Slide 1: Investor Presentation H1 2026
AUSTRIAN POST Investor Presentation H1 2026 August/September 2026 INVESTOR PRESENTATION Austrian Post, Investor Relations
Slide 2: Agenda
1. Overview 2. Trends in our strategic dimensions 4. Group Results H1 2026 & Outlook 2026 3. Sustainability, Customer & Culture INVESTOR PRESENTATION Austrian Post, Investor Relations 2
Slide 3: Austrian Post at a Glance
AUSTRIAN POST AT A GLANCE Revenue mix H1 2026 Mail, Retail & E-Commerce & Bank Parcel revenue accounts for 59% Services Logistics – Letter Mail & – Parcels & Express – Financial Services Financial Services Business Solutions – Fulfilment & – Direct Mail & Cash Transport Media Post – E-Commerce Servi
Slide 4: 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 170 Guidance Revenue EBIT in trans-o-flex 1,887 EUR million2 in EUR million1 EBITDA 13.2% 13.6% margin 2008 2025 2008 2025 1 2014: Adjusted reporting
Slide 5: H1 2026 at a Glance: Decline in Mail Business, Growth in E-Commerce
H1 2026 AT A GLANCE: DECLINE IN MAIL BUSINESS, GROWTH IN E-COMMERCE Challenges Opportunities – Cost pressures and digitalisation accelerate – Expansion of services in Austria (bank99, decline in letter volumes YELLLOW) – Reduced advertising expenditure – Strong brand and distribution channels – Mark
Slide 6: Agenda
AGENDA 1. Overview 2. Trends in our strategic dimensions 4. Group Results H1 2026 & Outlook 2026 3. Sustainability, Customer & Culture INVESTOR PRESENTATION Austrian Post, Investor Relations 6
Slide 7: 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 8: Strategic Initiatives Are Proving Successful
STRATEGIC INITIATIVES ARE PROVING SUCCESSFUL 1 POST & BEYOND IN AUSTRIA 2 INTERNATIONAL E-COMMERCE 3,000 Parcel volumes in Austria 24/7 services clearly above the at record levels postal points market level +9% bank99 is continuing euShipments.com, a fast- profitable growth trend with EUR 4m growing
Slide 9: Structural Change in Letter Mail/Direct Mail in Austria
1 STRUCTURAL CHANGE IN LETTER MAIL/DIRECT MAIL IN AUSTRIA Letter Mail volumes Mail Revenue Millions of shipments EUR m -59% Ø -5.1% p.a. Letter Mail Direct Mail/Media Post 1,137 -16% 1,272 465 1,064 2008 2026 Direct Mail/Media Post volumes CONTINUOUS PRODUCT ADJUSTMENTS Millions of shipments + NETWO
Slide 10: Price Adjustment for Premium Letter
1 PRICE ADJUSTMENT FOR PREMIUM LETTER: AT A MODERATE LEVEL IN EUROPEAN COMPARISON Finland 3.00 Norway 2.53 Iceland 2.45 Latvia 2.35 Sweden 1.99 Ireland 1.85 Estonia 1.80 3.10 Lithuania 1.65 Belgium 1.58 2.47 France 1.52 Slovakia 1.40 1.90 Netherlands 1.40 Italy 1.30 New Premium Rates Czech Republic
Slide 11: Continued Positive Development of bank99
1 CONTINUED POSITIVE DEVELOPMENT OF BANK99 bank99 balance sheet total as at 30.06.2026 EUR bn Positive earnings trend Next Steps in 2026 4.2 4.2 IFRS earnings of bank99 (EURm) Cash 0.5 0.3 Other – Further development of 1.5 4.2 the depositary business H1 – Ongoing expansion of the Loans Mortgage hou
Slide 12: 24/7 Services at Record Levels
1 24/7 SERVICES AT RECORD LEVELS 3,000TH +60% POSTAL POINT >3,100 OPENED 2,969 3,000 2,612 Post stations 1,263 (dislocated) 1,871 Self-service 57 branches 1,353 Postal partners 327 Branches – By the end of 2026: >3,100 postal points across 2023 2024 2025 H1 2026 2026e Austria – From 2027: approx. 10
Slide 13: Mobile Phone Package Successfully Launched
1 MOBILE PHONE PACKAGE SUCCESSFULLY LAUNCHED MOBILE PHONE Very strong customer HARDWARE RATES ramp-up in the first few months 90% of all customers make use of support and services offered in the post offices Attractive tariff portfolio: YELLLOW Mobile S is the most popular package among INTERNET ADD
Slide 14: International Expansion Creates New Growth Prospects
2 INTERNATIONAL EXPANSION CREATES NEW GROWTH PROSPECTS New in 2026: E-commerce service provider euShipments.com (70%) in Bulgaria/Romania Austrian Post International Serbia: Strategic expansion of the parcel business in SEE through the acquisition of D Express Logistics & Last-Mile Delivery Other lo
Slide 15: More Than 500m Parcels Delivered 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 16: E-Commerce Growth Impacted by Regulatory Measures
E-COMMERCE GROWTH IMPACTED BY REGULATORY MEASURES Effective Additional costs Information from/as of Product safety embargos on certain product categories (footwear, October 2025 toys, textiles) February 2026 Removal of the EUR 30 duty-free threshold Flat-rate customs duties for parcels ≤ EUR 150 fro
Slide 17: E-Commerce & Logistics: Strong Growth in Austria
2 E-COMMERCE & LOGISTICS: STRONG GROWTH IN AUSTRIA Parcel volumes Revenue millions of items EUR m 232 983 41 182 2008 2026 2008 2026 – Strong growth in H1 with market share gains – Further new customer acquisitions in Q2 2026: ahead, eDeals, niceshops and Asian consolidators INVESTOR PRESENTATION Au
Slide 18: 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 19: E-Commerce & Logistics: Parcel Volume Growth in CEE/SEE
2 E-COMMERCE & LOGISTICS: PARCEL VOLUME GROWTH IN CEE/SEE Parcel volumes Revenue millions of items EUR m 214 212 78 78 198 70 165 172 52 54 2021 2026 2021 2026 – Positive volume development in the first two quarters (especially Slovakia) – Volatile development of Asian parcels (sharp rise in H1 2026
Slide 20: Acquisition of D Express
2 STRATEGIC EXPANSION OF THE PARCEL BUSINESS IN SOUTHEAST EUROPE: ACQUISITION OF D EXPRESS EFFECTIVE 21 JULY 2026 - Austrian Post acquired a 100% stake in the Serbian parcel service provider D Express - Consolidation with City Express, the existing Austrian Post subsidiary in Serbia - Strengthening
Slide 21: E-Commerce & Logistics: Strong Competition in Türkiye
2 E-COMMERCE & LOGISTICS: STRONG COMPETITION IN TÜRKIYE – Inflation-driven revenue growth continues; Turkish market continues to be impacted by intense competition – Revenue in H1 2026: increase by 21% to TRY 13.3bn (in Euro: +6.0% to EUR 250.7m) – Regulatory restrictions for Asian imports result in
Slide 22: Group Logistics Solutions: euShipments.com
2 GROUP LOGISTICS SOLUTIONS: STRONG PERFORMANCE OF THE E-COMMERCE SERVICE PROVIDER EUSHIPMENTS.COM – Part of the Austrian Post Group since March 2026 – Revenue contribution of about EUR 20m for the first four months, good level of profitability – Network expanded by three countries in H1 2026 (Austr
Slide 23: 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 24: Continuous Innovations in the Logistics Chain
3 CONTINUOUS INNOVATIONS IN THE LOGISTICS CHAIN Autonomous in-house logistics Matrix sorter Neues Bild Greater capacity optimisation Robotics INVESTOR PRESENTATION Austrian Post, Investor Relations 24
Slide 25: Agenda
AGENDA 1. Overview 2. Trends in our strategic dimensions 4. Group Results H1 2026 & Outlook 2026 3. Sustainability, Customer & Culture INVESTOR PRESENTATION Austrian Post, Investor Relations 25
Slide 26: Positive Revenue Development: +3.8% to EUR 1,544.0m in H1
POSITIVE REVENUE DEVELOPMENT: +3.8% TO EUR 1,544.0M IN H1 Revenue development EUR m +3.8% Mail, Branch & Services – H1 2026 revenue down by 7.4% from the prior year (Q2 2026 -7.1%) – Product and pricing measures could not offset volume decline for 1,505.2 1,544.0 1,488.1 letter mail and direct mail
Slide 27: H1 2026 Earnings Below Prior-Year Level
H1 2026 EARNINGS BELOW PRIOR-YEAR LEVEL DUE TO REDUCED MAIL BUSINESS AND TRANSFORMATION OF THE TELECOMMUNICATIONS BUSINESS EBIT development EUR m Mail, Branch & Services – Declining business for letter mail and direct mail -22.0% – Loss of telecommunications income from the previous sales partnershi
Slide 28: Key Income Statement Indicators
KEY INCOME STATEMENT INDICATORS EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 Increased transport costs due Revenue 1,488.1 1,544.0 3.8% 55.9 724.6 773.3 to rising volumes and initial consolidation of Other operating income 60.1 65.3 8.7% 5.2 28.1 33.3 euShipments.com; continued Raw materials, high shar
Slide 29: Special Effect in Financial Result: Put Option Liability Aras Kargo
SPECIAL EFFECT IN THE FINANCIAL RESULT: VOLATILE VALUATION OF THE PUT OPTION LIABILITY ARAS KARGO – Background: Baran Aras holds a put option exercisable in mid-2035 or mid-2036, which is subject to ongoing valuation for the remaining Discrepancy between high inflation 20% stake in Aras Kargo (a lia
Slide 30: Mail, Branch & Services Division: Key Income Statement Indicators
MAIL, BRANCH & SERVICES DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue decline driven by digitisation initiatives among Revenue 611.0 566.1 -7.4% -44.9 297.3 276.1 public and private sector clients; few elections in H1 • Letter Mail & Business Solutions
Slide 31: E-Commerce & Logistics Division: Key Income Statement Indicators
E-COMMERCE & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 9% parcel growth in Austria significantly above the market Revenue 817.0 910.9 11.5% 93.9 398.7 463.5 level • Austria 457.2 503.2 10.1% 46.0 228.0 252.0 Slight volume growth in • Türkiye+ 240.6
Slide 32: Bank Division: Key Income Statement Indicators
BANK DIVISION: KEY INCOME STATEMENT INDICATORS EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue 73.3 71.3 -2.7% -2.0 35.1 36.0 Decrease in interest income due to the lower key interest • Income from Financial Services 73.3 71.3 -2.7% -2.0 35.1 36.0 rate vs. 2025 Revenue intra-Group 0.0 0.0 n.a. 0
Slide 33: Employees of Austrian Post
EMPLOYEES OF AUSTRIAN POST Group employees Structural change in the Austrian core business Full-time equivalents (average for the period) Full-time equivalents (average for the period) 21,926 490 17,607 17,190 9,397 International 34% 11,689 27,743 11,544 66% Austria 12,039 2,863 2,707 3,200 2,794 20
Slide 34: Solid Balance Sheet and Financing Structure
SOLID BALANCE SHEET AND FINANCING STRUCTURE Financial debt EUR 249.1m Financial debt incl. IFRS 16 EUR 606.4m ASSETS EQUITY & Financial debt/EBITDA12m 0.6x EUR m LIABILITIES Financial debt incl. IFRS 16/EBITDA12m 1.5x EUR m 6,559.3 6,447.0 6,559.3 6,447.0 Cash, money market 110.4 204.5 91.1 74.5 Oth
Slide 35: Operating Free Cashflow of EUR 117 Million in H1 2026
OPERATING FREE CASHFLOW OF EUR 117 MILLION IN H1 2026 EUR m Acquisition of Bulgarian e-commerce 137.9 service provider euShipments.com +11.2 116.6 -32.4 -12.3 Investments in decarbonisation (e-mobility, e-charging infrastructure) 45.0 -59.3 Cash flow from Maintenance Other Operating Growth Acquisiti
Slide 36: Austrian Post's Investment Programme
AUSTRIAN POST'S INVESTMENT PROGRAMME CAPEX in property, plant and equipment in a multi-year comparison Investments – Regional split H1 20261 EUR m International 27% 161 140-160 152 155 143 143 126 Focus for 2026/2027: Austria – Expansion and 73% modernisation of the logistics centres in Salzburg, Bu
Slide 37: Outlook 2026 (1/2)
OUTLOOK 2026 (1/2) Market environment remains challenging Market • Mail: Volume decline due to intensified digitisation initiatives by important customer groups environment • E-commerce: Volume increase despite strong competition; uncertainty due to numerous customs duties and fees • Group: Slight r
Slide 38: Outlook 2026 (2/2)
OUTLOOK 2026 (2/2) • CAPEX in property, plant and equipment of EUR 140m–160m expected in 2026 • Priorities: expansion and modernisation of the logistics centres in Salzburg, Budapest Investments (Hungary) and Zilina (Slovakia), automation and expansion of parcel machines in CEE/SEE as well as furthe
Slide 39: 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 40: Agenda
AGENDA 1. Overview 2. Trends in our strategic dimensions 4. Group Results H1 2026 & Outlook 2026 3. Sustainability, Customer & Culture INVESTOR PRESENTATION Austrian Post, Investor Relations 40
Slide 41: Sustainability Master Plan 2030
SUSTAINABILITY MASTER PLAN 2030 Strategic Focus Areas Status H1 2026 Environment Already 65% CO2-free •1 Decarbonisation of logistics delivery in Austria •2 Decarbonisation of infrastructure •3 Resource-efficient processes 20 MWp photovoltaic systems •4 Circular Economy 6,788 electric vehicles Socia
Slide 42: Largest Electric Fleet in Austria
LARGEST ELECTRIC FLEET IN AUSTRIA: OVER 6,300 ELECTRIC VEHICLES E-vehicle fleet ramp up curve (Number of vehicles in operation at Post AG) >6,300 e-vehicles in operation + 1,000 e-vehicles in 2026 >7,000 5,983 H1 6,365 4,924 4,022 3,039 2,418 118 2011 21 22 23 24 25 26e 2030e single-lane two-lane
Slide 43: Already 65% CO2-Free Last-Mile Delivery in Austria
ALREADY 65% CO2-FREE LAST-MILE DELIVERY IN AUSTRIA Vienna Graz Kick-off in Vienna with Arnold Schwarzenegger since Q2 since Q3 Vienna becomes the world's first major city with a population of over one million to achieve 2026 2020 100% CO2-freelast-mile delivery Salzburg since Q1 2024 Innsbruck since
Slide 44: Austrian Post Group – On the Road to Paris
AUSTRIAN POST GROUP – ON THE ROAD TO PARIS Logistics-related Decarbonisation plan Austrian Post Group Scope 1–3, thousand tonnes -9.8% 228.7 231.8 221.3 199.7 -32.6% -90.0% 154.1 Parcel Volume +12% Focus on own and Additionally own external vehicle and external fleet fleet Austria: in CEE and Turkey
Slide 45: 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 46: ESG-Ratings der Post beständig auf hohem Niveau
ESG-RATINGS DER POST BESTÄNDIG AUF HOHEM NIVEAU Sustainalytics Top MSCI 5.4 7.3 ~25 7% Bewertung: AAA Bewertung: 15,6 (low risk) 0 10 50 0 Letzte Aktualisierung: 08/2025 Letzte Aktualisierung: 02/2026 ISS ESG D+ Top S&P Global CSA 31 53 10% Bewertung: C+, Prime Bewertung: 53/100 0 100 D- A- Letzte A
Slide 47: Key Figures in Accordance with the EU Taxonomy Regulation
KEY FIGURES IN ACCORDANCE WITH THE EU TAXONOMY REGULATION Eligibility (%) Revenue CapEX Alignment (%) EUR m EUR m Decline due to non-compliance of Decline due to non-conformity of 2,940.7 current tyres in the procurement 213.3 current tyres in latest electric 2,802.2 period; potential for improvemen
Slide 48: Contact
CONTACT Austrian Post Financial calendar 2026/2027 Investor Relations 12 November 2026 Interim Report Q1-3 2026 Rochusplatz 1, 1030 Vienna 11 March 2027 Annual Report 2026 Website: post.at/investor 14 April 2027 Annual General Meeting E-mail: investor@post.at 23/28 April 2027 Ex-day/Dividend payment