Inpost S.a. · EURONEXT:INPST
Inpost — Investor Presentation (January 2025)
25 slides from Inpost's investor presentation, Jan 20, 2025
Slide 1: Together 24/7 Transforming e-Commerce Last Mile
Together 24/7 Transforming e-Commerce Last Mile 1
Slide 2: Agenda
Agenda 1. 2. 3. About Poland: International: InPost Group Strengthening Strong momentum leadership for France and position the UK expansion 2
Slide 3: About InPost Group
INPOsT GROUP About InPost Group
Slide 4: A journey of remarkable growth over the years
About InPost Group A journey of remarkable growth over the years Completed acquisition Debut on EURONEXT 47K 10 m APMs in app Group APM PL APM Intl Parcel volume in millions users #1 Acquisition >8 000 in UK and France 1bn+ of Mondial APMs APM parcels Relay Intl network volume 1,092 >10 000 APMs 892
Slide 5: Network: New milestone, more than 11k APMs deployed in 2024
About InPost Group Network: New milestone More than 11k APMs deployed in 2024 Number of APMs Number of PUDOs 9,282 3,889 283 25,269 APM PUDOs 1,879 3,984 ~47,000 35,000+ 6,930 ~60% ~40% 10,175 Share of Share of International International OOH points in volumes in 3,209 Group’s total 2,004 Group’s to
Slide 6: Positioning for unprecedented growth in European markets
About InPost Group Positioning for unprecedented growth in European markets United InPost market share E-commerce markets by country Kingdom # 4.4bn parcels France # 2.0bn parcels Poland # 1.4bn parcels ~ 45% ~ 2% ~ 10% OOH market above 60% To-door still over 70% Data in pie charts presents estimate
Slide 7: Outperforming the market in all key geographies, strong Mondial Relay performance
About InPost Group Outperforming the market in all key geographies with exceptional strong performance in Mondial Relay markets InPost and total e-commerce market volume growth YoY Mondial United Poland Relay Kingdom 169% 163% 31% 147% 28% 20% 20% 21% 24% 17% 21% 17% 88% 12% 12% 12% 11% 9% 9% 9% 4%
Slide 8: Our business at a glance
About InPost Group Our business at a glance Seller InPost Consumer 1 2 3 4 5 6 Retail Collecting Sorting Linehaul / Last mile Customer Online purchase Parcel collection shipments Transport (APM/2D) collects and choice via InPost Shipment delivered shipment of delivery to the selected Parcel method L
Slide 9: Our business flywheel for merchants and consumers
About InPost Group Our business flywheel for merchants 4. Scale Economies 1. and consumers Greater Convenience 1. 2. 1. 2. More Reliability Convenience Reliability sales and flexibility 3. 4. 4. 3. 3. Low Sustainability Wider Ease of use Sustainability Merchant 2. delivery Adoption Improved cost Cus
Slide 10: One company – two brands, with the highest NPS in Poland and France
About InPost Group One company – two brands, with the highest NPS in Poland and France #1 NPS index Parcel sending & collecting in Poland 77 NPS #1 NPS index 27 NPS in France 4.6+/5.0 Trustpilot rate in the UK, Iberia and Italy 8.8/10 Rating on Avis Vérifiés 13.1m 1.4m 2.6m app users app users app u
Slide 11: On the path to NET-ZERO by 2040
About InPost Group On the path to NET-ZERO by 2040 Up to 98% CO2e 34% less NET-ZERO reduction on CO2e emissions by 20402 InPost APM/PUDO per parcel in 2023 delivery1 vs 2021 Carbon footprint Scope 1, 2, 3 – market-based per parcel emissions per volume [t CO2e/million of parcels] -98% -34% InPost in
Slide 12: Poland: Strengthening leadership position
Poland: Strengthening leadership position
Slide 13: InPost locker is a simple, quick and convenient solution
Poland InPost locker is a simple, quick and convenient solution Mobile app features 24/7 No need EV Contactless Parcel tracking availability to queue charger locker opening and redirection Pick up/drop Multiple Pick-up time Sending parcels off in less parcels in the extension without label than 30 s
Slide 14: Network density - a key driver of parcel volume growth
Poland Network density - a key driver of parcel volume growth #k APMs #m lockers APM volume [m parcels] 60%+ % population within 7 mins walk from InPost APMs +38% +43% +51% 25.3 3.7 577.6 2.6 ~90% % population within 7 mins walk 0.3 33.0 from InPost APMs – urban areas 2017 2024 2017 2024 2017 2024 C
Slide 15: Loyal and sticky user base
Poland Loyal and sticky user base Half of the Polish ~20% of the most loyal2 User order frequency population uses APM users account for increases over time our APMs 70% of APM volumes #m active app users1 #m of APM APM volume by 2018 2024 users by type type of user 19m CAGR 19% CAGR 49% 8 parcels/us
Slide 16: InPost APMs are the most preferred, 77 NPS index
Poland InPost APMs are the most… preferred delivery 94% preferred sending 85% most recommended method of all respondents method of all respondents lockers 77 NPS index said InPost lockers said InPost lockers are their preferred are their preferred delivery method sending method Parcel sending & coll
Slide 17: Innovation is in our DNA: InPost Pay and unique loyalty program
Poland Innovation is in our DNA: 10.3 million users InPost Pay and unique already participating in the Loyalty Program loyalty program Incentives and ✓ 7m 1 2 3 gamification for Registered users Obraz zawierający zrzut ekranu, czarne, design Opis wygenerowany automatycznie users Choose Confirm …and
Slide 18: High operational leverage driving exceptional results
Poland High operational leverage driving exceptional results Parcel volume Revenue Adjusted EBITDA 47% 46% in Poland in Poland1 in Poland 46% 43% 46% million PLN million PLN million 41% 709 31% +45% 590 +49% +89% 508 499 18% 424 578 414 11% 5,354 2,475 308 493 4,609 2,114 424 404 4,200 3,732 1,819 1
Slide 19: International: Strong momentum in France and the UK
International: Strong momentum in France and the UK
Slide 20: Very strong positioning for international expansion
International Very strong positioning for international expansion Company Market factors factors International revenue 1. Highly resilient 2. High-quality 1. 2. 39% of total InPost Group First-mover Cross-border model in Poland standardized service advantage opportunity revenue with sustainable for
Slide 21: Mondial Relay: the path forward since acquisition
International Mondial Relay: the path forward since acquisition 6,900+ lockers deployed in France Accelerating 12,000 Acquisition of B2C D+1 in OOH points Mondial Relay France in Iberia APM PUDO First parcel Continued Mobile app 2.6m mobile app Parcel volume lockers investments launch registrants de
Slide 22: Mondial Relay: an excellent platform for international expansion
International Mondial Relay: an excellent platform for international expansion InPost Mondial Relay InPost Volume acquisition Volume 2020 mid 2021 2024 3x 26% volume increase in B2C volume YoY in 2024 1.1 BN three years 300 M 7x cross border markets Poland UK Belgium Italy Poland Spain France Nether
Slide 23: InPost UK: Highlights of our growth journey
International InPost UK: Highlights of our EBITDA breakeven Completed acquisition growth journey Investment 9,200+ lockers APM in logistics deployed PUDO in the UK Parcel volume Launch Mobile app Launch of of C2C launch B2C Building a credible 50% of top 3 cities First PUDO network population within
Slide 24: InPost UK: Focus on UX improvement driving customer growth
International InPost UK: Focus on UX improvement driving customer growth Top 10 Most popular lifestyle apps InPost UK app 1.4m downloads (cumulative) from Nov 2021 to Sept 2024 App users 24
Slide 25: Thank you!
Thank you! Contact for Investors Investor Relations Department ir@inpost.eu Meet us: 23 Jan 2025 Trigon Top Picks 2025, virtual 29 Jan 2025 Erste Conviction Equity Investors Conference, London For more info: Upcoming events 25