Deutsche Post (DHL) Strategy Update summary

Strategic vision and growth priorities

• Strategy 2030 targets 50% revenue growth by 2030, aiming for a top-line of around €120 billion, with a focus on sustainable, accelerated growth and over 5% annual revenue CAGR, leveraging divisional and group-wide initiatives.

• Growth will be driven by strong divisional performance, sector expansion in Life Sciences, Healthcare, New Energy, eCommerce, and high-growth geographies, supported by digitalization and operational excellence.

• Emphasis on quality, digitalization, and leveraging trends such as global trade shifts, eCommerce expansion, climate change, and evolving workforce needs.

• Structural improvements and legal simplification will align the group’s management and legal entities, enhancing flexibility, reducing complexity, and making Post & Parcel Germany and eCommerce standalone entities.

• The group is committed to reducing absolute emissions below 29 million tons by 2030, with sustainable aviation fuel and electric vehicles as key levers.

Divisional and sector strategies

• Express division targets above-market growth, premium segments, and mid-teen EBIT margins, with best-in-class service and flexible capex.

• Global Forwarding, Freight, and Supply Chain divisions focus on digitalization, sector growth, automation, and 6%-7% EBIT margins with asset-light operations.

• E-commerce is the top growth driver, with integrated offerings, annual investment of €300-500 million, and a 14.4% CAGR from 2013-2023, targeting EBIT margins above 5% by 2030.

• Post & Parcel Germany is transforming into a parcel-focused business, expecting parcel growth to offset mail decline and targeting stable EBIT above €1 billion from 2025.

• M&A will target capability-building and geographic expansion in Supply Chain, eCommerce, and Global Forwarding, with strict criteria for strategic fit and integration.

Sustainability and ESG commitments

• Sustainability is central, with goals to reduce GHG emissions below 29 million metric tons by 2030 and maintain leadership in electric vehicles and SAF.

• ESG targets are integrated into management incentives, and customer demand for green logistics is rising.

• Over 36,000 electric vehicles in the fleet and highest SAF share among airlines globally in 2023.

• Ongoing structural and digital improvements are expected to drive productivity, cost efficiency, and margin resilience across divisions.

• Progress measured by employee engagement, safety, carbon emissions, women in management, customer satisfaction, market share, ROIC, EBIT, and free cash flow.