Deutsche Post AG Capital Markets Day Transcript - Thomson StreetEvents

Deutsche Post AG Capital Markets Day Transcript

Deutsche Post AG Capital Markets Day Transcript - Thomson StreetEvents
Deutsche Post AG Capital Markets Day Transcript
Published Apr 03, 2025
55 pages (44223 words) — Published Apr 03, 2025
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Abstract:

Edited Transcript of DHLn.DE corporate analyst meeting

  
Brief Excerpt:

...Ready for more. Exactly. Good morning, everyone. Welcome to our Capital Markets Day 2025 here in London. I welcome you here. It's a pretty packed floor. I also welcome all the participants out there who open -- who follow us via Open Exchange. We'll come to that in a little moment later on. (Conference Instructions) We have an agenda for you today that basically picks up where we left it in September '24, last year, when we introduced Strategy 2030 in Frankfurt. We had Tobias, we had Melanie setting the overall framework. What we did not do at that point in time was the divisional deep dives, what does that Strategy 2030 framework actually mean for the divisions? Guess what? That's what we're going to do today. So as for agenda, we will start off in a second with Tobias, sort of, setting the stage. And that will then be followed by a sequence of fairly condensed divisional presentations, starting in the usual order that you know from the reporting. So we start with John on Express; Tim,...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Deutsche Post AG
Ticker
DHLn.DE
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Alex Irving - Bernstein Autonomous LLP - Analyst : Thanks very much. Alex Irving from Bernstein. Two for John please. First one's on B2B volumes. It's been weak for a couple of years now. Is recovery a matter of when or a matter of if? Your target volume CAGR suggests it's more likely a question of when. A, do you agree with that assessment? And B, what gives you the confidence in that? My second question is around pricing. Got several tools to manage price that you discussed. TDI, like-for-like revenue for per kilogram, sets up 14% over five and three-quarter years. It's below the level of cumulative inflation we've seen since 2019. Can you please explain, A, what a like-for-like means in this context? And then, B, why real pricing doesn't appear to have grown? Is it cost willingness to pay? Is there something else going on? Thank you.

Question: Alex Irving - Bernstein Autonomous LLP - Analyst :

Question: Alex Irving - Bernstein Autonomous LLP - Analyst : Thanks, Alex Irving from Bernstein. Two, please, for Nikola. First of all, can you please comment on your competitor's profitability in Germany and the implications of this for market pricing dynamics? You talked about being able to price up, is it more that you've got no choice but to price up if you want to stay below 50% share and avoid unwanted attention from the competition regulator? Secondly, how's the current relationship with your unions in Germany? You talk a lot about efficiency savings pointing to what looks like headcount reductions with the A/B deliveries and things like this, is that running into resistance from your labor partners?

Table Of Contents

Deutsche Post AG Annual Shareholders Meeting Transcript – 2025-05-02 – US$ 106.00 – Edited Transcript of DHLn.DE shareholder or annual meeting 2-May-25 8:00am GMT

Deutsche Post AG Q1 2025 Earnings Call Transcript – 2025-04-30 – US$ 106.00 – Edited Transcript of DHLn.DE earnings conference call or presentation 30-Apr-25 8:00am GMT

Deutsche Post AG Q4 2024 Earnings Call Transcript – 2025-03-06 – US$ 54.00 – Edited Transcript of DHLn.DE earnings conference call or presentation 6-Mar-25 8:00am GMT

Deutsche Post AG Q3 2024 Earnings Call Transcript – 2024-11-05 – US$ 54.00 – Edited Transcript of DHLn.DE earnings conference call or presentation 5-Nov-24 9:00am GMT

Deutsche Post AG Introduction of Strategy 2030 - Capital Markets Event Transcript – 2024-09-24 – US$ 54.00 – Edited Transcript of DHLn.DE corporate analyst meeting</ 24-Sep-24 8:00am GMT

Deutsche Post AG Q3 2023 Earnings Call Transcript – 2023-11-08 – US$ 54.00 – Edited Transcript of DHLn.DE earnings conference call or presentation 8-Nov-23 8:00am GMT

Deutsche Post AG Q2 2023 Earnings Call Transcript – 2023-08-01 – US$ 54.00 – Edited Transcript of DHLn.DE earnings conference call or presentation 1-Aug-23 8:00am GMT

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Thomson StreetEvents. "Deutsche Post AG Capital Markets Day Transcript" Apr 03, 2025. Alacra Store. May 06, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Deutsche-Post-AG-Capital-Markets-Day-T16226335>
  
APA:
Thomson StreetEvents. (2025). Deutsche Post AG Capital Markets Day Transcript Apr 03, 2025. New York, NY: Alacra Store. Retrieved May 06, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Deutsche-Post-AG-Capital-Markets-Day-T16226335>
  
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