PostNL has announced its new strategy and 2028 financial ambition at Capital Markets Day 2025 – outlining plans to grow its business, create sustainable value and lead through innovation.
CEO Pim Berendsen said, “We are excited to announce our new strategy, which aims to drive PostNL toward a future of sustainable growth and innovation. We are building on our heritage, trusted brand, consumer-focused platforms, and leveraging our digital capabilities, culture and transformational mindset.
“Led by our purpose and connected to deliver what drives us all forward, we are committed to grow our business, create sustainable value, lead through innovation and make an impact that matters, while taking care of our people and environment.”
The highlights from PostNL’s vision are as follows:
- New business segmentation from January 1, 2026: Parcels to be split into E-commerce and Platforms
- E-commerce: from volume to value through differentiated approach and smart network utilization
- Platforms: capture international growth through asset-light models
- Strategic foundation built on three key enablers: ESG, Data & Tech and Innovation beyond delivery
- Financial ambition for 2028:
- Revenue > €4bn (US$4.7bn)
- Normalized EBIT > €175m (US$205m)
- Free cash flow > €75m (US$88m)
- ROIC > 12%
- Capex of around €150m (US$176m) per year as of 2026 for acceleration of the out-of-home (OOH) network rollout and strengthening of the tech and data foundation with AI-driven innovations
- Pay a dividend that develops in line with business performance
- Scaling up AI usage and capabilities to optimize processes and personalize the customer experience
On the new business segmentation, Berendsen commented, ” To enable more effective management of competences and capital, we are splitting the current segment Parcels into E-commerce and Platforms. In E-commerce we will transition from a volume to a value strategy through a more segmented customer approach, differentiated propositions and by intelligently steering volumes, shifting from ‘next day’ to ‘best day’ delivery. We also plan to better leverage our strategic assets and reduce network costs.
“At Platforms, operating globally with a strong network of distribution hubs and partner carriers, we want to accelerate international growth by expanding our successful asset-light platforms Spring and MyParcel into new markets.”
On PostNL’s financial ambitions, CFO Linde Jansen commented, “By investing in smart automation, digital capabilities and network optimization at E-commerce and Platforms, we are building a resilient foundation for long-term value creation.
“By aligning structure and processes to our strategic priorities and embedding these in a strong performance management culture, we become more adaptive and move forward, delivering not just parcels and mail but also sustainable returns for our shareholders and value for customers, employees and society as a whole.”
PostNL also emphasized that sustainability is a core focus area, reporting there will be continued investment in clean kilometers, climate-neutral buildings and improved network efficiency.
The post aims to improve employee engagement by five percentage points by 2028, with further investment promised in innovation to reduce manual labor, enhance workplace safety and unlock cost efficiencies, for instance by implementing tilters to reduce manual lifting.
In related news, PostNL asks government to remove USO designation