Mediobanca - Banca Di Credito Finanziario S.p.a. · MIL:MB
Mediobanca - Banca Di Credito Finanziario — Mediobanca - Banca di Credito Finanziario — H1 2025 Earnings Presentation
6 slides from Mediobanca - Banca Di Credito Finanziario's earnings presentation, Feb 11, 2025
Slide 1: Mediobanca 6M/2Q Results as at 31 December 2024
MEDIOBANCA Taken from 6M/2Q RESULTS AS AT 31 DECEMBER 2024 Milan, 11 February 2025
Slide 2: Agenda
Agenda Section 1. Executive summary Section 2. 6M/1H25 Group results Section 3. 6M/1H25 Divisional results Section 4. Closing remarks Annexes 1. Macro scenario 2. Divisional tables
Slide 3: On track to deliver our vision of Mediobanca
ON TRACK TO DELIVER OUR VISION OF MEDIOBANCA Closing remarks Section 4 Centred on Wealth Management WM:1H25 revenues (€480m, ow €270 fees), contributing to ~30% of banking revenues and ~50% of Group fees Visible net profit (>€110m in 6M), solid NNM (€4.8bn in 6M) growing at a faster pace than peers
Slide 4: Mediobanca to unlock "One Brand One Culture" potential
MEDIOBANCA TO UNLOCK “ONE BRAND ONE CULTURE” POTENTIAL Closing remarks Section 4 High & sustainable growth Superior High distribution driven by stronger capital creation with low execution risk industrial footprint FY25 GUIDANCE1 CONFIRMED FY26 GUIDANCE1 UPGRADED NII resilient Revenues: from €3.8 to
Slide 5: Mediobanca rejects MPS's takeover bid
MEDIOBANCA REJECTS MPS’S TAKEOVER BID NOT AGREED AND STRONGLY DESTRUCTIVE OF VALUE Closing remarks Section 4 1 No industrial value or strategic rationale for MB or MPS • No scale/distribution advantages for either MB or MPS, no enhancement of any business positioning given different customers/staff
Slide 6: Mediobanca rejects MPS's takeover bid
MEDIOBANCA REJECTS MPS’S TAKEOVER BID NOT AGREED AND STRONGLY DESTRUCTIVE OF VALUE Closing remarks Section 4 4 Dilutes Mediobanca’s financial profile • MB’ positive gearing to macro (NII growing despite lowering interest rates, superior growth in fee) wiped out • Exposes MB’ shareholders to poorer a
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