouse and industrial properties
Slide 4: MLP Group boasts exceptional fundamentals
MLP GROUP AT A GLANCE MLP Group boasts exceptional fundamentals High quality , modern proper ties - over 60% of the total portfolio by GLA has been developed 4. within the past 5 years , and approximately 85 % of the assets are less than 10 years old . As of 3 0 June 202 6, the average age of the bu
Slide 5: Main drivers
MLP GROUP AT A GLANCE Main drivers Metric YE2023 YE2024 YE2025 1H2026 Trend High, but affected by newly Occupancy 94.3% 95.5% 94.6% Improving completed speculative space Moderately higher following Vacancy 5.7% 4.5% 5.4% Declining portfolio expansion Consistently WAULT c. 7+ years c. 7.5 years 7.8 y
Slide 6: Main drivers
MLP GROUP AT A GLANCE Main drivers Metric YE2023 YE2024 YE2025 1H2026 YE2023 –1H2026 Standing c. 1.1m sqm c. 1.4m sqm c. 1.6m sqm c. 1.7m sqm c. +54% portfolio GLA Net GLA added — c. +0.3m sqm c. +0.2m sqm Broadly stable c. +0.5m sqm YoY GLA growth — c. +27% c. +14% Limited change Strong scaling Est
Slide 7: 1H 2026 Executive Summary in EUR
MLP GROUP AT A GLANCE 1H 2026 Executive Summary in EUR STRONG FINANCIAL & OPERATIONAL PERFORMANCE IN 1H 2026 RENTAL INCOME EBITDA NET PROFIT (before revaluation) EUR 35.1 mn EUR 29.6 mn EUR 36.8 mn + 33 % YoY + 18% YoY vs. EUR 18.8 mn GAV N AV NAV PER SHARE EUR 1.71bn EUR 0.78 bn EUR 32.6 + 10% vs.
Slide 8: Strategic growth drivers
MLP GROUP AT A GLANCE Strategic growth drivers EUROPE’S STRUCTURAL TRENDS SUPPORT MLP GROUP STRATEGY Nearshoring & industrial growth • Strong manufacturing demand across CEE & Germany • Growing Chinese industrial investment in Europe Hamburg • ReArm Europe driving defence sector expansion Berlin Gor
Slide 9: Three types of warehouse space
MLP GROUP AT A GLANCE Three types of warehouse space CITY LOGISTICS BIG BOX BUSINESS PARK CITY PARK BIG BOX (i.e. large -scale) warehouses, primarily MLP Business Parks offer small warehouse units MLP City Parks are located in prime city -center addressing logistics , e -commerce growth and (ranging
Slide 10: Portfolio diversification 2023-2027
MLP GROUP AT A GLANCE Portfolio diversification 2023 -2027 MLP GROUP'S PORTFOLIO HAS BECOME MATERIALLY LESS POLAND -CENTRIC SINCE YE2023, DRIVEN BY RAPID EXPANSION IN GERMANY AND AUSTRIA. YE2023 HY2026 YE2027 2,30% 2,50% 2,90% 2,80% 6,50% 5,70% 13,30% 20,10% 27,00% 64,60% 70,60% 81,90% Poland German
Slide 11: Portfolio delivery timeline – Poland
MLP GROUP AT A GLANCE Portfolio delivery timeline PHASING OF THE CURRENT PROJECTS UNDER CONSTRUCTION – POLAND LOGISTIC PROJECT MLP Business Park 70 88 0 Poznań (Hall B,C,F) sqm 38 355 MLP Poznań sqm 67 450 MLP Bieruń sqm 15 498 MLP Gorzów sqm 32 267 MLP Rzeszów sqm MLP Pruszków II 33 800 (Hall C5 )
Slide 12: Assets in Poland
MLP GROUP AT A GLANCE Assets in Poland GLA Land Bank ( own +option ) Average Rent (ERV) 1,396,110sqm 99.41 ha 4.75 EUR/ sqm /month ASSETS IN POLAND GLA ( sqm ) MLP Pruszków II 427 084 MLP Poznań West 173 694 MLP Pruszków I 168 911 MLP Łódź II 86 633 GORZÓW MLP Poznań 80 031 WIELKOPOLSKI MLP Wrocław
Slide 13: Poland Logistics: scale, resilience and MLP coverage
MLP GROUP AT A GLANCE Poland Logistics: scale, resilience and MLP coverage 38.0 mn 1.23 mn 3.51% sqm sqm sqm Warsaw Poznań / Western Poland Stock: ~7.8m sqm Stock: ~4.1m sqm STOCK NEW SUPPLY GROSS TAKE -UP Prime rent: 4.20 -8.00 Prime rent: 4.20 -4.60 € / sqm €/ sqm +7% yoy +20% yoy Business Park Po
Slide 14: Project Spotlight – MLP Pruszków II
MLP GROUP AT A GLANCE Project Spotlight – MLP Pruszków II 20 years of consistent scaling 427k sqm target GLA From the first tenant to the region’s 93.5 ha park plot largest logistics hub A platform built to grow with its tenants 200 6 2009 2012 201 9 202 4 2026 67 HA ACQUIRED SARANTIS POLSKA DACHSER
Slide 15: Assets in Germany
MLP GROUP AT A GLANCE Assets in Germany GLA Land Bank ( own +option ) Average Rent (ERV) 176,844 sqm 41.06 ha 7.51 EUR/ sqm /month ASSETS IN GERMANY GLA ( sqm ) MLP Business Park Schalke 67 698 Hamburg MLP Unna 57 195 Berlin MLP Berlin Spreenhagen 33 800 Berlin / Dortmund / Castrop -Rauxel Spreenhag
Slide 16: Portfolio delivery timeline – Germany
MLP GROUP AT A GLANCE Portfolio delivery timeline PHASING OF THE CURRENT PROJECTS UNDER CONSTRUCTION – GERMANY LOGISTIC PROJECT MLP Business 71 813 PHASE 1 PHASE 2 Park Schalke sqm MLP Berlin 39 000 COMPLETED Spreenhagen sqm MLP Business 73 000 Park Castrop - PHASE 1 PHASE 2 sqm Rauxel 23 419 MLP Id
Slide 17: Strategic Focus on Germany: core logistics markets remain resilient
MLP GROUP AT A GLANCE Strategic Focus on Germany Germany’s core logistics markets remain resilient Germany remains one of Europe’s largest and most established logistics markets. Demand continues to concentrate in the country’s key logistics hubs, supported by limited new supply, strong infrastructu
Slide 18: Germany: built on proven logistics fundamentals
MLP GROUP AT A GLANCE Strategic Focus on Germany Germany: built on proven logistics fundamentals MLP Group is focused on Germany’s established logistics and industrial hubs — locations that have proven their strategic relevance over decades and across multiple economic cycles. WHY GERMANY REMAINS A
Slide 19: Project Spotlight – MLP Hamburg East - Geesthacht
MLP GROUP AT A GLANCE Project Spotlight – MLP Hamburg East - Geesthacht MLP Hamburg East - Geesthacht KEY PROJECT HIGHLIGHTS • Strategic location near the Port of Hamburg - one of Europe’s key logistics gateways • Newly acquired logistics park in the Hamburg metropolitan area • Excellent connectivit
Slide 20: Project Spotlight – MLP Business Park Munich
MLP GROUP AT A GLANCE Project Spotlight – MLP Business Park Munich MLP Business Park Munich 2-LEVEL -MULTI -URBAN -PAR K MLP GROUP – CONSERVATIVE APPROACH TO GROWTH IN INDUSTRIAL ASSETS IN CORE URBAN AREAS IN EUROPE 20
Slide 21: Assets in Austria and Romania
MLP GROUP AT A GLANCE Assets in Austria and Romania Average Rent (ERV) GLA Land Bank ( own +option ) 8.52 Austria – EUR/ sqm /month 151,215sqm 3.39 ha Romania – 4.56 EUR/ sqm /month Vienna ASSETS IN AUSTRIA GLA ( sqm ) AUSTRIA MLP Business Park Vienna 54 071 MLP City Park Vienna 3 600* ASSETS IN ROM
Slide 22: Project Spotlight – MLP City Park Vienna
MLP GROUP AT A GLANCE Project Spotlight – MLP City Park Vienna MLP CITY PARK VIENNA KEY PROJECT HIGHLIGHTS • Prime inner -city location in Vienna • Approx. 1500m from Wien Hauptbahnhof • Brownfield redevelopment project • Flexible units from 22 0 to 1,000 sqm • Focus on SMEs, last -mile logistics an
Slide 23: Vertically integrated business model
MLP GROUP AT A GLANCE Vertically integrated business model STRATEGIC ACQUISITIONS STRONG DEVELOPMENT 1. FOR GROWTH CAPABILITIES 2. ● Targeting value -add opportunities ● Dedicated teams, capital, and landbank for continued project delivery ● Leveraging local, market -savvy teams ● Risk -managed appr
Slide 24: Appendix and Glossary
APPENDIX AND GLOSSARY MLP GROUP – CONSERVATIVE APPROACH TO GROWTH IN INDUSTRIAL ASSETS IN CORE URBAN AREAS IN EUROPE
Slide 25: Glossary
Glossary Term Definition Big Box Large scale warehouse projects or distribution centers CAGR Compound Annual Growth Rate City or urban logistics projects, branded as our MLP Business Parks, offering tenants flexible, small -scale warehouse and light production units, ranging City Logistics from 700
Slide 26: Thank you!
Thank you! MLP GROUP S.A. ul. 3 Maja 8, 05 -800 Pruszków , tel. +48 22 738 30 10 www. mlpgroup.com MLP GROUP – CONSERVATIVE APPROACH TO GROWTH IN INDUSTRIAL ASSETS IN CORE URBAN AREAS IN EUROPE