1、INVESTOR PRESENTATIONDHL GROUP INVESTOR RELATIONSDHL Group August 2025CONTENTINVESTOR PRESENTATION|DHL GROUP|AUGUST 20252DHL Group HighlightsStrategy 2030Financial BackupExpresseCommerceGlobal Forwarding,FreightP&P GermanySupply ChainDIVISIONAL DEEP-DIVES:INVESTOR PRESENTATION|DHL GROUP|AUGUST 20253

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

3、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 carbon logisticsESG targets integrated in management remuneration Best green commercial offering in the industry*base

4、d on closing share price on April 29th,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 GermanyGROUP OF STRONG DIVISIONSINVESTOR PRESENTATION|DHL GROUP|AUGUST 20254DHL Supply Chain730m(+7%)DHL eCom

5、merceTDI shipments/day-10%,reflecting stable B2B(-2%)and decline in B2C(-20%),effectively addressed through cost actions and price discipline Slower volume momentum at stable GP/unit in highly volatile markets(AFR tonnes+1%,AFR GP/t-1%,;OFR TEU-6%*;OFR GP/TEU+2%)Resilient EBIT growth at continued st

6、rong 7%margin excl.non-recurring effects,supported by sector focus and leading automation&robotics capabilitiesStructural mail to parcel shift ongoing;parcel growth,regulated mail price increase and cost measures drive EBIT growthStructural e-commerce trend fully intact,with large spreads in growth