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MLP Lowered EBIT Outlook Will Still Support Attractive Upside Potential

Digital Platforms And AI Investments Will Strengthen Long Term Resilience

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MLP
AnalystConsensusTarget
Not Invested
Published 26 Feb 2025

Update shared on 08 Dec 2025

Fair value Decreased 6.80%
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AnalystConsensusTarget's Fair Value
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1Y
17.7%
7D
2.4%

Analysts have modestly trimmed their price target on MLP from approximately $11.27 to $10.50. This reflects slightly lower assumptions for revenue growth and valuation multiples while maintaining broadly stable profitability expectations.

What's in the News

  • MLP lowered its 2025 EBIT guidance to a range of EUR 90 million to EUR 100 million, down from the previous forecast of EUR 100 million to EUR 110 million (company guidance).
  • The guidance cut is driven by weaker expectations for performance-based compensation in wealth management and the real estate development business (company guidance).
  • Despite the lowered full year outlook, MLP reported third quarter 2025 EBIT of EUR 18.3 million, slightly above the prior year period's EUR 17.8 million (company guidance).
  • EBIT for the first nine months of 2025 declined to EUR 61.1 million from EUR 66.4 million a year earlier, reflecting the softer performance-based income (company guidance).
  • Management flagged potential negative one off effects from the strategic focus in wealth management and real estate, but indicated these should not exceed EUR 12 million in EBIT impact for 2025 (company guidance).

Valuation Changes

  • Fair Value: Reduced from €11.27 to €10.50, indicating a modest downward revision in the estimated intrinsic value per share.
  • Discount Rate: Increased slightly from 5.84 percent to 5.97 percent, implying a marginally higher required return for investors.
  • Revenue Growth: Trimmed from 5.93 percent to 5.55 percent, reflecting slightly more conservative top line assumptions.
  • Net Profit Margin: Edged down marginally from 7.45 percent to 7.45 percent, signaling broadly unchanged profitability expectations.
  • Future P/E: Lowered from 15.38x to 14.49x, suggesting a somewhat less optimistic valuation multiple applied to future earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.