TPG Unveils Vision 2030 Strategy Targeting €3 Billion Revenue and Double-Digit Margins

The Platform Group AG (TPG) has published its comprehensive long-term corporate development plan Vision 2030, outlining ambitious financial targets and strategic initiatives through the end of the decade. For 2030, the company aims to achieve revenue exceeding €3 billion with gross merchandise volume surpassing €4.5 billion while elevating margins into double-digit percentage territory for the first time in its history. The strategic blueprint represents a significant shift toward accelerated growth and enhanced profitability across TPG's platform operations.

Dr. Dominik Benner, CEO of The Platform Group AG, emphasized the transformative nature of Vision 2030, stating the company is entering a clear growth mode targeting substantial business expansion. The foundation for this growth will be built upon three core pillars: scale, synergy, and strategic acquisitions. The scale initiative focuses on dramatically increasing the number of connected partners from the current 15,900 to over 40,000 by 2030, accompanied by a more than 200% increase in listed products. This expansion builds upon the company's remarkable partner growth from 5,000 in 2023 to over 15,900 in 2025.

The synergy component involves significant portfolio diversification, with TPG planning to expand from covering 28 industries in October 2025 to more than 50 industries by 2030. The company's TPG ONE software platform serves as the scalable technological foundation enabling this sector expansion without substantial upfront investment. Concurrently, TPG aims to substantially increase its B2B customer share, targeting over 59% by 2030 compared to the current 62% consumer goods segment dominance. 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.

TPG's proven M&A track record, having completed more than 35 acquisitions since 2020 with an average of 3-8 acquisitions annually, will continue under Vision 2030. The company's acquisition strategy has demonstrated impressive results, with acquired companies showing an average 42% increase in adjusted EBITDA compared to pre-acquisition levels and achieving a return on capital employed exceeding 20% in 2025. This disciplined approach to acquisitions will continue targeting profitable, complementary companies to strengthen existing verticals and enter new markets.

Margin optimization represents a central objective of Vision 2030, with the company targeting double-digit margins through comprehensive measures. TPG has improved its margin from 5% in 2023 to 8% in Q3 2025 and plans further enhancement through internal optimization, portfolio refinement, and AI implementation. Specific initiatives 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 free shipping orders from 89% to below 80%.

The company's AI first strategy represents a fundamental transformation approach, where all processes, new hires, and projects undergo 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, particularly in software development, online marketing, HR, finance, and content creation. This comprehensive AI implementation is expected to generate annual efficiency and cost savings of €8-15 million.

Bjoern Minnier, CFO of The Platform Group AG, highlighted the company's commitment to strengthening profitability while maintaining financial discipline. The company targets a leverage ratio between 1.5x and 2.3x for fiscal years 2025 and 2026, with expectations to reduce this ratio below 1.8x by 2030 from 2.7x in 2023. Operating cash flow will continue increasing while leverage declines, supported by targeted measures within the finance department and a conservative financing strategy utilizing long-term bank loans, equity, and bonds. Additional information about Vision 2030 is available on the company's Investor Relations website at https://corporate.the-platform-group.com.