Slide 1: Austrian Post Investor Presentation H1 2026
AUSTRIAN POST INVESTOR PRESENTATION H1 2026 Walter Oblin, CEO Barbara Potisk-Eibensteiner, CFO Vienna, 7 August 2026 INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026
Slide 2: H1 2026 at a glance: decline in mail business, growth in e-commerce
H1 2026 AT A GLANCE: DECLINE IN MAIL BUSINESS, GROWTH IN E-COMMERCE Challenges Opportunities – Cost pressures and digitalisation accelerate – Expansion of services in Austria (bank99, decline in letter volumes YELLLOW) – Reduced advertising expenditure – Strong brand and distribution channels – Mark
Slide 3: Vision 2030: Leading logistics & services group
VISION 2030: LEADING LOGISTICS & SERVICES GROUP REACHING MORE THAN 150M PEOPLE IN AUSTRIA, CEE/SEE, TR & BEYOND 1 2 POST & BEYOND INTERNATIONAL IN AUSTRIA E-COMMERCE Leading provider SUSTAINABILITY, Leading e-commerce partner of key services – CUSTOMER & CULTURE in Austria, CEE/SEE, Türkiye post, ba
Slide 4: Strategic initiatives are proving successful
STRATEGIC INITIATIVES ARE PROVING SUCCESSFUL 1 POST & BEYOND IN AUSTRIA 2 INTERNATIONAL E-COMMERCE 3,000 Parcel volumes in Austria 24/7 services clearly above the at record levels postal points market level +9% bank99 is continuing euShipments.com, a fast- profitable growth trend with EUR 4m growing
Slide 5: Structural change in letter mail/direct mail in Austria
1 STRUCTURAL CHANGE IN LETTER MAIL/DIRECT MAIL IN AUSTRIA Letter Mail volumes Mail Revenue Millions of shipments EUR m -59% Ø -5.1% p.a. Letter Mail Direct Mail/Media Post 1,137 -16% 1,272 465 1,064 2008 2026 Direct Mail/Media Post volumes CONTINUOUS PRODUCT ADJUSTMENTS Millions of shipments + NETWO
Slide 6: Price adjustment for premium letter: moderate level in European comparison
1 PRICE ADJUSTMENT FOR PREMIUM LETTER: AT A MODERATE LEVEL IN EUROPEAN COMPARISON Finland 3.00 Norway 2.53 Iceland 2.45 Latvia 2.35 Sweden 1.99 Ireland 1.85 Estonia 1.80 3.10 Lithuania 1.65 Belgium 1.58 2.47 France 1.52 Slovakia 1.40 1.90 Netherlands 1.40 Italy 1.30 New Premium Rates Czech Republic
Slide 7: Continued positive development of bank99
1 CONTINUED POSITIVE DEVELOPMENT OF BANK99 bank99 balance sheet total as at 30.06.2026 EUR bn Positive earnings trend Next Steps in 2026 4.2 4.2 IFRS earnings of bank99 (EURm) Cash 0.5 0.3 Other – Further development of 1.5 4.2 the depositary business H1 – Ongoing expansion of the Loans Mortgage hou
Slide 8: 24/7 services at record levels
1 24/7 SERVICES AT RECORD LEVELS 3,000TH +60% POSTAL POINT >3,100 OPENED 2,969 3,000 2,612 Post stations 1,263 (dislocated) 1,871 Self-service 57 branches 1,353 Postal partners 327 Branches – By the end of 2026: >3,100 postal points across 2023 2024 2025 H1 2026 2026e Austria – From 2027: approx. 10
Slide 9: Mobile phone package successfully launched
1 MOBILE PHONE PACKAGE SUCCESSFULLY LAUNCHED MOBILE PHONE Very strong customer HARDWARE RATES ramp-up in the first few months 90% of all customers make use of support and services offered in the post offices Attractive tariff portfolio: YELLLOW Mobile S is the most popular package among INTERNET ADD
Slide 10: International expansion creates new growth prospects
2 INTERNATIONAL EXPANSION CREATES NEW GROWTH PROSPECTS New in 2026: E-commerce service provider euShipments.com (70%) in Bulgaria/Romania Austrian Post International Serbia: Strategic expansion of the parcel business in SEE through the acquisition of D Express Logistics & Last-Mile Delivery Other lo
Slide 11: E-commerce growth impacted by regulatory measures
E-COMMERCE GROWTH IMPACTED BY REGULATORY MEASURES Effective Additional costs Information from/as of Product safety embargos on certain product categories (footwear, October 2025 toys, textiles) February 2026 Removal of the EUR 30 duty-free threshold Flat-rate customs duties for parcels ≤ EUR 150 fro
Slide 12: E-Commerce & Logistics: strong growth in Austria
2 E-COMMERCE & LOGISTICS: STRONG GROWTH IN AUSTRIA Parcel volumes Revenue millions of items EUR m 232 983 41 182 2008 2026 2008 2026 – Strong growth in H1 with market share gains – Further new customer acquisitions in Q2 2026: ahead, eDeals, niceshops and Asian consolidators INVESTOR PRESENTATION In
Slide 13: E-Commerce & Logistics: parcel volume growth in CEE/SEE
2 E-COMMERCE & LOGISTICS: PARCEL VOLUME GROWTH IN CEE/SEE Parcel volumes Revenue millions of items EUR m 214 212 78 78 198 70 165 172 52 54 2021 2026 2021 2026 – Positive volume development in the first two quarters (especially Slovakia) – Volatile development of Asian parcels (sharp rise in H1 2026
Slide 14: Acquisition of D Express effective 21 July 2026
2 STRATEGIC EXPANSION OF THE PARCEL BUSINESS IN SOUTHEAST EUROPE: ACQUISITION OF D EXPRESS EFFECTIVE 21 JULY 2026 - Austrian Post acquired a 100% stake in the Serbian parcel service provider D Express - Consolidation with City Express, the existing Austrian Post subsidiary in Serbia - Strengthening
Slide 15: E-Commerce & Logistics: strong competition in Türkiye
2 E-COMMERCE & LOGISTICS: STRONG COMPETITION IN TÜRKIYE – Inflation-driven revenue growth continues; Turkish market continues to be impacted by intense competition – Revenue in H1 2026: increase by 21% to TRY 13.3bn (in Euro: +6.0% to EUR 250.7m) – Regulatory restrictions for Asian imports result in
Slide 16: Group Logistics Solutions: euShipments.com performance
2 GROUP LOGISTICS SOLUTIONS: STRONG PERFORMANCE OF THE E-COMMERCE SERVICE PROVIDER EUSHIPMENTS.COM – Part of the Austrian Post Group since March 2026 – Revenue contribution of about EUR 20m for the first four months, good level of profitability – Network expanded by three countries in H1 2026 (Austr
Slide 17: Austrian Post at a glance
AUSTRIAN POST AT A GLANCE Revenue mix H1 2026 Mail, Branch & E-Commerce & Bank Parcel revenue accounts for 59% Services Logistics – Letter Mail & – Parcels & Express – Financial Services Financial Services Business Solutions – Fulfilment & – Direct Mail & Cash Transport Letter Mail & Parcel 5% Media
Slide 18: Financial overview H1 2026
FINANCIAL OVERVIEW H1 2026 Revenue Positive revenue development: +3.8% in H1 2026 EUR 1,544m +6.7% in Q2 2026 EBITDA H1 2026 below the previous year, as expected EUR 188m – EBITDA: EUR -11.7m to EUR 187.7m EBIT – EBIT: EUR -20.7m to EUR 73.3m EUR 73m Strong balance sheet with low debt Balance Sheet
Slide 19: Positive revenue development: +3.8% to EUR 1,544.0m in H1
POSITIVE REVENUE DEVELOPMENT: +3.8% TO EUR 1,544.0M IN H1 Revenue development EUR m +3.8% Mail, Branch & Services – H1 2026 revenue down by 7.4% from the prior year (Q2 2026 -7.1%) – Product and pricing measures could not offset volume decline for 1,505.2 1,544.0 1,488.1 letter mail and direct mail
Slide 20: H1 2026 earnings below prior-year level
H1 2026 EARNINGS BELOW PRIOR-YEAR LEVEL DUE TO REDUCED MAIL BUSINESS AND TRANSFORMATION OF THE TELECOMMUNICATIONS BUSINESS EBIT development EUR m Mail, Branch & Services – Declining business for letter mail and direct mail -22.0% – Loss of telecommunications income from the previous sales partnershi
Slide 21: Key income statement indicators
KEY INCOME STATEMENT INDICATORS EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 Increased transport costs due Revenue 1,488.1 1,544.0 3.8% 55.9 724.6 773.3 to rising volumes and initial consolidation of Other operating income 60.1 65.3 8.7% 5.2 28.1 33.3 euShipments.com; continued Raw materials, high shar
Slide 22: Special effect in financial result: put option liability Aras Kargo
SPECIAL EFFECT IN THE FINANCIAL RESULT: VOLATILE VALUATION OF THE PUT OPTION LIABILITY ARAS KARGO – Background: Baran Aras holds a put option exercisable in mid-2035 or mid-2036, which is subject to ongoing valuation for the remaining Discrepancy between high inflation 20% stake in Aras Kargo (a lia
Slide 23: Mail, Branch & Services division: key income statement indicators
MAIL, BRANCH & SERVICES DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue decline driven by digitisation initiatives among Revenue 611.0 566.1 -7.4% -44.9 297.3 276.1 public and private sector clients; few elections in H1 • Letter Mail & Business Solutions
Slide 24: E-Commerce & Logistics division: key income statement indicators
E-COMMERCE & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 9% parcel growth in Austria significantly above the market Revenue 817.0 910.9 11.5% 93.9 398.7 463.5 level • Austria 457.2 503.2 10.1% 46.0 228.0 252.0 Slight volume growth in • Türkiye+ 240.6
Slide 25: Bank division: key income statement indicators
BANK DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue 73.3 71.3 -2.7% -2.0 35.1 36.0 Decrease in interest income due to the lower key interest • Income from Financial Services 73.3 71.3 -2.7% -2.0 35.1 36.0 rate vs. 2025 Revenue intra-Group 0.0 0.0 n.a. 0
Slide 26: Solid balance sheet and financing structure
SOLID BALANCE SHEET AND FINANCING STRUCTURE Financial debt EUR 249.1m Financial debt incl. IFRS 16 EUR 606.4m ASSETS EQUITY & Financial debt/EBITDA12m 0.6x EUR m LIABILITIES Financial debt incl. IFRS 16/EBITDA12m 1.5x EUR m 6,559.3 6,447.0 6,559.3 6,447.0 Cash, money market 110.4 204.5 91.1 74.5 Oth
Slide 27: Operating free cashflow of EUR 117 million in H1 2026
OPERATING FREE CASHFLOW OF EUR 117 MILLION IN H1 2026 EUR m Acquisition of Bulgarian e-commerce 137.9 service provider euShipments.com +11.2 116.6 -32.4 -12.3 Investments in decarbonisation (e-mobility, e-charging infrastructure) 45.0 -59.3 Cash flow from Maintenance Other Operating Growth Acquisiti
Slide 28: Austrian Post's investment programme
AUSTRIAN POST'S INVESTMENT PROGRAMME CAPEX in property, plant and equipment in a multi-year comparison Investments – Regional split H1 20261 EUR m International 27% 161 140-160 152 155 143 143 126 Focus for 2026/2027: Austria – Expansion and 73% modernisation of the logistics centres in Salzburg, Bu
Slide 29: Already 65% CO2-free last-mile delivery in Austria
ALREADY 65% CO2-FREE LAST-MILE DELIVERY IN AUSTRIA Vienna Graz Kick-off in Vienna with Arnold Schwarzenegger since Q2 since Q3 Vienna becomes the world's first major city with a population of over one million to achieve 2026 2020 100% CO2-freelast-mile delivery Salzburg since Q1 2024 Innsbruck since
Slide 30: Outlook 2026 (1/2)
OUTLOOK 2026 (1/2) Market environment remains challenging Market • Mail: Volume decline due to intensified digitisation initiatives by important customer groups environment • E-commerce: Volume increase despite strong competition; uncertainty due to numerous customs duties and fees • Group: Slight r
Slide 31: Outlook 2026 (2/2)
OUTLOOK 2026 (2/2) • CAPEX in property, plant and equipment of EUR 140m–160m expected in 2026 • Priorities: expansion and modernisation of the logistics centres in Salzburg, Budapest Investments (Hungary) and Zilina (Slovakia), automation and expansion of parcel machines in CEE/SEE as well as furthe
Slide 32: Contact
CONTACT Austrian Post Financial calendar 2026/2027 Investor Relations 12 November 2026 Interim Report Q1-3 2026 Rochusplatz 1, 1030 Vienna 11 March 2027 Annual Report 2026 Website: post.at/investor 14 April 2027 Annual General Meeting E-mail: investor@post.at 23/28 April 2027 Ex-day/Dividend payment