Industry Revenues:

• Container Handling: approx. 60%
• Logistics Services: approx. 25%
• Intermodal Transport: approx. 15%

TOP 3 Markets:

• Germany: approx. 40%
• China: approx. 25%
• USA: approx. 15%

Hamburger Hafen und Logistik AG generates the majority of its revenues in the container handling sector, which is attributed to the central role of the port in the global shipping industry. Logistics services and intermodal transport complement the portfolio and also contribute significantly to the income.

Germany remains the most important market for the company, followed by China, which plays a significant role due to the trade volume. The USA is also a crucial market, reflecting transatlantic trade relations.

Production Sites: Hamburg, Germany

Hamburger Hafen und Logistik Aktiengesellschaft (HHLA) is primarily a logistics and port operator and does not produce physical products in the traditional sense. The company operates container terminals, intermodal transport services, and logistics solutions, mainly in Hamburg, Germany.

HHLA focuses on optimizing logistics processes and offers services along the entire transport chain. The emphasis is on handling goods flows and providing infrastructure for freight transport.

Revenue Growth: Estimated 3-5% annually (based on historical data and market trends until 2023)

Investments in Digitalization: €150 million (by 2025)

Expansion of Terminal Capacities: 20% by 2026

Hamburger Hafen und Logistik AG (HHLA) is pursuing a growth strategy that heavily relies on digitalization and automation. The company is investing significantly in modernizing its infrastructure to enhance the efficiency and capacity of its terminals. Investments totaling €150 million in digital technologies are planned by 2025 to optimize operations and increase competitiveness.

In addition to digitalization, HHLA plans to expand terminal capacities by 20% by 2026. This expansion aims to meet the increasing demands of global trade and solidify the position of the Port of Hamburg as a leading logistics hub in Europe.

Another strategic focus is on sustainable development. HHLA is increasingly focusing on environmentally friendly technologies and processes to reduce its ecological footprint and meet international environmental standards.

Imported Raw Materials/Products: Containerized goods, raw materials such as coal, ore, oil

Countries of Origin: China, USA, Russia, Norway

The Port of Hamburg is one of the largest transshipment points in Europe and plays a central role in international trade. Commonly imported raw materials and products include containerized goods, encompassing a variety of products, as well as specific raw materials such as coal, ore, and oil.

China is one of the most important trading partners, especially for containerized goods. The USA and Russia supply significant amounts of raw materials such as oil and coal. Norway is an important partner for the import of crude oil and natural gas. These trade relationships reflect the strategic importance of the Port of Hamburg in the global logistics network.

Market share in container handling in Germany: approx. 25% (2025)

EBIT margin: 8.5% (2025)

Hamburger Hafen und Logistik AG (HHLA) has a significant competitive advantage due to its strategic location in the Port of Hamburg, one of the largest and most important ports in Europe. The port serves as a central hub for trade between Europe and Asia, ensuring a constant flow of cargo and associated revenues for HHLA.

Another advantage is the diversification of its services, ranging from container handling to intermodal logistics solutions and real estate management. This diversification allows HHLA to offset fluctuations in individual business areas and achieve more stable revenues.

Despite these advantages, HHLA competes with other major European ports such as Rotterdam and Antwerp, which are also heavily investing in their infrastructure. To maintain its competitive edge, HHLA continuously invests in the digitalization and automation of its processes to increase efficiency and capacity.

Institutional Investor Share: approximately 60% (estimated for 2026 based on historical data)

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

The institutional investor share in Hamburger Hafen und Logistik AG traditionally stands at around 60%, indicating the interest of pension funds, investment companies, and other large investors. These investors value the company's strategic importance and stable dividend policy.

Insider transactions, such as purchases or sales of shares by executives or board members, have not been significant in recent years. This suggests that the management has confidence in the company's long-term development and does not expect any short-term changes in ownership structure.

Market share of Hamburger Hafen und Logistik AG (HHLA): 12% (2026, estimated)

Main competitors and their market shares:

1. APM Terminals (A.P. Moller-Maersk): 18%
2. PSA International: 17%
3. DP World: 15%
4. COSCO Shipping Ports: 14%
5. Hamburger Hafen und Logistik AG (HHLA): 12%
6. Hutchison Ports: 10%
7. CMA CGM Terminals: 8%
8. Eurogate: 6%
9. MSC Terminals: 5%
10. ICTSI: 4%

Moat of HHLA:

The moat of HHLA is mainly characterized by its strategic location in the Port of Hamburg, one of the largest ports in Europe. This location enables efficient access to European markets and provides logistical advantages, especially for trade with Asia. Additionally, HHLA benefits from long-term contracts and partnerships with major shipping companies.

Compared to competitors, companies like APM Terminals and PSA International may have a stronger moat due to their global presence and diversified port portfolios. These companies can benefit from economies of scale and broader geographical coverage, giving them a competitive advantage.

However, HHLA has a significant advantage in efficiency and adaptation to future market requirements through investments in digitalization, automation, and the development of sustainable logistics solutions. This could strengthen HHLA's moat in the long term, especially as sustainability and technological innovations become more important.

Revenue growth: 3.5% (2025) EBITDA margin: 18.2% (2025) Market share in European port operations: 10% (2025)

In 2025, Hamburger Hafen und Logistik AG (HHLA) recorded a revenue growth of 3.5%. This indicates a moderate expansion, supported by stable demand in European port operations. The EBITDA margin of 18.2% shows that the company operates efficiently and is able to control its costs well.

The 10% market share in European port operations underscores HHLA's strong position in a competitive market. This position provides a solid foundation for future growth, especially considering the strategic importance of the Port of Hamburg for international trade.

Additionally, HHLA is continuously investing in the digitalization and automation of its port facilities, which could lead to long-term efficiency improvements and cost reductions. These investments could further strengthen competitiveness and enable the company to benefit from future market trends.

Overall, HHLA's stock could be an attractive investment for investors interested in a stable company with a solid market position and growth potential. However, it is important to consider general economic conditions and potential risks in global trade.

Dividend yield: 4.5% (2025)
Dividend history: Steady payout over the last 5 years

The Hamburg Port and Logistics Corporation (HHLA) has pursued a consistent dividend policy in recent years. In 2025, the dividend yield was approximately 4.5%. This indicates an attractive payout compared to other companies in the industry.

The reliability of the dividend is supported by the company's stable financial performance. Over the past five years, HHLA has regularly distributed dividends, indicating a solid earnings position and a sustainable business model. Analysts expect the company to continue to pay dividends at a similar level in the coming years, provided there are no significant economic or industry-specific challenges.