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The Platform Group
The Platform Group (TPG) investor relations material
The Platform Group Q4 2025 TU & M&A earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU & M&A earnings summary27 Jan, 2026
Executive summary
Achieved record growth in 2025, with revenue up 39% to €728 million and adjusted EBITDA up 65% to €55 million, surpassing twice-raised guidance and driven by organic expansion and 11 acquisitions.
GMV rose 44% to €1.3 billion, net profit increased 42% to €46.5 million, and EPS up 41% to €2.26.
Number of partners reached a record 16,610, driven by both organic and inorganic growth.
Announced major acquisition of AEP, a leading B2B pharmaceutical wholesaler, expected to significantly boost revenue and establish a new independent Pharma segment.
Divested three small portfolio companies in Q4 2025 to focus on core segments.
Financial highlights
Revenue increased by 39% year-over-year to €728 million, at the upper end of guidance.
Adjusted EBITDA rose 65% to €55 million; net profit reached €46.5 million; EPS up 41% to €2.26.
GMV grew 44% to €1.3 billion; gross margin improved to 36.2% (from 35.3%).
Organic growth accounted for 63% of total growth in 2025.
Debt leverage at 2.2x, with plans to reduce further.
Outlook and guidance
2026 pro forma guidance (with AEP): revenue €2.0 billion, adjusted EBITDA €90–100 million, GMV €3.0 billion, and over 25,000 partners.
Standalone 2026 guidance: revenue €1.0 billion, adjusted EBITDA €70–80 million, GMV €1.7 billion.
Vision 2030: €3.0 billion revenue, €4.5 billion GMV, double-digit EBITDA margins, leverage below 1.8x, and over 40,000 partners.
Expecting more than 18,000 partners by end of 2026 through organic expansion.
Continued focus on M&A, international expansion, and AI-driven operational efficiency.
Explain 2025 EBITDA margin increase
AEP acquisition: strategic rationale
Reason for Contracta acquisition cancellation
Rebuild investor trust given bond buyback limits?
AEP's 2-4% margin: How does it align with 2030 goals?
Detail AI's 60% process impact on costs & growth.
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Next The Platform Group earnings date
Q4 202522 Apr, 2026
The Platform Group
Next The Platform Group earnings date
Q4 202522 Apr, 2026
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Frequently asked questions
The Platform Group AG is a Germany-based company specializing in digital platform solutions across various industries. The company develops and operates e-commerce and technology-driven business models, focusing on sectors such as fashion, furniture, healthcare, and industrial goods. It integrates digital marketplaces, software solutions, and logistics services to support businesses in transitioning to online sales channels. The company is headquartered in Wiesbaden, Germany, and its shares are listed on the FWB.
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