ID Logistics Group (IDL) Q1 2025 TU earnings summary

Executive summary

• Q1 2025 revenues reached €867.8 million, up 17.9% year-over-year, with strong growth across all regions and sectors.

• Commercial momentum remains robust, supported by new contract wins in France, Germany, the US, and Brazil.

• The business benefits from a diversified customer base, especially in consumer goods and e-commerce, and balanced geographic exposure.

Financial highlights

• Q1 2025 revenues: €867.8 million, up 17.9% compared to Q1 2024; like-for-like growth was 17.7%.

• France: €230.5 million (+15.8%); Europe ex-France: €405.9 million (+14.7%); North America: €160.8 million (+37.8%); Other: €70.6 million (+6.0%).

• Favorable currency effect contributed 0.2% to revenue growth.

Outlook and guidance

• Expects to maintain strong growth, leveraging embedded growth and a high number of tenders.

• Plans to use strong investment capacity for external growth opportunities.

• Business model focused on domestic logistics for leading international customers, mainly in consumer goods and e-commerce.