Deutsche Post (DHL) Investor presentation summary

Group structure and business model

• Operates through five main divisions: Express, Global Forwarding & Freight, Supply Chain, eCommerce, and Post & Parcel Germany, supported by corporate functions and global business services.

• Provides international express shipments, freight forwarding, supply chain solutions, domestic and cross-border eCommerce, and postal services in Germany.

• 2025 revenue reached €82.9bn, with €6.1bn EBIT and €3.2bn free cash flow.

• Employs 584,000 people worldwide, serving over 220 countries and territories.

Sustainability strategy and targets

• Strategy 2030 focuses on being the employer, green logistics, provider, and investment of choice.

• Targets include reducing logistics-related GHG emissions to <29m metric t CO₂e by 2030 and net zero by 2050.

• 2025 saw a 4.3% reduction in GHG emissions, with 2.1m metric t CO₂e reduced through decarbonization.

• 46.2% of the pick-up and delivery fleet is electric; 96.9% of electricity comes from renewable sources.

Decarbonization measures and progress

• Decarbonization achieved through sustainable fuels, electrification of vehicles, and carbon-neutral buildings.

• 10% sustainable aviation fuel in air fleet, 20.5% sustainable fuels in road transport, and 38.5 MWp solar capacity installed.

• Realized decarbonization effects have nearly tripled since 2021, reaching 2.1m metric t CO₂e in 2025.

• Additional €444m spent on decarbonization in 2025, mainly on sustainable aviation fuel and fleet electrification.