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DSV A/S (DSDVY) Analyst/Investor Day Transcript
2026-05-17 · via All Articles on Seeking Alpha

DSV A/S (DSDVY) Analyst/Investor Day May 12, 2026 3:00 AM EDT

Company Participants

Stig Frederiksen
Michael Ebbe - Group CFO & Member of Executive Board
Jens Lund - Group CEO & Member of the Executive Board
Saskia Blochberger - Group CPO
Jesper Riis - Group Chief Information Officer
Vishal Sharma - Group Chief Commercial Officer
Brian Ejsing - Group COO & Member of Executive Board
Frank Sobotka - Chief Executive Officer of Air & Sea Division
Helmut Schweighofer - Chief Executive Officer of Road Division
Maciej Walenda - CEO of Contract Logistics Division

Conference Call Participants

Lars Heindorff - Nordea Markets, Research Division
Marco Limite - Barclays Bank PLC, Research Division
Alexia Dogani - JPMorgan Chase & Co, Research Division
Arthur Truslove - Citigroup Inc., Research Division
Alexander Irving - Bernstein Institutional Services LLC, Research Division
Jacob Lacks - Wolfe Research, LLC
Cedar Ekblom - Morgan Stanley, Research Division
Muneeba Kayani - BofA Securities, Research Division
Ulrik Bak - Danske Bank A/S, Research Division
Kristian Godiksen - SEB, Research Division
Andy Chu - Deutsche Bank AG, Research Division
Dmitriy Pokaluhin
Marc Zeck - Kepler Cheuvreux, Research Division
Patrick Creuset - Goldman Sachs Group, Inc., Research Division
James Hollins - BNP Paribas, Research Division
Cristian Nedelcu - UBS Investment Bank, Research Division
Leszek Sulewski - Truist Securities, Inc., Research Division
Andy Chu - Deutsche Bank AG, Research Division

Conversation

Stig Frederiksen

Good morning. Welcome to the Capital Markets Day of DSV. My name is Stig Frederiksen. I'm heading the Investor Relations team. Pleasure seeing so many people here today and also behind the screen.

I'll do a few housekeeping stuff, and then I'll give the word to Michael. First of all, you can see and Michael will show you, we have a very packed agenda today. So like in school, please be back during the break after the break, so we can start up productivity, efficiency, keywords. Secondly, there will be Q&A sessions. And I will do the stuff here. But for you watching from home, you can always