Hapag-Lloyd (HLAG) Strategy 2030 Presentation summary

Strategic direction and achievements

• Strategy 2030 builds on the success of Strategy 2023, with most previous targets achieved and a focus on adapting to evolving market dynamics.

• Achieved strong profitability, a robust balance sheet, and significant market share in both dry and reefer segments.

• Brand is now associated with being the number one for quality, with a net promoter score above 50.

• Sustainability efforts include a net zero target by 2045 and comprehensive decarbonization measures.

• Upgraded credit rating and notable growth in Africa and India reinforce global presence.

Market environment and challenges

• The industry faces a volatile supply/demand balance, with supply expected to outpace demand in the short term.

• Competitors are expanding fleets and business models, intensifying competition and pushing into logistics.

• Geopolitical uncertainty and regulatory pressures are reshaping sourcing, supply chains, and decarbonization requirements.

• Customers increasingly demand both price competitiveness and high service quality, with sustainability gaining importance.

• Digital transformation is essential for improving customer experience and operational efficiency.

Ambitions and targets for 2030

• Aims to be the undisputed number one for quality, with a step-change in operational performance and customer service.

• Targets over 80% on-time arrival for containers and best-in-class customer service, both personal and digital.

• Committed to carbon neutrality by 2045 and a one-third reduction in emissions by 2030, aligned with the Paris Agreement.

• Focuses on slightly above-market growth in selected markets while defending existing strongholds.

• Maintains strong financial performance through advanced technology and a high-performing team.