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Investor Relations14 Oct 2025
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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 summary2 Oct, 2025
Financial performance and guidance
2025 revenue guidance raised to €715–735 million, with 2026 guidance set at over €1 billion and adjusted EBITDA of €70–80 million; H1 2024 net revenue reached €343 million, up 50% year-over-year, and H1 2025 net profit was €33.3 million, up 54%.
Gross margin rose to 34.1%, with EBITDA margin at 9.7% and leverage ratio maintained between 1.5–2.3x LTM EBITDA; net debt at €100–100.2 million and equity ratio at 48–50%.
Organic growth accounts for 60% of expansion, with 40% from acquisitions; ten acquisitions completed in 2024–2025, supporting both organic and inorganic growth.
Gross merchandise volume for 2026 forecast at €1.7 billion, with product listings expected to rise by over 20% and partner count to exceed 18,000.
Outstanding put options for minority shares estimated at €10–20 million over the next four years.
Strategic initiatives and segment expansion
Entered optics and hearing segment in July, combining online platform and local stores, targeting €55–60 million revenue and 25% EBITDA margin in 2025–2026, with plans for 60–70 stores and 500+ opticians.
Expanded pharma segment with acquisitions of Pharmosan, Apothekia, and Vamida, adding over €130 million in revenue and broadening B2B, B2C, and training offerings.
Focus on luxury, niche, and profitable segments, avoiding commodity and food sectors to maintain higher margins and low risk.
Geographic expansion prioritized, aiming to increase international revenue share beyond DACH and Netherlands, with future entry into US and Asia.
Strategy targets 3–8 acquisitions per year and expansion to 35 industries by 2026.
Technology, AI, and operational efficiency
Proprietary software platform (TPG ONE) enables rapid integration of new partners and industries, supporting scalable, asset-light growth.
AI and automation reduce manual workload by up to 80%, boost conversion rates by 15–25%, and enhance catalog, customer service, marketing, and pricing efficiency.
TPG Pay, an in-house buy-now-pay-later solution, launched internally in 2024 with external rollout planned for 2025, aims to enhance conversion and cross-brand loyalty.
Centralized shared service center and cost discipline drive operational leverage, with marketing costs below 6% of revenue.
Quantify new acquisitions' 2026 revenue impact
How do new pharma assets broaden TPG's offering?
How will future M&A be funded within leverage?
TPG Pay: How will it boost conversion & cut costs?
AI's role in M&A integration efficiency?
Optics & Hearing: Hybrid model's profit drivers?
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Next The Platform Group earnings date
Q3 202514 Nov, 2025
Next The Platform Group earnings date
Q3 202514 Nov, 2025
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Frequently asked questions
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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