MLP SE raised its 2026 EBIT guidance to €110 million to €120 million and flagged significantly higher third quarter EBIT, citing performance-based pay, higher assets under management, and ECB rate effects. The guidance upgrade follows a strong rally in the shares, with a 30-day share price return of 17.9% and a 90-day move of 42.7%, while total shareholder return over the past year is 55.3%. MLP's most followed valuation narrative pegs fair value at €11.56, a touch above the last close of €10.72, and the company's P/E of 16.9x sits above both peers at 13.1x and the German Capital Markets average of 14.5x. The company points to rapid growth in assets under management and managed non-life insurance premium volumes, supported by expanding recurring revenues of nearly 70%, as a foundation for sustainable revenue growth. MLP warns the story can change quickly if capital markets remain volatile and if real estate development continues to deliver uneven earnings contributions.
MLP SEMLP SE raised its 2026 EBIT guidance to €110-120 million on higher Q3 EBIT, a financial/earnings event
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