Slide 1: InPost S.A. 2022 Annual General Meeting
als =I InPost ‘out of the box InPost S.A EinPost §#§ 2022 May 19, 2022 www.inpost.eu
Slide 2: Opening
+ Opening 10 1 out of the box Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting
Slide 3: Opening
1 | Opening || Presentation of the report from Management Board and Supervisory Board 2021 3 | Presentation of the Independent Auditor's Report 2021 4 | Approval of Financial Statements (voting item) 5 | Allocation of financial results 2021 (voting item) 6 | Discharge of the Management Board (voting
Slide 4: FY 2021 Key Messages
x ~ . . ~—|. InPost Presentation of the report from Management Board and Supervisory Board 2021 “; _ FY 2021 Key Messages _ ESG Strategy ~ Poland Mondial Relay _ United Kingdom _ Financial KPls
Slide 5: Key Messages
X . . S| CinPost Presentation of the report from Management Board and Supervisory Board 2021 “} Messages out of the box 5
Slide 6: Our Mission
x . ° —( InPost §)} Our Mission i Al Leveraging our success with automated lockers in Poland, we seek to redefine the consumer experience, economics and sustainability of Europe’s e-commerce last mile Source: Company strategy out of the box
Slide 7: The InPost APM flywheel
Mi The InPost APM flywheel What we provide: for merchant More sales v Increased checkout conversion & repeat sales v End-users declare APMs motivate them to more frequent shopping! Reliability ¥ No failed home delivery Low delivery cost ¥ Cheaper than to-door v Lower fuel costs than to-door Sustaina
Slide 8: We realized our key strategic 2021 priorities
Further accelerate the flywheel effect in Poland — ie) wal 16,445 APMs (+53% YoY) and 2.4m lockers (+63% YoY) in Poland at YE'21 56% of Polish population within 7 mins walking distance of an APM (+6 p.p. YoY) at YE'21 14.8m APM users (+16% YoY) and 9.2m mobile app users (+41% YoY) at YE'21 38k integ
Slide 9: FY 2021 Highlights
N FY 2021 Highlights nal nancial & Opera Revenue increase to 4,6022m PLN (+82% YoY growth / +39% YoY growth excl. Mondial Relay) 609m pro-forma parcels delivered (+38% YoY growth / +40% YoY excl. Mondial Relay / +46% YoY APM volume only) Adjusted EBITDA increase to 1,626.4m PLN (+64% YoY growth / +4
Slide 10: Our ESG Strategy
X . . S| CinPost Presentation of the report from Management Board and Supervisory Board 2021 “} - Our ESG Str out of the box 10
Slide 11: Lockers are innately sustainable and environmentally friendly
X . . —( InPost ™ Lockers are innately sustainable ae One APM in Poland One tree in Poland and envi ronmentally friendly reduces an estimated! absorbs an estimated? 53 kg 6 kg of CO, daily! fi of CO, annually! fs] Our actions have tangible effects... InPost efficiency results in ~30% cheaper deliver
Slide 12: ESG actions synthesized into a clear strategy
InPost NM In 2021 we synthesized our ESG actions into a clear strategy > with strong, quantitative, long-term commitments jl / 2 / 3 Pillars What have we —_— Our done so far? commitments A We deliver low-carbon e-commerce We declare climate neutrality until 2025 80% in Scope 1&2 and until 2040 in th
Slide 13: Poland
~~ SI (inPost Presentation of the report from Management Board and Supervisory Board 2021 out of the box 13
Slide 14: Accelerating the flywheel effect in Poland
Mi Accelerating the flywheel effect in Poland =(inPost ary — Greater | convenience Record number of APMs users reaching 14.8m and 2.9m super hard users = Record NPS of 75for APM parcel collection = Deployed nearly 5,700 APMs and almost Im lockers (9x more than competition combined) in 2021 = 56% of
Slide 15: Improved proximity drives increasing consumer usage
MN Improved proximity drives increasing consumer usage z X ~ ~{ InPost 4 Why density matters and why do we keep investing to increase it? - 2019 ee 2020 vn 2021 Average annual number of parcels per 4# APMs 7.2k 10.8k 16.4k user vs. their estimated distance occ eeeeeeeeeenesnneeeneeeetneeeenueeeneeee
Slide 16: More consumers, more satisfaction, greater usage
MN) More consumers, more satisfaction, greater usage We continued strong growth of our mobile app user base... #m active app users as per company definition’ The trend continues into 2022 10/20 o1/21 04/21 07/21 10/21 o1/22 New app functionalities in 2021: = Pick-up time extension = Parcel redirecti
Slide 17: We acquired new merchants and developed existing relationships
MWe acquired new merchants and developed existing relationships We increased our merchant base by 27% in 2021 to 38k e-tailers #k integrated merchants in Poland anys 2020 YE 2021 YE 1, Already a merchant in the past, but introduced InPost APMs in 2021 Source: Company data out of the box We signed ne
Slide 18: Scale economies
Scale economies We continue to grow ahead of the market E-commerce GMV growth differs from the B2C market volume growth Growth rates '21 vs. ‘20 (%) Value of 19% close to CEP market experts’ estimations of ~20% developed during 202? 30% 6% 5% Lg 19% GMV growth! Inflation Structural effect difference
Slide 19: Mondial Relay
X . . S| CinPost Presentation of the report from Management Board and Supervisory Board 2021 “} ~- Mondial Relay out of the box 19
Slide 20: Acquisition Recap: Mondial Relay platform for international expansion
M Acquisition Recap: Mondial Relay provides N 7 KunPost an excellent platform for international expansion Strong rationale for international expansion Mondial Relay as an excellent platform into the French market for introduction of an APM model in France = 3°4 largest e-commerce market in the Europ
Slide 21: Proof points within the flywheel in France
X . . . . —( InPost NM We are already seeing proof points within Cin ° the flywheel in France i oo 24/7 availability with APMs Greater New sorting capacity to improve service quality Improved customer experience = ° 3.8m sé “ Vinted number of parcels delivered AROMA ~ZONEw @. eee @wes ROCHER aot out
Slide 22: United Kingdom
Presentation of the report from Management Board and Supervisory Board 2021 ~ United Kingdom ~~ SI (inPost Ke Ny out of the box 22
Slide 23: Turning the flywheel in the UK
™ Turning the flywheel in the UK ~(inPost Average Trustpilot Rating of InPost UK (om (a6 2020 YE 2021 YE 2020 YE 2021 VE Improved customer experience merchant Vinked ebay adoption Key merchants won in 2021 Dune oyNsHAK? = ¢47yy von Mge TED BAKEF — FOOTABYINMH( 1, London, Manchester, Birmingham PRODR
Slide 24: Financial KPIs
X . . | (inPost Presentation of the report from Management Board and Supervisory Board 2021 > - Financial KPIs
Slide 25: Delivering key IPO metrics of revenue growth and EBITDA margin
Delivering key IPO metrics of revenue growth and EBITDA margin Poland International (pro-forma) Number of APMs 14,500-15,500. 16,445 S Number of APMs 2,000-3,000 APM parcel volume growth 45-50% 43.5% Parcel volume (millions) 180-195 To-door parcel volume growth 25-30% 14.9% Total revenue (PLNm) 2,26
Slide 26: Summary of FY 2021 financial performance
M Summary of FY 2021 financial performance PLN million, unless otherwise stated FY 2021 Revenue 4,602.2 of which Poland 3,453.4 of which MR 1,080.0 of which International 68.8 Operating EBITDA 1,436.1 Margin 31.2% Non-recurring items 190.3 Adjusted EBITDA 1,626.4 Margin 35.3% of which Poland 1,592.2
Slide 27: EBITDA to Net Profit progression
NM EBITDA to Net Profit progression =(inPost PLN millon, unless otherwise stated | 2012020 202v5.2020 % change Adjusted EBITDA 1,626.4 993.7 632.7 464% Margin % 35.3% 39.3% (400 bps) Share-based compensation [MIP valuation] Wi (s009 (10.1) (69.9) +692% fi) Main adjustment item of share . based compe
Slide 28: Net Debt and Leverage
x MN Net Debt and Leverage =(inPost Mondial Relay acquisition debt and IFRSI6 liabilities drive step up in gross debt includes approx. PLN 1.3 bn of (+) Gross debt 5,933.0 2,631.2 3,301.8 125% unconsolidated third party | financing provided at parent Borrowings & financial instruments at 4.7402 2094
Slide 29: Opening
= InPost / 1 | Opening 2 | Presentation of the report from Management Board and Supervisory Board 2021 ® Presentation of the Independent Auditor’s Report 2021 4 | Approval of Financial Statements (voting item) 5 | Allocation of financial results 2021 (voting item) 6 | Discharge of the Management Boa
Slide 30: Presentation of the Independent Auditor's Report 2021
= InPost / 1 | Opening 2 | Presentation of the report from Management Board and Supervisory Board 2021 3 | Presentation of the Independent Auditor's Report 2021 % Approval of Financial Statements (voting item) 5 | Allocation of financial results 2021 (voting item) 6 | Discharge of the Management Boa
Slide 31: Opening
10 1 out of the box Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting it
Slide 32: Opening
= InPost Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting item) 7 | Dis
Slide 33: Opening
10 1 out of the box Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting it
Slide 34: Opening
= InPost Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting item) Dischar
Slide 35: Opening
1 out of the box Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the Management Board (voting item)
Slide 36: Opening
1 | Opening 2 | Presentation of the report from Management Board and Supervisory Board 2021 3 | Presentation of the Independent Auditor's Report 2021 4 | Approval of Financial Statements (voting item) 5 | Allocation of financial results 2021 (voting item) 6 | Discharge of the Management Board (votin
Slide 37: Closing of the meeting
9 10 ii) Closing of the meeting out of the box Opening Presentation of the report from Management Board and Supervisory Board 2021 Presentation of the Independent Auditor's Report 2021 Approval of Financial Statements (voting item) Allocation of financial results 2021 (voting item) Discharge of the
Slide 38: Contact details
Contact details out of the box = CinPost Michael Harris Interim Head of Investor Relations mharris@inpost.eu Visit InPost’s websites: www.inpost.pl/en www.inpost.eu InPost Headquarters 70, route d'Esch, L-1470 Luxembourg, Grand Duchy of Luxembourg LU 32751180 38
Slide 39: Disclaimer
) Disclaimer Disclaimer Finan outlook results and Forward-looking statements No offer Agreement these terms out of the box Please read the following before continuing The following applies to this presentation, any oral or video presentation of the information in this presentation by InPost S.A. a p
Slide 40: InPost
InPost out of the box