The Platform Group Targets €3 Billion Revenue and Double-Digit Margins in Ambitious 2030 Growth Plan
The Platform Group AG has unveiled its Vision 2030 strategy aiming for €3 billion in revenue and double-digit margins through aggressive expansion to 40,000 partners, entry into 50+ industries, and a comprehensive AI-first approach.
The Platform Group AG (TPG) has released its Vision 2030 corporate development plan, outlining ambitious targets including revenue exceeding €3 billion and gross merchandise volume surpassing €4.5 billion by 2030. The German software company also aims to achieve double-digit margins for the first time while expanding its partner network from the current 15,900 to over 40,000 partners.
CEO Dr. Dominik Benner stated the company is shifting into clear growth mode, emphasizing that this expansion won't happen automatically but requires strategic changes including a comprehensive AI strategy and cost efficiencies. The foundation for this growth lies in three key pillars: scale, synergy, and continued M&A activity. The company's presentation detailing these plans is available on their Investor Relations website.
Under the scale pillar, TPG plans to continue its rapid partner expansion, having already grown from 5,000 partners in 2023 to over 15,900 in 2025. The company expects listed products to increase by more than 200% by 2030, building on its current momentum across industries and customer segments. This expansion is supported by the company's TPG ONE software platform, which serves as the scalable technological foundation for entering new sectors without substantial upfront investment.
The synergy component involves expanding from the current 28 industries to more than 50 industries by 2030. TPG also plans to significantly increase its B2B customer share, aiming to raise non-consumer goods segments from 38% to over 59% of total revenue. Additionally, the company has developed a risk-mitigated strategy for entering the U.S. market, with implementation beginning in 2026 and targeting relevant revenue and earnings contribution by 2030.
M&A remains a core growth driver, with TPG having completed more than 35 acquisitions since 2020, averaging 3-8 acquisitions annually. The company's proven integration process has resulted in acquired companies' adjusted EBITDA increasing by an average of 42% compared to pre-acquisition levels. TPG plans to maintain this acquisition pace while focusing on profitable, complementary companies to strengthen existing verticals and enter new ones.
Margin improvement represents a critical objective, with the company targeting double-digit margins through several measures. The margin has already improved from 5% in 2023 to 8% in Q3 2025. Specific initiatives include increasing average order value through a more efficient product mix, reducing discount levels, 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 such holdings representing less than 0.2% of Group revenue identified for sale. The company's AI-first strategy represents another key margin driver, with TPG aiming to automate and optimize over 60% of internal processes using AI by 2030. The company expects this program to generate efficiency and cost savings of €8-15 million annually.
CFO Bjoern Minnier emphasized the company's disciplined approach to capital allocation, targeting a leverage ratio decline from 2.7x in 2023 to below 1.8x by 2030 while expanding operating cash flow. The company maintains a conservative financing strategy with a diversified funding base including long-term bank loans, equity, and bonds.