Slide 1: Roadshow Frankfurt
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie Roadshow Frankfurt May 28, 2026
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation, including any materials related to this presentation, do not constitute an offer or an invitation by, or on behalf of, MLP SE to subscribe for or purchase any securities of MLP SE. No party has been authorized by MLP SE to solicit indications of interest related t
Slide 3: Highlights MLP Group
Highlights MLP Group Unique business model: stability and growth prospects Recurring revenues ensure stability and overall trends offer growth prospects AI-enhanced advisory model as a structural competitive advantage Combining personal consulting with AI to increase client benefits and process effi
Slide 4: Unique business model benefits from overall trends
Unique business model benefits from overall trends a financial advisory network Comprehensive wealth management across all asset classes and liquidity management for all life stages Supporting high net worth family clients, corporate clients and institutional clients Comprehensive insurance coverage
Slide 5: Use of AI in whole Group – AI agent system scales advisory
Use of AI in whole Group – AI agent system scales advisory Client Consultant Financial home Personal client relationship Consultant portal Overview and management remains the central element at MLP Central tool for of the entire asset structure / client-oriented and risk protection comprehensive con
Slide 6: Successful growth track in revenues and key figures
Successful growth track in revenues and key figures Total revenue of the MLP Group Sales revenue breakdown into competence fields € million, Dec 31 share of competence fields in sales revenue, Dec 31 1,300-1,400 1,067 1,080 Wealth 973 767 935 949 7% 29 % Life & Health CAGR1 49 % Property & Casualty
Slide 7: Ambitious future plannings for 2028
Ambitious future plannings for 2028 EBIT €140 – €155 million EPS €0.90 – €0.99 Planning Total revenue €1.3 – €1.4 billion + Unlocking potential in the corporate 2028 Digitalisation strategy client business through the + & Cost efficiency extensive MLP network Property + Expansion of non-life insuran
Slide 8: Dividend yield above 5 % and valuation below consensus
Dividend yield above 5 % and valuation below consensus Dividend and dividend yield2 Research Coverage € and percent, Dec 31 Analysts’ estimates, date of last update: May 20, 2026 5.8 % 5.4 % 5.9 % 5.2 %1 NuWays Buy TP €12.00 4.3 % 3.5 % ODDO BHF Outperform TP €10.00 Metzler Buy TP €10.00 €0.30 €0.30
Slide 9: Details
Details Business Performance Forecast Planning 9
Slide 10: Q1 2026: Record high in total revenue and EBIT
Q1 2026: Record high in total revenue and EBIT Sales revenue breakdown into competence fields Income statement of the MLP Group € million, Mar 31, 2026, previous year’s values in brackets € million, Mar 31, 2026 Wealth 126 (125) +1 % Income statement Wealth management 98 (92) +6 % Interest income 20
Slide 11: Q1 2026: Key figures at a glance
Q1 2026: Key figures at a glance Assets under management1 Non-life insurance premium volume € billion, Dec 31 and Mar 31 respectively € million, Dec 31 and Mar 31 respectively 63.1 65.9 65.2 859 809 56.6 57.0 751 54.3 687 632 42.7 561 440 117 2.9 2005 2020 2021 2022 2023 2024 2025 Q1 2026 2005 2020
Slide 12: Forecast 2026: EBIT of € 100-110 million
Forecast 2026: EBIT of € 100-110 million Sales revenue EBIT very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- € million, Dec 31 100-110 + 96.8 75.6 95.0 87.9 Wealth 70.7 59.4 + + Life & Health Property & 2020 2021 2022 2023 2024 2025 2026e Casualty Forecast Forecast includes
Slide 13: Planning 2028: Wealth management
Planning 2028: Wealth management Significant market potential AuM MLP Banking AG Growth segment € billion, Dec 31 14.9 7.4 703,000 households 2023-2024: +11 % 2020 2025 have liquid assets of Based on MLP’s private client business between €0.5 million and €3 million1 is well positioned to achieve fur
Slide 14: Planning 2028: Alternative Investments
Planning 2028: Alternative Investments FERI: Hedge funds Significant market potential • Largest bank-independent hedge fund research and investment team with around €3 billion in assets under management • Cooperation Goldman Sachs on two new UCITS hedge funds with Share of Alternatives >€80 million
Slide 15: Planning 2028: Corporate client business
Planning 2028: Corporate client business Micro-companies Corporate • Sales revenue < €1.0 million clients Focus on freelancers • 3,051,000 companies1 Commercial clients Corporate MLP’s client base with clients • €1.0 million < sales revenue < €10.0 million • 414,000 companies1 additional potential i
Slide 16: Many thanks for your time
Many thanks for your time We are happy to answer your questions Phone +49 (0)6222 • 308 • 8320 E-mail investorrelations@mlp.de Website www.mlp-se.com Details on upcoming events can be found on our website: https://mlp-se.com/investors/financial-calendar/ 16