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olivLaw · European equity research

ID Logistics Group IDL.PA

France · Euronext Paris · ISIN FR0010929125 · Vertical: Listed companies from France

386.00EUR+3.21% · 1 dayClose 05 Nov 2026

ID Logistics Group is an international contract logistics group that runs dedicated warehouses for clients in distribution, e-commerce and consumer goods, on an asset light model. In 2025 the group generated revenue of about 3.7 billion EUR, in a global market estimated at about 305 billion EUR.

At the close of 05 Nov 2026, ID Logistics Group (IDL.PA) stock was 386.00 EUR (+3.21% on the day), with market capitalisation 2.4 bn EUR, P/E 42.9 on diluted EPS of 9.00 EUR over the last 12 months, beta 0.74, 52-week range 309.50–436.50 EUR.

Data as of · AI analysis dated · Source: ESEF annual reports and closing prices, computed by olivLaw.

Market cap
2.4 bn EUR
shares as of 31 Dec 2025
P/E (TTM)
42.9
Diluted EPS TTM 9.00 · TTM to 31 Dec 2025
E/P (TTM)
2.33%
TTM to 31 Dec 2025
Dividend yield
unavailable
Beta (2y)
0.74
Volatility (1y) 29%
52-week range
309.50436.50

Price history

Loading chart…

Technical reading

RSI (14)
79.4
overbought (≥ 70)
Bollinger (20, 2)
310.33 – 391.77
in the upper half of the band · %B 0.93 · band width 23.2%
SMA 50 / 200
333.85 / 354.32
mixed trend
MACD (12, 26, 9)
13.50 / 10.53
MACD above signal

Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).

Performance

CompanyEURO STOXX 50vs EURO STOXX 50Vertical median
1 month+19.9%−0.6%+20.5 pp—
3 months+10.4%−4.2%+14.6 pp—
6 months+8.7%+4.3%+4.4 pp—
Year to date−6.1%+7.5%−13.6 pp—
1 year+0.1%+9.9%−9.8 pp−6.8%
3 years+53.2%+49.8%+3.3 pp−15.9%
5 years+17.1%+42.8%−25.7 pp—
Max drawdown (1y)
−29.1%
15 Jan 2026 → 01 Oct 2026
Max drawdown (5y)
−36.6%
31 Dec 2021 → 26 Sept 2023
Compound annual growth (5y)
+3.2%
EURO STOXX 50 +7.4%

Price returns, dividends excluded.

Quarterly results

ESEF annual reports carry no quarters: the results are annual (below).

E/P over time

E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.

Today's P/E sits at the 33 percentile of its own 3-quarter history (min 37.3, median 45.7, max 47.4; quarters with earnings only).

Fiscal years

Fiscal year202320242025
Revenue2.7 bn3.3 bn3.7 bn
Revenue YoYunavailable+19.1%+14.2%
Net income52.1 m52.8 m63.3 m
Net income YoYunavailable+1.3%+19.8%
Diluted EPS8.218.009.00
Diluted EPS YoYunavailable−2.6%+12.5%
net %1.9%1.6%1.7%
Free cash flowunavailableunavailableunavailable

Balance sheet & financial health

Fiscal year 2025 · 31 Dec 2025

Cash
283.4 m EUR
Financial debt
483.5 m EUR
Net debt
200.1 m EUR
Equity
640.6 m EUR
Total assets
3.3 bn EUR
Debt / equity
0.75x
Current ratio
0.86x
ROE
10.0%
ROA
2.0%
FCF margin
unavailable

Financial statements (source on every figure)

Revenue and net income (EUR)

Margins

Income statement · EUR

Revenue
2023
2.7 bn
2024
3.3 bn
2025
3.7 bn

esef· 12 May 2026verified

Operating income
2023
126.8 m
2024
141.1 m
2025
158.6 m

esef· 12 May 2026verified

Depreciation & amortisation
2023
308.9 m
2024
365.7 m
2025
415.9 m

esef· 12 May 2026verified

EBITDA
2023
435.7 m ≈
2024
506.8 m ≈
2025
574.5 m ≈

esef· 12 May 2026derived

Interest expense
2023
61.5 m
2024
73.9 m
2025
79.2 m

esef· 12 May 2026verified

Pre-tax income
2023
72.1 m
2024
73.6 m
2025
88.4 m

esef· 12 May 2026verified

Income tax
2023
18.9 m
2024
20.8 m
2025
25.5 m

esef· 12 May 2026verified

Net income
2023
52.1 m
2024
52.8 m
2025
63.3 m

esef· 12 May 2026verified

Diluted EPS
2023
8.21
2024
8.00
2025
9.00

esef· 12 May 2026verified

Balance sheet · EUR

Cash
2023
241.8 m
2024
314.3 m
2025
283.4 m

esef· 12 May 2026verified

Inventories
2023
1.6 m
2024
1.3 m
2025
974.0 k

esef· 12 May 2026verified

Current assets
2023
913.2 m
2024
1.1 bn
2025
1.2 bn

esef· 12 May 2026verified

Property, plant & equipment, net
2023
212.9 m
2024
238.4 m
2025
321.1 m

esef· 12 May 2026verified

Goodwill
2023
532.9 m
2024
550.4 m
2025
526.1 m

esef· 12 May 2026verified

Intangibles (excl. goodwill)
2023
57.8 m
2024
53.3 m
2025
56.8 m

esef· 12 May 2026verified

Total assets
2023
2.6 bn
2024
3.0 bn
2025
3.3 bn

esef· 12 May 2026verified

Short-term debt
2023
152.9 m
2024
88.0 m
2025
113.8 m

esef· 12 May 2026verified

Long-term debt
2023
370.9 m
2024
340.5 m
2025
369.7 m

esef· 12 May 2026verified

Current liabilities
2023
1.2 bn
2024
1.3 bn
2025
1.4 bn

esef· 12 May 2026verified

Equity
2023
413.6 m
2024
622.0 m
2025
640.6 m

esef· 12 May 2026verified

Shares outstanding at year end
2023
5.9 m
2024
6.6 m
2025
6.3 m

esef· 12 May 2026derived

Cash flow · EUR

Operating cash flow
2023
429.8 m
2024
481.7 m
2025
497.2 m

esef· 12 May 2026verified

Investing cash flow
2023
-99.3 m
2024
-91.3 m
2025
-164.0 m

esef· 12 May 2026verified

Financing cash flow
2023
-273.4 m
2024
-316.2 m
2025
-357.4 m

esef· 12 May 2026verified

Computed indicators

Growth

Revenue growth (YoY)
14.2%
computed by olivLawFY 2025
Revenue CAGR 3Y
unavailable
input data missing
Revenue CAGR 5Y
unavailable
input data missing
EBIT growth (YoY)
12.5%
computed by olivLawFY 2025
Net income growth (YoY)
19.8%
computed by olivLawFY 2025
Net income CAGR 3Y
unavailable
input data missing
Net income CAGR 5Y
unavailable
input data missing
EPS growth (YoY)
12.5%
computed by olivLawFY 2025
EPS CAGR 3Y
unavailable
input data missing
EPS CAGR 5Y
unavailable
input data missing
FCF growth (YoY)
unavailable
input data missing

Profitability

Gross margin
unavailable
input data missing
EBITDA margin
15.4%
computed by olivLawFY 2025
EBIT margin
4.2%
computed by olivLawFY 2025
Net margin
1.7%
computed by olivLawFY 2025
FCF margin
unavailable
input data missing

Returns

ROE
10.0%
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
ROA
2.0%
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
ROIC
14.3%
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
ROCE
8.4%
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
Payout ratio (EPS)
unavailable
input data missing
Payout ratio (FCF)
unavailable
input data missing

Balance sheet

Net debt
200.1 m EUR
computed by olivLawbalance sheet at 31 Dec 2025
Net debt / EBITDA
0.3x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
Debt / equity
0.8x
computed by olivLawbalance sheet at 31 Dec 2025
Interest coverage
2.0x
computed by olivLawFY 2025

Liquidity

Current ratio
0.9x
computed by olivLawbalance sheet at 31 Dec 2025
Quick ratio
0.9x
computed by olivLawbalance sheet at 31 Dec 2025
Cash ratio
0.2x
computed by olivLawbalance sheet at 31 Dec 2025

Cash

Operating cash flow
497.2 m EUR
computed by olivLawFY 2025
Capital expenditure
unavailable
input data missing
Free cash flow
unavailable
input data missing
FCF conversion
unavailable
input data missing
Cash conversion
86.5%
computed by olivLawFY 2025

Efficiency

Days sales outstanding
unavailable
input data missing
Days inventory outstanding
unavailable
input data missing
Days payables outstanding
unavailable
input data missing
Cash conversion cycle
unavailable
input data missing

Market and valuation

Market capitalisation
2.4 bn EUR
computed by olivLawbalance sheet at 31 Dec 2025
Enterprise value
2.6 bn EUR
computed by olivLawbalance sheet at 31 Dec 2025
Market cap / net income TTM
38.6x
computed by olivLawFY 2025
P/E (TTM)
42.9x
computed by olivLawFY 2025
Earnings yield
2.3%
computed by olivLawFY 2025
P/B
3.8x
computed by olivLawbalance sheet at 31 Dec 2025
P/S
0.7x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
EV/EBITDA
4.6x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
EV/EBIT
16.7x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
EV/Sales
0.7x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
P/FCF
unavailable
input data missing
FCF yield
unavailable
input data missing
Dividend yield
unavailable
no dividend in the structured statements; a missing line is not a confirmed zero
Shareholder yield (distributions)
unavailable
input data missing

1 indicators that do not apply to the sector.

Valuation

olivLaw classification

Insufficient data
What is missing
  • score weight coverage: 58.3% of at least 60%

A scoring methodology on indicators and valuation, not investment advice.

Closing price

386.00 EUR

05 Nov 2026Source: olivLaw, closing series

Market cap: 2.4 bn EUR

Key indicators

Market capitalisation
2.4 bn EUR
computed by olivLawbalance sheet at 31 Dec 2025
P/E (TTM)
42.9x
computed by olivLawFY 2025
P/B
3.8x
computed by olivLawbalance sheet at 31 Dec 2025
EV/EBITDA
4.6x
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
ROE
10.0%
computed by olivLawFY 2025 · balance sheet at 31 Dec 2025
Net margin
1.7%
computed by olivLawFY 2025
Revenue growth (YoY)
14.2%
computed by olivLawFY 2025
Dividend yield
unavailable
no dividend in the structured statements; a missing line is not a confirmed zero

Coverage and freshness

24/37 reporting lines present
Latest full fiscal year: 2025
Latest reported period: 31 Dec 2025
Latest balance sheet date: 31 Dec 2025
Share count (cover of the latest filing), as of: 31 Dec 2025
Source: esefpublished 12 May 2026
verified 74derived 3

Score by group

58% · Insufficient data

Estimated value range

Low
315.27
EUR per share
Mid
418.02
EUR per share
High
616.88
EUR per share
Price: 386.00 EUR
The price is within the range
Potential to the central value: 8.3% (value / price − 1)
Margin of safety: 7.7% (1 − price / value)
Agreement between methods: low · 2 methods used · 1 independent bases

The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 99.82 – 965.56 EUR.

Valuation assumptions are editorial choices, not measured; beta is not measured.

Method ranges (EUR per share)

— — Mid · ▏ Price

Valuation methods

  • DCF (discounted cash flow)unavailable · input data missing
  • Peers: EV/EBITDA530.71 – 965.56 (Mid 681.87)
    4 companies used · median multiple 7.9x · quartiles 6.2x – 11.0x
    ABEO.PA, AI.PA, ANTIN.PA, ATE.PA
  • Peers: P/E99.82 – 268.21 (Mid 154.18)
    20 companies used · median multiple 17.1x · quartiles 11.1x – 29.8x
    74SW.PA, ABEO.PA, AC.PA, ADP.PA, AF.PA, AI.PA, ALBON.PA, ALCIS.PA, ALCLA.PA, ALFER.PA, ALHEX.PA, ALO.PA, ALPWG.PA, ALSOG.PA, ANTIN.PA, ARAMI.PA, ATE.PA, AUB.PA, AURE.PA, BB.PA
  • Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption

Assumptions (illustrative, editorial)

Risk-free rate
3.0%
Equity risk premium
5.5%
Beta (default)
1.00
Cost of equity
8.5%
Terminal growth
2.0%

Factor scorecard

Insufficient data

Minimum-evidence gate: score weight coverage: 58.3% of at least 60%

FactorValueScoreWeight used
ROIC · Quality14.3%71 (vs peers)18%
Net margin · Quality1.7%59 (vs peers)11%
FCF conversion · Qualityunavailableunavailable—
Revenue CAGR 3Y · Growthunavailableunavailable—
EPS CAGR 3Y · Growthunavailableunavailable—
Net debt / EBITDA · Balance sheet0.3x43 (vs peers)18%
Interest coverage · Balance sheet2.0x8 (on a fixed band)11%
Current ratio · Balance sheet0.9x5 (on a fixed band)7%
P/E (TTM) · Valuation42.9x17 (vs peers)18%
EV/EBITDA · Valuation4.6x80 (vs peers)18%
FCF yield · Valuationunavailableunavailable—
Shareholder yield (distributions) · Returnsunavailableunavailable—
Payout ratio (FCF) · Returnsunavailableunavailable—

Factors without a value were dropped; the remaining weights were renormalised.

Score groups

  • Balance sheet25/100 · 3/3 factors with a value
  • Growth· partialunavailable · 0/2 factors with a value
  • Quality67/100 · 2/3 factors with a value
  • Returns· partialunavailable · 0/2 factors with a value
  • Valuation49/100 · 2/3 factors with a value

A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.

Memo

ID LOGISTICS GROUP (IDL.PA). Latest full fiscal year: 2025; data up to 2025-12-31.

Figures computed from the financial statements: revenue 3.7 bn EUR in 2025; YoY growth 14.2%; net margin 1.7%; ROE 10.0%; net debt/EBITDA 0.3x.

The estimated value range is 315.27–616.88 EUR per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 418.02 EUR, the price of 386.00 EUR leaves a potential of 8.3% (value / price − 1) and a margin of safety of 7.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.

Insufficient data for a verdict (score weight coverage: 58.3% of at least 60%).

Text generated deterministically from the figures shown; no language model. Not investment advice.

What supports the thesis

  • ROIC: 14.3%
  • EV/EBITDA: 4.6x

What contradicts it

  • Interest coverage: 2.0x
  • Current ratio: 0.9x
  • P/E (TTM): 42.9x
  • The valuation methods diverge

Not assessed (insufficient data or a ratio without meaning): FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).

Versus the vertical median

Listed companies from France · same country · compared with 39 companies

Multiples and returns vs the median

P/E
42.9x
vertical median 18.3x
above median (+134.8%)
EV/EBITDA
4.6x
vertical median 6.3x
below median (−26.4%)
P/S
0.7x
vertical median 0.5x
above median (+27.7%)
P/B
3.8x
vertical median 1.1x
above median (+262.0%)
ROE
10.0%
vertical median 4.2%
above median (+141.8%)
Net margin
1.7%
vertical median 1.1%
above median (+50.2%)
EBIT margin
4.2%
vertical median 3.2%
above median (+33.7%)
Revenue YoY
14.2%
vertical median 0.6%
above median (+2,320.4%)
Net debt/EBITDA
0.3x
vertical median -1.2x
above median
Dividend yield
—
vertical median 1.7%

Price rebased to 100 (monthly, 5 years)

Companies in the vertical

Market capP/EROENet marginRevenue YoY1A / 3A
AI.PAL'air Liquide Societe Anonyme Pour L'etude Et L'exploitation Des Procedes Georges Claude109.3 bn33.212.9%12.2%−2.0%+26% / +32%
AC.PAAccor13.8 bn30.79.6%8.0%+0.6%+6% / +56%
ADP.PAAeroports De Paris11.7 bn34.17.8%5.6%+12.1%−7% / +4%
AKE.PAArkema7.1 bn115.40.9%0.7%−5.0%+12% / −37%
ALO.PAAlstom5.8 bn18.33.1%1.7%+3.7%−51% / −4%
AF.PAAir France - Klm4.3 bn13.6—1.0%+4.8%+20% / +9%
ATE.PAAlten3.1 bn29.54.8%2.6%−1.1%+33% / −29%
BB.PASociete Bic2.7 bn31.35.0%4.1%−4.8%+32% / +5%
IDL.PAId Logistics Group2.4 bn42.910.0%1.7%+14.2%+0% / +34%
ANTIN.PAAntin Infrastructure Partners1.4 bn13.021.9%36.6%−8.1%−24% / −35%
74SW.PA74software792.7 m20.98.9%8.5%+44.8%−13% / +41%
AUB.PAAubay667.4 m17.813.6%6.3%+11.3%+3% / +45%
ASY.PAAssystem507.1 m69.92.5%1.1%+7.4%−19% / −18%
ATO.PAAtos Se483.0 m—-23,400.0%-17.5%−16.5%−45% / −94%
ARAMI.PAAramis Group298.8 m15.010.0%0.8%+6.3%−33% / −16%
ARVEN.PAArverne Group246.1 m—-14.0%-115.3%+27.0%+20% / −35%
BGO.PACompagnie Chargeurs Invest189.4 m—-8.6%-5.7%−2.9%unavailable / unavailable
ALCIS.PACatering International & Services145.0 m28.49.3%1.9%+5.8%+39% / +107%
ALCGM.PACegedim144.6 m—-2.6%-1.2%+10.9%−26% / −49%
ATEME.PAAteme144.0 m151.32.8%1.0%+2.2%+82% / +77%
ALHEX.PAHexaom144.0 m6.79.9%2.2%+13.1%−32% / +7%
ALBON.PACompagnie Lebon111.7 m16.54.2%8.8%−17.9%+6% / +8%
ALHYF.PALhyfe75.8 m—-33.4%-570.5%+287.2%unavailable / unavailable
ALFER.PASergeferrari Group61.5 m11.55.1%1.5%+7.4%−33% / −27%
ABEO.PAAbeo60.8 m7.36.9%3.0%+12.6%−13% / −54%

1- and 3-year price returns: for IDL.PA from daily closes (the same as the performance table), for the other companies from month-end closes.

olivLaw engine forecast

The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.

The engine has no published run for this company yet.

Valuation scenarios (editable assumptions)

Illustrative scenarios

Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.

Bear
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Base
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Bull
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Nothing is saved.

Estimated price (EUR)

Estimated priceBearBaseBull
1 years
278.35
Total return -28% · Per year -28%
490.00
Total return 27% · Per year 27%
735.19
Total return 90% · Per year 90%
3 years
325.66
Total return -16% · Per year -6%
639.57
Total return 66% · Per year 18%
1,045.44
Total return 171% · Per year 39%
5 years
381.02
Total return -1% · Per year -0%
834.79
Total return 116% · Per year 17%
1,486.62
Total return 285% · Per year 31%
What moves the 3-year price the most
  • Exit P/E± 159.89
  • Net margin± 111.92
  • Annual revenue growth± 84.02
  • Annual dilution± 9.40

AI analysis

AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

In brief

ID Logistics Group is an international contract logistics group that runs dedicated warehouses for clients in distribution, e-commerce and consumer goods, on an asset light model. In 2025 the group generated revenue of about 3.7 billion EUR 1, in a global market estimated at about 305 billion EUR 1.

SWOT

Strengths

  • An asset light model built on dedicated warehouses and advanced technology supports the group's competitive position 1.
  • A balanced sector mix across distribution, e-commerce and consumer goods, with leading international clients 1.
  • A high contract renewal rate gives visibility on medium-term revenue 1.

Weaknesses

  • The current operating margin is thin, so results are sensitive to the costs of launching new sites 1.
  • Dependence on a few significant contracts during the build-up phase in a country can put the presence there at risk 1.
  • High net debt limits the group's financial flexibility 1.

Opportunities

  • Growing e-commerce and more outsourcing by clients could open new contracts 1.
  • Expansion into new countries and sectors, such as Canada or Italy, could add activity 1.
  • Targeted acquisitions could bring sector references and new clients if integration succeeds 1.

Threats

  • An economic slowdown could reduce volumes and disrupt activity planning 1.
  • Losing or failing to renew a major contract could hit results 1.
  • Cyberattacks could lead to data leaks or the blocking of systems 1.

Risks

  • Rapid organic growthmedium

    Faster growth and a higher number of new sites could affect results if the group cannot manage it effectively 1.

  • Contract non-renewalhigh

    Contracts can be terminated early or not renewed, which could leave unused space and staff costs 1.

  • External growthmedium

    Acquisitions carry risks in valuing and integrating assets, staff and systems, which could affect results 1.

  • Cybercrimemedium

    A cyberattack could lead to loss of confidential data or disruption of operations 1.

  • International exposuremedium

    Activity in many countries exposes the group to political, currency and administrative risks 1.

Investment thesis

What would need to be true (bull case)

  • If the trend toward outsourced logistics holds, the group could benefit from a stable contract portfolio and continued growth 1.
  • The asset light model and high renewal rate could support results over the medium term 1.
  • If new sites reach productive maturity quickly, the margin could gradually improve 1.

What would break the thesis

  • If the operating margin stays thin, the group could have little room to absorb launch costs 1.
  • An economic slowdown could reduce client volumes and weigh on revenue stability 1.
  • High net debt could limit investment capacity in difficult periods 1.

What to watch

  • Trend in newly launched sites and in the operating margin2026
  • Contract renewal rate and any early terminationsnext 10-K
  • Pace of integration of recent acquisitions2026
  • Trend in net debt and operating cash flownext 10-K

Products, market & competition

AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

The business

ID Logistics is an international contract logistics group founded in 2001, developing an asset light model based on warehouse logistics dedicated to each client and a high level of technology 1. The group manages more than 450 sites across 19 countries, totalling 10 million m2 1. Operations are run by subsidiaries, the parent company being a holding with no operating activity 1.

Segments

Contract warehouse logistics

The core segment is dedicated warehouse management for clients, covering storage, order preparation and value-added services 1. The main operating subsidiary, ID Logistics France, employs 4,455 people 1.

Last-mile delivery and software

Colisweb, acquired in January 2022, offers software for organising and optimising last-mile delivery without operating a site of its own 1. Subsidiaries such as ID Logistics Selective 3 handle last-mile deliveries for e-commerce clients 1.

Market context

The global contract logistics market is estimated at about 305 billion EUR in 2025, up 3.4 percent from 2024 1. The market is highly fragmented, with the five largest players holding only 15.9 percent 1.

Trends

  • Growth of e-commercetailwind

    E-commerce development and changing consumption patterns increase outsourcing of logistics, which could support the group's volumes 1.

  • Sensitivity to the economyheadwind

    Volumes handled can be erratic during economic downturns, making planning harder for logistics providers 1.

  • Supply chain optimisationtailwind

    Clients treat supply chain optimisation as a strategic goal, which may lead to more outsourcing to logistics partners 1.

  • Margin pressuremixed

    The current operating margin remains thin, leaving little room for error while the number of sites grows quickly 1.

Competitive position

Competition includes large global contract logistics operators, notably DHL Supply Chain, GXO Logistics and CEVA Logistics, which hold much larger global market shares 1. With a fragmented market, the group also competes with many regional operators 1.

News & filings

In the press

No news in our archive over the last 180 days.

Annual reports (ESEF)

Sources

  1. [1] Annual report, fiscal year ended 2025-12-31 (ESEF) · SEC / ID Logistics Group · 31 Dec 2025

Figures computed by olivLaw from ESEF annual reports and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.