Q1 2026 MLP SE Earnings Call Transcript
Key Points
- MLP SE (WBO:MLP) achieved new all-time highs in revenue and earnings in the first quarter of 2026, driven by strong growth in the property and casualty competence field.
- The company maintained stable assets under management despite a temporary downturn in stock markets, showcasing resilience.
- MLP SE's EBIT reached EUR41.3 million, keeping the company on track to meet its full-year forecast of EUR100 million to EUR110 million.
- The company has a high degree of resilience against external uncertainties, such as military conflicts and economic volatility.
- MLP SE is leveraging artificial intelligence to enhance client services and consulting, providing a competitive advantage.
- The wealth competence field experienced weaker developments in real estate brokerage and loans and mortgages due to rising long-term interest rates.
- Performance-based compensation in asset management was almost absent following downturns in capital markets.
- The life and health competence field showed a slight weakness in the old age provision business.
- Personnel costs and other operational expenses showed growth, posing challenges in maintaining cost control amidst inflationary pressures.
- The real estate brokerage and loans and mortgages competence field faces challenges due to higher interest rates, impacting performance.
Welcome to MLP's conference call to our results for the first quarter of 2026. With me today is our CFO, Reinhard Loose. He will guide you through the presentation. And of course, we are happy to take your questions after the presentation.
So please go ahead, Reinhard.
Thank you, Pascal. And good afternoon, ladies and gentlemen.
Firstly, the key takeaway from the first three months of the financial year 2026. MLP has once again made a strong start to the year. We have continued our midterm growth path while achieving new all-time highs in revenue and earnings at the same time. This positive development was driven in particular by the strong revenue growth in the property and casualty competence field, while figures in the wealth and life and health competence fields remained stable.
Thanks to our broad and strategically integrated positioning, we were able to successfully withstand the adverse external
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