《敦豪集团DHL Group (DPSGY)2025年业务概况报告「OTC」(英文版)(43页).pdf》由会员分享,可在线阅读,更多相关《敦豪集团DHL Group (DPSGY)2025年业务概况报告「OTC」(英文版)(43页).pdf(43页珍藏版)》请在三个皮匠报告上搜索。
1、2025 BUSINESS PROFILE2025 BUSINESS PROFILE11INVESTOR RELATIONSMARCH 20252025 BUSINESS PROFILE|DHL GROUP|MARCH 20252WorldsWorlds leadingleading logisticslogistics portfolioportfolio withwith strong strong marketmarket positionspositionsDHL Group Equity StoryDHL Group Equity StorySustainableSustainabl
2、e InvestmentsInvestmentsAttractiveAttractive Shareholder ReturnsShareholder ReturnsGDP+Growth GDP+Growth 5%Revenue CAGR 20235%Revenue CAGR 2023-30e30eStrong Cashflow,Returns Strong Cashflow,Returns&Balance Sheet&Balance Sheet4%dividend yield*up to 6bn2022-26share buyback programFrontrunner in low ca
3、rbon logisticsESG targets integrated in management remuneration Best green commercial offering in the industry*based on closing 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 Pa
4、rcel GermanyDHL Group at a glance(FY 2024)2025 BUSINESS PROFILE|DHL GROUP|MARCH 20253RevenueExpressGlobal Forwarding,FreightSupply ChaineCommercePost&Parcel GermanyGROUPEBITEBIT MarginFTE*84,186m5,886m7.0%551,57825,134m 19,649m17,693m6,962m17,347m3,084m1,074m1,068m281m821m12.3%5.5%6.0%4.0%4.7%109,31
5、9 45,640 185,413 39,873 157,337*average for the yearGDP+growth profile supported by structural long-term trends2025 BUSINESS PROFILE|DHL GROUP|MARCH 20254Globally diversified portfoliowith GDP+growth exposureGerman letter businessGDP+growth driven by structural e-commerceExpress;Supply Chain,eCommer
6、ce;Parcel Germany3Asset-light,cyclically driven by global trade(GDP)Global Forwarding,Freight8%23%69%FY 2024 RevenueShare of sum of divisional revenue2Transformation from German postal operator to global logistics market leaderShare of sum of divisional EBIT11Both years excl.Corp Center(2007)/Group