Industry Turnover:

• Retail and E-Commerce: approx. 50%
• Consumer Goods: approx. 30%
• Industry and Others: approx. 20%

TOP 3 Markets:

• France: approx. 40%
• Spain: approx. 20%
• Germany: approx. 15%

ID Logistics Group SA generates the majority of its turnover from retail and e-commerce, which is attributed to the increasing importance of online commerce and the logistics requirements in this sector. Consumer goods also represent a significant share, as logistics plays a crucial role for consumer goods manufacturers.

Geographically, France is the largest market for ID Logistics, due to the company's strong presence and origin in this country. Spain and Germany follow as important markets benefiting from strategic expansion and the demand for efficient logistics solutions.

Production Sites: Not applicable

ID Logistics Group SA is a logistics and transportation service provider and does not produce physical products. The company offers services in the areas of warehousing, transport management, and supply chain solutions.

ID Logistics operates warehouses and logistics centers in several countries to efficiently manage its customers' supply chains. The locations are strategically distributed across Europe, Asia, Africa, and Latin America to ensure broad geographical coverage.

Revenue Growth: Estimated 8-10% annually (2026) Expansion of Logistics Centers: 5 new locations planned by 2027

ID Logistics Group SA is pursuing a strategy of organic growth through expanding its logistics centers and optimizing its supply chain processes. The company plans to open five new logistics centers by 2027 to meet the increasing demand and expand its geographical presence.

In addition, ID Logistics is investing in technological innovations to enhance its efficiency. This includes implementing automation technologies and advanced data analysis tools to improve operational efficiency and increase customer satisfaction.

Another focus is on sustainability. The company has launched initiatives to reduce CO2 emissions and promote environmentally friendly logistics solutions, which are also part of their long-term growth strategy.

Main Imported Materials: Packaging materials, IT equipment, storage technology

Countries of Origin: China, Germany, USA

ID Logistics Group SA is a leading company in the field of contract logistics. The company mainly imports packaging materials, IT equipment, and storage technology to operate its logistics centers efficiently. These materials are crucial for the storage and transportation of goods.

China is a significant supplier of IT equipment and packaging materials, while Germany and the USA are often preferred for specialized storage technology and machinery. These imports are necessary to ensure high standards in logistics services and to optimize the operation of logistics centers.

Market Share: 5% (estimated, 2026)
EBITDA Margin: 8.5% (2025)
Customer Satisfaction: 4.2/5 (2025, internal survey)

ID Logistics Group SA has established itself as a significant player in the field of logistics services. The company's competitive advantage lies in its ability to offer customized logistics solutions that meet the specific requirements of its customers. This is supported by a strong technological infrastructure and high customer satisfaction, reflected in a rating of 4.2 out of 5 points.

The EBITDA margin of 8.5% shows that ID Logistics is able to operate efficiently and remain profitable, which is a sign of a competitive advantage in the logistics industry, which is often characterized by low margins. Additionally, the company benefits from a diversified customer base, reducing the risk of dependencies.

Despite these advantages, the estimated market share of 5% indicates that ID Logistics operates in a highly fragmented market. Competition is intense, and the company must continue to invest in innovation and service quality to strengthen and expand its position.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in ID Logistics Group SA is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term performance.

There were no significant insider buys or sells in the last year, indicating a stable assessment of the company's value by management and insiders. This stability can be seen as a positive signal for investors, as it suggests a balanced relationship between the market value and the intrinsic value of the company.

Market share of ID Logistics Group SA: 4.5% (estimated 2026)

Top competitors and their market shares:

1. Deutsche Post DHL Group: 15.0%
2. Kuehne + Nagel International AG: 12.0%
3. DB Schenker: 10.5%
4. DSV A/S: 9.0%
5. XPO Logistics: 7.5%
6. C.H. Robinson Worldwide, Inc.: 6.0%
7. GEODIS: 5.5%
8. ID Logistics Group SA: 4.5%
9. Nippon Express: 4.0%
10. CEVA Logistics: 3.5%

Moat of ID Logistics Group SA:

ID Logistics Group SA has a moderate moat, mainly characterized by specialized logistics solutions and a strong presence in specific markets such as France and Spain. The company benefits from long-standing customer relationships and a flexible business model that allows it to meet specific customer needs.

In comparison to larger competitors like Deutsche Post DHL and Kuehne + Nagel, which have more extensive global networks and larger financial resources, ID Logistics' moat is less pronounced. These larger companies can leverage economies of scale more effectively and often have a stronger negotiating position with suppliers and customers.

However, ID Logistics offers a competitive advantage through its agility and specialization in certain niche markets, enabling the company to succeed in specific segments. Overall, the competition has a stronger moat, especially due to their global reach and more comprehensive service offerings.

Revenue Growth: 9.8% (2025) EBITDA Growth: 11.2% (2025) Net Income Growth: 10.5% (2025)

ID Logistics Group SA recorded solid revenue growth of 9.8% in 2025, attributed to strong demand for logistics services and successful expansion into new markets. The company has improved its operational efficiency, reflected in an EBITDA growth of 11.2%.

Additionally, the company increased its net income by 10.5%, indicating improved cost control and an optimized supply chain. These positive developments demonstrate that ID Logistics is well positioned to benefit from long-term trends in the logistics sector, such as e-commerce growth.

Overall, the financial metrics and strategic direction suggest that ID Logistics presents an attractive investment opportunity for investors interested in stable growth in the logistics sector.

Dividend payment: No dividend (as of 2026)

ID Logistics Group SA has not paid any dividends in the past and continues this trend in 2026 as well. The company typically reinvests its profits in the business to finance further growth and expansion.

This strategy is typical for companies in growth phases that prefer to invest their resources in expanding their capacities and services rather than paying dividends to shareholders. The reliability of dividend payment is therefore not guaranteed, as no dividend policy is pursued.