Slide 1: Together 24/7: Transforming e-Commerce Last Mile
) Together 24/7 Transforming e-Commerce Last Mile
Slide 2: Agenda
) Agenda ~Cinpost va > 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 Mm app users >35 000 [Ml Parcel volume in millions i EURONEXT APMs InPost >8 000 rou Acquisition of APMs Intl | \ Mondial Relay (== >10 000 APMs InPost Firs
Slide 5: Expanding #1 European locker network
Expanding #1 European locker network out of thebox APM=Automated Parcel Machine, PUDO - pickup, drop-off points, All data as at the end of Q12024; Source: Company data
Slide 6: Outperforming the market in all key geographies
Outperforming the market in all key geographies InPost and total e-commerce market volume growth Poland 1.4 bn 20% Mondial Relay #3.3bn 31% Q2'23 out of the box Q3'23 Q4'23 HM PL market Ml InPost Source: Company data, market reports QV24 4% 4% Q2'23 Q3'23 Q4'23 Q124 HM me markets Ml Mondial Relay Il
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: On the path to NET-ZERO by 2040
AS —(inPost On the path to NET-ZERO by 2040 eae 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,,/million of parcels]
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 53k merchants Higher conversion at checkout No failed deliveries The most environmentally friendly last mile solution out of the box 23k APMs High density - 87% of urban areas population within 7-minute walk First-mover advant
Slide 11: Unparalleled locker density creating critical e-commerce delivery infrastructure
We offer unparalleled locker density creating critical e-commerce delivery infrastructure \ ~ Bas / FY 2017 FY 2023 CAGR Q1 2024 # APMs 2.6 # lockers 0.3m APM volume 33m % population within 7 mins walk 24% from InPost APMs % population within 7 mins walk from 38% InPost APMs - urban area ° out of th
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 2018 2023 2018 2023 HM Super heavy User? Ml Heavy User?
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 elivery 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 Integrated merchants in Poland 52 Tk integrated merchants in e Poland #k merchants SEPHORA 52.0 52.7 476 HM 421 as +B new balance 2020 2021 2022 2023 2024 YE YE YE YE Ql out of the box ® zalando DOUGLAS SHEIN CCC (ixea
Slide 16: InPost Pay - enhancement in UX shopping
\ InPost Pay - enhancement in UX shopping ~(inPostPay Customers need oo. -cli Activating engaged users ers al ys ott 2-clicks checkout g engag VS Double-digit impact on Fully integrated shopper conversion commerce with delivery, New client acquisition for payment and returns S merchants 60% Checkout
Slide 17: High operational leverage driving exceptional results
High operational leverage driving exceptional results Parcel volume in Poland million 20 159 132 2017 2018 2019 2020 2021 2022 2023 Qa 20232024 ME APM Ml todoor C_) CAGR 2017-2023 out of the box 1) Revenue and Other Operating Income Revenue in Poland! PLN million 2017 2018 2019 2020 2021 2022 2023 q
Slide 18: 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 19: Very strong positioning for international expansion
Very strong positioning for international expansion ~CinPest 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 20: International markets gaining traction
International? markets gaining traction - growing international share in ~CinPost Group volumes and revenues out of the box 1) Countries included: France, Spain, Portugal, Belgium, Netherlands, Luxemburg, UK, Italy; All numbers refer to the QI 2024; International revenue 39% of total InPost revenue
Slide 21: 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 Mondial Relay in Q1 2024 18,000 PUDO points; Greater ~27,800 out-of-home points including ~6,200 APMs; 30 depots, 4 sorting hubs convenience ~60 depots, 9 sorting hubs High customer recognition .
Slide 22: 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 # of APMs and PUDOs in MR markets 23,219 12023 12024 MB apms Ml PUDOs out of the box APM volume growing faster than the locker capacity 23% of
Slide 23: Mondial Relay: Strategy on track with strong growth in APM volume
Mondial Relay: Strategy on track with strong growth in APM volume and encouraging traction with B2C and returns Significant potential for B2C growth Mondial Relay market share in France B2c C2Cc Overall {77 others Il Mondial Relay Investments in logistics aimed at delivery quality improvements foal
Slide 24: Mondial Relay brand gaining more appreciation from customers
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 1) NPS for APMs logistics companies Source: Audirep survey, March 2024; OpinionWay survey, January 2024; Company data \ ~( InPost Mo
Slide 25: 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 Investment in logistics 25
Slide 26: UK: Accelerating the flywheel
UK: Accelerating the flywheel APM network expansion supported by PUDO points # of APMs and PUDOs in the UK Lockers YoY 8,461 ‘ +33% APMs YoY 5,306 +60% 12023 Q12024 Mi apms Hl PUDOs Source: Company data 55% >60% 62% growth in number of locker compartments YoY, faster than the growth in number of APM
Slide 27: Successfully increasing volume and customer base in the UK
Successfully increasing volume and customer base in the UK 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. 20.5 17.2 17.2 9.0 Ql Q2 Q3 4 Ql 2022 2023 2023 2024 27
Slide 28: 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 28
Slide 29: InPost
InPost out of the box