Slide 1: Business figures Q1 2024
Business figures Q1 2024 Wiesloch, May 15, 2024
Slide 2: Highlights Q1 2024
Highlights Q1 2024 • Successful start to the year for MLP – strategically developed business model pays off • Total revenue increased to an all-time high of €284 million (PY: €263 million), above all in the Wealth competence field • Key figures for future revenue development increased to record leve
Slide 3: Trends support growth ambitions
Trends support growth ambitions 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 increases demand for
Slide 4: Agenda: Business figures Q1 2024
Agenda Business figures Q1 2024 1 | BUSINESS PERFORMANCE Q1 2024 4
Slide 5: Total revenue at new all-time high
Total revenue at new all-time high Total X revenue Q1 of the MLP Group Recurring X Revenue inx € million Proportion x of sales revenue 284 255 263 221 30% 194 2005 131 121 109 68% 2023 2005 2010 2015 2020 2021 2022 2023 2024 1 | BUSINESS PERFORMANCE Q1 2024 5
Slide 6: Strong growth in the Wealth competence field
Strong growth in the Wealth competence field Sales revenueXbreakdown into competence fields in € million, previous x year‘s values in brackets Wealth 116 (91) +27 % Life & Health 59 (59) -1 % Wealth management 86 (74) +17 % Old-age provision 43 (44) -2 % Interest income 22 (12) +89 % Health insuranc
Slide 7: Key figures reach new record levels
Key figures reach new record levels Assets X under management* Non-life X insurance portfolio volume inx € billion, as of Dec. 31 or March 31, respectively inx € million, as of Dec. 31 or March 31, respectively 719 59.3 687 56.6 57.0 632 54.3 561 42.7 440 29.0 336 19.8 117 128 2.9 2005 2010 2015 202
Slide 8: Growth across all customer groups
Growth across all customer groups Family X clients Corporate X and institutional clients inx thousands, as of Dec. 31 or March 31, respectively inx thousands, as of Dec. 31 or March 31, respectively 28.4 27.7 580 581 27.4 24.8 22.5 569 562 555 2020 2021 2022 2023 Q1 2024 2020 2021 2022 2023 Q1 2024
Slide 9: EBIT at €37.0 million – solid balance sheet
EBIT at €37.0 million – solid balance sheet Income statement Balance sheet figures MLP Group (in € million) Q1 2024 Q1 2023 △ MLP Group March 31, 2024 Total revenue 284.1 262.8 +8 % Balance sheet total €4,051 million EBIT 37.0 32.4 +14 % Shareholders' equity €557 million Finance result -0.2 -1.0 -80
Slide 10: Agenda: Forecast 2024 and Planning 2025
Agenda Business figures Q1 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 ++ 59.4 75.6 70.7 75-85 Wealth + 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty 2 | FORECAST 2024 AND PLANNING 2025 11
Slide 12: 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 13: Agenda: Summary and Questions
Agenda Business figures Q1 2024 3 | SUMMARY AND QUESTIONS 13
Slide 14: Summary
Summary • MLP Group leverages its pioneering role in the market for high-quality financial consulting services, overall trends provide support • Forecast for 2024 confirmed: EBIT of €75 to 85 million in an environment that remains challenging • Planning for 2025 reaffirmed: EBIT of €100 to 110 milli
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