敦豪集团DHL Group （DPSGY）2025财年3月路演演示报告「OTC」（英文版）（64页）.pdf

1、INVESTOR PRESENTATIONDHL GROUP INVESTOR RELATIONSMARCH 2025CONTENTINVESTOR PRESENTATION|DHL GROUP|MARCH 2025DHL Group HighlightsStrategy 2030Financial BackupExpresseCommerceGlobal Forwarding,FreightP&P GermanyDIVISIONAL DEEP-DIVES:Supply Chain2INVESTOR PRESENTATION|DHL GROUP|MARCH 20253WorldsWorlds

2、leadingleading logisticslogistics portfolioportfolio withwith strong strong marketmarket positionspositionsDHL Group Equity StoryDHL Group Equity StorySustainableSustainable InvestmentsInvestmentsAttractiveAttractive Shareholder ReturnsShareholder ReturnsGDP+Growth GDP+Growth 5%Revenue CAGR 20235%Re

3、venue CAGR 2023-30e30eStrong Cashflow,Returns Strong Cashflow,Returns&Balance Sheet&Balance Sheet4%dividend yield*up to 6bn2022-26share buyback programFrontrunner in low carbon logisticsESG targets integrated in management remuneration Best green commercial offering in the industry*based on closing

4、share price on March 5th,20253bn FCF excl.Net M&A(FY2024)13.7%ROIC(FY2024)A-Fitch RatingA2 Moodys#1 Global TDI Express#2 Airfreight#2 Oceanfreight#1 Contract Logistics#1 Parcel GermanyGDP+growth profile supported by structural long-term trendsINVESTOR PRESENTATION|DHL GROUP|MARCH 20254Globally diver

5、sified portfoliowith GDP+growth exposureGerman letter businessGDP+growth driven by structural e-commerceExpress;Supply Chain,eCommerce;Parcel Germany3Asset-light,cyclically driven by global trade(GDP)Global Forwarding,Freight8%23%69%FY 2024 RevenueShare of sum of divisional revenue2Transformation fr

6、om German postal operator to global logistics market leaderShare of sum of divisional EBIT11Both years excl.Corp Center(2007)/Group Functions(2024)/Consolidation.2Excl.P&P Others,Group Functions/Consolidation.3Incl.International19%87%53%13%28%FY 2007FY 2024Post&Parcel Germany(Mail Division)Financial