The Platform Group Sets Ambitious 2030 Targets: €3 Billion Revenue and Double-Digit Margins

By Advos

TL;DR

TPG's Vision 2030 offers investors a competitive edge with double-digit margin targets and expansion to over 50 industries for substantial growth potential.

TPG's Vision 2030 outlines a systematic approach combining partner growth from 15,900 to 40,000, AI automation of 60% processes, and strategic M&A for margin improvement.

TPG's expansion to 40,000 partners and entry into new industries creates broader economic opportunities while AI optimization improves operational efficiency for sustainable business growth.

TPG plans to triple its partner network to 40,000 while using AI to automate 60% of processes, achieving double-digit margins by 2030.

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The Platform Group Sets Ambitious 2030 Targets: €3 Billion Revenue and Double-Digit Margins

The Platform Group AG, a leading software company for platform solutions, has published its comprehensive long-term corporate development plan called Vision 2030, outlining ambitious financial targets and strategic initiatives through the end of the decade. The company aims to achieve revenue of at least €3 billion with gross merchandise volume exceeding €4.5 billion by 2030, while simultaneously driving its margin into double-digit percentage territory for the first time.

This announcement matters because it represents a significant scaling ambition from a company that has demonstrated rapid growth, expanding its partner base from 5,000 in 2023 to over 15,900 in 2025. The vision signals TPG's transition into what CEO Dr. Dominik Benner describes as clear growth mode, targeting substantial business expansion across multiple dimensions. The company's presentation detailing these targets is available on their Investor Relations website.

The strategic importance lies in TPG's three-pillar approach to growth: Scale, Synergy, and M&A. Under the Scale pillar, the company plans to expand its partner network from the current 15,900 to over 40,000 by 2030, representing a continuation of its impressive growth trajectory. This expansion is expected to drive a more than 200% increase in listed products, enhancing platform attractiveness and customer acquisition.

The Synergy pillar focuses on industry diversification and international expansion. TPG has grown from serving 12 industries in 2022 to 28 industries by October 2025 and aims to exceed 50 industries by 2030. The company's TPG ONE software platform provides the scalable technological foundation for this expansion without requiring substantial upfront investment. Additionally, TPG plans to significantly increase its B2B customer share from the current 38% to over 59% by 2030, while establishing a meaningful presence in the U.S. market through a risk-mitigated entry strategy beginning in 2026.

The M&A strategy builds on TPG's proven track record of completing more than 35 acquisitions since 2020, with acquired companies showing an average 42% increase in adjusted EBITDA post-acquisition. The company maintains its target of 3-8 acquisitions annually to strengthen existing verticals and enter new ones.

Margin optimization represents a critical component of Vision 2030, with the company targeting double-digit margins through several key initiatives. TPG has improved its margin from 5% in 2023 to 8% in Q3 2025 and plans further enhancements through internal measures including increasing average order value, reducing discount levels, raising partner commissions on at least 70% of platforms, and decreasing free shipping orders from 89% to below 80%.

The AI First strategy represents a fundamental shift in TPG's operational approach, with the company aiming to automate and optimize over 60% of internal processes using artificial intelligence by 2030. This includes applications in software development, online marketing, HR, finance, and content creation. The company expects this program to generate annual efficiency and cost savings of €8-15 million.

CFO Bjoern Minnier emphasized the company's disciplined financial approach, targeting a leverage ratio reduction from 2.7x in 2023 to below 1.8x by 2030 while maintaining strong operating cash flow generation. The company continues to explore various financing options to support growth initiatives and strengthen its capital structure.

The implications of this announcement extend beyond TPG's immediate financial targets, signaling a broader industry trend toward platform consolidation, AI-driven efficiency, and cross-industry expansion. For competitors and partners alike, TPG's aggressive growth targets and margin improvement roadmap establish new benchmarks in the platform software sector, while its AI-first approach demonstrates how traditional eCommerce and technology companies are fundamentally transforming their operations through artificial intelligence integration.

Curated from NewMediaWire

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