Q1 2025 Deutsche Post AG Earnings Call Transcript

Apr 30, 2025 / 08:00AM GMT

Release Date Price: CHF49.35

Transcript

Key Points

Positve

Deutsche Post AG (DHLGY) reported a 5% growth in earnings for Q1 2025, indicating a strong start to the year.
The company saw EBIT improvements in its Express and Supply Chain divisions, showcasing operational efficiency.
Deutsche Post AG (DHLGY) continues to execute its growth strategy with acquisitions in the life science and healthcare sectors.
The company has managed its capacity well, particularly in the Express division, contributing positively to results.
Deutsche Post AG (DHLGY) maintains a strong market position in Southeast Asia, which is beneficial amid shifting global trade dynamics.

Negative

The macro environment remains volatile, with changes in US trade policies impacting operations.
There is a 'wait and see' approach among customers, delaying investment decisions and affecting consumer confidence.
The company faces challenges in its road freight business in Europe, with additional costs from system transitions.
Deutsche Post AG (DHLGY) has reduced its exposure to the China-US trade lane, but this has led to a decline in B2C shipments.
The ongoing trade policy changes create operational challenges, particularly with customs and tariff adjustments.

Operator

Ladies and gentlemen, thank you for standing by. Welcome, and thank you for joining the DHL Group conference call. Please note that the call will be recorded. You can find the privacy notice on dhl.com.

(Operator Instruction) I would now like to turn the conference over to Martin Ziegenbalg, Head of Investor Relations. Please go ahead.

Martin Ziegenbalg;Tobias Meyer

Deutsche Post AG - Head of Investor Relations;Deutsche Post AG - Chief Executive Officer, Member of the

Thank you, and a warm welcome from my side. Good morning to you wherever you're following this. This is the Q1'25 results presentation that I take it you have in front of you. As flagged, I'm going to have with me our Group CEO, Tobias Meyer; Group CFO, Melanie Kreis. We have the usual procedure. We will go through the deck. After that, there is time for Q&A. We are aware that there are other events going on in the sector today. So that should help us to go through what we have in a very focused manner.

And with that, over to you, Tobias.

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