Deutsche Post AG

Bonn, Germanywww.dpdhl.com
Invested through
  • Triodos Impact Mixed Fund - Defensive
  • Triodos Impact Mixed Fund - Neutral
  • Triodos Impact Mixed Fund - Offensive
  • Triodos Euro Bond Impact Fund
Asset ClassesCorporate bonds
Impact strategyImpact Equities and Bonds
Industry groupTransportation
Aligned with SDGs

Deutsche Post DHL Group (DPDHL) provides postal services in Germany and globally through its DHL express services and as air, sea and overland freight forwarder. The company’s largest segments are Express (28.6 % revenues in FY 2020) , post and parcel Germany (24.6%), global forwarding (23.7 %), followed by supply chain (18.8%) and eCommerce solutions (7.2%). Its largest market is Europe with 21% of revenues in FY 2020, followed by the Americas with 15%, and Asia Pacific with 14%.

The company was founded in 1995 and employs 570,000 employees worldwide.

Investment rationale

Mail and delivery services are both vital for a properly functioning society. As the world is becoming more e-commerce-oriented, a strong and reliable logistic network is crucial to the vitality of an economy. Despite the continuous growth of email and social media, postal services remain an important method for goods delivery and even essential for such sectors as healthcare. Clinical trial materials, medical products, vaccines and medical devices containing pharmaceuticals often require special packaging to ensure a cooled environment. The EU guidelines of Good Distribution Practice (GDP) sets special requirements for medical and pharmaceutical products. Deutsche Post DHL offers GDP conditioned transport and delivery.

In 2021, the company announced to invest EUR 7 billion in climate neutral logistics by 2030, which is an improvement from its previous target to be carbon neutral by 2050. To this end the company committed to invest EUR 7 billion, including the deployment of 80,000 e-vehicles for last-mile deliveries. In addition, the Management Board compensation is linked to new sustainability roadmap, including 30% of the annual bonus of the corporate board to be ESG-related.