Slide 1: Austrian Post Investor Presentation FY 2025
AUSTRIAN POST INVESTOR PRESENTATION FY 2025 Walter Oblin, CEO Barbara Potisk-Eibensteiner, CFO Vienna, 12 March 2026 INVESTOR PRESENTATION Investor Relations Vienna, 12 March 2026
Slide 2: Difficult economic environment – improved economic outlook
DIFFICULT ECONOMIC ENVIRONMENT – IMPROVED ECONOMIC OUTLOOK Austria +3.6% Letter and direct mail business under +2.2% pressure +0.6% +1.2% – Inflation – Cost pressure and digitisation by important – Real GDP in EUR 2021 2022 2023 2024 2025 2026e customer groups (both public and private sector) – Caut
Slide 3: Austrian Post at a glance
AUSTRIAN POST AT A GLANCE Revenue mix in 2025 Mail ÖSTERREICHISCHE ParcelIm POST & Überblick Logistics Retail & Bank – Letter Mail – Parcels & Express – Branch & Financial Branch & – Direct Mail – Fulfilment & Services Financial Services – Newspapers & Cash Transport – Customer Services Magazines –
Slide 4: Revenue and earnings below prior-year level but above 2023
REVENUE AND EARNINGS BELOW PRIOR-YEAR LEVEL BUT ABOVE 2023 Revenue development Revenue comparison impacted by elections/currency EUR m +11.0% Significant special effects in 2024: +13.9% -2.6% – Revenue from elections at the amount of EUR 40m in 2024 – Türkiye: revenue impacted by inflation and the e
Slide 5: Vision 2030: leading logistics & services group
VISION 2030: LEADING LOGISTICS & SERVICES GROUP REACHING MORE THAN 150M PEOPLE IN AUSTRIA, CEE, TR & BEYOND 1 2 POST & BEYOND INTERNATIONAL IN AUSTRIA E-COMMERCE Leading provider SUSTAINABILITY, Leading e-commerce of key services – CUSTOMER & CULTURE partner in Austria, CEE, post, bank, telco & more
Slide 6: Transformation of the postal service proceeds at high speed
TRANSFORMATION OF THE POSTAL SERVICE PROCEEDS AT HIGH SPEED POST & BEYOND INTERNATIONAL 1 IN AUSTRIA 2 E-COMMERCE – Mail: Price and product – Expansion steps in CEE/SEE adjustments as well as and Türkiye+ regulatory reforms – Recent acquisitions in – bank99 with expansion of its Bulgaria (euShipment
Slide 7: Expansion of our international footprint
EXPANSION OF OUR INTERNATIONAL FOOTPRINT – Hungary: Acquisition and integration of SAMEDAY Hungary – Bulgaria/Romania: Acquisition of the e-commerce service provider euShipments.com (70%) Logistics locations Other locations INVESTOR PRESENTATION Investor Relations Vienna, 12 March 2026 7
Slide 8: Letter and direct mail: decline after the 2024 election year
1 LETTER AND DIRECT MAIL: DECLINE AFTER THE 2024 ELECTION YEAR Letter Mail volumes Mail Revenue Millions of shipments EURm -59% Ø -5.1% p.a. Letter Mail Direct Mail/Media Post 1,137 -15% 1,273 465 -7.2% -8% 1,076 2008 2025 Direct Mail/Media Post volumes CONTINUOUS PRODUCT ADJUSTMENTS + NETWORK OPTIM
Slide 9: Postal rates: Austria in the lower third of Europe
1 POSTAL RATES: AUSTRIA IN THE LOWER THIRD OF EUROPE Estonia 1.80 3.10 Italy 1.30 3.00 Finland 2.75 Belgium 1.58 2.47 Norway 2.45 Latvia 2.45 Iceland 2.42 Greece 1.20 2.20 Sweden 2.08 Lithuania 2.00 UK 1.00 1.96 Slovakia 1.40 1.90 Ireland 1.85 Tariff adjustments as of France 1.52 1 January 2026 Czec
Slide 10: Positive development of bank99
1 POSITIVE DEVELOPMENT OF BANK99 bank99 balance sheet total as at 31.12.2025 Break-even reached after EUR bn 4.2 4.2 5 years 0.2 Other Bank99 earnings in IFRS (EUR m) Cash 0.6 Priorities in 2026 1.5 – Further expansion of Loans distribution channels Mortgage loans EUR 1.7bn 2.0 – Completion of the C
Slide 11: 24/7 self-service solutions increasingly popular in Austria
1 24/7 SELF-SERVICE SOLUTIONS INCREASINGLY POPULAR IN AUSTRIA Successful network rollout Extensive use by customers through expansion of (millions of items) postal points (Branches, postal partners, post stations) First Mile (send, return) Last Mile (receive) +59% 35.1 2,969 ~3,050 2,612 1,871 FY +8
Slide 12: The new mobile phone offer starting 01.04.2026
1 THE NEW MOBILE PHONE OFFER STARTING 01.04.2026 Mobile network code YELLLOW sales network 0693 347 post offices (additional service experts in selected branch offices) 1,339 postal partners including 100 YELLLOW sales partners YELLLOW offering Online shop Mobile phone Internet Hardware Additional r
Slide 13: More than 500m parcels delivered by the Post Group in 2025
2 MORE THAN 500M PARCELS DELIVERED BY THE POST GROUP IN 2025 Million items 503 504 473 431 206 200 Türkiye+ 206 312 198 78 78 CEE/SEE 222 150 70 186 54 112 95 35 224 232 Austria 29 181 200 65 22 15 127 70 81 50 2009 2013 2016 2019 2022 2023 2024 2025 Total volume including intercompany consolidation
Slide 14: Parcel Austria continues to grow
2 PARCEL AUSTRIA CONTINUES TO GROW Parcel volumes Revenue millions of items EUR m 232 983 FY +3% FY +5.8% 41 182 2008 2025 2008 2025 – Continued solid parcel growth of 3% in 2025 (Q4: +6%) – Positive volume development due to major e-commerce players – Transition to a functional sales structure – Ne
Slide 15: Austrian Post remains the quality and market leader
2 AUSTRIAN POST REMAINS THE QUALITY AND MARKET LEADER Market shares by volume 95m 321m 416m parcels parcels parcels Sonstige 5% Others 10% Others Amazon 17% 6% GLS 24% GLS 5% Amazon DPD 10% 13% DPD 35% Total market GLS 9% Austria 56% Austrian Post Austrian Post 63% 16% Austrian Post 31% DPD B2B B2C
Slide 16: CEE/SEE: solid parcel volume growth in Q4
2 CEE/SEE: SOLID PARCEL VOLUME GROWTH IN Q4 Parcel volumes Revenue millions of parcels EUR m 214 212 78 78 198 70 165 172 52 54 FY FY -0.9% ±0% 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 – Stable volumes in 2025 after the H1 2024 parcel boom from Asia – Excellent parcel growth of +13% in Q4 2
Slide 17: Austrian Post acquires a 70% stake in euShipments.com
2 AUSTRIAN POST ACQUIRES A 70% STAKE IN THE BULGARIAN E-COMMERCE PROVIDER EUSHIPMENTS.COM - Leading integrated e-commerce service provider in CEE/SEE (E-fulfilment, transport services, value added services, payment processing) - 400+ employees - EUR 50m+ revenue in 2025 - 16+ million parcels per yea
Slide 18: Türkiye+: focus on new customers and expansion
2 TÜRKIYE+: FOCUS ON NEW CUSTOMERS AND EXPANSION – Revenue impacted by inflation and the currency exchange rate; when comparing with the previous year, there was a special FX-related impact of EUR 80m in 2024 – Revenue in 2025 up by 27% to TRY 24bn (-6.0% to EUR 486m) – Capacity reduction due to an
Slide 19: Türkiye+: strategic initiatives
2 TÜRKIYE+: STRATEGIC INITIATIVES Growth Quality Efficiency – Expansion of OOH network – Improvement in delivery – Expansion and automation of (parcel shops and lockers) quality/reliability hub network – Internationalisation – Roll-out of new, modern branding – Updating of operational (Azerbaijan, G
Slide 20: Strong growth of out-of-home network
2 STRONG GROWTH OF OUT-OF-HOME NETWORK Out-of-home points of which postal stations/parcel machines Number of locations Number of locations1 >20,000 17,400 13,800 >13,000 10,700 International 6,900 International 4,700 2,600 Austria Austria 2023 2024 2025 2026/27e 2023 2024 2025 2026/27e 1 Own and ext
Slide 21: Logistics in CEE/SEE and Türkiye: expansion of sorting capacity
2 LOGISTICS IN CEE/SEE AND TÜRKIYE: EXPANSION OF SORTING CAPACITY CEE/SEE Türkiye Sorting capacity parcels/h Sorting capacity parcels/h >100,000 ~500,000 389,500 56,750 2025 2030e 2025 2030e – Hungary: Go-live Budapest in H2 2026 – Slovakia: New logistics concept including construction of new logist
Slide 22: Continuous improvements along the logistics chain
3 CONTINUOUS IMPROVEMENTS ALONG THE LOGISTICS CHAIN Direct-to-locker tours End-to-end acceleration Intensified capacity optimisation Automation & robotics INVESTOR PRESENTATION Investor Relations Vienna, 12 March 2026 22
Slide 23: Financial overview 2025
FINANCIAL OVERVIEW 2025 Revenue -2.6% vs. 2024 +11.0% vs. 2023 2024 impacted by positive EUR 3.0bn special effects (elections) EBIT -5.0% vs. 2024 +3.5% vs. 2023 2024 impacted by positive EUR 197m special effects (elections, FX effect) Solid balance sheet structure with low debt Balance sheet (Finan
Slide 24: Revenue slightly below 2024 but 11% above 2023
REVENUE SLIGHTLY BELOW 2024 BUT 11% ABOVE 2023 Revenue development EUR m +11.0% +13.9% -2.6% Mail 3,123.1 – 2025 revenue 6.8% below previous year and 3.0% below 2023 3,043.3 – Positive special effects due to the 2024 election year of EUR 40m for 2,740.8 letter and direct mail items 1,239.8 -6.8% 1,1
Slide 25: Solid earnings of EUR 197 million in 2025
SOLID EARNINGS OF EUR 197 MILLION IN 2025 Mail EBIT development – Decline in volume and positive special effects in 2024 have a EUR m negative impact compared with the previous year’s earnings +3.5% – EBIT of EUR 129.7m (vs. EUR 159.1m in 2024) -5.0% Parcel & Logistics 207.3 190.2 196.9 – Earnings i
Slide 26: Key income statement indicators
KEY INCOME STATEMENT INDICATORS EUR m 2023 2024 2025 Δ 24/25 Q4 2023 Q4 2024 Q4 2025 Mail: -6.8% Parcel & Logistics: +0.4% Revenue 2,740.8 3,123.1 3,043.3 -2.6% 771.5 885.5 831.0 (+1.2% excl. reporting change) Other operating income 100.3 104.1 119.7 15.0% 23.4 28.2 32.4 Retail & Bank: -8.8% (-2 wor
Slide 27: Mail division: key income statement indicators
MAIL DIVISION: KEY INCOME STATEMENT INDICATORS EUR m 2023 2024 2025 Δ 24/25 Q4 2023 Q4 2024 Q4 2025 Revenue 1,190.4 1,239.8 1,155.2 -6.8% 323.8 328.8 308.2 Revenue decline of 6.8% from 2024; -3.0% vs. 2023 • Letter Mail & Business 750.4 772.6 716.6 -7.2% 199.8 198.0 184.5 Solutions Positive special
Slide 28: Parcel & Logistics division: key income statement indicators
PARCEL & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS EUR m 2023 2024 2025 Δ 24/25 Q4 2023 Q4 2024 Q4 2025 Revenue increase of 0.4% or +1.2% before the reporting Revenue 1,416.5 1,712.5 1,719.9 0.4% 407.4 511.1 484.8 change for Logistics Solutions (about EUR 14m • Parcel Austria 806.4 928.7 9
Slide 29: Retail & Bank division: key income statement indicators
RETAIL & BANK DIVISION: KEY INCOME STATEMENT INDICATORS EUR m 2023 2024 2025 Δ 24/25 Q4 2023 Q4 2024 Q4 2025 Revenue 168.6 201.5 183.8 -8.8% 50.0 55.5 44.3 Revenue -8.8% vs. 2024 but +9.0% vs. 2023 • Income from Financial Services 128.0 158.9 143.3 -9.8% 38.5 43.6 35.8 • Branch Services 40.6 42.7 40
Slide 30: Solid balance sheet and financing structure
SOLID BALANCE SHEET AND FINANCING STRUCTURE Financial debt EUR 94.5m Financial debt incl. IFRS 16 EUR 461.5m ASSETS EQUITY & Financial debt/EBITDA12m 0.2x EUR m LIABILITIES Financial debt incl. IFRS 16/EBITDA12m 1.1x EUR m 6,491.9 6,559.3 6,491.9 6,559.3 Cash, money 118.9 204.5 110.9 110.4 Other fin
Slide 31: 2025 operating free cashflow of EUR 280 million
2025 OPERATING FREE CASHFLOW OF EUR 280 MILLION EUR m Free cash flow above previous year (incl. positive tax effect from previous period) 376.7 +12.2 280.1 259.5 -108.8 -17.2 -3.3 Investments in decarbonisation of EUR 45m: e-mobility, e-charging infrastructure Cash flow from operating Maintenance Ot
Slide 32: Austrian Post Group's investment programme
AUSTRIAN POST GROUP’S INVESTMENT PROGRAMME CAPEX in property, plant and equipment in a Investment split 20251 multi-year comparison EUR m 17% International 83% 161 140-160 152 155 143 143 Austria 126 Focus in 2026/2027: Property and buildings Expansion of the 16% Vehicle fleet Salzburg Logistics 30%
Slide 33: Sustainability Master Plan 2030
SUSTAINABILITY MASTER PLAN 2030 Strategic Focus Areas Status 2025 Environment Already 60% CO2-free •1 Decarbonisation of logistics delivery in Austria •2 Decarbonisation of infrastructure •3 Resource-efficient processes 20 MWp photovoltaic systems •4 Circular Economy 6,360 electric vehicles Social W
Slide 34: Decarbonisation – roadmap Austria
DECARBONISATION – ROADMAP AUSTRIA Logistics-related carbon emissions Österreichische Post AG thousand tonnes Parcel Volume +360% 95.8 93.0 91.1 85.0 Transport logistics1 28.0 -21.0% 43.9 43.2 66.8 41.3 Delivery of letters 25.2 52.8 30.1 and parcels1 16.4 <40.0 H H H H 33.1 31.8 H 32.9 31.0 25.2 Buil
Slide 35: ESG indicators
ESG INDICATORS 2024 2025 ∆ Environmental indicators1 Use of HVO in Logistics-related GHG emissions (Scope 1–3, Post AG, Austria)2 t CO2e 66,834.6 52,794.2 – 21.0% transport logistics & expansion of Logistics-related GHG emissions (Scope 1–3, Group)2 t CO2e 221,321.8 199,704.3 – 9.8% e-vehicles GHG e
Slide 36: Dividend policy
DIVIDEND POLICY Continuation of consistent and predictable dividend police Dividends since IPO Dividend in EUR Payout ratio 2.08 2.08 2.00 2.05 1.90 1.95 1.95 1.90 1.83 1.83 Reliable dividend policy 1.80 1.75 1.78 1.70 Distribution of at least 1.60 1.60 1.501 1.50 75% of Group net profit 1.401 106%
Slide 37: Successful capital market positioning
SUCCESSFUL CAPITAL MARKET POSITIONING Predictable Business Model Reliability (“Promise & Deliver“) 3,043 Revenue excl. 197 trans-o-flex in EUR million 149 Guidance Revenue EBIT in trans-o-flex 1,834 EUR million2 in EUR million1 EBITDA 13.6% 11.1% margin 2009 2025 2009 2025 1 2014: Adjusted reporting
Slide 38: Outlook for 2026
OUTLOOK FOR 2026 • Mail: Volume decline due to ongoing digitalisation trend among private and public sector Market customers environment • Parcel: Volume increase against the backdrop of intense competition, uncertainties related to regulatory restrictions on international trade flows • Slight reven
Slide 39: Outlook for 2026
OUTLOOK FOR 2026 • CAPEX 2026: EUR 140m–160m; priorities in 2026 und 2027: Expansion and modernisation Investments of the Salzburg Logistics Centre, increase in the number of parcel machines in CEE/SEE as well as the further electrification of the vehicle fleet • Broadly stable earnings development
Slide 40: Change in segment reporting as of 1/1/2026
CHANGE IN SEGMENT REPORTING AS OF 1/1/2026 Up to 31/12/2025 As of 1/1/2026 EUR m EUR m Revenue 2025 3,043.3 Pro forma revenue 2025 3,043.3 Mail 1,155.2 Mail, Retail & Services 1,209.7 Parcel & Logistics 1,719.9 E-Commerce & Logistics 1,719.9 Retail & Bank 183.8 Bank 143.3 EBIT 2025 196.9 Pro forma E
Slide 41: Contact
CONTACT Austrian Post Financial calendar 2026 Investor Relations 15 April 2026 Annual General Meeting Rochusplatz 1, 1030 Vienna 24/29 April 2026 Ex-day/Dividend payment day Website: post.at/investor 08 May 2026 Interim Report Q1 2026 E-mail: investor@post.at 07 August 2026 Half-Year Financial Repor