Q4 2025 MLP SE Earnings Call Transcript

Mar 12, 2026 / 01:00PM GMT

Release Date Price: CHF6.68

Transcript

Key Points

Positve

MLP SE (WBO:MLP) achieved the highest revenue volume in its history at EUR1.08 billion, marking the 12th consecutive year of record revenue.
The company recorded a significant proportion of recurring sales revenue at 72%, indicating strong earning stability.
MLP SE (WBO:MLP) increased its assets under management to a new high of EUR65.9 billion, making it the second largest bank-independent asset manager in Germany.
The company is leveraging artificial intelligence to enhance client services and operational efficiency, particularly in non-life insurance claims processing and policy optimization.
MLP SE (WBO:MLP) maintains a strong dividend yield of 5%, with a proposed dividend of EUR0.36 per share, reflecting its commitment to shareholder returns.

Negative

The company's EBIT for 2025 was lower than in 2024, affected by a one-off effect from the focusing of its real estate business.
Performance-based compensation significantly declined to EUR10.7 million from EUR33.9 million in the previous year, impacting overall earnings.
The share price development has been disappointing, affecting the dividend yield despite the company's financial performance.
There is uncertainty regarding the impact of macroeconomic challenges, such as the war in Iran, on the company's operations.
The real estate segment faced challenges, with ongoing projects potentially affecting future financial performance and requiring strategic decisions.

Pascal Locher

MLP SE - Head of Investor Relations

Ladies and gentlemen, good afternoon from MLP headquarters in Wiesloch and welcome to our analyst and investor conference. I also welcome our CEO Dr. Uwe Schroeder-Wildberg; and our CFO Reinhard Loose.

Before we move into our presentation, I will give you some information on today's setup, and after our presentation, we are happy to answer your questions. (Event Instructions)

And now I hand over to Uwe Schroeder-Wildberg. Please go ahead.

Uwe Schroeder;Wildberg

MLP SE - Chairman of the Executive Board, Chief Executive Officer

Good afternoon, ladies and gentlemen. A warm welcome to our online analysts' conference. I would like to start with the most important news up front. The MLP Group can look back on a highly successful financial year 2025.

The successful operating business development of the past year once again underlines the strategic strength of MLP Group. We operate with a deliberately integrated setup that secures stability and enables sustainable growth.

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