Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (October 2024)
18 slides from Mlp's roadshow presentation, October 2024
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, Chicago, New York October 21 – 23, 2024
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 • Ongoing successful developments of total revenue and EBIT in 2024 – Assets un
Slide 3: Agenda Roadshow USA
Agenda Roadshow USA 1 | MLP AT A GLANCE 3
Slide 4: Business model
Business model a leading financial advisory network Wealth Using the opportunities Family & Creating sustainable, of digitalisation Corporate additional value Clients Property & Life & Casuality Health 1 | MLP AT A GLANCE 4
Slide 5: Trends support growth ambitions in competence fields
Trends support growth ambitions in competence fields INFLATION increases demand for GROWING WEALTH, MORE ASSET financial consulting in various SUCCESSIONS increases demand competence fields for wealth management with a diversified portfolio DEMOGRAPHIC DEVELOPMENT increasingly generates need for DIG
Slide 6: Digitalisation strategy: Client and consultant portal as a competitive advantage
Digitalisation strategy: Client and consultant portal as a competitive advantage 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 cust
Slide 7: Total revenue shows continuous growth story
Total revenue shows continuous growth story Total X revenue of the MLP Group Recurring X Revenue inx € million Proportion x of sales revenue 949 973 935 30% 767 2005 564 68% 2023 2005 2020 2021 2022 2023 *Compound Annual Growth Rate over the period of 2020 to 2023 1 | MLP AT A GLANCE 7
Slide 8: MLP SE – attractive dividend policy & valuation
MLP SE – attractive dividend policy & valuation Dividend Dividend per share in Cents; Dividend yield in % 5.8 5.4 Broad Research Coverage* 4.3 Consistent NuWays Buy TP € 12.00 3.8 3.5 Pareto Securities Buy TP € 9.00 dividend policy Pay out ratio of Metzler Buy TP € 8.20 30 30 30 21 23 Kepler Cheuvre
Slide 9: Agenda Roadshow USA
Agenda Roadshow USA 2 | BUSINESS PERFORMANCE H1 2024 9
Slide 10: Total revenue and EBIT with great growth
Total revenue and EBIT with great growth 6M X total revenue of the MLP Group 6M X EBIT of the MLP Group inx € million inx € million 514 48.7 473 475 44.1 422 37.4 359 31.4 221 18.8 17.2 2005 2020 2021 2022 2023 2024 2005 2020 2021 2022 2023 2024 *Compound Annual Growth Rate over the period of 6M 202
Slide 11: Assets under management pass the €60 billion mark
Assets under management pass the €60 billion mark Assets X under management* Non-life X insurance portfolio volume inx € billion, as of December 31 or June 30, respectively in x € million, as of December 31 or June 30, respectively 729 60.5 687 56.6 57.0 632 54.3 561 42.7 440 117 2.9 2005 2020 2021
Slide 12: Strong growth in the Wealth competence field
Strong growth in the Wealth competence field 6M sales revenue X breakdown into competence fields in € million, previous x year's values in brackets Wealth 240 (190) +26 % Life & Health 123 (123) +1 % Wealth management 176 (150) +17 % Old-age provision 93 (93) -0 % Interest income 46 (27) +66 % Healt
Slide 13: EBIT at €48.7 million – solid balance sheet structure
EBIT at €48.7 million – solid balance sheet structure Income statement Balance sheet figures MLP Group (in € million) 6M 2024 6M 2023 △ MLP Group June 30, 2024 Total revenue 514.3 475.0 +8 % Balance sheet total €4,076 million EBIT 48.7 37.4 +30 % Shareholders' equity €570 million Finance result 5.5
Slide 14: Agenda Roadshow USA
Agenda Roadshow USA 3 | FORECAST 2024 AND PLANNING 2025 14
Slide 15: Forecast 2024
Forecast 2024 Sales revenue EBIT X very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- inx € million 100-110 96.8 85-95 ++ 59.4 75.6 70.7 Wealth + 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty EBIT forecast 2024 raised in the course of t
Slide 16: Planning 2025
Planning 2025 2025 EBIT €100 – 110 Growing non-life million insurance business Sustainable Growth & Group synergies • Continued growth in portfolio Increase in assets volumes (plan: €730-810 million) under management • Increase in old-age provision • Contribution from private and revenue • Stable gr
Slide 17: 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 17
Slide 18: 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 Tel. +49 (0)6222 • 308 • 3559 E-mail pascal.loecher@mlp.de Simon Knaack Tobias Wolf Manager Investor Relations Manager Investor Relations Tel. +49 (0)6222 • 308 • 2715 Tel. +49 (0)6222 • 308 • 433