DSV (DSV) investor relations material

Strategic direction and transformation

• Schenker integration targeted for completion by end of 2024 or 2026, with DKK 9 billion in synergies expected by 2027, leveraging combined scale for global leadership.

• Strategic focus on organic and inorganic growth, cross-selling, customer-centricity, technology adoption, and leadership development.

• Accelerating digital transformation with unified IT platforms, enterprise-wide AI deployment, and aggressive consolidation to drive productivity and transparency.

• Leadership and cultural integration supported by extensive training, with management bringing over 200 years of combined experience.

• Sustainability targets include a 50% reduction in scope 1 & 2 emissions by 2030, net zero by 2050, and significant investments in renewable energy and electric vehicles.

Technology, AI, and productivity

• Proprietary Tango and STAR TMS platforms replace legacy systems, driving higher productivity and cost savings.

• Enterprise Data Platform and AI Factory enable scalable AI solutions, automation in bookings, customs, and vendor invoice processing, targeting DKK 6–9 billion in AI-driven benefits by 2030.

• Consolidation of IT landscape and business processes is central to achieving efficiency and scalability.

• Innovation initiatives include autonomous trucks and drones to enhance operational flexibility and address labor shortages.

• Control Towers and AI-driven customs processes enhance end-to-end visibility, efficiency, and compliance.

Commercial and operational excellence

• Commercial strategy centers on retaining key customers, scaling growth verticals, and leveraging the global network for new business.

• Customer segmentation and vertical expertise enable tailored solutions, with 41% of globally managed customers using all three divisions.

• Air & Sea division targets above-market growth, leveraging expanded LCL and air charter networks, and solidified global leadership post-Schenker.

• Road division consolidates terminals, harmonizes processes with STAR TMS, and focuses on scalable, cost-efficient growth.

• Contract Logistics optimizes footprint, consolidates IT systems, and focuses on high-growth verticals with AI and automation for efficiency.