Mlp Se · XETR:MLP
Mlp — Non-Deal Roadshow (April 2024)
15 slides from Mlp's roadshow presentation, Apr 29, 2024
Slide 1: Roadshow Paris 2024
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie Roadshow Paris 2024 Paris, April 29, 2024
Slide 2: Summary MLP Group
Summary MLP Group • MLP proves resilience of its business model – strategic developments consistently expedited, supported by important trends • MLP Group admitted to the SDAX – consistent dividend proposal of 30 cents per share • Total revenue reached new peak of €973 million with EBIT at €70.7 mil
Slide 3: Agenda: MLP at a glance
Agenda Roadshow Paris 2024 1 | MLP AT A GLANCE 3
Slide 4: Business model
Business model a leading financial advisory network for … 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 GROWING WEALTH, MORE ASSET SUCCESSIONS increases demand DEMOGRAPHIC DEVELOPMENT for wealth management with a increasingly generates need for diversified portfolio private and occupational pension provision DIGITALISATION improves client INFLATION
Slide 6: Total revenue at new all-time high
Total revenue at new all-time high Total X revenue of the MLP Group Recurring X Revenue inx € million Proportion x of sales revenue 973 935 30% 709 2005 630 628 564 532 546 554 499 68% 2023 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 1 | MLP AT A GLANCE 6
Slide 7: 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 Kepler Cheuvreux Buy TP € 7.50 30 30 30 21 23 Metzl
Slide 8: Agenda: Business performance 2023
Agenda Roadshow Paris 2024 2 | BUSINESS PERFORMANCE 2023 8
Slide 9: Revenue recorded in competence fields
Revenue recorded in competence fields Sales revenue Xbreakdown into competence fields in € million, previous x year‘s values in brackets Wealth 408 (398) +3 % Life & Health 294 (285) +3 % Wealth management 308 (317) -3 % Old-age provision 234 (229) +2 % Interest income 66 (21) +209 % Health insuranc
Slide 10: Growth in key figures
Growth in key figures Assets X under management* Non-life X insurance portfolio volume inx € billion, as of December 31 inx € million, as of December 31 56.6 57.0 54.3 687 632 42.7 561 39.2 440 406 336 11.4 2007 2019 2020 2021 2022 2023 2016 2019 2020 2021** 2022 2023 * contains wealth management an
Slide 11: EBIT at €70.7 million – strong balance sheet
EBIT at €70.7 million – strong balance sheet Income statement Balance sheet figures MLP Group (in € million) 2023 2022 △ MLP Group December 31, 2023 Total revenue 973.5 949.1 +3 % Balance sheet total €3,917 million EBIT 70.7 75.6 -6 % Shareholders' equity €532 million Finance result -1.7 -2.5 -31 %
Slide 12: Agenda: Forecast 2024 and planning 2025
Agenda Roadshow Paris 2024 3 | FORECAST 2024 AND PLANNING 2025 12
Slide 13: Forecast 2024
Forecast 2024 Sales revenue EBIT X 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 3 | FORECAST 2024 AND PLANNING 2025 13
Slide 14: Planning 2025
Planning 2025 2025 EBIT €100 – 110 Growing non-life million insurance business Sustainable growth & Group synergies Increase in assets • Portfolio volume still increasing (plan: €730 to 810 million) under management • Increase in old-age provision • Contribution from private and revenue corporate cl
Slide 15: We are happy to answer your questions
We are happy to answer your questions 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 • 4337 E-mail sim