Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (October 2025)
21 slides from Mlp's roadshow presentation, October 2025
Slide 1: Roadshow USA
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie Roadshow USA Boston, New York, Chicago October 22 – 24, 2025
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 • 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 payout for 2024: +20 % yoy • Record highs in key figures as a basis f
Slide 4: Agenda Roadshow USA: MLP at a glance
Agenda Roadshow USA 1 | MLP AT A GLANCE 4
Slide 5: 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 5
Slide 6: Digitalisation strategy creates competitive advantages
Digitalisation strategy creates competitive advantages Digital complement to the personal client relationship Financial Home Consulting Portal AI employee at DOMCURA It provides a digital platform It offers gap analysis of client needs, At DOMCURA, an AI agent handles the enabling clients to view al
Slide 7: Attractive dividend policy & valuation
Attractive dividend policy & valuation Earnings per share (EPS) and dividend per share (DPS) in cents 63 57 47 Dividend policy: EPS planning 2028 44 40 Distribution of 36 23 30 30 30 50-70 % of net profit 90-95 cents 2020 2021 2022 2023 2024 Earnings per share (EPS) Dividend per share (DPS) Stable s
Slide 8: Agenda Roadshow USA: Business performance
Agenda Roadshow USA 2 | BUSINESS PERFORMANCE 8
Slide 9: Strong growth in the Wealth competence field
Strong growth in the Wealth competence field Sales revenue breakdown into competence fields € million, Dec 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 (66) +38 % Healt
Slide 10: 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 €Xmillion, Dec 31 Proportion of sales revenue, Dec 31 x 1,067 949 973 935 767 564 68 % of the sales revenue are recurring (€708 million) 2005 2020 2021 2022 2023 2024 * Compound annual growth ra
Slide 11: Record levels in key figures
Record levels in key figures Assets under management* Non-life insurance premium volume € billion, Dec 31 and Jun 30 respectively € million, Dec 31 and Jun 30 respectively 63.9 785 60.5 729 56.6 57.0 687 54.3 632 561 42.7 440 2020 2021 2022 2023 Q2 2024 Q2 2025 2020 2021*** 2022 2023 Q2 2024 Q2 2025
Slide 12: EBIT significantly increased to €95 million
EBIT significantly increased to €95 million Income statement Balance sheet figures MLP Group (€ 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 -1.7 +
Slide 13: H1 2025: New record set for total revenue
H1 2025: New record set for total revenue Sales revenue breakdown into competence fields Income statement € million, Jun 30, previous year‘s values in brackets MLP Group (€ million) 6M 2025 6M 2024 △ Total revenue 529.1 514.3 +3 % Wealth 244 (240) +2 % EBIT 42.7 48.7 -12 % 25 % Finance result -0.9 5
Slide 14: Agenda Roadshow USA: Forecast 2025 and Planning 2028
Agenda Roadshow USA 3 | FORECAST 2025 AND PLANNING 2028 14
Slide 15: Forecast 2025
Forecast 2025 Sales revenue EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- € million, Dec 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 small amount of performance-b
Slide 16: Planning 2028 reaffirmed – growth in all competence fields
Planning 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 ins
Slide 17: Massive potential among discerning family clients
Massive potential among discerning family clients MLP client base: Market segment: Lifelong support Significant need for advisory services 1 ∅ MLP academics: Graduates in the Age group fields of economics, law, engineering GAP IN PROVISION and medicine – average gross monthly <40 salaries based on w
Slide 18: Attracting additional mandates and corporate clients
Attracting additional mandates and corporate clients Property & Casualty | relevance for corporate clients in the non-life insurance1 Mandates New business brokered by MLP consultants in the group 6 times higher Life & Health | relevance for corporate clients Corporate in the occupational health ins
Slide 19: Growth in the market for institutional clients
Growth in the market for institutional clients Institutional Investors in Germany Alternative Investments worldwide The assets under management by institutional investors will grow annually until 20291 by around CAGR 4% The assets under management in alternative investments will grow annually until
Slide 20: MLP benefits significantly due to excellent market position
MLP benefits significantly due to excellent market position Largest German broker1 Second-largest1 1 for occupational pension 2 independent² asset schemes manager in Germany BRSG II3 facilitates Early retirement New retirement accounts also implementation, thereby pensions create include funds (prev
Slide 21: 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 •