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

The Platform Group AG (TPG), a leading software company for platform solutions, has published its long-term corporate development plan Vision 2030, outlining expected developments in revenue, gross merchandise volume (GMV), and margins through 2030. For the year 2030, TPG aims to achieve revenue of at least €3 billion with a GMV of over €4.5 billion while targeting double-digit percentage margins for the first time in the company's history. The corresponding presentation is available on the Company's Investor Relations website at https://corporate.the-platform-group.com.

Dr. Dominik Benner, CEO of The Platform Group AG, emphasized the strategic shift into clear growth mode, stating that the company will implement changes to ensure consistent execution of its strategy, including a clear AI strategy and related cost efficiencies. The foundation for TPG's growth will be the increasing number of partners, expansion into additional industries, and stronger international presence. To implement Vision 2030, TPG has defined three concrete growth drivers now being put into operational practice.

The SCALE pillar focuses on organic growth through partner expansion and product listing increases. TPG has expanded its partner base from 5,000 in 2023 to over 15,900 in 2025, representing a threefold increase within three years. The company aims to grow connected partners from currently 15,900 to over 40,000 by 2030, with listed products expected to increase by more than 200% during the same period. The sharp rise in listed products has enhanced the attractiveness of the company's offering and led to significant customer number increases.

The SYNERGY pillar involves expanding industry coverage and international presence. While in 2022 only 12 industries were covered by TPG's platform solutions, this number increased to 28 by October 2025. Under Vision 2030, TPG intends to expand to more than 50 industries using its TPG ONE software platform as the scalable technological foundation for sector entry without substantial upfront investment. The company also plans to significantly increase its B2B customer share from the current 38% to over 59% by 2030 and generate relevant revenue and earnings in the U.S. market through a risk-mitigated entry strategy implemented from 2026 onwards.

The M&A pillar builds on TPG's proven acquisition track record, having completed more than 35 acquisitions since 2020 with successful integration into the Group. Acquired companies' adjusted EBITDA increased by an average of +42% compared to pre-acquisition levels, while return on capital employed exceeded 20% in 2025. By 2030, TPG aims to continue acquiring profitable and complementary companies to strengthen existing verticals and enter new ones, maintaining a stable acquisition rate of 3-8 per year.

A key objective of Vision 2030 is achieving double-digit margins through targeted optimization measures. The Group's margin improved from 5% in 2023 to 8% in Q3 2025, with several initiatives planned to reach double-digit territory. Internal measures include increasing average order value through efficient product mix, reducing discount levels selectively, raising partner commissions on at least 70% of platforms, and decreasing free shipping orders from 89% to below 80%. Portfolio optimization involves divesting minor participations with low 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 where all processes, new hires, and projects will first be evaluated for AI optimization. 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. The AI first + cost reduction program is expected to generate efficiency and cost savings of €8-15 million per year.

Bjoern Minnier, CFO of The Platform Group AG, emphasized the company's determination to strengthen profitability through fundamental changes where necessary. TPG targets a leverage ratio decline from 2.7x in 2023 to below 1.8x by 2030 while expanding operating cash flow through targeted financial measures. The company maintains a conservative financing strategy with diversified funding including long-term bank loans, equity, and bonds, continuously exploring financing options to support growth, acquisitions, and capital structure strengthening.