Slide 1: Business figures H1/Q2 2024
Business figures H1/Q2 2024 Wiesloch, August 14, 2024
Slide 2: Highlights H1 2024
Highlights H1 2024 • Record highs in total revenue and EBIT reached – Success of the strategically developed business model • Total revenue increased to €514 million(PY: €475 million), above all in the Wealth competence field – EBIT of €48.7 million significantly above previous year's level (€37.4 m
Slide 3: Developed positioning of the MLP Group
Developed positioning of the MLP Group 2005 2015 2022 Strengthening of 2006 Strengthening of Further 1999 independence, sale Holding in the non-life development of Founding of of insurance FERI Finance AG insurance business – 2019 the platform MLP Corporate subsidiaries acquisition of Majority holdi
Slide 4: Agenda: Business performance H1/Q2 2024
Agenda Business figures H1/Q2 2024 1 | BUSINESS PERFORMANCE H1/Q2 2024 4
Slide 5: Total revenue reaches new peak
Total revenue reaches new peak 6M X total revenue of the MLP Group Recurring X revenue inx € million Proportion x of sales revenue 514 473 475 422 30 % 359 2005 233 247 221 68 % 2023 2005 2010 2015 2020 2021 2022 2023 2024 1 | BUSINESS PERFORMANCE H1/Q2 2024 5
Slide 6: 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 7: 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 inx € million, as of December 31 or June 30, respectively 729 60.5 687 56.6 57.0 632 54.3 561 42.7 440 29.0 336 19.8 117 128 2.
Slide 8: Growth in all client groups
Growth in all client groups Family X clients Corporate X and institutional clients inx thousands, as of December 31 or June 30, respectively inx thousands, as of December 31 or June 30, respectively 28.4 27.8 27.4 584 580 24.8 22.5 569 562 555 2020 2021 2022 2023 6M 2024 2020 2021 2022 2023 6M 2024
Slide 9: EBIT at €48.7 million – strong second quarter
EBIT at €48.7 million – strong second quarter 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 -2.4 +33
Slide 10: Agenda: Strategic developments
Agenda Business figures H1/Q2 2024 2 | STRATEGIC DEVELOPMENTS 10
Slide 11: 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 entire asset structu
Slide 12: Successful trainee programme for junior consultants
Successful trainee programme for junior consultants Programme start on July 1, 2023 Interim status as of June 30, 2024 Part of MLP's demographic management trainees have become Recruiting MLP consultants since the Trainee programme 123 start of the programme • Future consultants (46 currently in the
Slide 13: Agenda: Forecast 2024 and planning 2025
Agenda Business figures H1/Q2 2024 3 | FORECAST 2024 AND PLANNING 2025 13
Slide 14: Forecast 2024
Forecast 2024 Sales revenue X EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- inx € million 100-110 96.8 ++ 59.4 75.6 70.7 75-85 Wealth + 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty EBIT 2024 expected to be in the upper half o
Slide 15: 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 16: Agenda: Summary and questions
Agenda Business figures H1/Q2 2024 4 | SUMMARY AND QUESTIONS 16
Slide 17: Summary
Summary • Great potential in the broad and strategically interlinked positioning of the MLP Group – Synergy of high-quality consulting with digital support as a success driver • EBIT forecast for 2024 of €75 to 85 million confirmed and specified to the upper half of the corridor – despite ongoing ri
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