Q4 2025 DSV A/S Earnings Call Transcript

Feb 4, 2026 / 10:00 AM GMT

Release Date Price: €244.9 (+2.55%)

Transcript

Key Points

Positve

DSV AS (DSDVF) successfully completed the Schengen integration, receiving positive feedback from both employees and customers.
The company reported strong cash flow, which has enabled significant debt repayment, including DKK 7 billion for the year.
DSV AS (DSDVF) is on track to achieve its EPS growth target and has provided a solid financial outlook for 2026.
The company has made significant progress in contract logistics and road business, contributing to overall financial performance.
DSV AS (DSDVF) is actively pursuing AI and technology integration to enhance productivity and operational efficiency.

Negative

The company faces significant headwinds from foreign exchange rates and geopolitical issues, impacting financial performance.
There is pressure on yields, particularly in ocean and air freight, due to market conditions and FX impacts.
The integration of Schenker has led to increased transaction costs, impacting the financial results.
DSV AS (DSDVF) experienced a high tax rate of 40% in the quarter, attributed to the fast pace of integration.
The guidance for 2026 reflects potential negative growth for the organic business, necessitating cost measures and productivity improvements.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DSV.CO - Dsv A/S
Q4 2025 DSV A/S Earnings Call
Feb 04, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the DSV Annual Report 2025 conference call. I am Sandra, the courses call operator.

I would like to remind you that all participants have been listened on the mode and the conference is being recorded.

The presentation will be followed by a Q&A session. You can register for questions at any time by pressing1 on your telephone. For operator assistance, please press 0. The conference must not be recorded for publication or broadcast. At this time, it is my pleasure to hand over to Jens Lund, Group CEO. Please go ahead, sir.

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Unidentified_2 [2]
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