DSV (DSV) investor relations material

Strategic direction, transformation, and integration

• Announced ambitious 2030 targets, including DKK 9 billion in productivity gains and synergies, driven by AI, network optimization, and the Schenker integration, which is progressing ahead of schedule and expected to be completed by end of 2026 with full-year impact in 2027.

• Introduced the "Leverage to Lead" strategy to drive sustainable, profitable growth through AI, technology, operational optimization, and ongoing M&A.

• Focus on consolidating IT systems, rolling out proprietary TMS platforms (Tango and Star), and reducing terminal footprint in Road from 400 to 280.

• Leadership and culture prioritized, with over 35,000 e-learning activities and 1 million hours of online training to support change management during integration and transformation.

• Sustainability targets include a 50% reduction in scope 1 & 2 emissions by 2030, net zero by 2050, and significant investments in renewable energy and electric vehicles.

Technology, AI, and productivity

• AI and tech are central, with an enterprise data platform enabling transparency, productivity, and scalability, and proprietary systems (Tango, Star, Pitergo) replacing legacy solutions.

• AI Factory and automation handle 900,000 invoices/month and are being scaled across customs and operations, targeting 30% more efficient export customs clearance and up to 60% less manpower for imports.

• Aggressive digital transformation and enterprise-wide AI deployment drive productivity, transparency, and operational efficiency.

• Consolidation of IT and business processes is expected to unlock further synergies and support future M&A.

• Control Towers and AI-driven customs processes enhance end-to-end visibility, efficiency, and compliance.

Commercial approach and customer retention

• Disciplined customer segmentation and account management underpin retention and cross-selling, with 99% of top global customers retained through the Schenker integration.

• Expanded product portfolio and vertical expertise enable tailored solutions and increased share of wallet, especially in high-growth sectors like technology and healthcare.

• Cross-divisional collaboration and digital offerings are being enhanced to serve both large and SME customers.

• Customer feedback and NPS scores remain strong, supporting above-market organic growth ambitions.

• Commercial incentives are aligned to drive profitable growth, not just volume, with a focus on gross profit and sustainable margins.