The Platform Group AG's Ambitious Vision for 2030

The Platform Group AG has unveiled its strategic vision for 2030, outlining its ambitious long-term objectives beyond 2026. With an approximate 34% annual growth rate, the company aims to increase revenue to €3 billion by 2030 from €525 million in 2024. This plan divides sales growth into roughly 45% organic and 55% inorganic. The company targets an AEBITDA margin exceeding 10% by 2030, an increase from 6.3% in 2024. Key strategies include cost-cutting, enhanced cost transfer to partners, and phasing out low-cost items.

Despite consistently meeting or exceeding projections, First Berlin Equity Research has maintained a conservative approach, keeping its estimates unchanged due to potential challenges from large M&A transactions. However, an updated DCF model supports an unchanged price target of €20, reflecting a significant upside potential of 143%.