Slide 1: Business figures 9M/Q3 2024
Business figures 9M/Q3 2024 Wiesloch, November 14, 2024
Slide 2: Highlights 9M 2024
Highlights 9M 2024 • Total revenue and EBIT reach new record levels – strategically further developed positioning of the MLP Group proves its worth • Particular strong revenue growth in the wealth competence field – total revenue at €763 million (€685 million) and EBIT at €66.4 million (€45.2 millio
Slide 3: Strong trends encourage growth path
Strong trends encourage growth path 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 DIGITALISATION impro
Slide 4: Agenda: Business figures 9M/Q3 2024
Agenda Business figures 9M/Q3 2024 1 | BUSINESS PERFORMANCE 9M/Q3 2024 4
Slide 5: Total revenue increased to new all-time high
Total revenue increased to new all-time high 9M total revenue of the MLP Group Recurring X revenue inX€ million Proportion x of sales revenue x 763 675 685 632 30 % 525 2005 347 68 % 2023 2005 2020 2021 2022 2023 2024 * Compound Annual Growth Rate over the period of 9M 2020 to 9M 2024 1 | BUSINESS P
Slide 6: Wealth competence field with strong growth
Wealth competence field with strong growth 9M sales revenue X breakdown into competence fields in € million, previous x year's values in brackets Wealth 381 (293) +30 % Life & Health 192 (189) +1 % Wealth management 281 (228) +23 % Old-age provision 145 (144) +0 % Interest income 69 (46) +50 % Healt
Slide 7: Key figures: Planning figures for the end of 2025 already achieved or within immediate reach
Key figures: Planning figures for the end of 2025 already achieved or within immediate reach Assets under management* Non-life insurance portfolio volume inX € billion, as of December 31 or September 30, respectively X € million, as of December 31 or September 30, respectively in x x 68.0 736 810 61
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 September 30, respectively inx thousands, as of December 31 or September 30, respectively 28.4 586 27.9 27.4 580 24.8 569 22.5 562 555 2020 2021 2022 2023 9M 2024 2020 2021 2022 202
Slide 9: 9M EBIT sets new record at €66.4 million
9M EBIT sets new record at €66.4 million Income statement Balance sheet figures MLP Group (in € million) 9M 2024 9M 2023 △ MLP Group September 30, 2024 Total revenue 763.3 684.6 +11 % Balance sheet total €3,987 million EBIT 66.4 45.2 +47 % Shareholders' equity €547 million Finance result 4.7 -1.8 +3
Slide 10: Agenda: Forecast 2024 and Planning 2025
Agenda Business figures 9M/Q3 2024 2 | FORECAST 2024 AND PLANNING 2025 10
Slide 11: 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 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty EBIT forecast 2024 raised in the course of t
Slide 12: 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 13: Agenda: Summary and Questions
Agenda Business figures 9M/Q3 2024 3 | SUMMARY AND QUESTIONS 13
Slide 14: Summary
Summary • Successful development in the current year 2024 – raised forecast confirmed, confident for remaining fourth quarter • EBIT planning of EUR 100 to 110 million for end of 2025 confirmed – further increase in key figures and sustainable growth across all competence fields • Further growth pot
Slide 15: 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