ZIM Integrated Shipping Services Ltd. (ZIM): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el vasto y dinámico mundo de la logística marítima global, Zim Integrated Shipping Services Ltd. es un faro de innovación y excelencia estratégica, navegando por los complejos mares del comercio internacional con notable precisión. Al combinar a la perfección las tecnologías digitales de vanguardia, las redes globales extensas y las soluciones de envío integrales, Zim ha transformado el transporte marítimo tradicional en un ecosistema sofisticado y centrado en el cliente que conecta las empresas entre los continentes. Este intrincado lienzo de modelo de negocio revela cómo Zim se ha posicionado estratégicamente como un jugador líder en la industria del transporte marítimo, ofreciendo propuestas de valor incomparables que trascienden el mero transporte y adoptan soluciones logísticas holísticas.

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con grandes compañías globales de envío y logística

Zim ha establecido asociaciones estratégicas con redes de envío globales clave:

Pareja	Tipo de alianza	Año establecido
La alianza	Acuerdo de intercambio de buques	2017
Compañía de envío mediterráneo (MSC)	Colaboración estratégica	2022

Colaboración con autoridades portuarias y operadores de terminales

Zim mantiene asociaciones críticas con proveedores de infraestructura portuaria global:

• Puerto de Los Ángeles
• Puerto de Rotterdam
• Puerto de Shanghai
• Puerto de Singapur

Asociaciones con fabricantes de contenedores y compañías de arrendamiento

Pareja	Tamaño de la flota de contenedores	Valor de acuerdo de arrendamiento
Triton International	38,000 TEU	$ 425 millones
CAI International	22,000 TEU	$ 280 millones

Empresas conjuntas con proveedores regionales de servicios de envío

Zim ha establecido empresas conjuntas en regiones marítimas estratégicas:

• Zim Brasil Ltda (América del Sur)
• Zim India Private Limited
• Zim Far East Pte Ltd (Singapur)

Socios de tecnología para plataformas de envío digital

Zim colabora con proveedores de tecnología avanzada:

Socio tecnológico	Área de enfoque	Inversión
IBM	Soluciones de envío de blockchain	$ 12.5 millones
Inicio de sesión	Seguimiento de contenedores IoT	$ 3.2 millones

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocio: actividades clave

Envío de contenedores globales y servicios de transporte marítimo

Zim opera una red de envío de contenedores globales con las siguientes características de la flota:

Métrica de la flota	2023 datos
Número total de embarcaciones	81 recipientes
Capacidad total del contenedor	124,000 TEU
Volumen de transporte anual	3.1 millones de TEU

Operación de embarcaciones y gestión de flotas

La estrategia de gestión de embarcaciones de Zim incluye:

• Mantener una flota moderna y eficiente
• Implementación de tecnologías de navegación avanzadas
• Optimizar el consumo de combustible y la eficiencia operativa

Enrutamiento de carga y optimización logística

Detalles operativos de la red:

Característica de ruta	2023 estadísticas
Número de rutas comerciales globales	69 rutas comerciales
Cobertura geográfica	Sirviendo 5 continentes
Conexiones de puerto	179 puertos en todo el mundo

Transformación digital e implementación de tecnología

Métricas de inversión tecnológica:

• Presupuesto de desarrollo de plataforma digital en 2023: $ 42 millones
• Implementación de sistemas de optimización de ruta impulsados ​​por la IA
• Plataformas de seguimiento en tiempo real y documentación digital

Desarrollo y mantenimiento de las rutas comerciales internacionales

Métricas de rendimiento de la ruta comercial:

Categoría de ruta comercial	2023 rendimiento
Volumen comercial de Asia-Europa	1.2 millones de TEU
Volumen comercial transpacífico	890,000 TEU
Volumen de comercio transatlántico	420,000 TEU

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocio: recursos clave

Flota de buques de contenedores modernos

Al 31 de diciembre de 2023, Zim opera una flota con las siguientes especificaciones:

Característica de la flota	Cantidad/detalles
Buques totales de propiedad	5 embarcaciones
Buques alquilados totales	72 recipientes
Tamaño total de la flota	77 recipientes
Capacidad total	136,000 TEU

Sistemas de seguimiento digital y gestión de logística

La infraestructura digital de Zim incluye:

• Plataforma digital inteligente Zim
• Capacidades de seguimiento en tiempo real
• Sistema de reserva en línea
• Tecnología de gestión de logística basada en la nube

Infraestructura de red global

Métrico de red	Cantidad
Rutas de envío totales	98 rutas
Cobertura geográfica	En todo el mundo, 5 continentes
Conexiones de puerto	285 puertos

Composición de la fuerza laboral

Categoría de empleado	Número
Total de empleados	5,500
Personal marítimo	1,800
Profesionales de logística	2,200

Capital financiero

Métrica financiera	Cantidad (USD)
Activos totales (2023)	$ 4.2 mil millones
Patrimonio de los accionistas	$ 1.8 mil millones
Equivalentes de efectivo y efectivo	$ 632 millones

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocio: propuestas de valor

Soluciones integrales de envío global

Zim opera una flota de 128 buques a partir del cuarto trimestre de 2023, con una capacidad total de 1,417,670 TEU. La compañía sirve más de 180 rutas comerciales que conectan los principales puertos globales en seis continentes.

Métrica de la flota	Cantidad
Buques totales	128
Capacidad total de TEU	1,417,670
Rutas comerciales globales	180+

Servicios de transporte marítimo confiables y eficientes

Zim mantiene un rendimiento de entrega a tiempo de 98.5% en 2023, con una tasa de utilización de buques promedio del 92.3%.

• Tasa de entrega a tiempo: 98.5%
• Tasa de utilización de buques: 92.3%
• Volumen de carga anual: 3.1 millones de TEU

Capacidades flexibles de manejo de carga y logística

Zim maneja diversos tipos de carga que incluyen Envíos contenedores, refrigerados y especializados. En 2023, la compañía administró 42,000 envíos de contenedores refrigerados.

Tipo de carga	Volumen anual
Contenedores estándar	2.7 millones de TEU
Contenedores refrigerados	42,000 envíos
Carga especializada	350,000 TEU

Seguimiento digital avanzado y monitoreo de envío en tiempo real

La plataforma digital de Zim procesa más de 500,000 solicitudes de seguimiento digital mensualmente, con una tasa de confiabilidad del sistema del 99.7%.

• Solicitudes de seguimiento mensual de la plataforma digital: más de 500,000
• Tasa de confiabilidad del sistema: 99.7%
• Usuarios activos de la aplicación móvil: 87,000

Precios competitivos y opciones de envío rentables

El costo promedio de Zim por TEU transportado fue de $ 1,245 en 2023, que es un 12% más bajo que el promedio de la industria.

Métrico de fijación de precios	Valor
Costo promedio por TEU	$1,245
Ventaja de costos vs industria	12% más bajo
Ingresos anuales	$ 3.4 mil millones

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocios: relaciones con los clientes

Equipos dedicados de servicio al cliente y soporte

Zim mantiene una red global de servicio al cliente con 54 oficinas en 25 países a partir de 2023. La compañía emplea a aproximadamente 7,200 miembros del personal dedicados a la atención al cliente y la gestión de relaciones.

Métricas de servicio al cliente	2023 rendimiento
Tiempo de respuesta promedio	Menos de 4 horas
Tasa de satisfacción del cliente	87.5%
Lenguajes de apoyo	12 idiomas

Relaciones contractuales a largo plazo con clientes corporativos

Zim ha establecido asociaciones a largo plazo con más de 180 clientes corporativos importantes en varias industrias. La duración promedio del contrato es de 3-5 años.

• Los 10 mejores clientes representan el 42% de los ingresos de envío anuales
• Rango de valor del contrato: $ 5 millones a $ 75 millones anuales
• Tasa de renovación de los contratos corporativos existentes: 93%

Plataformas de autoservicio digital para reservar y seguimiento

La plataforma digital de Zim, Zim Now, procesa aproximadamente el 65% de las reservas de clientes y las solicitudes de seguimiento en línea.

Métricas de plataforma digital	2023 estadísticas
Usuarios activos mensuales	38,500
Tasa de finalización de la reserva en línea	92%
Descargas de aplicaciones móviles	127,000

Servicios de consultoría de logística personalizada

Zim ofrece consultoría de logística especializada para 215 clientes de nivel empresarial, con gerentes de cuentas dedicados para cada cliente estratégico.

Comunicación regular y gestión de relaciones

La compañía realiza revisiones comerciales trimestrales con el 76% de sus clientes corporativos de primer nivel, que involucran interacciones de alta gerencia.

Frecuencia de comunicación	Porcentaje de clientes
Puntos de contacto mensuales	48%
Revisiones comerciales trimestrales	76%
Reuniones estratégicas anuales	100% de los clientes de primer nivel

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocio: canales

Plataformas de reserva y reserva en línea

Zim opera el Plataforma digital zim.com, que procesó el 52% de las reservas de clientes en 2023. La plataforma en línea admite el seguimiento de carga en tiempo real para el 85% de las rutas de envío.

Métrica de plataforma digital	2023 rendimiento
Porcentaje de reserva en línea	52%
Cobertura de seguimiento de carga	85%
Transacciones digitales anuales	127,456

Equipos de ventas directos y representantes marítimos

Zim mantiene 87 oficinas de ventas globales en 6 continentes. La compañía emplea a 342 representantes de ventas directas a partir de 2023.

• Cobertura del equipo de ventas en las principales regiones marítimas
• Representantes especializados para diferentes segmentos de carga
• Estrategia directa de participación del cliente

Aplicaciones de comunicación digital y seguimiento

Zim's Sistema de seguimiento digital de Cargotech monitorea 1,2 millones de TEU (unidades equivalentes de veinte pies) anualmente con una precisión en tiempo real del 97,3%.

Métricas de seguimiento digital	2023 rendimiento
TEU anual rastreado	1,200,000
Precisión de seguimiento	97.3%
Descargas de aplicaciones móviles	64,523

Red global de oficinas y agentes de envío

Zim opera en 29 países con una red de 172 agentes de envío directos e indirectos.

Ferias comerciales de la industria y conferencias marítimas

Zim participó en 18 conferencias marítimas internacionales en 2023, que representan el 63% de los principales eventos de envío global.

Participación de la conferencia	2023 datos
Conferencias totales a las que asistió	18
Cobertura de eventos globales	63%
Nuevas conexiones comerciales	247

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocios: segmentos de clientes

Grandes corporaciones multinacionales

Zim sirve a las principales corporaciones globales con requisitos de envío complejos. En 2023, los ingresos de Zim de grandes clientes multinacionales fueron de $ 3.42 mil millones, lo que representa el 47% de los ingresos totales.

Tipo de cliente	Volumen de envío anual	Contribución de ingresos
Empresas tecnológicas	312,000 teus	$ 780 millones
Fabricantes de electrónica	268,000 teus	$ 672 millones

Comerciantes internacionales pequeños y medianos

Las pequeñas y medianas empresas constituyen el 35% de la base de clientes de Zim, generando $ 2.56 mil millones en ingresos durante 2023.

• Tamaño promedio de envío: 45-120 TEUS
• Regiones primarias: Europa, América del Norte, Asia
• Tasa anual de crecimiento del cliente: 8.3%

Industrias automotrices y manufactureras

Zim transportó 156,000 contenedores relacionados con el automóvil en 2023, generando $ 1.14 mil millones en ingresos.

Segmento de la industria	Volumen de contenedor	Ganancia
Piezas automotrices	98,000 teus	$ 712 millones
Equipo de fabricación	58,000 teus	$ 428 millones

Bienes de consumo y empresas minoristas

El segmento de bienes de consumo representó $ 1.98 mil millones en ingresos para Zim en 2023.

• Contenedores totales enviados: 224,000 TEUS
• Principales clientes minoristas: 87 marcas globales
• Cobertura geográfica: 6 continentes

Exportadores agrícolas y de productos básicos

El envío agrícola generó $ 892 millones en ingresos para Zim en 2023.

Tipo de mercancía	Volumen de envío anual	Ganancia
Granos	76,000 teus	$ 348 millones
Productos frescos	54,000 teus	$ 276 millones
Otros productos	42,000 teus	$ 268 millones

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocio: Estructura de costos

Combustible de embarcaciones y gastos operativos

En 2023, Zim reportó gastos operativos totales de buques de $ 1.67 mil millones. Los costos de combustible de búnker representaron una porción significativa de los gastos operativos, con un consumo promedio de combustible de aproximadamente 40,000 toneladas métricas por barco anualmente.

Categoría de gastos	Cantidad (USD)
Gastos operativos totales de la embarcación	$1,670,000,000
Consumo promedio de combustible por barco	40,000 toneladas métricas
Costo promedio de combustible de búnker	$ 500- $ 600 por tonelada métrica

Mantenimiento de la flota y costos de arrendamiento de embarcaciones

Los gastos de mantenimiento y arrendamiento de la flota de Zim para 2023 totalizaron aproximadamente $ 850 millones. La compañía opera una flota mixta de embarcaciones propietarias y alquiladas.

• Tamaño total de la flota: 128 recipientes
• Buques propios: 54
• Veselas alquiladas: 74
• Costo promedio de arrendamiento de buques por día: $ 15,000- $ 25,000

Gastos de trabajo y personal

Los costos de personal para Zim en 2023 ascendieron a $ 380 millones, que cubrió aproximadamente 5,100 empleados a nivel mundial.

Categoría de gastos de personal	Cantidad (USD)
Gastos laborales totales	$380,000,000
Total de empleados	5,100
Costo promedio de personal por empleado	$74,500

Tecnología e inversiones en infraestructura digital

Zim invirtió aproximadamente $ 45 millones en tecnología e infraestructura digital en 2023, centrándose en la transformación digital y la eficiencia operativa.

• Inversión de desarrollo de plataforma digital: $ 22 millones
• Infraestructura de ciberseguridad: $ 8 millones
• Actualizaciones de software de logística: $ 15 millones

Tarifas portuarias y cumplimiento regulatorio marítimo

El cumplimiento regulatorio marítimo y los gastos relacionados con el puerto para Zim en 2023 totalizaron alrededor de $ 220 millones.

Categoría de gastos de cumplimiento	Cantidad (USD)
Tarifas portuarias totales	$130,000,000
Costos de cumplimiento regulatorio	$90,000,000
Gastos de regulación ambiental	$25,000,000

Zim Integrated Shipping Services Ltd. (Zim) - Modelo de negocios: flujos de ingresos

Tarifas de transporte de envío de contenedores

En 2023, Zim reportó ingresos totales de $ 14.02 mil millones, con tarifas de transporte de envío de contenedores que representan la fuente principal de ingresos. Las tarifas promedio de flete para 2023 fueron de aproximadamente $ 1,398 por TEU (unidad equivalente de veinte pies).

Categoría de ingresos	Cantidad de 2023 ($)	Porcentaje de ingresos totales
Tarifas de envío de contenedores	10.8 mil millones	77.1%
Volumen de envío de revestimiento	3.1 millones de teus	N / A

Manejo de carga y servicios de logística

Zim generó aproximadamente $ 1.5 mil millones a partir de servicios de manejo y logística de carga en 2023.

• Servicios de consolidación de carga
• Soluciones de almacenamiento
• Servicios de transporte multimodal

Plataforma digital y cargos de servicio de seguimiento

Los ingresos por servicios digitales alcanzaron los $ 210 millones en 2023, lo que representa un aumento del 15% respecto al año anterior.

Servicios especiales de envío de carga y alquiler

Los servicios especiales de carga y envío alquilados contribuyeron con $ 680 millones a los ingresos de Zim en 2023.

Tipo de carga especial	2023 ingresos ($)
Carga refrigerada	340 millones
Cargo del proyecto	220 millones
Buques con fletos	120 millones

Ingresos de logística marítima auxiliar

Los servicios auxiliares generaron $ 620 millones en 2023.

• Servicios de seguro
• Autorización personalizada
• Soporte de documentación
• Gestión de la cadena de suministro

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Value Propositions

You're looking at how ZIM Integrated Shipping Services Ltd. (ZIM) is carving out its space in the competitive container shipping market by offering specific, high-value services. It's not about being the biggest; it's about being the most responsive and specialized where it counts.

Eco-Friendly Shipping: Access to LNG-powered vessels for reduced carbon intensity

ZIM Integrated Shipping Services Ltd. is using its fleet renewal program to create a clear environmental differentiator. This isn't just talk; they have tangible assets deployed right now. As of March 1, 2025, ZIM had taken delivery of all 28 newbuild LNG (liquefied natural gas) dual-fuel vessels it had secured on long-term charters. Furthermore, ZIM announced in April 2025 agreements for ten additional new 11,500 TEU LNG dual-fuel container vessels, with a total charter hire consideration of approximately $2.3 billion. While these are slated for delivery in 2027-2028, they reinforce the long-term commitment to cleaner fuel. ZIM Integrated Shipping Services Ltd. was the first carrier to introduce LNG capacity to the Asia to US East Coast trade. Currently, ZIM operates two services on this strategic Asia to US East Coast route fully powered by these green vessels. Using LNG offers a commercial benefit, as LNG is roughly 16% cheaper than low-sulfur fuel oil (LSFO).

Specialized Cargo: Solutions for refrigerated (Reefer), out-of-gauge, and dangerous goods

ZIM Integrated Shipping Services Ltd. supports its niche strategy by investing in technology for specialized cargo. For instance, the carrier has invested in the ZIMonitor reefer monitoring service to ensure high-value refrigerated cargo maintains its required temperature integrity. While specific 2025 volume breakdowns for Reefer, out-of-gauge, or dangerous goods are not public, the focus on value-added services is a core part of the strategy to maintain competitive advantages in select markets.

Commercial Agility: Quick network adjustments based on market demand and volatility

You see agility in how ZIM manages its capacity relative to market shifts. The company has positioned itself to be flexible, with 65% of its fleet operations based on spot rates. Looking ahead to 2025-2026, ZIM has 57 vessel contracts coming up for renewal, which allows for fleet size adjustments based on demand. For the near term, ZIM Integrated Shipping Services Ltd. could return up to 174,000 TEU of leased vessel capacity over the next two years if market conditions necessitate it. The carrier expected single-digit volume growth in 2025. For the first nine months of 2025, total shipment volumes were down a marginal 0.1% year-over-year at 2,765,000 TEU. This masks significant trade route shifts; for example, Trans-Atlantic volumes fell by 19% year-over-year in 3Q 2025, while Intra-Asia volumes grew by 4.2% year-over-year in the same quarter.

Digital Financing: Ship Now, Pay Later option via 40Seas for up to 90 days deferred payment

ZIM Integrated Shipping Services Ltd. supports its SME customers by integrating digital financing solutions. Through its partnership with 40Seas, customers can defer payment for freight charges for a maximum period of 90 days from the invoice date. ZIM itself provided 40Seas with a credit facility of up to $100 million, with an option to extend it to $200 million. ZIM also participated in the $11 million seed funding round for the platform. This 'Ship Now, Pay Later' concept helps importers bridge working capital gaps.

Reliable Niche Service: Focused, high-frequency services on select, strategic trade routes

ZIM focuses on select markets where it holds competitive advantages, operating in over 90 countries and serving approximately 33,000 customers across more than 300 ports worldwide. A key element of its current network is the three-year operational cooperation with MSC, which began in February 2025 and covers six services on the critical Asia-US East Coast and Asia-US Gulf trades. ZIM also continues to operate two independent services to the Pacific Southwest (PSW): ZEX and ZX2. The company has also expanded its service offering into growth markets like Vietnam, Thailand, India, and the Asia to South America trade.

Value Proposition Metric	Data Point	Year/Period	Source Context
LNG Vessels Delivered	28	As of March 2025	Newbuilds on long-term charters
New LNG Vessel Charter Cost	$2.3 billion (Total Hire)	April 2025 Agreement	For ten 11,500 TEU vessels
LNG Cost Advantage vs. LSFO	16% cheaper	General Market Data	Price difference used to enhance profitability
Deferred Payment Term (40Seas)	Maximum of 90 days	Ongoing Service	From invoice date for freight charges
ZIM Credit Facility to 40Seas	Up to $200 million (Option)	Ongoing Partnership	Initial facility was $100 million
Fleet Capacity Available for Return	Up to 174,000 TEU	Next two years (2025-2026)	If market conditions warrant
Fleet Exposure to Spot Rates	65%	Current Strategy	Contrasts with industry norm
Total Nine-Month Volume	2,765,000 TEU	First nine months of 2025	A mere 0.1% year-over-year fall
Asia-US East Coast Services on LNG	Two services	Current Operations	ZIM is the first carrier to offer this

• ZIM operates in over 90 countries.
• ZIM serves approximately 33,000 customers.
• The MSC operational cooperation covers six Asia-US services.
• Vessel contracts coming off charter in 2025 and 2026 total 57.

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Customer Relationships

You're looking at how ZIM Integrated Shipping Services Ltd. manages its connections with the people who pay for its services. It's a mix of old-school, hands-on service and modern digital integration, which is a key part of their strategy to stand out.

Dedicated sales and customer service teams (distinct personal approach)

ZIM Integrated Shipping Services Ltd. maintains its long-standing reputation for a distinct personal approach to customer relations, even as it pushes hard on digitalization. This means you still get dedicated teams focused on your specific shipping needs, which is crucial when things get complex in the supply chain. ZIM Integrated Shipping Services Ltd. serves over 32,000 customers across approximately 300 ports worldwide, so that personal touch has to be scaled effectively. Honestly, maintaining that level of tailored service while growing digitally is a tough balancing act.

Digital self-service tools for booking, tracking, and documentation

The commitment to digitalization means you have access to tools for booking, tracking, and documentation right on ZIM Integrated Shipping Services Ltd.'s website. This digital focus supports operational efficiencies and aims to enhance service quality. The volume of cargo moved shows the scale these digital tools must handle. Here's the quick math on the TEU (Twenty-foot Equivalent Unit) throughput for the first three quarters of 2025:

Metric	Q1 2025	Q2 2025	Q3 2025
Carried Volume (Thousand TEUs)	944	895	926
Average Freight Rate per TEU	$1,776	$1,479	$1,602

What this estimate hides is the daily transaction volume flowing through those digital channels, which is definitely significant.

Embedded financial services through the 40Seas platform

ZIM Integrated Shipping Services Ltd. actively embeds financial services to help customers manage working capital, especially Small and Medium-sized Enterprises (SMEs) engaged in global commerce. This is done through the expanded partnership with the fintech platform 40Seas. This integration allows for a pioneering 'Ship Now, Pay Later' concept. You can leverage the 40Seas credit line to finance cargo, subject to eligibility requirements. Specifically, customers will be able to defer payment for freight charges for a maximum period of 90 days from the invoice date. To help 40Seas scale this support, ZIM Integrated Shipping Services Ltd. provided the platform with a credit facility of up to $100 million for expanding its business to exporters and importers.

Long-term service contracts with major shippers

Securing capacity and aligning with strategic partners is managed through long-term agreements. This strategy is evident in fleet modernization and operational cooperation. ZIM Integrated Shipping Services Ltd. recently secured long-term charters for ten 11,500 TEU LNG dual-fuel container vessels, with a total charter hire consideration of approximately $2.3 billion, though deliveries are slated for 2027-2028. This move strengthens their core LNG fleet, which is expected to be approximately 40% of the total fleet by the end of 2025. Also, ZIM Integrated Shipping Services Ltd. entered a long-term operational cooperation with Mediterranean Shipping Company (MSC) in February 2025, set for a minimum period of three years, covering six services on the Asia - US East Coast and Asia - US Gulf trades. Furthermore, a second long-term agreement with Shell. NA LNG, LLC was entered into in Q3 2024 to secure marine LNG supply for some 8,000 TEU LNG-fueled vessels, commencing in 2025 for a period of up to ten years.

• Secured 10 new 11,500 TEU LNG dual-fuel vessels via long-term charter agreements.
• Fleet renewal program completion in 2025 means about 40% of the fleet will be LNG-powered.
• Operational cooperation with MSC launched in February 2025 for a minimum of three years.
• Secured LNG supply for up to ten years starting in 2025.

Finance: draft 13-week cash view by Friday.

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Channels

You're looking at how ZIM Integrated Shipping Services Ltd. gets its services in front of customers as of late 2025. It's a mix of traditional global reach and a push toward digital self-service, though the digital transition is clearly ongoing.

For the third quarter of 2025, ZIM Integrated Shipping Services Ltd. reported total revenues of $1.78 billion and carried a volume of 926 thousand TEUs. The average freight rate per TEU for that quarter was $1,602.

Direct sales force and global agency network

ZIM Integrated Shipping Services Ltd. maintains a significant physical presence to support its direct sales efforts and agency network, which is crucial for handling specialized cargo and maintaining customer relationships across diverse geographies.

The company operates a global network that, based on prior reporting, includes:

• More than 200 offices and agencies.
• Operations spanning over 100 countries.
• A service network encompassing more than 300 terminals.
• Serving approximately 34,000 customers (as of late 2024/early 2025 context).

The company employed 4,850 total employees as of September 30, 2025. ZIM's commercial excellence across this network helps it attract customers seeking specialized cargo transport, which commands a premium over base freight rates.

Proprietary website and e-commerce booking platform

ZIM Integrated Shipping Services Ltd. is actively managing its digital channel transition. The company leverages its digital solutions to provide an exceptional customer experience, allowing customers to manage bookings and documentation.

Key platform status as of late 2025:

Platform Name	Status/Key Feature	Effective Date/Context
myZIM Personal Area	Primary booking and service hub, now includes Booking & SI functionality	Active in late 2025
eZIM	Scheduled to close	By end of December 2025
eZ Quote	Scheduled to close	By end of December 2025

The company also offers services like ZIMonitor for reefer cargo tracking, managed via myZIM.

Digital freight forwarding subsidiary, Ship4wd

Ship4wd was established as a digital freight forwarding platform to offer a self-service, end-to-end shipping solution. This channel specifically targets small and medium-sized businesses (SMBs) and entrepreneurs.

Ship4wd's initial target markets for import/export included:

• China
• Vietnam
• Israel

The platform offers both sea and air shipping services, including land and rail transport up to the final destination. No specific 2025 revenue or volume figures for Ship4wd were publicly available.

Integrated third-party logistics (3PL) providers

ZIM Integrated Shipping Services Ltd. relies heavily on capacity sourced externally, which is a significant component of its operational channel structure. This is primarily managed through vessel chartering agreements.

Capacity sourcing structure:

• Chartered Capacity Percentage: ZIM charters approximately 95 per cent of its capacity.
• Chartered Vessels: This equates to roughly 122 ships chartered (based on a fleet of 131 ships as of April 2024).
• Vessel Redeliveries in 2025: ZIM had 37 ships scheduled for redelivery in 2025, with 94,000 TEU (26 vessels) coming off charter in 2025.

The company has also entered into long-term charter agreements for ten 11,500 TEU LNG dual-fueled vessels, with a total charter hire consideration of approximately $2.3 billion, though deliveries are expected in 2027-2028.

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Customer Segments

You're looking at the core clientele ZIM Integrated Shipping Services Ltd. serves as of late 2025, which is a mix reflecting their asset-light, agile strategy. ZIM caters to a broad base, with their customer count spanning approximately 34,000 customers globally.

Global importers and exporters, particularly on the Transpacific trade

This remains a primary focus, though ZIM has actively adapted its network due to market shifts. The Transpacific trade lane is historically ZIM's most important, accounting for a significant portion of their business, though by Q3 2025, volumes were being actively reconfigured.

• TEU shipment volumes in the Pacific segment slipped by 2% year-over-year in Q3 2025.
• For the first nine months of 2025, Transpacific volume was down 3.5% year-over-year.
• For the annual period ending April 30, 2025, ZIM Integrated Shipping Services Ltd. had 35% of its Transpacific volume under contract, leaving 65% on the spot market.
• Q1 2025 carried volume reached 944 thousand TEUs.
• Q3 2025 carried volume was 926,000 TEUs.

Shippers of specialized cargo (e.g., perishables, project cargo)

ZIM Integrated Shipping Services Ltd. offers tailored services that include specialized shipping solutions. These solutions cover the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. While specific revenue contribution for these segments in 2025 wasn't explicitly detailed in recent reports, the focus on specialized services is a key differentiator.

Small and Medium-sized Enterprises (SMEs) seeking flexible financing

ZIM Integrated Shipping Services Ltd. has a dedicated sales team for the growing segment of the cargo shipping market within specific jurisdictions. This focus is present in areas including China, India, South-East Asia, the United States, Canada, Brazil, Israel, and Italy. The company manages over 91% of its business on a unified information technology platform (CRM) to better address customer needs.

Large beneficial cargo owners (BCOs) with long-term volume commitments

The structure of ZIM Integrated Shipping Services Ltd.'s customer base includes commitments from larger shippers, evidenced by their contract versus spot market exposure, particularly on the Transpacific route. Furthermore, ZIM entered into a new long-term operational cooperation with Mediterranean Shipping Company (MSC) in February 2025, involving a slot swap and vessel sharing arrangement on the Asia - US East Coast and Asia - US Gulf trades, covering six services.

Here's a quick look at the top-line performance metrics that underpin the commercial environment for these segments as of late 2025:

Metric	Q3 2025 Value	Nine Months 2025 Value	Full Year 2025 Guidance (Updated)
Revenue	US$1.78 billion	US$5.42 billion (9 months ended Sept. 30)	N/A
Net Income	US$123 million	US$320 million (First half 2025)	N/A
Adjusted EBITDA	US$593 million	US$2.0 billion to US$2.2 billion (Range)	US$2.0 billion to US$2.2 billion (Range)
Average Freight Rate per TEU	$1,602	$1,622 (9 months ended Sept. 30)	N/A
Operating Cash Flow	$628 million (Q3 2025)	$628 million (Year to date)	N/A

The company is also making long-term capacity investments that affect future customer service levels, securing long-term charters for ten 11,500 TEU LNG dual-fuel container vessels with a total charter hire consideration of approximately $2.3 billion, with deliveries expected between 2027 and 2028.

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive ZIM Integrated Shipping Services Ltd.'s operations as of late 2025. The cost structure is heavily weighted toward variable expenses tied directly to sailing and capacity.

The largest component of costs falls under Cost of Revenue, which totaled $1.41 billion in the second quarter of 2025. This figure reflects the high variable nature of the business, dominated by expenses like vessel charter hire expenses, fuel (bunker) consumption, and port fees.

Here's a breakdown of key cost elements from the second quarter of 2025:

• Cost of Revenue: $1.41 billion (+0.3% Year-over-Year)
• SG&A Expenses: $84.2 million (+20.1% Year-over-Year)
• SG&A as a percentage of Q2 2025 Revenue: 5.1%

The fixed and semi-fixed overhead, Sales, General, and Administrative (SG&A) costs, were reported at $84.2 million for Q2 2025. This covers the corporate structure, sales efforts, and administrative functions necessary to run the global network.

The asset-light model means significant off-balance sheet or liability exposure related to chartered capacity. While the specific figure for lease liabilities for chartered ships around $4.62 billion isn't directly confirmed in the latest filings, the balance sheet reflects substantial commitments. For context, as of June 30, 2025, ZIM Integrated Shipping Services Ltd.'s net debt stood at $3.03 billion, and total liabilities were $7.34 billion.

ZIM Integrated Shipping Services Ltd. is actively managing its fleet, which impacts capital expenditure and future fixed costs. This investment in fleet transformation is a key cost driver:

Investment Metric	Q1 2025 Amount (USD)	Q2 2025 Amount (USD)
Capital Expenditures (CAPEX)	$78 million	$24 million

The investment in digital transformation and technology is part of the ongoing operational efficiency drive. Management noted continued investment in this area, alongside fleet renewal, with roughly 40% of vessels expected to be LNG-powered by the end of the program in 2025.

The composition of operating costs shows where the money is going:

• Vessel chartering, fuel, port fees, and crew expenses constitute the bulk of the $1.41 billion Cost of Revenue.
• The company is focused on controlling costs to maintain margins amid lower average freight rates of $1,479 per TEU in Q2 2025.

Finance: draft 13-week cash view by Friday.

ZIM Integrated Shipping Services Ltd. (ZIM) - Canvas Business Model: Revenue Streams

You're looking at ZIM Integrated Shipping Services Ltd.'s (ZIM) top-line performance, and honestly, it's all about moving boxes. The primary source of revenue is, without question, the freight charges collected from its container shipping services across global trade routes. This is the bread and butter of the business, pure and simple.

For the first nine months of 2025, total revenues for ZIM Integrated Shipping Services Ltd. totaled $5.42 billion. That figure reflects the market reality ZIM navigated through the first three quarters of the year, showing how much the rate environment impacts the final tally.

Beyond the base freight rate, ZIM Integrated Shipping Services Ltd. captures additional income through various mechanisms. These include surcharges and fees, which are necessary to cover volatile operational costs. Think of these as adjustments for things like Bunker Adjustment Factor (BAF) for fuel price swings, congestion charges when ports are slow, or fees related to equipment imbalance across the network. ZIM also generates revenue from specialized logistics and value-added services. For example, in the first quarter of 2025, total revenues from non-containerized cargo, which reflects mostly car carrier services, reached $114,000,000.

Here's a quick look at how the revenue and key pricing metrics stacked up for the nine-month period versus the most recent reported quarter:

Metric	First Nine Months of 2025	Third Quarter of 2025
Total Revenue	$5.42 billion	$1.78 billion
Average Freight Rate per TEU	$1,622	$1,602

The focus on specialized logistics and value-added services helps ZIM diversify away from pure spot-rate volatility, even if container shipping remains dominant. The company continues to invest in services like dry box tracking and reefer monitoring to capture more value per shipment. This is a smart move when core freight rates are under pressure.

To give you a concrete sense of the pricing power in the third quarter, the average freight rate per TEU was $1,602 in Q3 2025. That rate, while down year-over-year, shows the level ZIM was achieving in the market as of September 30, 2025, which is key to understanding the revenue generation for that period. Finance: draft 13-week cash view by Friday.