The Platform Group AG, a leading software company for platform solutions, has published its comprehensive long-term corporate development plan called Vision 2030, outlining aggressive growth targets and profitability improvements 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, representing substantial growth from current levels while targeting margin expansion into double-digit percentage territory for the first time.
This strategic announcement carries significant implications for the technology and e-commerce sectors, demonstrating how established platform companies are positioning themselves for sustained growth in an increasingly competitive digital landscape. The plan reveals TPG's intention to fundamentally transform its business model through three core growth pillars: scale, synergy, and continued mergers and acquisitions activity.
Under the scale initiative, TPG plans to dramatically expand its partner network from the current 15,900 to over 40,000 partners by 2030, representing a continuation of the rapid growth that saw the company triple its partner base from 5,000 in 2023 to current levels. This expansion directly supports the company's revenue targets while enhancing platform attractiveness through increased product listings, which are expected to grow by more than 200% by 2030. The corresponding presentation detailing these targets is available on the Company's Investor Relations website at https://corporate.the-platform-group.com.
The synergy component focuses on diversifying TPG's industry presence from the current 28 industries to more than 50 by 2030, supported by the company's scalable TPG ONE software platform that enables entry into new sectors without substantial upfront investment. This expansion strategy includes a significant shift in revenue composition, with plans to increase the B2B customer share from the current 38% to over 59% by 2030, reducing reliance on consumer goods which currently account for 62% of total revenue. Additionally, TPG has developed a risk-mitigated strategy for entering the U.S. market beginning in 2026, targeting meaningful revenue and earnings contribution from American operations by 2030.
Mergers and acquisitions remain a cornerstone of TPG's growth strategy, building on the company's track record of completing more than 35 acquisitions since 2020 with an average of 3-8 acquisitions per year. The company's proven integration process has delivered impressive results, with acquired companies showing an average 42% increase in adjusted EBITDA compared to pre-acquisition levels and return on capital employed exceeding 20% in 2025. TPG intends to maintain this acquisition pace while focusing on profitable, complementary companies that strengthen existing verticals or enable entry into new markets.
A central objective of Vision 2030 involves margin optimization, with TPG targeting double-digit margins through a combination of internal improvements, portfolio optimization, and artificial intelligence implementation. The company's margin has already improved from 5% in 2023 to 8% in the third quarter of 2025, and management has identified specific levers for further enhancement including increasing average order value through product mix optimization, reducing discount levels particularly during peak seasons, 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 all processes, new hires, and projects undergoing evaluation for AI optimization potential. The company has established a dedicated AI Department staffed with experts and provides weekly AI workshops for all employees. By 2030, TPG aims to automate and optimize over 60% of internal processes using AI, particularly in software development, online marketing, HR, finance, and content creation. This initiative is expected to generate annual efficiency and cost savings of €8-15 million according to company projections available through their corporate communications at https://corporate.the-platform-group.com.
Financial discipline remains a key component of the Vision 2030 strategy, with TPG targeting a reduction in leverage ratio from 2.7x in 2023 to below 1.8x by 2030 while expanding operating cash flow through targeted finance department measures. The company maintains a conservative financing strategy with a diversified funding base including long-term bank loans, equity, and bonds, supporting both organic growth initiatives and potential acquisitions while strengthening capital structure.
The comprehensive nature of Vision 2030 signals TPG's commitment to transforming from a regional platform operator to a globally significant technology company, with implications for competitors, partners, and investors across the e-commerce and software sectors. The strategy demonstrates how mid-sized technology companies are leveraging scale, diversification, and technological innovation to compete effectively against larger rivals while maintaining financial discipline and sustainable growth trajectories.
