Inpost S.a. · EURONEXT:INPST
Inpost — Investor Presentation (November 2025)
35 slides from Inpost's investor presentation, Nov 13, 2025
Slide 1: Together 24/7 Transforming e-Commerce Last Mile
Together 24/7 Transforming e-Commerce Last Mile
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
p INPOST GROUP About InPost Group
Slide 4: A Journey of Remarkable Growth Over the Years
About InPost Group Completed acquisition A Journey of Remarkable Growth Over the Years Taking over 5% mkt share 10% Investment APM PL APM Intl Parcel volume in millions Completed in Bloq.it acquisition Debut on Intl APMs surpassing 1bn+ EURONEXT PL APMs parcels volume Acquisition of Mondial Relay 89
Slide 5: Record-breaking 2024 for InPost Group
About InPost Group Record-breaking 2024 for InPost Group Parcel volumes Revenue Capex 1.1b PLN 11b PLN 1.4b +22% YoY +23% YoY +37% YoY Adjusted EBITDA Group FCF1 Net leverage PLN 3.6b PLN 0.9b 1.9x +33% YoY +22% YoY vs. 2.2x EOY 2023 1) M&A expenses not included; All numbers refer to FY 2024 for InP
Slide 6: Record-Breaking Volumes and Revenue Growth at Solid Margins
Group Key Messages Record-Breaking Volumes and Revenue Growth at Solid Margins Q3 2025 Group key numbers Group key messages Volume Revenue split Adjusted EBITDA Strong volume growth in Poland supported by +34% YoY 54% of outside Poland PLN 1.1 b customer and merchant loyalty 351.5m parcels +24% YoY
Slide 7: Record-high APM Deployment
About InPost Group Record-high APM Deployment APM network leader in respective markets UK Q3 2025 LTM Poland InPost OOH points 89,945 +11.2k APMs 56,757 +12.9k Poland 27,567 +3.2k In line with network Eurozone 16,977 +5.9k optimization strategy Eurozone UK 12,213 +3.8k PUDOs 33,188 (1.7k) Poland 3,9
Slide 8: Positioning for Unprecedented Growth in European Markets
About InPost Group Positioning for Unprecedented Growth in European Markets E-commerce United InPost market share markets by country Kingdom # 4b parcels France # 2b parcels Poland # 1.4b parcels OOH market above 60% To-door still over 70% Data in pie charts presents estimated addressable parcels vo
Slide 9: Consistently Outperforming the Market
About InPost Group Consistently Outperforming the Market InPost and total e-commerce market volume growth YoY Poland Eurozone United Kingdom +17% +19% YoY pro Excl. Sending 24% forma growth2 20% 219% 177% 13% 10% 10% 10% 11% 10% 8% 6% 6% 7% 5% 58% 5% 5% 4% 39% 2% 0% 0% Q4 2024 Q1 2025 Q2 2025 Q3 202
Slide 10: 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 11: 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 12: 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 77 #1 NPS index in Poland 53 #1 NPS index in France 15.3m 11.3m Iberia Italy 6.7m app users app users app users launched in launch in France in Poland in the UK1 September planned in 2026 Our app users send & rece
Slide 13: On the Path to NET-ZERO
About InPost Group On the Path to NET-ZERO InPost CO2 reduction InPost Group CO2e InPost Group from delivery to APM / emissions per parcel ESG ratings PUDO vs. to-door1 continue to reduce improvement Last mile Scope 1, 2, 3 - market-based emissions per NEGLIGIBLE RISK 100 volume [t CO2e/million parc
Slide 14: Group Results
About InPost Group Group Results Group Parcel Group Group Adjusted volume Revenue1 EBITDA million PLN million PLN million 39% 35% 33% 33% 10,945 31% 29% 1,092 947 10,254 28% 28% 3,648 +54% 892 770 +57% 8,863 +78% 2,995 7,584 2,733 745 2,500 7,079 15% 1,961 2,994 518 4,602 2,481 1,626 2,475 2,152 310
Slide 15: Poland: Further Customer and Merchant Loyalization
Poland: Further Customer and Merchant Loyalization
Slide 16: 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 17: 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] 65% % population within 7 mins walk from InPost APMs +38% +43% +51% 27.6 4.0 90% 25.3 3.7 577.6 146.4 2.6 0.3 % population within 7 mins walk 33.0 from InPost APMs – urban areas 2017 2024 Q3 2017
Slide 18: Loyal and Sticky User Base
Poland Loyal and Sticky User Base More than half of the ~20% of the most loyal2 User order frequency Polish population APM users account for increases over time uses our APMs 70% of APM volumes #m active app users1 #m of APM APM volume by 2018 Q3 2025 users by type type of user 20.1m CAGR 19% CAGR 4
Slide 19: InPost Brand Wins with Merchants and Users
Poland InPost Brand Wins with Merchants and Users Ranked #1 by merchants 20.1m APM users InPost Stores diversification boosted by Trusted by a network of 50k+1 comes out on top successful loyalty programme NPS for brands – merchants' satisfaction survey NPS for APMs – users’ satisfaction survey Loya
Slide 20: InPost APMs Can Make or Break Conversion Rates
Poland InPost APMs Can Make or Break Conversion Rates APM of choice Motivates to shop online APMs chosen most often for delivery (%) APMs motivating to shop online (%) 87% 95% Allegro #3 DPD DHL #2 Allegro DPD DHL Source: E-commerce in Poland in 2025, Gemius, September 2025 20
Slide 21: The Leader in Lockers
Poland The Leader in Lockers Split: # of compartments in Poland 25.3 26.2 # of 19.3 22.0 16.4 16.1 APMs [Thousand] 7.7 2.3 2021 2022 2023 2024 ~30% others # of 3.7 3.3 compartments 2.4 2.9 [Million] 1.5 0.4 0.9 0.1 ~ 70% 2021 2022 2023 2024 Average 147 151 149 145 APM size [# of compartments] 42 55
Slide 22: Innovation is in Our DNA: InPost Pay and Unique Loyalty Programme
Poland Innovation is in Our DNA: InPost Pay and Unique Loyalty Programme Unboxing loyalty: driving growth InPost Pay - turning browsers into buyers with incremental parcels Traditional mobile 10m+ Incentives for users and gamification checkout Supporting InPost Registered users ecosystem by enco
Slide 23: High Operational Leverage Driving Exceptional Results
Poland High Operational Leverage Driving Exceptional Results Parcel volume Revenue Adjusted EBITDA in Poland in Poland1 in Poland million PLN million PLN million 47% 49% +44% 709 +45% +78% 41% 46% 43% 46% 46% 590 543 508 499 31% 424 578 6,474 18% 308 493 435 2,994 424 404 5,354 5,087 11% 2,475 2,481
Slide 24: International: Driving B2C and Network Expansion
International: Driving B2C and Network Expansion 24
Slide 25: Very Strong Positioning for International Expansion
International Very Strong Positioning for International Expansion Company Market factors factors International revenue 2. High-quality 1. 2. 54% of total InPost Group standardized service First-mover Cross-border revenue 1. for consumers advantage opportunity Highly resilient (outstanding InPost mod
Slide 26: International Expansion of OOH Points and Logistics Sites
International International Expansion of OOH Points and Logistics Sites Data and technology 4 Scale Economies 1 Greater Convenience All markets +11k profitable #1 APM network New OOH points in 2024 Market share including 8k APMs; Over gains across all 2.7k new APMs in Q3 2025 geographies +21 New Log
Slide 27: Eurozone: the Path Forward Since Mondial Relay Acquisition
International Eurozone Eurozone: the Path Forward Since Mondial Relay Acquisition APM PUDO Volume 40,000+ OOH points in Accelerating Eurozone B2C D+1 in France ~7,000 Mobile app APMs in France Continued launch in Acquisition of investments Mondial Relay France in logistics First parcel 289m lockers
Slide 28: Strong Organic Growth Fuelled by Iberia and France with Uplift From Recent M&A
Eurozone Strong Organic Growth Fuelled by Iberia and France with Uplift From Recent M&A Strategic volume acceleration through B2C, APM + To-Door Integration +24% Incl. Sending 83.5 54% 67.3 47% 46% APM / OOH flow rate1 Expanding flow rate to APM 50%+ of B2C share in total 24% volume (vs <40% 3 years
Slide 29: On the Path to Become Love Brand
Eurozone On the Path to Become Love Brand Mondial Relay - most frequently Users shifting towards OOH, with #1 APM network across Eurozone chosen lockers lockers on the rise Which parcel locker do you use most often when shopping online? 40,816 38,493 75% 53 NPS index - Mondial Relay 11,077 +53% 16,9
Slide 30: Disrupting X-Border Profit Pool
International Eurozone Disrupting X-Border Profit Pool Next steps c. 29% x-border market volume share in Netherlands Eurozone e-commerce total volumes1 Belgium and Luxembourg Unification of UX c. 7-10% France Wider international merchants' InPost share in e-commerce adoption x-border volume in Italy
Slide 31: InPost UK: Highlights of Our Growth Journey
International UK+Ireland InPost UK: Highlights of Our Growth Journey Acquisition- Taking over 5% mkt share C2C 'Send' launch APMs (k) Volume Acquisition- Full control over logistics EBITDA B2C launch breakeven Mobile app launch Launch of C2C #3 Instant agnostic player in Returns the UK 93m 47m 21m 2
Slide 32: High Growth Across Both Channels: OOH and To-Door
UK UK UK+Ireland High Growth Across Both Channels: OOH and To-Door Accelerating volume growth Unmatched leader in APM locations Volume [m] +19% +49% Pro forma1 80.2 17,581 53% YoY growth in OOH 67.2 channel1 11,828 12,213 Volume growth driven by both +219% B2C (27% YoY) and C2C 8,395 +45% Reported (
Slide 33: Integrating with Yodel – on the Path to One Network
UK U UK+Ireland Integrating with Yodel – on the Path to One Network What was done? Plan for Q4 and Q1 Sites - Additional operational • Consolidation of depots (over 50 costs from Q3 2025 to shared depots that handle to- continue in Q4 2025 door, APM and PUDO parcels) • Two sorting hubs opened to Vol
Slide 34: Strong Improvement in Profitability in 2024
International Strong Improvement in Profitability in 2024 Parcel volume Revenue2 Adjusted EBITDA International1 International International million PLN million PLN million 15% 14% +60% +57% 5,168 +167% 12% 404 382 4,472 655 605 302 3,509 270 7% 2,975 237 2,879 416 5% 258 3% 93 1,149 142 34 2021 2022
Slide 35: Thank you!
Thank you! Contact for Investors Investor Relations Department ir@inpost.eu Meet us: Nov 17-18, 2025 GS CEEMEA One-on-One Conference, London Nov 20-24, 2025 Jefferies Roadshow, Los Angeles, San Francisco Nov 20, 2025 PKO BP CEE Capital Markets Conference, New York For more info: Upcoming events 35