MLP SE Earnings Call Transcripts
Fiscal Year 2025
-
Record revenue and assets under management were achieved in 2025, with strong recurring income and stable dividend yield. AI integration and digitalization drive operational efficiency, while midterm guidance targets significant EBIT and asset growth by 2028.
-
Revenue and assets under management reached record highs despite macroeconomic challenges, with EBIT above the five-year average but below last year's record. Strategic focus on digitalization, AI, and de-risking real estate supports increased midterm targets for 2028.
-
Record H1 2025 revenue and strong growth in core segments offset lower performance fees and real estate risks. Strategic AI investments and digital platforms drive operational improvements, with full-year EBIT guidance and midterm targets reaffirmed.
-
Q1 2025 saw record revenue and EBIT, with all business fields contributing to growth. Stable assets under management, strong liquidity, and a robust digital strategy underpin positive guidance for 2025 and beyond. Segment highlights include double-digit growth in life and health and a surge in real estate brokerage.
Fiscal Year 2024
-
Record revenue and EBIT were achieved in 2024, with strong growth across all segments and a 20% dividend increase. Midterm targets include significant rises in EBIT, revenue, and assets under management by 2028, supported by digitalization and a focus on recurring revenue.
-
Record revenue and EBIT were achieved in the first nine months of 2024, driven by strong wealth management and digital initiatives. Full-year EBIT guidance was reaffirmed, with continued growth expected in key segments and a stable dividend policy maintained.
-
Record H1 2024 revenue and EBIT were driven by Wealth Management and digital initiatives, with assets under management surpassing EUR 60 billion. The group targets the upper half of its 2024 EBIT forecast and reaffirms its 2025 outlook, while managing risks from real estate and capital markets.