敦豪集团DHL Group（DPSGY）2025财年第四季度及全年路演演示报告「OTC」（英文版）（60页）.pdf

1、Investor PresentationDHL Group Investor RelationsDHL Group March 2026ContentDHL Group|Investor Presentation|March 2026DHL Group HighlightsStrategy 2030Financial BackupExpresseCommerceGlobal Forwarding,FreightP&P GermanySupply ChainDivisional Deep-dives:2DHL Group Global Logistics Leader with Clear V

2、alue Creation AgendaDHL Group|Investor Presentation|March 20263FINANCIALSTRENGTHMARKETLEADERSHIP&STRUCTURALGROWTHSuccessful transformationEvolved from the German national postal operator into an enabler of global tradeResilient Business ModelDiversified group structure and broad market exposure ensu

3、re stable cash flows throughout economic cyclesDisciplined Capital AllocationStrong free cash flow generation funds organic and complementary inorganic growth as well as attractive shareholder returnsInnovation and Application of Technology drive EfficiencyDigitalization/AI and automation to further

4、 boost productivity and drive gradual ROIC improvementWorlds leading logistics company#1 Global TDI Express#3 Air-&Ocean-Freight#1 Contract Logistics#1 Parcel GermanyStrategy 2030 Accelerating sustainable growth by leveraging structural GDP+growth trends:E-commerce,Geographic Tailwinds,Life Sciences

5、&Healthcare,New Energy,AI&DigitalizationUnique Global InfrastructureExtensive network across 220 countries and territories creates high barriers to entryLeading Global Logistics PortfolioDHL Group|Investor Presentation|March 20264DHL Supply ChainDHL Global Forwarding,FreightDHL ExpressPost&Parcel Ge

6、rmanyDHL eCommerce379m(6%)1.032m(17%)756m(12%)1,161m(19%)3,162m(52%)Asset heavyAsset lightPredom.asset lightPredom.asset heavyAsset heavyEBIT 2025(%divisions)No.1 x-border expressNo.2 in Air and OceanNr.1Depends on countryNo.1Asset intensityMarket positionEBIT margin 2025Business driversGlobal trade