Slide 1: Together 24/7: Transforming e-Commerce Last Mile
) Together 24/7 Transforming e-Commerce Last Mile
Slide 2: Agenda
) Agenda ~Cinpost St > About InPost Group > Poland: Strengthening leadership position > International: Strong momentum for France and the UK expansion > Financials
Slide 3: About InPost Group
» About InPost Group \WW {\ aN =I \ “fF E ‘
Slide 4: A journey of remarkable growth over the years
A journey of remarkable growth over the years ~CinPost Acquisition of 30%in She Menzies “'S #1in UK — APMPL APM network — APM Intl Debut on 10 M app users >35 000 I Parcel volume in millions i EURONEXT APMs InPost >8 000 Group Acquisition of APMs Intl | \ Mondial Relay (== >10 000 APMs InPost First
Slide 5: #1 European locker network
#1 European locker network out of thebox APM=Automated Parcel Machine, PUDO - pick-up, drop-off points, All data as at the end of Q4 2023; Source: Company data
Slide 6: Outperforming the market in all key geographies
.\ Outperforming the market in all key geographies TK inPost InPost and total e-commerce market volume growth Poland Mondial Relay United .4bn 3.3bn Kingdom 18% 31% 169% 24% 17% 4% 10% 9% Q1'23 Q2'23 Q3'23 Q4'23 Q1'23 Q2'23 Q3'23 Q4'23 Q1'23 Q2'23 Q3'23 Q4'23 HH PL market! Ml InPost HM me markets? M
Slide 7: Our business at a glance
Our business at a glance Seller Consumer = Sorting shipments Linehaul / S Transport ae 3) Retail Customer Collecti Last mil collects ‘ollecting ast mile shipment On-line parcel Fulfillment (APM/2D) purchase collection Shipment delivered and choice of delivery via InPost to the selected Parcel method
Slide 8: Key Messages: On the path to NET-ZERO by 2040
Key Messages \ —(inPost On the path to NET-ZERO by 2040 oN onersenr Up to 98% CO, reduction on InPost Decreasing trend of the intensity ratio of APM/PUDO delivery! InPost Group CO,, emissions per parcel ~X A Carbon footprint per parcel Scope 1, 2, 3 - market-based emissions ~~ a> per volume [t CO,,/
Slide 9: Poland: Strengthening leadership position
InPost Group » Poland: Strengthening leadership position
Slide 10: More than just a locker
More than just a locker Growth above the market despite ~45% market share 52k merchants Higher conversion at checkout No failed deliveries The most environmentally friendly last mile solution out of the box 22k APMs High density - 87% of urban areas population within 7-minute walk First-mover advant
Slide 11: We offer unparalleled locker density creating critical e-commerce delivery infrastructure
We offer unparalleled locker density creating critical ~CinPost e-commerce delivery infrastructure FY 2017 FY 2023 CAGR # APMs 2.6k 22.0k 43% # lockers 0.3m 3.3m 49% APM volume 33m 493m 57% % population within 7 mins walk from InPost APMs 24% 61% . 7 minutes % population within 7 mins walk from 0, 0
Slide 12: InPost locker is a simple, quick and convenient solution
InPost locker is a simple, quick and convenient solution 24/7 availability No need to queue els for the same customer in the same locker aan out of the box Customer Journey QR code scanner Browsing Parcel Tracking Contactless and Ordering & Notifications Parcel Pick-up InPost Contactless locker open
Slide 13: Loyal and sticky user base
Loyal and sticky user base Half of the Polish ~20% of the most loyal? APM users population uses our APMs_ account for >60% of APM volumes #m active app users! #m of APM users by type APM volume by type of user CAGR 22% CAGR 55% 18.0 493.3 52.9 2023 2018 2023 MM Super heavy? Ml Heavy? [lll Soft? .\ ~
Slide 14: Business update Poland
Business update Poland Doubling-down on UX made InPost a beloved consumer brand Percentage of respondents by preferred delivery method iondents highlight lelivery to parcel s is their preferred ry method 42% 18% APM To-door PUDO out of the box Preferred APM for online shopping ight that delivery to
Slide 15: We cooperate with key merchants and key marketplaces
We cooperate with key merchants and key marketplaces Growing number of merchants 52 Ok #k integrated e merchants in Poland 47.6 42.1 30.0 2020 YE 2021YE 2022YE out of the box 52.0 2023 YE Integrated merchants in Poland SEPHORA HM as +B new balance ® zalando DOUGLAS SHEIN CCC (ixea AVON MODIVO Integr
Slide 16: High operational leverage driving exceptional results
High operational leverage driving exceptional results Parcel volume in Poland million 2017 2018 2019 2020 2021 2022 2023 ME APM Ml todoor C_) CAGR2017-2023 out of the box 1) Revenue and Other Operating Income Revenue in Poland! PLN million 2017 2018 2019 2020 2021 2022 2023 CG) acr 2017-2023 .\ ~( I
Slide 17: International: Strong momentum in France and the UK
InPost Group ¥ International: Strong momentum in France ae and the UK ; “CInPost * OFFICIAL i PARTENAIRE PARTNER — OFFICIEL
Slide 18: Very strong positioning for international expansion
Very strong positioning for international expansion ~CinPost COMPANY factors First-mover advantage 7) Highly resilient model in Poland with ge MARKET factors Cross-border opportunity sustainable profitability and string cash generation for consumers (outstanding InPost UX vs other solutions) ESG adv
Slide 19: International markets gaining traction
International! markets gaining traction - growing international share in Group volumes and revenues International revenue of total InPost revenue International out-of-home points 61% of total InPost out-of-home points 1) Countries included: France, Spain, Portugal, Belgium, Netherlands, Luxemburg, U
Slide 20: Mondial Relay: An excellent platform for disrupting French market
Mondial Relay: An excellent platform for disrupting French market TKinPost Mondial Relay as of July 2021 18,000 PUDO points; 30 depots, 4 sorting hubs High customer recognition Low cost / lower quality due to lack of investments in logistics ~40k merchants, High C2C market share Low B2C market share
Slide 21: Mondial Relay — Focus on network development and operations quality improvement
Mondial Relay — Focus on network development and operations quality improvement >30% of Mondial Relay market population within 7 mins walk from our location APM volume growing faster than the locker capacity 19% of Mondial Relay-Francevolume 0 in Q4 2023 was delivered via APM (vs. 7% in Q4 2022) New
Slide 22: Strategic investments in logistics fuel B2C volume growth
Strategic investments in logistics fuel B2C volume growth > inPost Mondial Relay Significant potential for B2C Investments in logistics aimed B2C already accounts for growth at delivery quality improvements 40% of total MR volume foal 41 depots Mondial Relay market share in France ®& 6 hubs +31% in
Slide 23: Business update International
Business update International Mondial Relay brand gaining more appreciation from customers 3x higher number of APM monthly users YoY 1.1M app downloads 4.5 appstore / 4.2 Google Play out of the box Mondiat Relay .\ ~—( InPost #1 Top of mind brand awareness eae 91% of respondents claim across the com
Slide 24: InPost presence in the UK
InPost presence in the UK out of the box -@ 2021 Launch of Instant Returns 2022 Launch of L2L Scaling L2L with Vinted 2023 EBITDA breakeven 24
Slide 25: Business update International: #1 APM network in the UK
Business update International #1 APM network in the UK APM network expansion supported by PUDO points Almost half of net APM additions deployed inQ4'23 2022 YE 2023 YE Net additions Mi apms Hl PUDOs Source: Company data out of the box 55% >60% 62% Higher adoption of new APMs growth in number of lock
Slide 26: Business update International
Business update International \ Successfully increasing volume and customer base in the UK ~CinPost Mobile App launched in Q3 2023 300k+ downloads THE RISE OF LOCKER DELIVERY IN THE UK Source: Company data out of the box FY 2023 volumes >2 % higher YoY Volume [nm] parcels. +169% Y 205 2022 2023 2022
Slide 27: Contact details
Contact details ~(inPost Visit InPost’s websites: www.inpost.eu InPost Headquarters 70, route d'Esch, L-1470 Luxembourg, Grand Duchy of Luxembourg LU 32751180 out of the box 27
Slide 28: InPost
InPost out of the box