Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (April 2025)
19 slides from Mlp's roadshow presentation, Apr 29, 2025
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 29, 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 continuous growth and
Slide 3: Agenda Roadshow Paris
Agenda Roadshow Paris 1 | MLP AT A GLANCE 3
Slide 4: Diversified business model
Diversified business model a leading financial advisory network Wealth Using the opportunities Family & Creating sustainable, of digitalisation Corporate additional value 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: Key figures reach new all-time highs
Key figures reach new all-time highs Assets under management* Non-life insurance portfolio volume in € billion, as of December 31 in € million, as of December 31 63.1 751 687 56.6 57.0 632 54.3 561 42.7 440 117 2.9 2005 2020 2021 2022 2023 2024 2005 2020 2021*** 2022 2023 2024 * Contains wealth mana
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: Agenda Roadshow Paris | Digitalisation and AI
Agenda Roadshow Paris 2 | DIGITALISATION AND AI 10
Slide 11: 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 12: 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 13: Agenda Roadshow Paris | Forecast 2025 and Planning 2028
Agenda Roadshow Paris 3 | FORECAST 2025 AND PLANNING 2028 13
Slide 14: Review of previous planning 2025: course maintained
Review of previous planning 2025: course maintained Sales revenue EBIT Planning 2025 Planning 2025 > €1,100 million CAGR > 6 % €100-110 million CAGR 10-13 % 2024 2024 €1,038 million CAGR 7% €95 million CAGR 12 % Assets under management Non-life insurance portfolio volume Planning 2025 Planning 2025
Slide 15: Forecast 2025
Forecast 2025 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 small amount of
Slide 16: Planning 2028 – further significant growth
Planning 2028 – further significant growth Total revenue EBIT Assets under management Non-life insurance portfolio 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 1,067 63 751
Slide 17: Planning 2028: growth in all competence fields
Planning 2028: 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 insurance & Cas
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 •