Inpost S.a. · EURONEXT:INPST
Inpost — PKO BP Conference 2025
11 slides from Inpost's conference presentation, Mar 19, 2025
Slide 1: Fireside chat
p INPOST GROUP Fireside chat 19 March 2025
Slide 2: Agenda
Agenda InPost at IPO and now #1 locker network in key markets Gaining market share in all markets Geographical diversification Love Brand – customer centricity 2
Slide 3: Transformational expansion over the last 4 years
Transformational expansion over the last 4 years 2020 2024 Group Volume 0.3bn parcels 1.1bn parcels Group Revenue PLN 2.5bn PLN 10.2bn LTM Group EBITDA PLN 1.0bn PLN 3.3bn LTM APMs 12 thousand 47 thousand LTM: Q4’23 – Q3’24 3
Slide 4: We are more visible on the European map
We are more visible on the European map InPost volume growth YoY vs. market in 2024 B2C e-commerce parcel volume by carrier in 9 European markets InPost operates in InPost Market InPost Market #1 La Poste #2 Royal Mail #3 Mondial Market Relay #4 Evri #5 DHL InPost Market 2021 NOW InPost Market Sourc
Slide 5: We are #1 locker network in Poland, France, UK and the largest locker player in Europe
We are #1 locker network in Poland, France, UK and the largest locker player in Europe Poland France United Kingdom [Number of compartments] [Number of compartments] [Number of compartments] InPost Orlen Allegro DHL DPD Pocztex InPost Amazon Vinted Pickup InPost Amazon DPD UPS 5
Slide 6: We are strengthening international business
We are strengthening international business 2020 2024 Volume 300 m 1.1bn Revenue PLN 2.5bn PLN 10.2bn LTM Poland International Top PL merchant 6
Slide 7: The Love Brand – InPost is more than just a locker
We are The Love Brand – InPost is more than just a locker #1 NPS among peers InPost the most preferred APM Brand power that stands out InPost APM and The most frequent way InPost has the highest scores in the brand competitors’ NPS scores for parcels delivery and demand power components 77 #2 93% #3
Slide 8: We have loyal community capturing 100% of e-commerce shoppers in Poland
We have loyal community capturing 100% of e-commerce shoppers in Poland APM and 2door # app App users order users ~100% users 40% 24m 13.7m of Polish e-commerce more than population non-app users Loyalty program Loyal APM users Already users 20% 6.5 million 19.4m Of APM users account for 70% of APM
Slide 9: Improving UX to drive higher APM adoption in France
Improving UX to drive higher 1. Benchmark for Logistics companies; 1st position in all Q4 APM adoption in France 2024 weeks; Source: data.ai 1st Ratings of 3.2m position 4.4/5 on both stores App downloads Mobile Performance (+2.1m YoY) Score1 8.8/10 Rating on Avis Vérifiés App users order over 40% m
Slide 10: Improving UX to drive higher APM adoption in UK
Improving UX to drive higher 1. Benchmark for Logistics companies; 1st position in all Q4 APM adoption in UK 2024 weeks; Source: data.ai 1st 1.9m Ratings of position 4.5/5 App downloads Mobile Performance (+0.8m YoY) Score1 on both stores. 40% Clients with more than non-app App downloads the applica
Slide 11: Thank you
p INPOST GROUP Thankyou 4