... can tap revenue pool of EUR ~20 bn by entering the express and courier services… B1 SOURCE: … Industry opportunity Revenue pool IT spend, EUR bn Potential offerings Strategic fit 1 Express and
courier services 4.2 Casinos 8.7 Steel producers 8.5 11.0 10.8 Cable and satellites Coal mining … … … … … … 1 … 2 … 3 … ILLUSTRATIVE
... should grow its … B SOURCE: Team Analysis … EBIT impact EUR mn p.a. … … Details … … … Fully implemented? June 2017 February 2017 March 2017 Recommendation … … … ILLUSTRATIVE
Addressing express/courier and coal mining customers entails EBIT potential of … B1 SOURCE: Team Analysis … Market share
target of 5% 1 Additional target
in subsequent year 412 Served by competitors
and possible
blue oceans 10,448 Total estimated
IT spending 10,998 21 EBIT potential 2 8,525 320 8,099 8 1 ... 2 Based on industry average of EBIT margins … Express and courier services EBIT impact estimation, EUR mn Coal mining EBIT impact estimation, EUR mn … ILLUSTRATIVE