DZ Bank Roadshow (Munich) - Deutsche Post DHL
DZ Bank Roadshow (Munich) - Deutsche Post DHL
DZ Bank Roadshow (Munich) - Deutsche Post DHL
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Focus on TDI<br />
Express strategy to focus on TDI is crucial to further drive EBIT<br />
and margin development<br />
Revenue contribution<br />
by product (FY 2011)<br />
Other;<br />
26%<br />
TDD;<br />
11%<br />
Positive TDI<br />
revenue share<br />
development<br />
1) ACS: Air Capacity Sales<br />
TDI;<br />
63%<br />
Other,<br />
42%<br />
TDI<br />
TDD<br />
Other<br />
(incl. DDI, DDD,<br />
ACS 1) Same Day)<br />
Investor Relations, <strong>DZ</strong> <strong>Bank</strong> <strong>Roadshow</strong>, <strong>Munich</strong> - May 30, 2012<br />
> Above <strong>DHL</strong> Express average < At or below <strong>DHL</strong> Express average<br />
Product<br />
2009<br />
TDI;<br />
58%<br />
Margin<br />
><br />
><br />
<<br />
Aspiration<br />
Other,<br />
39%<br />
2010<br />
TDI;<br />
61%<br />
Comment<br />
• Complementary offer<br />
Focus Strategy<br />
• Core competence with dedicated<br />
scheduled network<br />
• Volume shift to TD platform<br />
• Opportunistic offer for additional<br />
cost recovery<br />
• Divest over time<br />
Other,<br />
37%<br />
2011<br />
TDI;<br />
63%<br />
<strong>Deutsche</strong> <strong>Post</strong> <strong>DHL</strong> | Page<br />
30
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