敦豪集团DHL Group（DPSGY）2025财年第三季度路演演示报告「OTC」（英文版）（90页）.pdf

1、INVESTOR PRESENTATIONDHL GROUP INVESTOR RELATIONSDHL Group November 2025How can DHL benefit from the use of AI?New AI-based IR Research Assistant provides direct access to five years of company disclosures via natural language queriesZoom image+INVESTOR PRESENTATION|DHL GROUP|NOVEMBER 20252CONTENTDH

2、L Group HighlightsStrategy 2030Financial BackupExpresseCommerceGlobal Forwarding,FreightEin Bild,das Himmel,drauen,Boden,Transport enthlt.Automatisch generierte BeschreibungP&P GermanySupply ChainDIVISIONAL DEEP-DIVES:3WorldsWorlds leadingleading logisticslogistics portfolioportfolio withwith strong

3、 strong marketmarket positionspositionsDHL Group Equity StoryDHL Group Equity StorySustainableSustainable InvestmentsInvestmentsAttractiveAttractive Shareholder ReturnsShareholder ReturnsGDP+Growth GDP+Growth 5%Revenue CAGR 20235%Revenue CAGR 2023-30e30eStrong Cashflow,Returns Strong Cashflow,Return

4、s&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 share price on Nov 5th,20253bn FCF excl.Net M&A(FY2024)13.7%ROIC(FY2

5、024)A-Fitch RatingA2 Moodys#1 Global TDI Express#3 Airfreight#3 Oceanfreight#1 Contract Logistics#1 Parcel Germany4GROUP OF STRONG DIVISIONSDHL Supply Chain692m(+1%)DHL eCommerceTDI shipments/day-11%yoy with stable B2B(-2%)and decline in B2C(23%);effective cost and pricing measures drive 5th consecu

6、tive quarter of EBIT growth yoySequentially unchanged volume momentum;no pronounced seasonal uptick in OFR(OFR TEU-0.5%;OFR GP/TEU-11.0%;AFR tonnes-0.2%,AFR GP/t+6.2%)1.3%organic revenue growth with strong conversion to profit,driven by standardization and digitalization,e.g.robotics and AIStrong EB