Inpost S.a. · EURONEXT:INPST
Inpost — Merger or Acquisition (February 2026)
13 slides from Inpost's merger presentation, Feb 9, 2026
Slide 1: Transaction presentation
Transaction presentation 9 February, 2026
Slide 2: Today's presenters
Today’s presenters Picture Hein Pretorius Michael Rouse Javier van Engelen Chairman of the Chief Executive Officer Chief Financial Officer Supervisory Board International 2
Slide 3: Transaction highlights
UK Transaction highlights InPost, Advent, FedEx, A&R Investments1 and PPF Group announce agreement on recommended all-cash offer for all issued and outstanding InPost shares at an offer price of EUR 15.60 per share • Offer price of EUR 15.60 (cum dividend) values 100% of the • InPost and FedEx will
Slide 4: Financial considerations
UK Financial considerations Offer price details ⚫ InPost’s shareholders will receive a cash consideration of EUR 15.60 for each validly tendered share ⚫ The offer price values 100% of all issued and outstanding shares in the capital of InPost at approximately EUR 7.8 billion ⚫ The offer price repres
Slide 5: Consortium composition and fit with InPost
UK Consortium composition and fit with InPost 1 37% 16% 37% 10% [.]% % of shares in InPost upon settlement 1 An independent investment company founded by Rafał Brzoska 5
Slide 6: Strategic rationale
Strategic rationale • Further expansion of InPost’s European footprint and parcel locker network • Ongoing initiatives to redefine the European e-commerce sector and growth in consumer-centric mobile offering • Unlock growth, consumer choice and value creation in Europe’s fast- growing delivery sect
Slide 7: In the best interest of all stakeholders
UK In the best interest of all stakeholders ⚫ Consortium supports InPost’s publicly communicated business Strategy strategy, organic and inorganic growth ambitions and ESG goals Organization, ⚫ Maintain head office and key functions in Poland operations and ⚫ Corporate identity, culture and values r
Slide 8: Transaction governance and assessment
UK Transaction governance and assessment ⚫ Non-conflicted Special Committee of Management & Supervisory Board formed ⚫ Constructive discussions and improvements to the offer led to today’s announcement ⚫ Boards, with the support of advisors, thoroughly reviewed the proposal taking the interests of a
Slide 9: Customary offer conditions
UK Customary offer conditions Commencement of the offer subject to customary pre-offer conditions, including ⚫ No material breach of the Merger Agreement having occurred; ⚫ No material adverse effect having occurred; ⚫ The AFM having approved the Offer Memorandum; ⚫ No competing or mandatory offer h
Slide 10: Transaction elements
Transaction elements ⚫ Customary undertakings not to solicit any third party offers Exclusivity and Competing Offer ⚫ If a competing offer for at least 80% of the shares and exceeding the offer price by 10% is made, the Consortium has the opportunity to match such competing offer ⚫ Break-fee of 1% o
Slide 11: Indicative timeline
UK Indicative timeline Envisaged timetable until closing (subject to regulatory clearances) Announcement 9 February 2026 Filing Draft Offer Memorandum with AFM End of Q1 2026 Publication of Offer Memorandum End of Q2 2026 EGM Settlement & Closing H2 2026 AFM review Tender Period Regulatory Clearance
Slide 12: 5B INPost GRouP
5B INPost GRouP <x od of
Slide 13: Disclaimer
Disclaimer Disclaimer Please read the following before continuing. The following applies to this presentation, any written, oral or video presentation of the information by InPost S.A. a public limited liability company (société anonyme), incorporated and existing under the laws of the Grand Duchy o