Report
Fehmi Ben Naamane ...
  • Johanna Jourdain

DHL Group : A clear message on the long-term outlook even though visibility remains limited in the short term

>Target for revenue growth of >5% per annum for 2024-2030 - Yesterday before market open and during a strategy update, DHL unveiled its target for revenue growth of +50% in 2030 vs 2023 i.e. c.€ 120bn targeted for 2030, based on the assumption of a 2024-2030 CAGR of >5%. This target is based on initiatives for each division (quality of operations at the express activity, improvements to productivity at freight forwarding, operational leverage and technology support at...
Underlying
DHL GROUP

Deutsche Post is a mail and logistics services group. In its Mail division, Co. provides domestic and international mail and parcels and is engaged in dialogue marketing, nationwide press distribution services and the electronic services related to mail delivery. Co.'s Express division provides courier and express services to business and private customers globally. Co.'s Global Forwarding, Freight division manages the carriage of goods by rail, road, air and sea, ranging from container transport to solutions for industrial projects. Co.'s Supply Chain division provides warehousing, managed transport and services at every link in the supply chain for customers in a variety of industries.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Fehmi Ben Naamane

Johanna Jourdain

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