DSV Annual Report 2022 slide image

DSV Annual Report 2022

= III Gross profit DKK 9,318 million +35.3% Operating profit DKK 2,701 million +47.4% Geographic segmentation based on gross profit EMEA 71% AMERICAS 17% APAC 12% The Solutions division offers ware- housing and logistics services globally and controls more than 500 logistics facilities. The service portfolio includes freight management, customs clear ance, order management and e-com- merce solutions. Solutions The Solutions division achieved a 35.3% increase in gross profit and a 47.4% increase in EBIT before special items. The strong performance was driven by organic growth and the addition of GIL activities. Condensed income statement and key figures (DKKm) Revenue Direct costs Gross profit Growth* 2022 2021 24,409 15,091 18,734 12,081 26.2% 9,318 6,653 35.3% Other external expenses 1,759 1,338 Staff costs 2,254 1,664 Operating profit before amortisation and depreciation (EBITDA) before special items 5,305 3,651 Amortisation and depreciation 2,604 1,876 Operating profit (EBIT) before special items 2,701 1,775 47.4% Gross margin (%) 38.2 35.5 Conversion ratio (%) 29.0 26.7 Operating margin (%) 11.1 9.5 Number of full-time employees at year end 32,077 31,866 Total invested capital 23,364 20,182 Net working capital 1,624 1,061 ROIC before tax (%) 12.4 11.3 Growth including M&A and in constant currencies. Market situation The contract logistics market grew by an estimated 3-4% in 2022 compared to the previous year. The market had strong momentum for the first part of the year, but growth deceler- ated towards the end of the year. For many companies, espe- cially in the retail sector, inventory levels increased during the year, but in- and outbound transactions in warehouses de- clined compared to the high activity level in 2021. Throughout the year, warehouse capacity stayed in high demand across most markets. As a result, warehouse utilisation has been high, and the market was impacted by lack of labour, increasing energy prices, general cost inflation and higher interest rates. We estimate that Solutions took market share in all its major markets during the year. This was driven by a strong service offering, addition of new warehouse capacity and high utilisa- tion of existing capacity. Strategic and operational highlights In 2022, we completed the GIL integration. The contract logistics operations in the Middle East and South-East Asia added activities across several industries, including pharma/ healthcare, and were a strong contributor to the growth. We continued executing our long-term strategy for developing multi-client warehouse campuses based on strategic roadmaps for each region, and in 2022 we added more than 800,000 m² of warehouse facilities of which approximately 300,000 m² was a net addition to the existing capacity. The campuses are partly replacing existing facilities but are also adding new capac- ity and are a key organic growth driver for the division. The new warehouses can be equipped and automated to match the needs of customers in different industries and can accommodate changes in customer needs around seasonality and growth. Having several customers in the same location
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