Inpost S.a. · EURONEXT:INPST
Inpost — Investor Presentation (September 2025)
39 slides from Inpost's investor presentation, Sep 16, 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
INPOsT GROUP About InPost Group
Slide 4: A Journey of Remarkable Growth Over the Years
About InPost Group A Journey of Completed Remarkable Growth acquisition Over the Years Taking over 5% mkt share APM PL APM Intl Parcel volume in millions Completed acquisition Intl APMs Debut on surpassing EURONEXT PL APMs 1bn+ parcels volume Acquisition of Mondial Relay 892 745 First parcel InPost
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: Q2 2025: Diversifying Beyond Poland as European Growth Accelerates
About InPost Group Q2 2025: Diversifying Beyond Poland as European Growth Accelerates Q2 2025 Group key numbers Group key messages Volume 52% of revenue outside Poland Adjusted EBITDA Diversification in Poland Revenue split driving profitability up +23% YoY 1.0 b B2C and APM volume growth 324m parce
Slide 7: Record-high APM Deployment
About InPost Group Record-high APM Deployment APM network leader in respective markets UK Q2 2025 YoY Poland InPost OOH points 88,050 +14.4k APMs 53,287 +12.6k Poland 26,807 +3.3k Eurozone 15,392 +5.7k In line with Eurozone network UK 11,088 +3.6k optimization strategy PUDOs 34,763 +1.8k Poland 3,83
Slide 8: 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 # 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 19% +24% 21% YoY pro- 20% Maintaining stable forma growth 177% market share in a dynamic 13% environment 11% 10% 11% 10% 10% 88% 8% 6% 5% 5% 58% 5% 4% 3% 39% 1
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 37 #1 NPS index in France 14.6m 10.5m 5.3m app users app users app users in Poland in the UK1 in France Our app users send & receive 40-50% more parcels than non app users 1) Including Yo
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% 31% 30% 1,092 10,945 28% 28% 3,648 +54% 892 +57% 8,863 +78% 2,733 745 7,079 6,485 15% 596 5,049 1,961 2,994 518 1,940 507 4,602 1,626 1,647 2,475 310 2,528 994 1,
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% 26.8 3.9 25.3 3.7 577.6 2.6 145.7 90% % population within 7 mins walk 0.3 33.0 from InPost APMs – urban areas 2017 2024 Q2 2017
Slide 18: 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 Q2 2025 users by type type of user 19.8m CAGR 19% CAGR 49% 599.5 8
Slide 19: InPost Brand Wins with Merchants and Users
Poland InPost Brand Wins with Merchants and Users Ranked #1 by merchants 19.8m APM users Stores diversification boosted by Trusted by a network of 50k+1 InPost 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 (%) 88% 95% Allegro #3 DPD DHL #2 Allegro DPD DHL Source: Gemius, 2024 E-commerce in Poland. 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 2021 2022 2023 2024 ~ 70% 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 9m+ ✓ Incentives for users and gamification checkout Registered users ✓ Supporting InPost ecosystem by encou
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% 48% +43% 709 +44% +68%41% 46% 43% 46% 46% 590 508 31% 424 578 355 329 18% 308 493 6,474 424 2,994 5,354 355 2,475 267 289 4,200 144 24
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. 52% 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 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 2.6k new APMs in Q2 2025 geographies +21 New Logistics sites in 2024
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: Eurozone: Strategy in Action: Beyond Market Volume Growth, B2C and APM Acceleration
International Eurozone Eurozone: Strategy in Action: Beyond Market Volume Growth, B2C and APM Acceleration #1 locker network across the Eurozone B2C growth driven by marketplaces Volume structure [m] by segment +10% Volume growth, well 40,459 +10% ahead of the market 77.7 67% 36,644 70.4 of B2C parc
Slide 29: Sending- Expanding Iberia Reach with Next-Day Delivery
International Eurozone Sending- Expanding Iberia Reach with Next-Day Delivery Geographical footprint TRANSPORT • 24h deliveries in Spain and Portugal 377 • Coverage in Andorra, Gibraltar, Routes Ceuta and Melilla, the Canary Islands, the Balearic Islands and Azores • Daily linehauls from the 16/133
Slide 30: Unlocking Further Deployment – New Off-the-Grid Lockers
International Eurozone Unlocking Further Deployment – New Off-the-Grid Lockers Bloq.it Deployment plans A strategic investment in a company shaping the ~20,000 new type APMs across InPost markets future of battery technology and accelerating InPost within 5 years network growth. ~2,000 new type APMs
Slide 31: Disrupting X-Border Profit Pool
International Eurozone Disrupting X-Border Profit Pool c. 29% Next steps 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 32: 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 33: #1 APM Network in the UK – Way Ahead of the Competition
International UK+Ireland #1 APM Network in the UK – Way Ahead of the Competition Record-high YoY APM expansion: Building on the first-mover Turning high utilisation into +3.6k added in the last 12 months advantage capacity for growth Utilisation Number of APMs (#) of the entire network [%] +76% 16,9
Slide 34: Yodel Transformation on Course – Key Pillars & Progress Update
International UK+Ireland Yodel Transformation on Course – Key Pillars & Progress Update One network & Last mile Standards/process Sites/Overheads Volume/Brand OOH Conversion transformation Integration of Yodel’s Operational Growth via Conversion of to- last mile with InPost’s discipline; milestone D
Slide 35: Strengthening OOH Leadership in the UK
International UK+Ireland Strengthening OOH Leadership in the UK Volume growth far outpacing e-commerce market Capturing to-door and B2C volume - opportunity for OOH conversion Volume [m] Volume by type of delivery [%] Volume by segment [%] B2C growth driven by international Significant portion marke
Slide 36: Expanding Our Reach in the B2C Market
International UK+Ireland Expanding Our Reach in the B2C Market Outbound Returns Cycling Revolution 36 36
Slide 37: Focus on UX Improvement Driving Customer Growth
International UK+Ireland Focus on UX Improvement Driving Customer Growth #1 NPS in the market InPost as the top choice Growing customers' base “How likely are you to consider choosing each of these brands the next time you choose a parcel 42% NPS index delivery company?” InPost Royal Mail Amazon InP
Slide 38: 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% 13% +60% +57% +167% 12% 382 4,472 655 302 3,509 241 3,139 7% 372 237 2,879 178 5% 1,987 267 258 3% 93 1,149 142 34 2021 2022
Slide 39: Thank you!
Thank you! Contact for Investors Investor Relations Department ir@inpost.eu Meet us: 17 Sep 2025 Goldman Sachs European Communacopia Conference 23 Sep 2025 Baader Investment Conference 14-15 Oct 2025 Trigon Investor Week For more info: Upcoming events 39