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The Platform Group (TPG) investor relations material
The Platform Group Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary13 Nov, 2025
Strategic Vision and 2030 Growth Targets
Revenue target set at €3 billion and GMV at €4.5 billion by 2030, with double-digit EBITDA margins and leverage below 1.8x.
Plans to expand to over 40,000 partners and more than 50 industries, with significant U.S. market entry and B2B share rising from 38% to nearly 60%.
Growth to be driven by platform expansion, scaling partners and products, and continued M&A activity with 3–11 acquisitions per year.
U.S. market entry planned with a stepwise, low-risk approach, leveraging acquisitions and niche market focus.
B2B e-commerce and new industry entry seen as high-growth opportunities, with proprietary software enabling rapid scalability.
Margin Improvement and Operational Efficiency
EBITDA margin improved from 5% in 2023 to an estimated 7.5–8% in 2024/2025, with double-digit margins targeted by 2028–2030.
Margin expansion initiatives include delisting low-price articles, reducing discounts, increasing take rates, and lowering free shipping share.
Portfolio focus shifting to larger, strategic subsidiaries, with divestment of small, low-contribution or non-core units.
AI-first program launched to optimize over 60% of processes by 2030, reducing costs and headcount.
AI-driven cost savings of €8–15 million expected annually, supporting margin expansion.
Technology and Process Innovation
TPG ONE software enables plug & play onboarding, automated processes, and access to over 50 marketplaces.
AI implementation is the largest internal project, already optimizing 12% of processes, with further expansion planned.
AI to transform software development, online marketing, content creation, HR, and finance functions, with content creation costs to be halved.
Dedicated AI department established, with weekly AI workshops for all employees.
Centralized operational departments and experienced management team drive strategic execution.
Strategy to achieve B2B revenue share over 59%
Annual cost savings from AI first program
Impact of take rate increase on margin by 2030
US market entry: Detail low-risk strategy
Quantify AI's impact on future EBITDA margin
Rationale for increasing B2B revenue to 60%
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Next The Platform Group earnings date
Q4 202531 Mar, 2026
Next The Platform Group earnings date
Q4 202531 Mar, 2026
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The Platform Group AG is a Germany-based company specializing in digital platform solutions across various industries. The company develops and operates e-commerce and technology-driven business models, focusing on sectors such as fashion, furniture, healthcare, and industrial goods. It integrates digital marketplaces, software solutions, and logistics services to support businesses in transitioning to online sales channels. The company is headquartered in Wiesbaden, Germany, and its shares are listed on the FWB.
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