The Platform Group Unveils Vision 2030 Strategy Targeting €3 Billion Revenue and Double-Digit Margins

The Platform Group AG has published its comprehensive Vision 2030 corporate development plan, outlining ambitious targets including revenue exceeding €3 billion and gross merchandise volume surpassing €4.5 billion by 2030. This strategic roadmap represents a significant shift toward accelerated growth and profitability enhancement for the software company specializing in platform solutions. The company aims to achieve double-digit percentage margins for the first time while expanding its international presence and increasing the number of industries served to more than 50.

CEO Dr. Dominik Benner emphasized the strategic transformation, stating the company is entering a clear growth mode with substantial business expansion planned. The foundation for this growth rests on three key pillars: scale, synergy, and mergers and acquisitions. The scale component focuses on dramatically increasing the number of connected partners from the current 15,900 to over 40,000 by 2030, representing a continuation of the impressive growth that saw partner numbers triple from 5,000 in 2023 to over 15,900 in 2025. This partner expansion is expected to drive a more than 200% increase in listed products, enhancing platform attractiveness and customer acquisition.

The synergy pillar involves expanding TPG's industry coverage from the current 28 industries to more than 50 by 2030, leveraging the scalable TPG ONE software platform that enables entry into new sectors without substantial upfront investment. The company also plans to significantly increase its B2B customer share, targeting over 59% of revenue from B2B and other segments compared to the current 62% dominance by consumer goods. International expansion forms another critical element, with plans to generate meaningful revenue and earnings in the U.S. market through a risk-mitigated entry strategy beginning in 2026.

Mergers and acquisitions remain a core growth driver, building on TPG's track record of completing more than 35 acquisitions since 2020 with successful integration outcomes. The company maintains its proven approach of acquiring 3-8 companies annually, focusing on profitable and complementary businesses that strengthen existing verticals or enable entry into new ones. Historical performance shows acquired companies achieving an average 42% increase in adjusted EBITDA post-acquisition, with return on capital employed exceeding 20% in 2025.

Margin optimization represents a central objective of Vision 2030, with the company targeting double-digit margins through multiple initiatives. The margin improvement journey has already shown progress, rising from 5% in 2023 to 8% in Q3 2025. Specific measures include increasing average order value through product mix optimization, reducing discount levels particularly during the fourth quarter, raising partner commissions on at least 70% of platforms, and decreasing the share of free shipping orders from 89% to below 80%. Portfolio optimization involves divesting minor participations with limited revenue contribution, with three holdings representing less than 0.2% of group revenue identified for sale.

The AI first strategy represents a fundamental transformation approach, with all processes, new hires, and projects undergoing AI optimization evaluation. TPG has established a dedicated AI Department staffed with experts and provides weekly AI application workshops to all employees. By 2030, the company aims to automate and optimize over 60% of internal processes using AI across software development, online marketing, HR, finance, and content creation. The AI first and cost reduction program is expected to generate annual efficiency and cost savings of €8-15 million.

CFO Bjoern Minnier highlighted the company's disciplined financial approach, targeting a leverage ratio between 1.5x and 2.3x for 2025 and 2026, with further reduction to below 1.8x by 2030 from the current 2.2x. The company maintains a conservative financing strategy with diversified funding sources including long-term bank loans, equity, and bonds. Operating cash flow is expected to strengthen through targeted finance department measures while supporting continued organic and inorganic growth initiatives. The corresponding presentation detailing these strategic initiatives is available on the Company's Investor Relations website at https://corporate.the-platform-group.com.